Experience

Jeffrey has been developing personalized retirement plans and investment strategies for clients for over 25 years. Having joined UBS in 2004, he is passionate about the financial consultation and portfolio construction processes. Working in close partnership with his clients, Jeffrey helps to clearly define their goals and objectives as he designs their customized wealth management strategies.

Professional Experience
Leo Monahan is a 1st Vice President - Wealth Management and a Senior Portfolio Manager at UBS, having over 37 years of experience as a financial advisor. With a Bachelor of Business Administration degree in Accounting from Hofstra University and since joining UBS in 2004, he has consistently demonstrated his dedication to his role, drawing on his experience to provide personalized services and insightful guidance in helping clients achieve their financial goals.  He strives to build lasting relationships by understanding each client’s aspirations and challenges.

·         Financial Planning: Leo focuses on comprehensive financial planning, guiding individuals and families through the complexities of managing their wealth.

·         Portfolio Construction: He is adept in developing tailored investment portfolios and asset manager evaluation, ensuring that each client’s unique objectives and risk tolerance are met.

Beyond his professional achievements, Leo has devoted many years to community, youth, and charity organizations. His involvement includes contributions to LSW Sports, Founder of Flag Football for LSW Sports, CYO Levittown Soccer Club, and AAU Basketball, where he has helped foster positive experiences and growth for young athletes.

Leo is passionate about tennis and currently serves as the President of the New York Tennis Club, which is the oldest tennis club in New York State. His leadership and enthusiasm for the sport have helped preserve its rich tradition and promote tennis within the community.

Leo lives on Long Island with his wife and four sons. He values family life and enjoys sharing his love of sports and community involvement with his family.

For more than 30 years, James (“Jim”) Dalimonte has helped affluent families navigate their most important financial decisions with clarity and confidence. Since joining UBS in 2004, Jim has specialized in delivering customized financial plans and disciplined, research‑driven investment strategies designed to grow and preserve multigenerational wealth.

As a Senior Portfolio Manager in UBS’s Portfolio Management Program, Jim applies a rigorous investment process focused on risk management, thoughtful portfolio construction, and long‑term planning. His approach reflects the same work ethic, reliability and leadership that define his involvement in the Port Washington community—where he previously served as President of Port Washington Youth Activities.

Jim and his wife, Mariann, live in Port Washington, NY with their three children. Clients appreciate his steady guidance, attention to detail, and commitment to helping families feel confident about their financial future.

Josephine has more than 39 years of experience in the financial services industry. She began her career as a Sales Assistant at Kidder Peabody & Co., a firm that eventually merged with Paine Webber and, through a subsequent merger, became part of what is now UBS Financial Services. Her journey through these institutions has provided her with an understanding of the evolving landscape of wealth management and client service.

In her current capacity as a Senior Wealth Strategy Associate, Josephine works closely with MDM’s financial advisors to deliver comprehensive wealth strategies and services tailored to clients’ needs. She is dedicated to simplifying the wealth management process by first getting to know her clients’ unique goals and values. This commitment to personalized service allows her to build lasting relationships that reflect both the immediate and long-term objectives of the individuals and families she serves.

Josephine earned a BA in Psychology from Hofstra University and is fluent in Italian.  She enjoys playing pickleball and cooking for family and friends.

Amanda joined UBS in 2021, bringing with her a decade of experience in the finance industry.  Before her tenure at UBS, Amanda worked at several prominent firms, including Oaktree Capital Management, Hightstar Capital LP and Fortress Investment Group. 

Amanda focuses on building strong relations with clients, ensuring all transactions run smoothly with clear communication, meticulous attention to detail and genuine thoughtfulness.

Outside of her professional pursuit, Amanda enjoys running, skiing, and hiking with her family, embracing an active lifestyle together. 

She holds a Bachelor of Arts in Economics and a Master of Science in English Education, both from Long Island University.