Experience

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 strategies, 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 works with ultra-high-net-worth families and entrepreneurs to help simplify the decisions that come with meaningful wealth.

Over the past decade, he has advised clients across investments, portfolio construction, and investment strategy. That technical foundation matters, but Kevin believes wealth management should go beyond a spreadsheet. The best answer on paper is not always the best answer for your family, career, community, legacy, or peace of mind. His work is about helping clients bring structure to complex decisions and use their wealth in a way that supports the life they want to live.

That kind of advice comes from real conversation. By understanding what each client is trying to accomplish, Kevin helps bring the financial planning analysis back to the people, priorities, and tradeoffs behind each decision, so clients can move forward with confidence. Over time, that process builds advisory relationships rooted in trust, education, and a deep understanding of what matters most.

“I enjoy the challenge of understanding each client’s unique situation and helping make their financial life feel more manageable. At our best, we take care of the details so our clients can spend more time making memories with family and friends, doing work they care about, and showing up for their community. We do that by taking care of everything for a few people, earning their trust over time, and never taking that trust for granted.”

Life

• Kevin lives with his wife, Nikki, and daughter in Larchmont, NY.
• He enjoys playing soccer, working out, kiteboarding, sailing, going to the beach with friends, playing with his dog, reading and home improvement projects.

 Education – add the below (same as you/peter) 

• Life, variable annuity and variable life insurance licenses

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. 

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 Financial Services Inc., Private Wealth Management Division
• 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.