Family. Wealth. For generations

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How We Can Help Your Family

For over 35 years, The Midtown Group has focused on solving the personal financial challenges faced by executives, business owners, founders, and their families. Our main objective is to help our clients achieve financial freedom by making work optional.

Our wealth management process begins with gaining an understanding of a your family's values and priorities, then helping articulate this into an actionable plan. To accomplish this, we leverage UBS's global resources, our network, and our own experience to educate you on the risks and benefits of executing specific strategies.

Financial planning is an ongoing process consisting of four areas; wealth enhancement, wealth preservation, intergenerational wealth transfer, and charitable giving.

In addition to offering access to exclusive investment opportunities and customized investment solutions, we emphasize the importance of tax & estate planning for your family's long-term success.

  • Paul Gilman

    Paul Gilman

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MO
    • NJ
    • NM
    • NY
    • OR
    • PA
    • PR
    • SC
    • TX
    • WA
    • WI

    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.

    • 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.

    • The College at Brockport, State University of New York
    • Portfolio Manager
    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
  • 1234

    Alex Gilman, CFP®, CEPA®

    Account Vice President

    Corporate Stock Benefit Consultant

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    • 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

    Alex began his career in San Francisco before returning to the NYC area in 2020. His time in The Bay Area gave Alex the unique perspective of working with business owners and alongside executives at fast-paced technology companies. 

    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 wealth enhancement, wealth preservation, inter-generational wealth transfer, and charitable giving.

    Alex underscores the importance of self-improvement and continually seeks new ways to help his clients. 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. Alex earned his Bachelors in Business Administration with a concentration in Finance from The University of Colorado at Boulder's Leeds School of Business.

    Alex lives in Greenwich Village in Manhattan with his soon-to-be-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

    • 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.

    • Leeds School of Business at The University of Colorado at Boulder, Bachelors in Business Administration
    • Corporate Stock Benefit Consultant
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Exit Planning Advisor
    • Wealth Advisor
    Financial planning
    Executive compensation
    Philanthropy
    Exit planning
    Business owners
    Alternative investments
    Lending services
    Cash management
    1285 Avenue Of The Americas
    New York, NY 10019
  • Dempsey

    Ryan Dempsey

    Client Associate

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      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.

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

          Executive Director

          Senior Wealth Strategist - Advanced Planning

          Introduction

          Brad works with ultra-high net worth families, helping them achieve their tax, estate planning, and philanthropic objectives. Brad focuses on developing and implementing creative and comprehensive wealth transfer strategies that align with clients' wishes. He reviews clients' tax and estate planning documents to ensure that each plan accurately and holistically reflects the family's philosophy and needs while maximizing tax efficiency.


          Professional History

          Prior to joining UBS in January 2020, Brad worked at Brown Brothers Harriman, where he advised families on their tax and estate planning objectives. Brad began his career in private legal practice, most recently at Milbank in New York City, where he practiced in the firm's trusts and estates department. Brad is an adjunct professor at Fordham Law School, where he teaches courses on trusts and estates.


          Education

          Brad earned a B.A. in mathematics and philosophy from Indiana University (summa cum laude), a J.D. from UCLA School of Law, where he was an editor of the UCLA Law Review, and an LL.M. (Master of Laws) in Taxation from NYU School of Law.


          Publications, Speeches, and Media

          Brad is a frequent lecturer and author. He has published several articles on tax and estate planning in industry-leading journals, such as Journal of Taxation, Estate Planning, and Trusts & Estates Magazine. He has given dozens of lectures to lawyer and non-lawyer audiences throughout the United States, including for the American Bar Association, the New York Bar Association, and various tax conferences. In addition, Brad is regularly quoted on tax and estate planning issues in the news media, including Bloomberg, CNBC, and Barron's.
        • Gregg Arum Photo

          Gregg Arum, CFP

          Executive Director

          Structured Solutions Consultant

          Gregg serves as a Structured Solutions Consultant for the New York City and Northern New Jersey Market Areas, and Private Wealth Management; responsible for the positioning of Structured Products across all asset classes. Gregg works closely with Financial Advisors and their clients, helping them understand the risks and rewards of structured products, and how both portfolio and tactical ideas can fit into a client’s overall portfolio strategy.

          Professional History
          Gregg joined UBS in 1998 and has held a variety of positions in Capital Markets. In his previous role, he served as a Municipal Bond Portfolio Specialist on the Northeast Municipal Bond Desk. Prior to that, he worked in Unit Investment Trusts as a member of the Equity Advisory Group. He has also served as a Financial Advisor in New York City.

          Education

          Gregg holds a B.A from the University of Florida.

          Licenses and Certifications

          FINRA Series 7, 63 and 65
          CERTIFIED FINANCIAL PLANNER™
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          Emily Lau

          Director

          Wealth Management Salesperson

        Trends and Perspectives

        #1

        For Ultra-High Net Worth clients

        Euromoney Private Banking and Wealth Management Survey, 2016-2020

        #1

        Global Equity Research 

        Institutional Investor, 2021 Global Rankings

        #1

        for High Net-Worth clients

        Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

        Connecting you to the deep resources of UBS

        By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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        Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

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