Trusted guidance for lasting wealth

Private Wealth Management

Our Approach

At Madison Park Partners, we tap into our decades of experience to solve the complex wealth management challenges of successful individuals, families and institutions. We strive to understand your financial needs to deliver on what we value most: serving you with integrity, professionalism and uncompromising client service. Through straightforward, open communication and global investment opportunities, we provide thoughtful solutions to meet your investment goals.

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Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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Turn possibilities into a plan

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Planning for a changing tax landscape

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Navigating opportunities across your enterprise

family on beach

Creating a legacy for your family’s future

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The good news is, you’re succeeding

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What will your legacy be?

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • 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 is a Senior Vice President at UBS Private Wealth Management in New York.  As an advisor at UBS, James is dedicated to providing tailored wealth solutions to a select group of entrepreneurs, executives and private equity partners. 

          With extensive experience in wealth strategy, James works with his clients to understand their overall financial landscape and the strategies available to them to preserve their wealth.  James’s plans are focused on cash flow planning, trust and estate planning, tax-efficient investment strategies, bespoke credit solutions, philanthropy and financial education. 

          James earned a B.A. in economics from The College of the Holy Cross where he 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 and his wife reside in Summit, NJ with their two children. 

          • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August 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
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              Jayce Lambert

              Client Associate

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                      299 Park Avenue
                      New York, NY 10017
                      jayce.lambert@ubs.com
                      Jayce Lambert
                      299 Park Avenue,New York,NY,10017

                    Launch. Grow. Exit your business.

                    We understand that when it comes to the business you have personally built, you're going to be invested at every level. From launching to growing to ultimately exiting your company our team can help you make smarter decisions each step of the way. 

                    Launch. Grow. Exit your business.

                    You’re selling within the year

                    You’re selling within the year

                    You’re 3 years away from exiting

                    You’re 3 years away from exiting

                    You’re considering an exit in 5 years

                    You’re considering an exit in 5 years

                    • Finalize your trust and estate strategies 
                    • Work with us to interview and select the investment banker that works best for you
                    • Finalize your exit plan and focus on getting the best deal for the sale
                    • Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
                    • As needed, prepare employees and managers for the transition
                    • Think about what’s next for you and your future, after the sale
                    Learn more

                    • Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
                    • Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
                    • Build the right pre-sale advisory team, including an investment banker, attorney and CPA
                    • Explore gift and estate strategies to help maximize net proceeds from a sale

                    Learn more

                    • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
                    • Fine-tune your business model to be most appealing to a buyer
                    • Make sure business documentation and financial statements are in order
                    • Put together a team to prepare the business and optimize value
                    • Strengthen your management team
                    Learn more

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $5.9+ trn

                    UBS Group invested assets
                    As of 06/30/2024

                    Global leader

                    UBS is a leading and truly global wealth manager

                    $2+ bn

                    Assets under management

                    As of 08/06/2024

                    You. Connected.

                    At UBS Private Wealth Management, we believe it’s all about connection. For more than 160 years, we have connected our clients to thought leaders within our firm and throughout the world, and to like-minded peers who share their experiences. This network of experienced professionals and clients informs your thinking, fuels your ambitions and helps you invest for a better world.

                    Insights