Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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    Stephen Kincade

    Managing Director–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • DE
    • FL
    • MA
    • MO
    • MT
    • NC
    • NJ
    • NY
    • OH
    • RI
    • SD
    • TN
    • TX
    • VA
    • VT

    Stephen Kincade joined UBS from Merrill Lynch after a 25
    year career in Fixed Income markets. Over the last 25
    years, he has put his experience to work for his clients,
    helping them find the best way forward to pursue the
    goals that truly matter. Stephen has built a practice
    working with high net worth and ultra-high net worth
    individuals to create bespoke financial strategies rooted in
    their personal and financial goals. Steve manages the
    team's capital market outlook and investment strategy
    with a focus on fixed income. Capital preservation and
    risk management are top priorities in every relationship.

    He earned a B.S. in Political Science at Princeton
    University. He also holds his Series 7 and 66 securities
    licenses

      • Princeton University, B.S. in Political Science
        1285 Avenue Of The Americas
        New York, NY 10019
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        Alexander Fridell

        Senior Vice President–Wealth Management

        Financial Advisor

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        • CA
        • CO
        • CT
        • DE
        • FL
        • MA
        • MO
        • MT
        • NC
        • NJ
        • NY
        • OH
        • RI
        • SD
        • TN
        • TX
        • VA
        • VT

        Alexander Fridell joined UBS in 2021 from Merrill Lynch.
        Over the last 15 years, he has put his experience to work
        for his clients, helping them find the best way forward to
        pursue the goals that truly matter. Although he delivers
        comprehensive wealth management, Alex focuses on
        fixed income investing and retirement planning
        strategies; wealth transfer strategies, including
        inheritance and business succession planning strategies;
        and life transition planning. Capital preservation and risk
        management are top priorities in every relationship.

        Alex earned his degree from Fordham University. He also
        holds his Series 7, 3, and 66 securities licenses.

              1285 Avenue Of The Americas
              New York, NY 10019
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              Jessica McEntee

              Associate Director

              Senior Wealth Strategy Associate

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              • CA
              • CO
              • CT
              • DE
              • FL
              • MA
              • MO
              • MT
              • NC
              • NJ
              • NY
              • OH
              • RI
              • SD
              • TN
              • TX
              • VA
              • VT

              Jessica McEntee joined UBS in 2021, previously working
              for Merrill Lynch’s Wealth Management for the last 9
              years. She is a Certified Financial Planner®, focusing on
              trust and estate planning strategies, wealth transfer
              strategies and philanthropic planning. Jessica works
              closely with the Family Office Solutions Group within UBS
              to ensure clients are utilizing all strategies available for
              their trust and estate planning needs.

              Jessica earned a B.A. in Economics from NYU. She holds
              her CFP certification, as well as the Series 7 and 66
              securities licenses.

                    1285 Avenue Of The Americas
                    New York, NY 10019
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                    Zachary Kingsley

                    Director

                    Senior Wealth Strategy Associate

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                    • CA
                    • CO
                    • CT
                    • DE
                    • FL
                    • MA
                    • MO
                    • MT
                    • NC
                    • NJ
                    • NY
                    • OH
                    • RI
                    • SD
                    • TN
                    • TX
                    • VA
                    • VT

                    Zachary J. Kingsley has worked for The Kincade Group
                    since 2012. During The Kincade Group’s tenure at Merrill
                    Lynch, Zach served as the team’s Investment
                    Management Specialist with the title of Sr. Vice President.
                    Since the team’s transition to UBS in 2021, he is serving
                    in the capacity of Sr. Wealth Strategy Associate with the
                    title of Director. Zach’s primarily responsibility is centered
                    on covering some of the team’s largest relationships from
                    an investment management perspective. Along with the
                    group, Zach takes an active investment management
                    approach, focusing primarily on equity analysis and idea
                    generation, options strategies, and high yield fixed
                    income trading.

                    Zach earned a BS in Finance with a minor in Economics from Fordham University. He
                    holds a Series 7 and 66 securities licenses.

                          1285 Avenue Of The Americas
                          New York, NY 10019
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                          Elizabeth Schiowitz

                          Wealth Strategy Associate

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                          • CA
                          • CO
                          • CT
                          • DE
                          • FL
                          • MA
                          • MO
                          • MT
                          • NC
                          • ND
                          • NJ
                          • NY
                          • OH
                          • RI
                          • TN
                          • TX
                          • UT
                          • VA
                          • VT

                          Elizabeth Schiowitz joined UBS in 2021, previously
                          working at Merrill Lynch for nearly 4 years. At UBS,
                          Elizabeth focusses on servicing ultra-high net worth client
                          operational needs and client reporting. Elizabeth's
                          meticulous attention to detail and strong client
                          relationships are invaluable contributions to her team and
                          her clients.

                          Elizabeth earned a B.S. in Mathematics and Economics
                          from Bucknell University. She holds Series 7 and 66
                          securities licenses.

                                1285 Avenue Of The Americas
                                New York, NY 10019
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                                Christopher Kincade

                                Financial Advisor

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                                • CA
                                • CO
                                • CT
                                • DE
                                • FL
                                • MA
                                • MO
                                • MT
                                • NC
                                • NJ
                                • NY
                                • OH
                                • RI
                                • SD
                                • TN
                                • TX
                                • VA
                                • VT

                                Within The Kincade Group, Chris focuses on business
                                development, financial and individual stock analysis as
                                well as alternative investments. Chris is dedicated to
                                creating bespoke solutions that match our clients
                                personal and financial goals.

                                Chris earned a B.A. in business administration with a
                                major in finance from Elon University. He holds Series 7
                                and 66 securities licenses

                                      1285 Avenue Of The Americas
                                      New York, NY 10019

                                    Private Wealth Management

                                    As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

                                    Our Philosophy

                                    Our Philosophy

                                    Our Process

                                    Our Process

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                                    Investment management

                                    Legacy—Wealth for others

                                    For needs that go beyond your own—to help you improve the lives of others

                                    What will your legacy be?
                                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                    Learn more at ubs.com/wealthway.

                                    Backed by the strength of UBS

                                    A global leader in wealth management

                                    $2.8 trillion

                                    In invested assets globally 
                                    As of 06/30/2022

                                    51 countries

                                    Our global footprint

                                    Global leader

                                    UBS is a world-leading wealth manager