Insight-based advice

Meeting in a office

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

books

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.

  • Robert Kennedy

    Robert Kennedy

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • WA
    • WV

    Bob began his financial services career in 1981, with Bache Halsey Stuart Shields, on the operational side of the business working in the money market and mutual fund department. Understanding the operational side of the business allowed Bob to provide greater client service to his clients once he made the transition to the role financial advisor in 1984. Bob, an early adopter of the teaming concept, firmly believes that leveraging the knowledge and resources of others enhances the client experience. This leverage goes beyond his immediate team, with the support of UBS, he is able to provide valuable advice to clients by use of an extended team.

    In 2006, Bob, along with the rest of his team, left Wachovia Securities to join UBS Financial Services Inc. Bob works primarily with (ultra) high net worth individuals, business owners, and corporate accounts. His areas of focus include retirement planning, asset allocation, wealth transfer issues, and fixed income. Bob is a graduate of Fairfield University. He is an avid golfer and enjoys spending time with his family and friends. He and his wife, Alison, reside in Fair Haven, NJ, while Bob's daughter, Meghan, lives in New York City with her fiancé. His son, Kyle, is working and living in Chicago. 

      • Fairfield University
      • Wealth Advisor
      299 Park Avenue
      New York, NY 10171
    • Thomas Murphy

      Thomas Murphy

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • AL
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IL
      • IN
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • PA
      • RI
      • SC
      • TX
      • UT
      • VA
      • WA
      • WV

      Tom has over 30 years of experience in the financial services industry. Prior to joining UBS Financial Services Inc., he worked at Wachovia and Prudential Securities. Tom had the foresight in the early 90s that teaming would be an important aspect of the business. It would allow him to gain different prospective for each client situation, which ultimately results in a better understanding of his client's needs. Not only is he able to leverage his immediate team; with the resources available to him at UBS, he is able to extend his team to all areas of focus. Tom serves the needs of (ultra) high net worth individuals and their families, as wells a businesses. His areas of focus include retirement planning, asset allocation, wealth transfer issues, and fixed income. He is a graduate of Florida International University in Miami, FL. Outside of work, Tom enjoys playing golf, paddle tennis, and skiing, as well as spending time with his friends and family. He, along with his wife, Patti, and son, Kevin, reside in Ramsey, NJ. 

        • Florida International University in Miami, FL
        • Wealth Advisor
        299 Park Avenue
        New York, NY 10171
      • Matthew Dresnick

        Matthew Dresnick, CFP

        Senior Wealth Strategy Associate

        • image
        • image
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • IL
        • IN
        • MA
        • MI
        • NC
        • NJ
        • NY
        • OH
        • PA
        • SC
        • VA
        • WA

        Matthew started his career in the financial service industry in 2003 and has held positions at Wachovia Securities, and Perrin Holden & Davenport Capital. He works primarily with (ultra) high net worth individuals and business owners. Matthew is a firm believer that through self—improvement, he is better suited to help clients achieve their goals. With that in mind, he obtained the designation of CERTIFIED FINANCIAL PLANNER in 2009 and more recently went back to school in 2015 to acquire his MBA; graduating, with honors, in 2017. He uses knowledge gained from both in-class and real world experiences to deepen his understanding of complex matters such as retirement & financial planning, asset allocation, and wealth transfer. He believes that through collaboration with his immediate team, and the resources of UBS, he is able to deliver a better client experience. He grew up in Miami, FL and attended undergraduate school at the University of North Carolina at Chapel Hill, graduating in 2003. Matthew resides in Montclair, NJ with his wife, Erin, and two daughters, Natalie and Charlotte. Matthew and his family are active in the community, they especially enjoy spending time at Crestmont Country Club and at Congregation B'nai Jeshurun (TBJ). 

          • University of North Carolina at Chapel Hill
          • Montclair State University, MBA
          • CERTIFIED FINANCIAL PLANNER™
          299 Park Avenue
          New York, NY 10171

        Focus on liquidity management

        CIO House View monthly livestream

        Tree

        UBS and Credit Suisse—stronger than ever

        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

        Insights