Now is the time to plan your future

Paul Gilman

Senior Vice President–Wealth Management

Financial Advisor

Paul has been helping clients effectively manage their financial affairs for over 35 years. His management training at Coca Cola, coupled with his experience in accounting and cost analysis, has served as the foundation for his ability to create financial plans and strategies. Paul's wealth management process is designed to support clients' ability to attain their personal goals. Paul has undergone UBS's rigorous accreditation process to become a designated Portfolio Manager. He oversees the investment decisions for The Midtown Group and immerses himself in all aspects of his clients' lives.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • The College at Brockport, State University of New York

Credentials

  • Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Long-term care planning
Retirement planning
Legacy planning
Custom portfolios
Structured products
Cash management
Securities-backed lending
Multi-generational families
1285 Avenue Of The Americas
New York, NY 10019

Email Me

paul.gilman@ubs.com
Paul Gilman
1285 Avenue Of The Americas,New York,NY,10019

Alex Gilman, CFP®, CEPA®

Vice President–Wealth Management

Corporate Stock Benefit Consultant

Within The Midtown Group, Alex focuses on the specific challenges faced by founders, executives, business owners, and affluent families. He emphasizes tax and estate planning as key components of a successful financial plan. Alex helps his clients navigate complex strategies spanning wealth enhancement, wealth protection, intergenerational transfers, and charitable giving.

Previously, Alex worked at Merrill Lynch Private Wealth in San Francisco and Palo Alto. His time in The Bay Area gave him the unique perspective of working with successful business owners and executives.

Alex continually seeks new ways to educate himself in order to help his clients maximize their family's wealth and purchasing power. He has completed the rigorous coursework required to earn the CERTIFIED FINANCIAL PLANNER™ mark and has received the accreditation of Certified Exit Planning Advisor® from The Exit Planning Institute. He has also achieved the designation of Portfolio Manager, enabling him to manage tailored investment strategies for UBS clients. Alex earned his BBA with a concentration in Finance from The Leeds School of Business at The University of Colorado.

Alex lives in Manhattan with his wife, Michelle and their cat, Franklin. In his spare time you can find Alex golfing, traveling, wine tasting, and enjoying all the great restaurants in NYC!

CA Insurance #: 4055753

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Leeds School of Business at The University of Colorado at Boulder, Bachelors in Business Administration

Credentials

  • Corporate Stock Benefit Consultant
  • CERTIFIED FINANCIAL PLANNER®
  • Portfolio Manager
  • Wealth Advisor
  • Certified Exit Planning Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Executive compensation
Philanthropy
Exit planning
Business owners
Alternative investments
Lending services
Cash management
1285 Avenue Of The Americas
New York, NY 10019

Email Me

alex.s.gilman@ubs.com
Alex Gilman, CFP®, CEPA®
1285 Avenue Of The Americas,New York,NY,10019

Ryan Dempsey

Client Associate

Ryan joined The Midtown Group in the Spring of 2021. He provides ongoing administrative and operational client service including new client onboarding, account maintenance and client requests. He understands that outstanding client service is key to our practice and enjoys working with our clients to ensure their needs are fulfilled in a seamless and organized manner.

Ryan was born and raised in Westchester, New York before earning a bachelor’s degree in Finance with a concentration in accounting from The University of Scranton.

In his free time, Ryan loves to travel and attend a multitude of different sporting events.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

Education

  • The University of Scranton, Bachelors in Finance with a concentration in Accounting
1285 Avenue Of The Americas
New York, NY 10019

Email Me

ryan.c.dempsey@ubs.com
Ryan Dempsey
1285 Avenue Of The Americas,New York,NY,10019