Now is the time to plan your future

The Founding Member of THE MIDTOWN GROUP, Paul Gilman has been helping clients effectively manage their financial affairs for over 40 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 and immerses himself in all aspects of his clients' lives.

As a managing member of THE MIDTOWN GROUP, Alex quarterbacks financial planning and investment strategy for our clients. He advises on complex strategies spanning wealth enhancement, wealth protection, intergenerational transfers, and charitable giving. Alex emphasizes tax and estate planning as key components of a successful financial plan. He has helped define our team's differentiated approach, promoting active listening and proactive client service.

Prior to joining UBS, Alex worked at Merrill Lynch Private Wealth Management 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 achieve the CERTIFIED FINANCIAL PLANNER™ mark. In response to our clients' growing needs, he also earned the accreditation of Chartered Special Needs Consultant® and 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, their daughter Pamela, and their cat Franklin. In his spare time you can find Alex golfing, wine tasting, and enjoying all the great restaurants NYC has to offer!

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.

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.

Madeline was born and raised in Nashville, TN.  During college, she spent 2 years in Germany before continuing her studies in psychology at Hunter College in Manhattan. 

In her free time, she enjoys volunteering with youth, traveling, spending time with family, and visiting new restaurants around the city.