Purpose. Passion. Performance.

Team Photo

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Stefano Mascetti-Lazaro

    Stefano Mascetti-Lazaro

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CT
    • DC
    • DE
    • FL
    • IA
    • IL
    • MA
    • MD
    • NJ
    • NV
    • NY
    • PA
    • PR
    • SD
    • TX
    • UT
    • VA
    • WY

    Stefano Mascetti-Lazaro is a Managing Director and International Private Wealth Advisor covering Global Ultra High Net Worth clients at UBS Financial Services Inc. in New York.

    Stefano joined UBS in 1998 in Geneva and has worked in the United States since early 2000. He has been a senior advisor in New York and Miami covering clients resident in Spain, Portugal, Western & Southern Latin America. Stefano has previously been the Local Market Head at the Private Bank for Latin America in both New York and Miami. Over the last 22 years, he has put his experience to work for clients, helping them find the best way forward to pursue the goals that truly matter.

    Stefano has been working with UHNW US and Global clients together with business partner Alex Court for the past 9 years and they formed the MascettiICourt Group. Although they deliver comprehensive wealth management, Alex and Stefano focus on helping clients design, implement and monitor investment portfolios that cover Liquidity, Longevity and Legacy needs. They work closely with internal partners at UBS to deliver the full capabilities of the firm to their global clients.

    Stefano obtained a law degree from the Université de Lausanne, obtained a Master's degree in International Management at the Universidad Autónoma de Madrid and an MBA from IE Business School, Madrid. Stefano most recently completed the Master in WM (Wealth Management and Finance) from Rochester-Bern.

    Stefano is passionate about history, cooking and hiking and lives with his wife Chantal in Connecticut.

    • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

      • Private Wealth Advisor
      1285 Avenue of the Americas
      New York, NY 10019
    • Alex Court

      Alexander Court

      Managing Director–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CT
      • DC
      • DE
      • FL
      • IA
      • IL
      • MA
      • MD
      • NJ
      • NV
      • NY
      • PA
      • PR
      • SD
      • TX
      • UT
      • VA
      • WY

      Alex Court is a Managing Director and International Private Wealth Advisor covering Global Ultra High Net Worth clients at UBS Financial Services Inc. in New York. 

      Alex joined UBS as a Financial Advisor in 2008 having previously worked in the same capacity for 5 years at New York Life Insurance Company. With over 18 years of experience in Financial Services, he has built his career on helping private wealth clients across the globe achieve their investment goals.

      Partnering with Stefano Mascetti-Lazaro in 2012 to form the Mascetti|Court Group, the team focuses on delivering a comprehensive approach to private wealth individuals, tailoring solutions to cover Liquidity, Longevity and Legacy management across generations . As members of UBS International Private Wealth Management network (IPWM), the Mascetti|Court Group works in close proximity with internal partners at UBS Asset Management and UBS Investment Bank to deliver comprehensive private and corporate coverage to clients.

      Alex obtained an MBA from TRIUM, the joint Executive MBA program created by New York University Stern School of Business (NYU), Hautes Etudes Commerciales Paris (HEC)& the London School of Economics and Political Science (LSE). He completed his undergraduate degree at Villanova University in Philadelphia, Pennsylvania.

      Alex calls Connecticut home and enjoys travelling and spending time with his wife Sandy and daughters Colette and Margot.

      • Financial Planning Top 40 Financial Advisors Under 40, 2021The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year. 
      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year.
      • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

        • Private Wealth Advisor
        1285 Avenue Of The Americas
        New York, NY 10019
      • Lorenz PIC

        Lorenz Lobsiger

        Managing Director–Wealth Management

        Financial Advisor

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        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IA
        • MA
        • MD
        • NJ
        • NY
        • PA
        • PR
        • SD
        • TX
        • VA
        • WA
        • WI
        • WY

        Lorenz Lobsiger was born, raised and educated in Bern, Switzerland. After completing his apprenticeship at the local UBS branch in 1989, he held various functions within UBS' Private Banking divisions in Bern, Locarno and Lugano. In 1997 he moved to New York where he has dedicated a lifetime of service at UBS in helping UHNW Clients with complex needs and multi-jurisdictional framework. Lorenz specializes in dealing with clients from Europe, Middle East and Africa. He also services US Residents and International Expats living in the US.

        He is on the board of directors of the Swiss Benevolent Society of New York, where he serves as the Head of the Investment Committee.

        He is a member of the CFA Institute and the CFA Society of New York. He is FINRA Series 3, 7, 24 & 66 licensed.

        Lorenz is fluent in English, German, Italian, French and conversational Spanish. He enjoys cooking, traveling and spending quality time with his family.

            • Private Wealth Advisor
            1285 Avenue Of The Americas
            New York, NY 10019
          • Andre

            Andre Chung

            Director

            Senior Wealth Strategy Associate

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            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • IA
            • MA
            • MD
            • ND
            • NJ
            • NV
            • NY
            • PA
            • PR
            • SD
            • TX
            • UT
            • VA
            • WA
            • WI
            • WY

            André Chung is a Senior Wealth Strategy Associate at UBS Financial Services within the Wealth Management America's International Division. Andre joined UBS AG in 2008 as a Client Service Associate, focused on serving HNW and UHNW families in the US, Europe and Middle East. Prior to joining UBS, he was a Relationship Manager at RBC Private Bank, with the Anglo-Caribbean team and has over 24 years of wealth management experience, having started his career at Barclays Private Bank in 1998.

            Andre earned his B.A. in Sociology and Anthropology from Florida International University and an A.A. in Business Administration from Miami Dade College, both in Miami, Florida. Andre holds a Series 7 and 66 License.

            Andre enjoys traveling and most recently has developed a penchant for cooking.

                  1800 North Military Trail
                  Suite 300
                  Boca Raton, FL 33431
                • Vania Marques

                  Vania Marques

                  Authorized Officer

                  Senior Wealth Strategy Associate

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                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • IA
                  • IL
                  • MA
                  • MD
                  • MI
                  • MT
                  • NC
                  • NJ
                  • NV
                  • NY
                  • PA
                  • PR
                  • SC
                  • SD
                  • TX
                  • UT
                  • VA
                  • WA
                  • WY

                  Vania Marques is a Senior Wealth Strategy Associate at UBS Financial Services within the Wealth Management America's International Division. Vania joined UBS Financial Services in 2012 providing support to UHNW clients in the US, Europe, Africa, and LATAM. Prior to joining UBS, she was a Client Associate at Merrill Lynch. Vania has a B.A.in Finance and Economics from Kean University and holds a Series 7, 63, 65, and 3 License as well as life insurance.

                  She is fluent in Portuguese and also speaks intermediate Spanish.

                        1285 Avenue Of The Americas
                        New York, NY 10019
                      • Carolina Piñeira

                        Carolina Pineira

                        Director

                        Senior Wealth Strategy Associate

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                        • CA
                        • CO
                        • DE
                        • FL
                        • MA
                        • MD
                        • NJ
                        • NV
                        • NY
                        • PR
                        • SD
                        • TX
                        • UT
                        • VA
                        • WY

                        Carolina Piñeira is a Senior Wealth Strategy Associate at UBS Financial Services within the Wealth Management America's International Division. Carolina joined UBS Financial Services in 2007 as a Client Advisor Assistant and Business Manager. Prior to joining UBS, she was a Relationship Associate at BNP Paribas. Carolina obtained an MBA from NYU's Stern School of Business and earned a B.A. in Management from Florida International University in Miami, Florida.

                        Carolina holds a Series 7 and 66 License and is fluent in Spanish.

                              1285 Avenue Of The Americas
                              New York, NY 10019

                            Private Wealth Management

                            As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

                            Who we work with

                            Who we work with

                            investments

                            Investment Management

                            Shaping exceptional family wealth

                            Backed by the strength of UBS

                            A global leader in wealth management

                            Financial strength

                            Driving confidence.
                            Aa3 (stable) Moody’s
                            A+ (stable) Standard & Poor’s

                            UBS AG, long-term senior secured debt rating. As of 11/23/2021

                            15.0%

                            CET1 capital ratio
                            UBS is one of the world’s best-capitalized banks

                            UBS Financial Reporting as of 12/31/2021

                            #1

                            For Ultra-High Net Worth clients

                            Euromoney Private Banking and Wealth Management Survey, 2016-2022