Let's move forward. Together.

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.

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.

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.