Experience

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. 

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.

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.

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.

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.  

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.

Prior to UBS, Catherine graduated cum laude receiving her MS in Finance at the Gabelli School of Business. As an undergrad, Catherine was a student-athlete apart of Fordham University’s Women’s Basketball team and graduated with honors receiving her bachelor’s degree in Business Administration with a dual concentration in Finance and Alternative Investments.