Your enduring legacy

Private Wealth Management

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.

We're ready to listen.

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

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- KY
- MA
- MD
- ME
- MI
- 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 J. Hall, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- KY
- MA
- MD
- ME
- MI
- 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
Sinead Faughnan, CFP

Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- KY
- MA
- MD
- ME
- MI
- 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
Kevin Gavey, CFA, CEPA

Director

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Kevin has over a decade of experience working with Ultra-High Net-Worth individuals, helping them solve their unique and complex goals. Although his background is rooted in investments, with prior roles in portfolio construction, investment strategy, and manager research, Kevin understands the importance of trust, education, and relationship building when working with clients across all facets of their financial lives. This allows him to meet clients at their comfort level, enabling him to help define and achieve what they want with their wealth.

“I find it rewarding and intellectually stimulating to solve for each client’s unique situation. Our work helps people simplify their financial lives, allowing them to focus on what’s most important in life: spending time with family, friends, and in their community. We achieve this by taking care of everything for a few people, allowing us to earn their trust and never taking it for granted.”

Past Experience
- Kevin joined UBS Financial Services in 2022
- Kevin joined & helped launch Summit Trail Advisors in 2015
- Kevin joined Barclays Private Wealth in 2013
Life
- Kevin lives with his wife, Nikki, in Larchmont, NY.
- He enjoys playing soccer, working out, kiteboarding, sailing, going to the beach, playing with his dog, reading & home improvement projects.
- Brown University, Bachelor of Arts, Commerce, Organizations & Entrepreneurship
- Series 7, 66 Securities licenses
- Certified Exit Planning Advisor
- Chartered Financial Analyst®
1285 Avenue Of The Americas
New York, NY 10019
William Conti Jr.

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- KY
- MA
- MD
- ME
- MI
- 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
Nichole Chiusano

Senior Client Associate
View bio
- AZ
- CA
- CT
- FL
- IA
- KY
- LA
- MA
- MD
- ME
- MN
- NH
- NJ
- NM
- NY
- OK
- PA
- SC
- 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

Senior Client Associate
View bio
- AZ
- CA
- CT
- FL
- IA
- KY
- LA
- MA
- MD
- ME
- MN
- NH
- NJ
- NM
- NY
- OK
- PA
- SC
- 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

Stephen Hall

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- KY
- MA
- MD
- ME
- MI
- 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 J. Hall, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- KY
- MA
- MD
- ME
- MI
- 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
Sinead Faughnan, CFP

Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- KY
- MA
- MD
- ME
- MI
- 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
Kevin Gavey, CFA, CEPA

Director

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Kevin has over a decade of experience working with Ultra-High Net-Worth individuals, helping them solve their unique and complex goals. Although his background is rooted in investments, with prior roles in portfolio construction, investment strategy, and manager research, Kevin understands the importance of trust, education, and relationship building when working with clients across all facets of their financial lives. This allows him to meet clients at their comfort level, enabling him to help define and achieve what they want with their wealth.

“I find it rewarding and intellectually stimulating to solve for each client’s unique situation. Our work helps people simplify their financial lives, allowing them to focus on what’s most important in life: spending time with family, friends, and in their community. We achieve this by taking care of everything for a few people, allowing us to earn their trust and never taking it for granted.”

Past Experience
- Kevin joined UBS Financial Services in 2022
- Kevin joined & helped launch Summit Trail Advisors in 2015
- Kevin joined Barclays Private Wealth in 2013
Life
- Kevin lives with his wife, Nikki, in Larchmont, NY.
- He enjoys playing soccer, working out, kiteboarding, sailing, going to the beach, playing with his dog, reading & home improvement projects.
- Brown University, Bachelor of Arts, Commerce, Organizations & Entrepreneurship
- Series 7, 66 Securities licenses
- Certified Exit Planning Advisor
- Chartered Financial Analyst®
1285 Avenue Of The Americas
New York, NY 10019
William Conti Jr.

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- KY
- MA
- MD
- ME
- MI
- 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
Nichole Chiusano

Senior Client Associate
View bio
- AZ
- CA
- CT
- FL
- IA
- KY
- LA
- MA
- MD
- ME
- MN
- NH
- NJ
- NM
- NY
- OK
- PA
- SC
- 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

Senior Client Associate
View bio
- AZ
- CA
- CT
- FL
- IA
- KY
- LA
- MA
- MD
- ME
- MN
- NH
- NJ
- NM
- NY
- OK
- PA
- SC
- 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

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Family offices

Partnering with resources across UBS, including the Global Family Office, the Family Office Services Group as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.

Investment management

Money management that puts your best interests first

Our disciplined planning process drives a highly personalized investment strategy. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.

A focus on asset allocation and risk management. By listening and aligning with your objectives, we can craft an asset allocation based on your family’s goals, growth and income needs. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Your personalized portfolio. Many clients prefer to delegate the day-to-day management of their assets. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks. When we take on discretionary management of your portfolio, we are transparent about our fiduciary responsibility.

Open access and analysis. Through our open platform, we can offer premium financial solutions both within and outside of UBS. This access, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.

Insights for each generation. We offer timely perspectives that drive a fully integrated suite of financial solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations and we will work with your tax and legal advisors to develop tax-advantaged solutions.

A wealth plan that evolves with you

Our in-depth planning process begins with questions and a conversation to uncover everything that’s important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need when you need it using three key strategies:

Liquidity—wealth for now

To help provide cash flow for short-term expenses to help maintain your lifestyle.
It’s meant to help you fund expenses for the next 3-5 years for things such as entertainment, taxes or buying a home.

Longevity—wealth for later

For longer-term needs and to help improve your lifestyle.
It’s meant to help you plan and pay for a number of needs that may include retirement, health care, long-term care and possibly a second home.

Legacy—wealth for others

For needs that go beyond your own and to help you improve the lives of others.
It could include expenses like giving to family, philanthropy and wealth transfer over generations.

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Your enduring legacy

Long Trail Wealth Partners

A planning-based approach with an emphasis on risk management

Helping you pursue your life's goals

Stephen Hall

Peter J. Hall, CFP

Sinead Faughnan, CFP

Kevin Gavey, CFA, CEPA

William Conti Jr.

Nichole Chiusano

Kimberly Attridge