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.

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.