Your goals. Our comprehensive plan.

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In a career that has spanned four decades and the worlds of Private Equity, corporate sales, institutional and personal investment management, Peter has come to serve a clientele – many who share his professional experiences.

A founding member of the MPD Park Ave Group, Peter is responsible for its overall strategy and business model. Daily, Peter continues to offer strategic recommendations based on the specific goals and investment objectives of successful private and institutional clients.

Prior to joining UBS Wealth Management in 2022, Peter spent the last 24 years at Merrill Lynch Wealth Management. Peter spent more than 20 years in several business roles that inform his perspective – including that of President of Storer Communications Sales (then, the nation’s largest CBS affiliate and currently Comcast Cable). During his tenure, Peter participated in one of the early LBO’s (when Storer Broadcasting was acquired by KKR).

Given his background and family pedigree, it’s not surprising that Peter has found wealth management to be particularly fulfilling. One of his brothers owned a seat on the NYSE for 35 years while another worked at Salomon Brothers and First Boston in corporate bond and debt syndication. And the story continues – one of Peter’s nephews is the manager of corporate bonds for the Loews Corporation while another nephew was Co-Head of high-yield bonds at Credit Suisse.

Peter graduated from Georgetown University with a bachelor’s degree in Political Science. He and his wife, Abigail, reside in Larchmont, New York where they raised a son and daughter. When time allows, Peter enjoys a good round of golf, a good book, traveling, and staying involved in alumni activities with his high school (Fordham Preparatory School). He also participates with a local cancer support group (Swim Across America).

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David is a founding member of MPD Park Ave Group and responsible for the team’s strategic direction and business development for both institutional and private clients. Specifically, David oversees the private equity, portfolio companies, and hedge fund areas of the team practice.

Prior to joining UBS Wealth Management in 2022, David spent the past 11 years at Merrill Lynch Wealth Management, David amassed more than 20 years of marketing and advertising experience in the media and information sector – having held executive positions with Dun & Bradstreet-Donnelley Marketing and served as CEO of CMR/VMU, KMH and other private-equity-backed portfolio companies.

David is also a lifetime learner and committed to serving clients who rely on his professionalism and relevant knowledge:

• David holds the designation of Certified Plan Fiduciary Advisor™ (CPFA™), awarded by the National Association of Plan Advisors (NAPA).
• David holds the C(k)P® Certified 401(k) Professional Designation, awarded by The RetirementAdvisor University® in collaboration with UCLA Anderson School of Management Executive Education.

David holds an MBA from Northwestern University’s Kellogg School of Management and a Bachelor of Science degree from Northeastern University. He also holds a place in his heart for mentoring executives at start-up companies, having served as an Advisory Board Member of the Center for Research Innovation at Northeastern University.

David’s passions include playing golf, skiing, and traveling. David and his wife, Deborah, reside in Greenwich, Connecticut and are proud parents of Mac (who works in asset management), Brooke (who works in asset management), and Ian (who works in sports and entertainment management.)

• Senior Retirement Plan Consultant
• Certified Plan Fiduciary Advisor
• Certified 401(k) Professional

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Andrew is responsible for the team’s operational management and focuses on what he calls “client wealth care”—helping successful business owners and other hardworking clients achieve their goals with a premium placed on their financial and emotional capital. As a UBS Wealth Management Advisor,  Andrew is one of a select group of highly qualified and credentialed UBS advisors who work with clients to shape their investment strategies and create plans designed to drive employee engagement and positive participant behavior. 

Prior to joining UBS Wealth Management, Andrew spent the last 13 years at Merrill Lynch. Andrew has earned several designations that reflect his commitment to rigorous industry training and serving the best interests of each client. Andrew has earned the Chartered Financial Analyst (CFA) credential and is a member of the CFA Institute. He has also attained the Certified Plan Fiduciary Advisor™ (CPFA™) designation, awarded by the National Association of Plan Advisors, awarded by the Retirement Advisor University in collaboration with the UCLA Anderson School of Management’s Executive Education program, and the Certified Retirement Plans Specialist (CRPS®) designation, awarded by the College for Financial Planning. Andrew graduated from Fordham University’s Gabelli School of Business with a degree in financial management and economics.

In his free time, Andrew very much enjoys spending time with his family, getting out to play a round of golf, or learning something new to cook.  Andrew continues to support the MS Society, The Lead the Way Fund, and the American Heart Association through competitive running races and fundraising activities in the New York City area. Andrew contributes to the local iMentor chapter as a Mentor to high school students seeking to obtain higher education. Natives of the northeast, Andrew and Candace currently reside in Dumbo, Brooklyn with their son, Zander and their Bulldog, Louie. 

• Senior Retirement Plan Consultant
• CERTIFIED FINANCIAL PLANNER™
• Certified Plan Fiduciary Advisor
• Chartered Retirement Planning Counselor

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Joe defines his mission as “helping clients learn methods to effectively manage their wealth to minimize their time and emotional capital.”

Joe takes an enhanced approach to understand his client's needs and financial goals and is well positioned to provide access to a dynamic range of services to his client's offered through Bank of America and Merrill Lynch Wealth Management, including but not limited to goals based financial planning, investment management, retirement, and education planning.

Prior to joining UBS Wealth Management in 2022, Joe spent the last four years at Merrill Lynch Wealth management. Joe obtained his CFP® certification, and as a CERTIFIED FINANCIAL PLANNER™ Joe focuses his practice on providing unique and comprehensive wealth strategies for individuals, families, and corporations.

Joe has also attained the Certified Plan Fiduciary Advisor™ designation awarded by the National Association of Plan Advisors, demonstrating his capacity to provide access to plan fiduciary services to businesses and corporate retirement plan investment committees.
                                             
A resident of Eastchester, New York, Joe is a graduate of Fairfield University's Dolan School of Business where he obtained a bachelor’s degree in Finance and was a member of their Division 1 varsity lacrosse Team. Outside of the office, Joe enjoys the outdoors and enjoys spending his time cooking and playing golf. He volunteers at Children’s Village (a home for underprivileged youth), POTS soup kitchen, and has participated in several charity events in Fairfield County including the Norma Pfriem Breast Cancer Center

• CERTIFIED FINANCIAL PLANNER™
• Certified Plan Fiduciary Advisor

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Jane leads all operational, administrative and relationship management areas of MPD Park Ave Group. She is dedicated to building strong long-term relationships with our clients and their families.  Her unwavering commitment to service client relationships has proved invaluable in assisting the team's clients daily.

Prior to joining UBS Wealth Management, she started her career in the financial services industry with Merrill Lynch Wealth Management where she worked as a Registered Wealth Management Client Associate. She maintains her FINRA Series 7 and 66 licenses and New York Life & Health insurance license. She also holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning®. 

Jane graduated with a B.A. in Economics and a minor in Business Spanish from the University of Virginia. Jane currently resides in New York City. In her free time, she enjoys exploring restaurants in the city, skiing, and traveling with friends and family. 

• Chartered Retirement Planning Counselor

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Drew joined MPD Park Ave Group in 2021 shortly after receiving his bachelor’s degree in Accounting from the University of South Carolina. Primarily serving the group’s institutional clients, Drew works closely with corporate officers to ensure the smooth day-to-day operation and administration of the group’s large book of retirement plans. Drew makes it his mission to build a granular understanding of each business’s unique features and objectives, always looking for ways to improve operational processes.

Prior to joining UBS Wealth Management, Drew spent the last year at Merrill Lynch Wealth Management. Drew graduated with a B.A. in Accounting from the University of South Carolina’s Darla Moore School of Business. He also holds both his Series 7 and 66 licenses as a Registered Securities Representative.

A native of Charlotte, NC, Drew currently resides in Manhattan. In his free time, he enjoys golfing, snowboarding, and playing guitar in a local group.