Global access. Strategic solutions.

Private Wealth Management

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Our Approach

Understanding sensitive family dynamics around wealth, inheritance and philanthropy enables us to develop a long-term financial solution for your specific needs. We recognize that clients’ situations change along with the market environment; therefore, it is crucial to maintain open communication to ensure that your investment strategy reflects your changing needs and expectations.

  • Nicholas Finn

    Nicholas Finn

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • IL
    • MA
    • MD
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • PR
    • SC
    • SD
    • TX
    • VA
    • VT
    • WA

    Nick joined UBS in November 2015 from Credit Suisse, where he was a Director in Private Banking North America. Prior to Credit Suisse, he was at Lehman Brothers for 10 years, where he was a Senior Vice President in Private Investment Management. Nick started his career at Sanford C. Bernstein as an Associate Portfolio Manager for a large-cap value equity strategy.

     

    Nick is a seasoned investment professional with over twenty five years of experience providing discreet, comprehensive investment and wealth advisory solutions to individuals and families. His clients include entrepreneurs, private equity and hedge fund partners, corporate executives and family offices.

     

    He has a B.A. in government from St. Lawrence University and an M.B.A. in finance from Fordham University. He served on the Headmaster’s Council of The Taft School and was a member of the board of The Windward School in White Plains, NY. He serves on the board of POTS (Part of the Solution), a social service agency in the Bronx, NY, that works to move individuals in poverty and crisis towards stability and self-sufficiency.

     

    Nick lives in Bedford, NY, with his wife, Sara, and four children. He enjoys spending time with his family, golf, bicycling, paddle tennis and traveling.

    • Barron's Top 1,200 Financial Advisors, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • St. Lawrence University, B.A. Government
    • Fordham University, M.B.A. Finance
    • Private Wealth Advisor
    299 Park Avenue
    New York, NY 10017
    nicholas.finn@ubs.com
    Nicholas Finn
    299 Park Avenue,New York,NY,10017
  • Andrew Kimm

    Andrew Kimm, CFP

    Director

    Senior Wealth Strategy Associate

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • IL
    • MA
    • MD
    • NC
    • ND
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • PR
    • SC
    • SD
    • TX
    • VA
    • VT
    • WA

    Drew joined UBS from Credit Suisse, where he was an Assistant Vice President in the firm’s Private Bank. As a member of Madison Park Partners at UBS, Drew delivers purposeful insights to ultra high net worth clients as a wealth strategist focusing on customized portfolio construction, optimized trade execution, and effective estate planning ideas to help meet clients' unique needs and ease their concerns.

    Drew holds an M.B.A. from The George Washington School of Business with a focus on finance and was the M.B.A. representative to the George Washington Finance and Investments Club. Additionally, Drew earned his B.A. from Villanova University where he majored in psychology and minored in business. While at Villanova, he was a member of the men’s soccer team earning recognition on the Big East Conference Academics Awards Team for academic excellence, Phi Sigma Kappa Fraternity, Habitat for Humanity and the Special Olympics.  Drew currently is involved with American Corporate Partners which helps returning veterans find their next career through one-on-one mentoring.  Drew has earned his CFP® designation and received his preparatory program certificate through Wake Forest University. 

    Drew lives in Chatham, NJ.

          51 JFK Parkway
          Suite 303
          Short Hills, NJ 07078
          andrew.kimm@ubs.com
          Andrew Kimm, CFP
          51 JFK Parkway,Short Hills,NJ,07078
        • James Kennedy

          James Kennedy

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • IL
          • MA
          • MD
          • NC
          • ND
          • NE
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OR
          • PA
          • PR
          • SC
          • SD
          • TX
          • VA
          • VT
          • WA

          James joined UBS from Credit Suisse, where he was a Relationship Associate in the Private Bank. Prior to Credit Suisse, James worked for Conifer Financial Services, where he worked with hedge funds, private equity funds and endowments on accounting, valuation and portfolio reconciliation. As a member of Madison Park Partners, James brings a unique enthusiasm to servicing our clients‘ needs. For the team, he focuses on asset allocation, performance analysis, manager due diligence, trading and marketing.

          James earned a B.A. from The College of the Holy Cross where he majored in economics. While at Holy Cross, James was a two-time captain of the men’s lacrosse team and was a three-year member of the Patriot League Academic Honor Roll.

          James lives on the Upper East Side of Manhattan.

          • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

              299 Park Avenue
              New York, NY 10017
              j.kennedy@ubs.com
              James Kennedy
              299 Park Avenue,New York,NY,10017
            • Joseph

              Joseph McCluskey

              Client Associate

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              • AZ
              • CA
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              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • IA
              • IL
              • MA
              • MD
              • NC
              • ND
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OR
              • PA
              • PR
              • SC
              • SD
              • TX
              • VA
              • VT
              • WA

                • George Washington University , B.B.A. in Finance and International Business
                  299 Park Avenue
                  New York, NY 10017
                  joseph.mccluskey@ubs.com
                  Joseph McCluskey
                  299 Park Avenue,New York,NY,10017

                Our experience

                Our practice

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $5.8+ trn

                UBS Group invested assets
                As of 03/31/2024

                51 countries

                Our global footprint

                Global leader

                UBS is a leading and truly global wealth manager

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