Global leader
UBS is a leading and truly global wealth manager
For over 35 years, The Midtown Group has focused on solving the personal financial challenges faced by executives, business owners, founders, and affluent families. Our primary objective is to help you make work optional while coaching you on how to be a good steward of generational wealth.
Our wealth management process begins with gaining an understanding of your family's values and priorities, then helping to articulate this into an actionable plan. To accomplish this, we leverage UBS's global resources, our network of specialists, and our own experience to educate you on the risks and benefits of executing specific strategies. A financial plan consists of four areas; wealth enhancement, wealth preservation, intergenerational wealth transfer, and charitable giving.
In addition to offering access to bespoke portfolio solutions, tailored lending, and exclusive investment opportunities, we emphasize the importance of tax & estate planning for your family's long-term success.
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.
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
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.
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.
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
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.
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.
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.
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.
As a highly successful executive, you’ve achieved a certain level of professional accomplishment, and obtaining the right personal wealth management advice becomes an even greater priority. Our team can simplify the complexity of your financial world, identify an appropriate strategy, and ultimately help you enhance and preserve your success, today and for many years to come.
Prepared for opportunity, protected in times of volatility
Our direct access to global resources offers timely perspectives, customized investment planning and a fully integrated suite of financial solutions.
Our distinction stems from our ability to transcend the capabilities of the traditional financial advisor and bring institutional analysis and investment management directly to you.
Are you considering an exit from your business? From investment banking to business transition planning to post-liquidity wealth management, we have the experience to help you with your future plans for your business. We can connect you to the resources you need to solve any challenge that may arise.
Global leader
UBS is a leading and truly global wealth manager
More than 160 years
offering financial advice
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.