Understanding

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:

• B.S. in Accounting, University of Maryland
• Managing Director—Wealth Management
• Senior Portfolio Manager
• Series 3, 7, 8, 63 & 65 securities licenses
• Life and health insurance licensed
• California Insurance License #0A05433

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:

• B.A. in Economics and Finance, Towson University
• Senior Vice President—Wealth Management
• Senior Portfolio Manager
• UBS Wealth Advisor
• Series 7, 31, & 63 securities licenses

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:

• B.S. in Business Administration, summa cum laude, State University of New York at Albany
• M.B.A. in Finance, Stern School of Business, New York University
• Senior Vice President—Wealth Management
• Portfolio Manager
• UBS Wealth Advisor
• Chartered Retirement Plans Specialist (CRPS®)
• Series 3, 7, 63 & 65 securities licenses
• Life and health insurance licensed
• California Insurance License #0J19816

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

• BS in Psychology, Fordham University
• MBA in Finance, Fordham University
• Senior Vice President - Wealth Management
• Senior Portfolio Manager
• Series 3, 7, 63, 66
• Life and Health insurance licensed

Supporting Client Relationships

Tim is a Senior Wealth Strategy Associate with Legacy Wealth Management. His tenure at UBS began in 2007 as a Registered Client Service Associate. Through out his time at UBS, he has transitioned to different areas within the firm. This has included positions on the Banking Solutions Desk, as well as the Capital Markets Sales Desk where he was Taxable Fixed Income Specialist. Today he leverages those experiences to assist clients with their needs on both sides of their balance sheet. Tim assists Financial Advisors with client conversations, developing Financial Plans, market research, trade execution, as well as lending solutions.

Outside UBS

Tim lives in Throggs Neck, New York. It is there where he loves to spend time with his wife Pascale, and two children, Timothy and Juliette. He enjoys volunteering in his community and working with youth as a mentor. He is a proud member of Omega Psi Phi, Inc. In is spare time, Tim loves to cook, play sports, and travel with his family.

At a glance:

•  B.S. in Economics from Pennsylvania State University
•  Series 7, 9, 10, and 66 securities licenses

Supporting client relationships

Kimberly is a Team Administrator with Legacy Wealth Management. Bringing over 15 years of experience to the team, she is focused on providing a high level of professional service to clients. Kim assists Financial Advisors with client conversations and meetings, development of Financial Goals Analysis, wealth management solutions and  business development initiatives for the team.  Prior to joining UBS, Kimberly held a number of roles including Executive Assistant to the President of Private Wealth Management at Sanford C. Bernstein & Co., Sales Assistant for Financial Advisors at Smith Barney and Complex Risk Officer for Morgan Stanley. Kimberly joined UBS in 2012  as Complex Operations Manager overseeing the Long Island Market's day to day operations. In her prior career as an English Teacher, she gained valuable public speaking and presentation skills that have helped her in her work.

Outside UBS

Kimberly lives in Holbrook, NY. She volunteers at every opportunity during UBS’s annual Season of Service and is also an avid reader and photographer. During the summer she enjoys the beaches and parks on Long Island as well as spending time with her nieces.

At a glance:

• B.A. in English, State University of New York at Brockport
• M.A. Teaching Secondary English, New York University
• Series 3, 7, 9, 10, 31, 63, & 65 securities licenses
• Life and health insurance licensed

A focus on customer service

Karen is responsible for business development, administrative and operational issues, and bringing new clients onboard. Karen's goal is to always provide excellent and proactive customer service.

Outside UBS

Karen believes in giving back to the community and is an active volunteer for a number of projects with the UBS Community Corps. She has helped paint and organize the De LaSalle Middle School which hosts after school youth programs for low-income families. She makes cards for sick children across the country via the Cards for Hospitalized Kids (CFHK) organization and she takes part in the Long Island Coalition for the Homeless School Supply Drive which provides backpacks and school supplies to homeless and in-need children in Long Island, NY.

In her spare time Karen enjoys spending time cheering on her son who is active in football, basketball and hockey.

Empathy and listening skills

As an investment associate, Grace helps to build long-term client relationships as well as assist in analyzing client portfolios in order to anticipate their future needs. Grace believes that her natural empathy and listening skills are key attributes in understanding a client’s goals.

A fascination with the financial industry

Grace started her career by following in the footsteps of her brother and uncle who both worked in the financial services industry. Working on Wall Street in the late 1980s as the bull market came to an end, she became fascinated by how financial markets operate. She joined UBS in 1995. Grace attended St. John’s University and holds Series 7 and 63 securities licenses, as well as life, health and long-term care insurance licenses.

Outside UBS

Grace lives with her mother in Mastic Beach, New York, right on a canal that leads out to Moriches Bay—which accounts for her love of the beach, kayaking, and health and fitness.  She loves Labrador Retrievers and currently has a chocolate Lab named Roscoe.

At a glance:

• Series 7 & 63 securities licenses