Trust. Experience. Confidence.

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

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.

Leila Larijani, CIMA, CFP, CEPA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- ID
- IL
- MA
- MD
- ME
- MI
- MO
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SD
- TX
- VA
- VT
- WA
Leila has been active in the financial services industry for over 25 years. Before joining UBS, she spent five years as a financial advisor at Oppenheimer & Co. and prior to that, she worked for eight years at Lehman Brothers in fixed-income derivative sales and the mortgage group. Early in her career, she gained practical experience as an estimator at Clark Construction Corporation and as a coordinator at the United Nations in New York.

Leila is a graduate of the School of Foreign Service at Georgetown University and of the Graduate School of Arts and Sciences at New York University. She hold Series 7, 63 and 65 licenses in addition to licenses for life, health, annuities and long-term care insurance. She attained the designation as a Certified Investment Management Analyst^® (CIMA^®) from the Wharton School of Business, the Wealth Advisor designation from UBS in addition to the Certified Financial Planner (CFP^®) and Certified Exit Planning Advisor^® (CEPA^®) designations.

While Leila is involved with a number of community and charitable organizations, she makes it a priority to stay up-to-date and educated while maintaining her licenses and designations. This continuous process provides her with specific expertise to make sound judgments about resources available and their application.
- School of Foreign Service at Georgetown University
- Graduate School of Arts and Sciences at New York University
- Certified Exit Planning Advisor
- CERTIFIED FINANCIAL PLANNER
- Certified Investment Management Analyst
1285 Avenue Of The Americas
New York, NY 10019

leila.larijani@ubs.com

Leila Larijani, CIMA, CFP, CEPA

1285 Avenue Of The Americas,New York,NY,10019
James Dillon, MBA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TX
- VA
- VT
- WA
Jim has more than 40 years of experience in the financial services industry. He began his career at Lebenthal & Co., a New York–based municipal bond firm serving individual investors, where he advanced to Senior Managing Director.

Twenty years ago, Jim joined UBS Financial Services, Inc., where he continues to advise individual and multi‑generational clients. Over the course of his career, he has expanded his expertise beyond fixed income to provide comprehensive guidance focused on helping clients achieve their long‑term financial goals.

Jim holds an MBA in Finance from the New York University Stern School of Business and a BA in Economics from New York University’s College of Arts and Sciences. He resides in Manhattan and has long been active in community affairs.
1285 Avenue Of The Americas
New York, NY 10019

james.dillon@ubs.com

James Dillon, MBA

1285 Avenue Of The Americas,New York,NY,10019
Kyle Ritchie, AWMA

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SD
- TX
- UT
- VA
- VT
- WA
- WI
Kyle Ritchie joined UBS Financial Services in 2018 and has 8 years of experience in the financial services industry. Kyle started his career as a research investment analyst intern at Fenimore Asset Management, with a primary focus of analyzing small to mid-sized companies listed on the US exchanges for investment.

In 2017, he joined AXA Advisors, LLC where he expanded his focus by providing insurance and retirement solutions to professionals in the greater NYC area. After 1 year with AXA Advisors, LLC, he joined UBS located in mid-town Manhattan.

Kyle is currently a wealth strategy associate and specializes in assisting high net worth families and individuals with meeting their financial goals. His role on the team begins with the client onboarding process and extends to cultivating existing relationships through professional client service. He assists clients with a range of services including opening accounts, entering trades, initiating funds transfers, organizing periodic reviews and monitoring account activity.

Kyle received his B.S. in Finance from Siena College, Loudonville, NY. He holds a Series 7, Series 63, Series 66 and Life Accident, & Health Insurance license. He currently resides in White Plains, NY.
- Accredited Wealth Management Advisor
1285 Avenue Of The Americas
New York, NY 10019

kyle.ritchie@ubs.com

Kyle Ritchie, AWMA

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

Chris Kanavos

NMLS #863109

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Chris Kanavos joined UBS Bank USA in 2015, and he is currently a Senior Wealth Management Banker covering the Manhattan Market.

Chris has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Prior to joining UBS, Chris Kanavos worked as a Regional Credit Director and Resident Manager at Merrill Lynch, where he partnered with Executive and Divisional Leadership to drive a credit and lending strategy for the NYC and Long Island Market. He began his banking career in 1991, joining Wells Fargo during his last two years of college. Starting as a Credit Analyst, he was promoted to management shortly after graduating. As a District Manager, he was responsible for managing all aspects of the consumer finance business—initially for all of New York State and then for New York City—growing the market exponentially from a $50MM business to an $800MM business in a four-year period.

Education and personal information

In Chris’ role as a Senior Wealth Management Banker his NMLS # is 863109. He holds permissive Series 7, 24, 63 and 65 securities licenses. He also holds a Bachelor’s Degree with a double major in Business and Economics from Stony Brook University.

Chris grew up on the eastern end of Long Island and has lived in Port Washington since 2002, with his wife Coleen and daughters Sarah and Gabrielle. In his free time, Chris enjoys being outdoors with his family, camping, hiking, boating and skiing. He also enjoys exercising and running daily.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
Stephen Darby

Executive Director

Alternative Assets

View bio

Steve is an Executive Director with UBS Wealth Management where he oversees Alternative Investments Distribution for the Metropolitan Region.

Professional History

Steve rejoined UBS Wealth Management in 2015 after spending four years in ETF distribution with Russell Investments and Deutsche Asset & Wealth Management. During his previous 14 years at UBS Wealth Management Steve held several sales roles including, Regional Sales Manager, Co-Head of Non-Discretionary Sales based in Zurich, Switzerland and Assistant Branch Manager in the Private Wealth Office in Stamford, CT.

Education

Steve is a graduate of Bucknell University and he holds a BSBA in Business Management

Licenses and Certifications

Series 7, 9, 10, 24, 63 and 66 licensed

Leila Larijani, CIMA, CFP, CEPA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- ID
- IL
- MA
- MD
- ME
- MI
- MO
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SD
- TX
- VA
- VT
- WA
Leila has been active in the financial services industry for over 25 years. Before joining UBS, she spent five years as a financial advisor at Oppenheimer & Co. and prior to that, she worked for eight years at Lehman Brothers in fixed-income derivative sales and the mortgage group. Early in her career, she gained practical experience as an estimator at Clark Construction Corporation and as a coordinator at the United Nations in New York.

Leila is a graduate of the School of Foreign Service at Georgetown University and of the Graduate School of Arts and Sciences at New York University. She hold Series 7, 63 and 65 licenses in addition to licenses for life, health, annuities and long-term care insurance. She attained the designation as a Certified Investment Management Analyst^® (CIMA^®) from the Wharton School of Business, the Wealth Advisor designation from UBS in addition to the Certified Financial Planner (CFP^®) and Certified Exit Planning Advisor^® (CEPA^®) designations.

While Leila is involved with a number of community and charitable organizations, she makes it a priority to stay up-to-date and educated while maintaining her licenses and designations. This continuous process provides her with specific expertise to make sound judgments about resources available and their application.
- School of Foreign Service at Georgetown University
- Graduate School of Arts and Sciences at New York University
- Certified Exit Planning Advisor
- CERTIFIED FINANCIAL PLANNER
- Certified Investment Management Analyst
1285 Avenue Of The Americas
New York, NY 10019

leila.larijani@ubs.com

Leila Larijani, CIMA, CFP, CEPA

1285 Avenue Of The Americas,New York,NY,10019
James Dillon, MBA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TX
- VA
- VT
- WA
Jim has more than 40 years of experience in the financial services industry. He began his career at Lebenthal & Co., a New York–based municipal bond firm serving individual investors, where he advanced to Senior Managing Director.

Twenty years ago, Jim joined UBS Financial Services, Inc., where he continues to advise individual and multi‑generational clients. Over the course of his career, he has expanded his expertise beyond fixed income to provide comprehensive guidance focused on helping clients achieve their long‑term financial goals.

Jim holds an MBA in Finance from the New York University Stern School of Business and a BA in Economics from New York University’s College of Arts and Sciences. He resides in Manhattan and has long been active in community affairs.
1285 Avenue Of The Americas
New York, NY 10019

james.dillon@ubs.com

James Dillon, MBA

1285 Avenue Of The Americas,New York,NY,10019
Kyle Ritchie, AWMA

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SD
- TX
- UT
- VA
- VT
- WA
- WI
Kyle Ritchie joined UBS Financial Services in 2018 and has 8 years of experience in the financial services industry. Kyle started his career as a research investment analyst intern at Fenimore Asset Management, with a primary focus of analyzing small to mid-sized companies listed on the US exchanges for investment.

In 2017, he joined AXA Advisors, LLC where he expanded his focus by providing insurance and retirement solutions to professionals in the greater NYC area. After 1 year with AXA Advisors, LLC, he joined UBS located in mid-town Manhattan.

Kyle is currently a wealth strategy associate and specializes in assisting high net worth families and individuals with meeting their financial goals. His role on the team begins with the client onboarding process and extends to cultivating existing relationships through professional client service. He assists clients with a range of services including opening accounts, entering trades, initiating funds transfers, organizing periodic reviews and monitoring account activity.

Kyle received his B.S. in Finance from Siena College, Loudonville, NY. He holds a Series 7, Series 63, Series 66 and Life Accident, & Health Insurance license. He currently resides in White Plains, NY.
- Accredited Wealth Management Advisor
1285 Avenue Of The Americas
New York, NY 10019

kyle.ritchie@ubs.com

Kyle Ritchie, AWMA

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

Chris Kanavos

NMLS #863109

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Chris Kanavos joined UBS Bank USA in 2015, and he is currently a Senior Wealth Management Banker covering the Manhattan Market.

Chris has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Prior to joining UBS, Chris Kanavos worked as a Regional Credit Director and Resident Manager at Merrill Lynch, where he partnered with Executive and Divisional Leadership to drive a credit and lending strategy for the NYC and Long Island Market. He began his banking career in 1991, joining Wells Fargo during his last two years of college. Starting as a Credit Analyst, he was promoted to management shortly after graduating. As a District Manager, he was responsible for managing all aspects of the consumer finance business—initially for all of New York State and then for New York City—growing the market exponentially from a $50MM business to an $800MM business in a four-year period.

Education and personal information

In Chris’ role as a Senior Wealth Management Banker his NMLS # is 863109. He holds permissive Series 7, 24, 63 and 65 securities licenses. He also holds a Bachelor’s Degree with a double major in Business and Economics from Stony Brook University.

Chris grew up on the eastern end of Long Island and has lived in Port Washington since 2002, with his wife Coleen and daughters Sarah and Gabrielle. In his free time, Chris enjoys being outdoors with his family, camping, hiking, boating and skiing. He also enjoys exercising and running daily.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
Stephen Darby

Executive Director

Alternative Assets

View bio

Steve is an Executive Director with UBS Wealth Management where he oversees Alternative Investments Distribution for the Metropolitan Region.

Professional History

Steve rejoined UBS Wealth Management in 2015 after spending four years in ETF distribution with Russell Investments and Deutsche Asset & Wealth Management. During his previous 14 years at UBS Wealth Management Steve held several sales roles including, Regional Sales Manager, Co-Head of Non-Discretionary Sales based in Zurich, Switzerland and Assistant Branch Manager in the Private Wealth Office in Stamford, CT.

Education

Steve is a graduate of Bucknell University and he holds a BSBA in Business Management

Licenses and Certifications

Series 7, 9, 10, 24, 63 and 66 licensed

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Watch a replay of our livestream with Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities, and Leslie Falconio, Head of Taxable Fixed Income Strategy, where they will discuss CIO’s outlook for a broadening market rally, and the continued importance of high-quality fixed income in today’s evolving investment landscape. Hosted by Anthony Pastore, Head of Broadcast Communications, CIO Americas.

February 05, 2026

A leading global wealth manager

Managing wealth in a changing world

Geopolitics, trade and your portfolio

In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.

Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.

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Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Trust. Experience. Confidence.

Pursuing your goals together

Leila Larijani, CIMA, CFP, CEPA

James Dillon, MBA

Kyle Ritchie, AWMA

Chris Kanavos

Stephen Darby