Managing Director–Wealth Management
Private Wealth Advisor
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.
Senior Wealth Strategy Associate
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.
First Vice President–Wealth Management
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.
Wealth Strategy Associate