Your life. Your wealth. Your future.

Pursue what matters most

A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

Helping you pursue your life's goals

Though our clients often choose us for our comprehensive wealth management experience, we look beyond the tactical guidance and take a much more expansive view of our role. With our rich tradition of advising the most accomplished individuals, we are not only well-positioned to provide highly specialized guidance, but to also directly access and execute solutions with ease and efficiency so you can leave a purposeful legacy.

  • Stephen Hall

    Stephen Hall

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    Having experienced multiple economic and political cycles over a long and successful career, Steve believes that he is uniquely qualified to uncover areas of opportunity during periods of strength and protect clients during periods of stress. 

    “My passion as a financial advisor is driven by my desire to work closely with our clients, to understand and realize what is truly important to them and to help them achieve both their personal and financial objectives”.  

    Past Experience

    •  Stephen joined UBS Financial Services in 2009
    •  Spent 10 years as a wealth manager at Smith Barney
    •  Initially trained by Merrill Lynch 

    Life

    • Stephen resides in Waccabuc with his wife, Hope, of more than 50 years.
    • Together they have 3 children and 9 grandchildren and cherish time spent together.
    • He enjoys traveling, skiing, fishing, gardening and spending time with his family and friends .
    • Stephen has served on the Board of Golden Blossom Honey, his local country club, and his local library. 

      • Franklin and Marshall College, B.A. in Sociology
      • Series 3, 7, 63, 66 Securities Licenses
      • Senior Portfolio Manager
      • Private Wealth Advisor
      1285 Avenue Of The Americas
      New York, NY 10019
    • Peter Hall

      Peter J. Hall, CFP

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • IN
      • KS
      • KY
      • MA
      • MD
      • MI
      • MT
      • NC
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA

      Peter is a second-generation professional in the financial services industry, following his father who is a 45-year veteran of the industry and his role model. A part of the industry for twenty years himself, he focuses on estate planning, new business development and asset allocation strategies. Peter seeks to provide overall strategic direction for the team and their clients.

      “I take great pride in the trust clients have placed in me and my team, and I engage in every relationship with an open mind, thoughtful approach, and empathy.”

      Past Experience

      •  Peter joined UBS Financial Services in 2009
      •  Peter began his career as a wealth advisor at Smith Barney in 2000

      Life

      •  Peter lives in Westchester County, NY, with his wife, Kate, and their three daughters, Dillon, Sawyer, and Reese.
      •  He enjoys skiing, gardening, gathering with friends, and supporting his girls in their various endeavors.
      •  Peter serves on the Board of his local country club, and is the Chair of leadership gifts for his alumni class at Williams college.

        • Williams College, Bachelor of Arts
        • Series 7, 66 Securities licenses
        • Life, variable annuity and variable life insurance licenses
        • CERTIFIED FINANCIAL PLANNER™
        • Senior Portfolio Manager
        • Private Wealth Advisor
        1285 Avenue Of The Americas
        New York, NY 10019
      • William Conti Jr.

        William Conti Jr.

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • IN
        • KS
        • KY
        • MA
        • MD
        • MI
        • MT
        • NC
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA

        Bill’s career as a Financial Advisor started 37 years ago after graduating from college.  He helps create personalized road maps and financial plans for his team’s clients.  Clients say his passion for the business resonates with them.  

        “Over the years it has been extremely rewarding and satisfying to help clients realize their financial goals and objectives”.

        Past Experience

        • Bill joined UBS in 2009
        • Prior firms include Merrill Lynch and Smith Barney

        Life

        • Bill resides in Wayne, NJ, with his wife of over 30 years, Lillian.  
        • They have 2 children, Billy and Brittney.
        • He enjoys playing Racquetball, golf, as well as gardening and cooking.  

          • Bloomsburg University, Bachelor of Science, Business Economics
          • Series 3, 7, 63, 66 Securities Licenses
          • Senior Portfolio Manager
          • Private Wealth Advisor
          1285 Avenue Of The Americas
          New York, NY 10019
        • Sinead Faughnan

          Sinead Faughnan, CFP

          Vice President–Wealth Management

          Financial Advisor

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          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • IN
          • KS
          • KY
          • MA
          • MD
          • MI
          • MT
          • NC
          • NJ
          • NV
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA

          Sinead has over 17 years of experience working with High-Net-Worth Clients at UBS. Sinead appreciates and understands the responsibility and trust her clients place in her to deliver thoughtful advice and practical solutions.  Her approach is collaborative and educational whereby clients feel in control and confident that they are making well informed decisions today and for their future. She is a Certified Financial Planner (CFP), demonstrating her true commitment to serving the complex needs of individuals and families with substantial wealth.

           “To me, a successful financial plan isn’t about seeing numbers grow on paper, it’s about living and enjoying your life and seeing your children and grandchildren enjoy your hard earned success.”

          Past Experience

          • Sinead joined UBS Financial Services in 2005
          • Sinead became a Private Wealth Advisor in 2009

          Life

          • Sinead lives with her husband, Jeff, in Westchester County, NY.
          • She enjoys hiking with her Labrador Beau, and is an avid runner.
          • Sinead is passionate about supporting charities that improve the lives of women and children, specifically, Bottomless Closet and Keen USA.
          • She celebrates her Irish heritage by supporting The Ireland Funds and Irish Arts Center.

            • Berkeley College, Bachelor of Arts, International Business
            • Series 7, 66 Securities licenses
            • Life, variable annuity and variable life insurance licenses
            • CERTIFIED FINANCIAL PLANNER™
            • Private Wealth Advisor
            1285 Avenue Of The Americas
            New York, NY 10019
          • Nichole Chiusano

            Nichole Chiusano

            Senior Client Associate

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            • CA
            • CT
            • FL
            • IA
            • KY
            • LA
            • MD
            • MN
            • NH
            • NJ
            • NM
            • NY
            • OK
            • PA
            • VT
            • WI
            • WY

            Nichole’s 12 years of experience in the financial services industry serves as a valuable asset in support of the team and it’s clients—most particularly in the areas of retirement planning, annuities, mutual funds and alternative investments.

                  1285 Avenue Of The Americas
                  New York, NY 10019
                • Kimberly Attridge

                  Kimberly Attridge

                  Senior Client Associate

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                  • CT
                  • FL
                  • IA
                  • KY
                  • LA
                  • MA
                  • MD
                  • MN
                  • NH
                  • NJ
                  • NM
                  • NY
                  • OK
                  • VT
                  • WI
                  • WY

                  Kim began her career in the Finance industry in 2009 as an intern for the team. Upon graduation in 2010, she joined the team. Kim is a  Client Service Associate responsible for assisting clients with all aspects of their financial and operational needs. She supports the team’s administrative functions and provides excellent customer service. She demonstrates integrity and strives to be an indispensable resource to her clients and her team.

                  Experience

                  • UBS Private Wealth Management
                  • Intern, UBS Wealth Management

                  Life

                  • Kim resides in Oceanside, NY with her husband, son and dog.
                  • She enjoys traveling, boating and spending time with family and friends.

                    • SUNY New Paltz, NY, B.S., Finance & Accounting
                    • Series 7, 66 Securities licenses
                      1285 Avenue Of The Americas
                      New York, NY 10019

                    What did the Fed say?

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    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