How can you pursue what matters most?

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Alexander Kohn

    Alexander Kohn

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT

    Alex has been with UBS Financial Services since 2008. His experience in the industry spans 24 years working with other major financial services firms before joining UBS Financial Services. He has a B.A. in History from Duke University. Alex maintains his Series 7, 31, and 66 Securities Licenses as well as his Life Insurance Licenses.

    A Senior Vice President of Wealth Management, Alex has earned a place in the UBS Recognition Councils every year since 2011. Since 2017, he has been a member of the President’s Council. 

    Alex attributes much of his success to his love of the planning, organizational, mathematical and interpersonal aspects of the Wealth Management field. Alex's passions outside of work include family, fitness and exercise, and educational charities.

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Duke University, B.A. in History
      299 Park Avenue
      New York, NY 10017
      alexander.kohn@ubs.com
      Alexander Kohn
      299 Park Avenue,New York,NY,10017
    • Daniel Ladner Profile Photo

      Daniel Ladner, CPM

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • ID
      • IL
      • IN
      • KS
      • MA
      • MD
      • MI
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT

      Dan has been with UBS Financial Services since 2008 and is a graduate of Columbia University's ACPM Program, earning the Certified Portfolio Manager designation. He began his career as a Financial Advisor 25 years ago. Dan maintains his Series 7, 9, 10, 31, 63, 65, and Life Insurance Licenses. Throughout his career, Dan has been an Assistant Branch Manager where he supervised Senior Wealth Advisors, and has been responsible for the hiring and training of new Financial Advisors. Dan cultivates relationships by designing customized financial strategies for his clients. Dan is passionate about supporting numerous charitable organizations, public services, and various fraternal organizations. He enjoys spending time with family and friends and playing golf, tennis, and squash.

      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Certified Portfolio Manager®
        299 Park Avenue
        New York, NY 10017
        dan.ladner@ubs.com
        Daniel Ladner, CPM
        299 Park Avenue,New York,NY,10017
      • Thomas McKelvey

        Thomas J. McKelvey, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IA
        • ID
        • IL
        • IN
        • KS
        • MA
        • MD
        • MI
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA

        Tom is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, he is eminently qualified to provide highly personalized wealth management services to his clients. Tom understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services are delivered to help you pursue your goals. That's why he offers a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations.

        Based in New York City with more than 35 years of industry experience, Tom focuses on serving the needs of high net worth individuals and families, as well as professionals and businesses around the U.S. He provides a breadth of wealth management services, including strategic retirement and investment planning, asset allocation and financial planning. He was awarded the Certified Financial Planner® designation in 1999.

        Prior to joining UBS, he was a Senior Vice President at Smith Barney and worked at Citigroup for 24 years. He graduated from North Dakota State University with B.S in Business Economics and also earned an M.B.A. in banking and finance from Adelphi University, Garden City, NY. Outside of work, Tom enjoys golfing, boating and travel. He and his wife have two daughters and reside in Bayport, NY.

          • Adelphi University, M.B.A. in Banking and Finance
          • North Dakota University, B.S. in Business Economics
          • CERTIFIED FINANCIAL PLANNER™
          299 Park Avenue
          New York, NY 10017
          thomas.mckelvey@ubs.com
          Thomas J. McKelvey, CFP
          299 Park Avenue,New York,NY,10017
        • Joel Rogovin

          Joel Rogovin

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IA
          • ID
          • IL
          • IN
          • KS
          • MA
          • MD
          • MI
          • MN
          • MT
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA

          Joel began his career in one of the most tumultuous financial times on record. His experience in the industry spans 40 years and he has helped his clients manage their wealth through both good times and bad. He offers a customized approach to wealth management built on personal relationships and shaped by an understanding of his clients’ needs and aspirations. Joel emphasizes asset allocation and total portfolio management, with a focus on retirement income planning, education funding, structures for charitable giving, and estate planning. He maintains his Series 7 and 63 securities licenses as well as his Life Insurance Licenses and is a Portfolio Manager in the UBS Portfolio Management Program.

          In his free time, he enjoys playing tennis, platform tennis, and has even been seen on the pickleball courts, as well as spending time with his grandchildren.

              • Portfolio Manager
              299 Park Avenue
              New York, NY 10017
              joel.rogovin@ubs.com
              Joel Rogovin
              299 Park Avenue,New York,NY,10017
            • Albert Anthony Olivetti Profile Photo

              A. Anthony Olivetti, CFA

              Senior Wealth Strategy Associate

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              • AK
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • ID
              • IL
              • IN
              • KS
              • MA
              • MD
              • MI
              • NC
              • NH
              • NJ
              • NY
              • OH
              • OR
              • PA
              • SC
              • TN
              • TX
              • UT
              • VA
              • VT

              Anthony joined UBS Financial Services in 2013. Since 2019, he has served as the Senior Wealth Strategy Associate for the team. Prior to his current role, he found his passion for wealth management as a Registered Client Service Associate. His role is to design and implement customized financial and wealth planning strategies for his clients, as well as leading the team’s service effort. He earned his MBA from Baruch College in 2017, and his B.S. in Finance and Economics from the University of Delaware in 2012. Anthony is a CFA® Charterholder, having earned the right to use the designation in 2019. He holds Series 3, 7, and 66 Securities Licenses.

              Outside of work he supports charitable organizations focused on assisting the families of fallen service members and first responders. He enjoys spending time outdoors with family and friends, golfing, skiing, and fishing. Anthony currently lives in Red Bank, NJ.

                • Baruch College, MBA
                • University of Delaware, B.S. in Finance and Economics
                • Chartered Financial Analyst®
                299 Park Avenue
                New York, NY 10017
                albert.olivetti@ubs.com
                A. Anthony Olivetti, CFA
                299 Park Avenue,New York,NY,10017
              • Rachel Berg

                Rachel Berg

                Client Associate

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                • CA
                • CT
                • FL
                • NC
                • NJ
                • NY
                • PA

                Rachel joined the team as a Client Service Associate in May of 2023. She graduated from Seattle Pacific University in 2022 with a B.A. in Business Finance and Information Systems, while also playing collegiate basketball. She pursues finance because of her passion to serve others, desire to advance financial literacy, and inspiration from her mother who is a retired Financial Advisor of 30 years. Rachel grew up in Washington state and her hobbies include playing billiards, trying new restaurants, and working out. She is fully registered with her Series 7 and 66.

                  • Seattle Pacific University, B.A. in Finance and Information Systems
                    299 Park Avenue
                    New York, NY 10017
                    rachel.berg@ubs.com
                    Rachel Berg
                    299 Park Avenue,New York,NY,10017
                  • Steven Cirillo

                    Steven Cirillo

                    Client Associate

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                      Steven joined UBS Financial in May of 2023. He graduated from Iona University, LaPenta School of Business with a B.A. in Management and a minor in Finance. Steven was born and raised in New Rochelle, NY. Steven has an innate ability to adapt and excel in diverse environments and enjoys contributing to food drives, foundations, and coaching strength and agility training for young athletes. He values making connections with individuals and ensuring their goals are met. He is driven by his passion for innovation and creativity. He loves to spend his free time golfing, working out, traveling, and spending quality time with family and friends.

                        • Iona University, B.A. in Management and Finance
                          299 Park Avenue
                          New York, NY 10017
                          steven.cirillo@ubs.com
                          Steven Cirillo
                          299 Park Avenue,New York,NY,10017

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                        Global Wealth Report 2024

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                        Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                        Gain additional insights into the trends shaping wealth in the US and around the world.

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