Managing Director–Wealth Management
Financial Advisor
A confident financial future
As a Senior Portfolio Manager, Paul oversees several customized equity, exchange traded funds, and institutional mutual fund models. He also has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds for clients.
From an early age Paul had an interest in the financial markets and has been fortunate enough to turn that interest into a more than 30-year career with UBS. His experience with multiple generations of clients has taught him that a solid financial plan is crucial in helping guide them through both turbulent and prosperous market cycles.
A cornerstone of Paul’s practice is holistic wealth management—creating appropriate strategies in all areas of his clients’ financial lives to help them navigate constantly changing financial environments and life events. Helping clients feel confident about their future is what motivates Paul every day.
Outside UBS
Paul and his wife, Karen, have been married since 1983. They have three grown children; Stefani, Steven and Bryan. Stefani works for Oxford University Press and is married to Dr. Jay Berdia. Bryan works for a start-up company in New York City. Unfortunately Steven suffers from a rare life threatening genetic disorder called Familial Dysautonomia (FD) and lives at home with Paul and Karen. Paul has served on the board of directors of the Familial Dysautonomia Foundation since 1991. The foundation is a nonprofit organization supporting the best possible medical care and scientific research for the benefit of people afflicted with FD.
In addition to spending time with his family, Paul enjoys golfing and going to the beach.
At a glance:
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Managing Director–Wealth Management
Financial Advisor
A confident financial future
As a Senior Portfolio Manager, Paul oversees several customized equity, exchange traded funds, and institutional mutual fund models. He also has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds for clients.
From an early age Paul had an interest in the financial markets and has been fortunate enough to turn that interest into a more than 30-year career with UBS. His experience with multiple generations of clients has taught him that a solid financial plan is crucial in helping guide them through both turbulent and prosperous market cycles.
A cornerstone of Paul’s practice is holistic wealth management—creating appropriate strategies in all areas of his clients’ financial lives to help them navigate constantly changing financial environments and life events. Helping clients feel confident about their future is what motivates Paul every day.
Outside UBS
Paul and his wife, Karen, have been married since 1983. They have three grown children; Stefani, Steven and Bryan. Stefani works for Oxford University Press and is married to Dr. Jay Berdia. Bryan works for a start-up company in New York City. Unfortunately Steven suffers from a rare life threatening genetic disorder called Familial Dysautonomia (FD) and lives at home with Paul and Karen. Paul has served on the board of directors of the Familial Dysautonomia Foundation since 1991. The foundation is a nonprofit organization supporting the best possible medical care and scientific research for the benefit of people afflicted with FD.
In addition to spending time with his family, Paul enjoys golfing and going to the beach.
At a glance:
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Managing Director–Wealth Management
Financial Advisor
Careful planning, thoughtful investing
Matt’s practice is based on financial planning, which means he makes it a point to understand the goals, needs and dreams of his clients, in order to help fulfill their aspirations. Having experienced the volatility of the 1990s, the tech bubble of 2000 and the financial crash of 2008, he takes a cautious view of investment management that his clients value. This is why it’s all the more rewarding for him to see long-term clients and their families enjoy the benefits of careful planning and thoughtful investing.
The value of communication
He began his career in financial services in 1995 and joined UBS in 2008. At Legacy Wealth Management, he and his team create a level of personalized service that feels like that of a boutique firm, but still delivers the full resources of one of the world’s largest banks. The key is ongoing and open communication between the team and their clients, which helps everyone stay focused on successfully meeting long-term goals.
Outside UBS
Matt and his wife, Nikki, have been married 20 years and live in Dix Hills, New York. They have two children, Justin and Brandon. Matt and his family are actively involved in charitable work with the Lustgarten Foundation, the Power of Pink Foundation, and Autism Speaks. Matt is passionate about spending time with his family, traveling around the world, and enjoying each and every day.
At a glance:
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Managing Director–Wealth Management
Financial Advisor
Careful planning, thoughtful investing
Matt’s practice is based on financial planning, which means he makes it a point to understand the goals, needs and dreams of his clients, in order to help fulfill their aspirations. Having experienced the volatility of the 1990s, the tech bubble of 2000 and the financial crash of 2008, he takes a cautious view of investment management that his clients value. This is why it’s all the more rewarding for him to see long-term clients and their families enjoy the benefits of careful planning and thoughtful investing.
The value of communication
He began his career in financial services in 1995 and joined UBS in 2008. At Legacy Wealth Management, he and his team create a level of personalized service that feels like that of a boutique firm, but still delivers the full resources of one of the world’s largest banks. The key is ongoing and open communication between the team and their clients, which helps everyone stay focused on successfully meeting long-term goals.
Outside UBS
Matt and his wife, Nikki, have been married 20 years and live in Dix Hills, New York. They have two children, Justin and Brandon. Matt and his family are actively involved in charitable work with the Lustgarten Foundation, the Power of Pink Foundation, and Autism Speaks. Matt is passionate about spending time with his family, traveling around the world, and enjoying each and every day.
At a glance:
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Protecting clients
Brian’s goal after getting his M.B.A. from New York University’s Stern School of Business was to utilize his knowledge of investments and the financial markets to build a practice geared towards helping his clients accumulate and protect their wealth. He began his career in the financial services industry in 1986 and joined UBS in 2008.
“#personalservice”
Brian’s main areas of focus are retirement planning, lending, managed portfolio solutions and fixed income. He believes in thoughtful investment strategies and going above and beyond to help his clients in all areas of their lives. In fact, he provides such a high level of personal service that one client refers to him as “#personalservice.”
Outside UBS
Brian lives in Woodbury, NY. His number one passion is his family—wife Jill, daughter Rachel, currently pursuing her Ph.D in psychology at New York University, and his son, Jacob, who has just graduated University of Michigan and started a career in the financial services industry. He and his entire family are active participants in autism-related charities, especially Special Needs Autism Program (SNAP), an organization started by his sister-in-law.
In his spare time, Brian enjoys traveling, considers himself a “foodie”, and roots for the New York Mets and the New York Giants.
At a glance:
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Protecting clients
Brian’s goal after getting his M.B.A. from New York University’s Stern School of Business was to utilize his knowledge of investments and the financial markets to build a practice geared towards helping his clients accumulate and protect their wealth. He began his career in the financial services industry in 1986 and joined UBS in 2008.
“#personalservice”
Brian’s main areas of focus are retirement planning, lending, managed portfolio solutions and fixed income. He believes in thoughtful investment strategies and going above and beyond to help his clients in all areas of their lives. In fact, he provides such a high level of personal service that one client refers to him as “#personalservice.”
Outside UBS
Brian lives in Woodbury, NY. His number one passion is his family—wife Jill, daughter Rachel, currently pursuing her Ph.D in psychology at New York University, and his son, Jacob, who has just graduated University of Michigan and started a career in the financial services industry. He and his entire family are active participants in autism-related charities, especially Special Needs Autism Program (SNAP), an organization started by his sister-in-law.
In his spare time, Brian enjoys traveling, considers himself a “foodie”, and roots for the New York Mets and the New York Giants.
At a glance:
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
The Critical Importance of Financial Planning
Jerry takes a holistic approach stressing the critical importance of financial planning in his clients' goals. This encompasses more than investing, but rather every aspect of his clients' lives, from early childhood to estate planning. With over three decades of experience guiding families and businesses through turbulent times, he has the knowledge and understanding of how to protect and advise clients to reach their goals, needs, wants and desires. To this end, in addition to focusing on his practice, Jerry has also presented an Adult Education Financial Planning workshop through various school districts on Long Island.
Outside UBS
Jerry lives in Huntington, NY with his wife Nancy, a poet and aeroponic gardening expert. Their daughter Nicole is a project manager at a British corporate event planning company. In addition, she is a world traveler, having spent time on five continents. Jerry is a Life Member of the Fair Harbor Fire Department and is active in both his Huntington and Fire Island communities. He is past President of both the Old Chester Hills Community Association and the 55 West 83rd Co-op Board, in addition to being a Charter Member of the Citizens Budget and Finance Committee in the Elwood School District. He is an accomplished guitarist, singer, songwriter, having recently released his album "Heading East, Heading West". You can listen to Jerry on Jerry DeMeo Radio on Pandora and many other streaming services. Jerry has performed many concerts over the years in both the New York area and Florida, in addition to radio shows in both places. Jerry is also an avid cyclist and catamaran sailor.
At A Glance
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
The Critical Importance of Financial Planning
Jerry takes a holistic approach stressing the critical importance of financial planning in his clients' goals. This encompasses more than investing, but rather every aspect of his clients' lives, from early childhood to estate planning. With over three decades of experience guiding families and businesses through turbulent times, he has the knowledge and understanding of how to protect and advise clients to reach their goals, needs, wants and desires. To this end, in addition to focusing on his practice, Jerry has also presented an Adult Education Financial Planning workshop through various school districts on Long Island.
Outside UBS
Jerry lives in Huntington, NY with his wife Nancy, a poet and aeroponic gardening expert. Their daughter Nicole is a project manager at a British corporate event planning company. In addition, she is a world traveler, having spent time on five continents. Jerry is a Life Member of the Fair Harbor Fire Department and is active in both his Huntington and Fire Island communities. He is past President of both the Old Chester Hills Community Association and the 55 West 83rd Co-op Board, in addition to being a Charter Member of the Citizens Budget and Finance Committee in the Elwood School District. He is an accomplished guitarist, singer, songwriter, having recently released his album "Heading East, Heading West". You can listen to Jerry on Jerry DeMeo Radio on Pandora and many other streaming services. Jerry has performed many concerts over the years in both the New York area and Florida, in addition to radio shows in both places. Jerry is also an avid cyclist and catamaran sailor.
At A Glance
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Email Me
