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Private Wealth Management

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  • Nicholas Finn

    Nicholas Finn

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • MA
    • MD
    • NC
    • ND
    • NH
    • NJ
    • NM
    • NY
    • 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 two decades 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 is a member of the board of The Windward School in White Plains, NY. He also 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.

        • Private Wealth Advisor
        299 Park Avenue
        New York, NY 10171
      • Andrew Kimm

        Andrew Kimm

        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
        • NY
        • 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
            • James Kennedy

              James Kennedy

              Account Vice President

              Financial Advisor

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              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • IA
              • IL
              • MA
              • MD
              • NC
              • ND
              • NH
              • NJ
              • NM
              • NY
              • 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.

                    299 Park Avenue
                    New York, NY 10171
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                    Joseph Rodriguez

                    Wealth Strategy Associate

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                    • AL
                    • AZ
                    • CA
                    • CO
                    • CT
                    • DC
                    • DE
                    • FL
                    • GA
                    • HI
                    • IA
                    • IL
                    • IN
                    • KY
                    • LA
                    • MA
                    • MD
                    • ME
                    • MI
                    • MN
                    • MS
                    • MT
                    • NC
                    • NH
                    • NJ
                    • NM
                    • NV
                    • NY
                    • OH
                    • PA
                    • PR
                    • RI
                    • SC
                    • SD
                    • TN
                    • TX
                    • UT
                    • VA
                    • VT
                    • WA
                    • WY

                          299 Park Avenue
                          New York, NY 10171

                        Our experience

                        Our practice

                        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.

                        Our approach is based upon five pillars: discovery, wealth planning, investment strategy, commitment to service and most importantly, communication. 

                        Discovery

                        • Identify your priorities, goals, concerns and values
                        • Uncover your specific financial objectives surrounding your liquidity, legacy and longevity needs
                        • Perform a thorough accounting of all assets and liabilities

                        Wealth Planning

                        • Develop an estate planning strategy that reflects your objectives regarding the distribution and management of multigenerational wealth
                        • Ensure that assets are titled correctly and lifetime gifting opportunities have been addressed
                        • Identify strategies that achieve your philanthropic and legacy goals

                        Investment strategy

                        • Draw upon the experience of Madison Park Partners with UBS’s platform of global investment solutions to provide unbiased investment advice
                        • Recommend investment solutions based on our analysis, customized to meet your unique needs
                        • Construct an investment plan that reflects your goals and adjusts to market conditions 

                        Commitment to service

                        • Collaborate with your existing tax and legal advisors to make sure your investment plan is working in conjunction with your objectives
                        • Provide ongoing reviews and evaluations on portfolio construction and performance
                        • Strive to be responsive, accessible, candid and proactive

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $2.8 trillion

                        In invested assets globally 
                        As of 06/30/2022

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager

                        Insights