Global access. Strategic solutions.

Private Wealth Management

Nicholas Finn

Managing Director–Wealth Management

Private Wealth Advisor
View bio
- 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

Director

Senior Wealth Strategy Associate
View bio
- 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

First Vice President–Wealth Management

Financial Advisor
View bio
- 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
Joseph Rodriguez

Wealth Strategy Associate
View bio
- 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

Nicholas Finn

Managing Director–Wealth Management

Private Wealth Advisor
View bio
- 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

Director

Senior Wealth Strategy Associate
View bio
- 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

First Vice President–Wealth Management

Financial Advisor
View bio
- 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
Joseph Rodriguez

Wealth Strategy Associate
View bio
- 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

Managing and preserving significant wealth requires the guidance of a team that understands the nuances and complexities of investing through multiple market cycles. At Madison Park Partners, we tap into our decades of experience to solve the complex wealth management challenges of successful individuals, families and institutions.

As part of the UBS Private Wealth Management division, our team has the resources required to provide comprehensive wealth planning, investment management and capital market solutions. Whether your needs involve advanced estate planning strategies, liquidity strategies, philanthropic advice or business planning, we are a trusted source of financial advice and advocacy.

Our practice

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. With access to UBS’s investment platforms, capital markets, research and thought leadership, Madison Park Partners will put all the resources of UBS to work on your behalf. We look forward to working with you and your family and earning the role of your most trusted advisor.

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

View our process

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

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Global access. Strategic solutions.

Nicholas Finn

Andrew Kimm

James Kennedy

Joseph Rodriguez