Trusted people. Proven success. Focused practice.

Private Wealth Management

Three generations in the front yard

MSH Wealth Management is a highly specialized Private Wealth Management team consisting of 3 experienced investment professionals and 8 wealth management associates. We currently advise families, mainly comprised of current or former public company executives, including 4 Forbes 400 families and 33 current or former Chairman, CEOs, and Section 16 Directors and Senior Executives.

Our focus on advising ultra-high net worth families has afforded us extensive experience in three key financial disciplines:

  • Comprehensive wealth management with a focus on planning
  • Liquid portfolio design, monitoring & management
  • Trust, estate and tax planning strategies

We pride ourselves on simplifying our client's financial lives, delivering excellent, proactive advice and service, and investing in simple and understandable terms. Acting as your "personal CFO," we provide a full range of wealth management and private banking services beyond investments and offer consolidated reporting for all of your family's investments

  • Gregory Mulligan Profile Photo

    Gregory J. Mulligan, FOC

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Greg is a founding member and senior partner of MSH Wealth Management within UBS' Private Wealth Management Division. He joined UBS in 2008 from Merrill Lynch's Private Client Group where he was a Producing Sales Manager and Wealth Management Advisor.  Greg has 23 years of experience in the financial services industry and focuses primarily on helping high net worth families with comprehensive financial planning, advanced portfolio construction and alternative investments.  Greg resides in Summit, New Jersey with his wife, Susanne, and two daughters, Hayden and Finley.  Greg is a supporter of The Special Olympics, The American Cancer Society, Memorial Sloan Kettering, The Navy SEAL Foundation, The Wounded Warriors Foundation, and The Billfish Foundation. 

    Greg has a BA in Economics from Fordham University, has completed the UBS Private Wealth Advisor accreditation program, the UBS Wealth Advisor program and has received the Certificate of Completion for the Private Wealth Executive Education Program from both the University of Pennsylvania’s Wharton School and Columbia University. Greg is also President of The Beacon Hill Club of Summit, New Jersey.

    Family Office Consultant (FOC) 
    FOC is a UBS business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated, exceptional clients and aligning them to the full suite of UBS capabilities. FOCs undergo rigorous training to strengthen their industry knowledge, and will be available for strategic partnering with other Financial Advisors and Private Wealth Advisors at UBS to cultivate relationships with Ultra High Net Worth clients.

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Fordham University, B.A. Economics
    • Columbia University, Certificate of Completion, Private Wealth Executive Education Program
    • Wharton School, Certificate of Completion, Private Wealth Executive Education Program
    • Private Wealth Advisor
    • Family Office Consultant
    • Senior Portfolio Manager
    Financial planning
    Asset allocation
    Custom portfolios
    Family Offices
    Professional entertainers
    Business owners
    Lending services
    Cash management
    51 JFK Parkway
    Suite 303
    Short Hills, NJ 07078
  • Brian Schiller Profile Photo

    Brian Schiller, CEPA, CIMA, FOC

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Brian is a Senior Partner and Co-Founder of Schiller-Haskell Partners with 22 years of experience providing wealth management advice and guidance to C-suite executives and entrepreneurs. He joined UBS in 2009 from the Merrill Lynch Private Banking & Investment Group.

    As co-lead of the team, Brian is primarily responsible for overseeing client relationships and focuses on advising corporate executives in the areas of comprehensive financial planning, concentrated equity risk management, portfolio construction and oversight, trust and estate planning, and creative lending solutions.

    When he's not spending time with his family, Brian enjoys playing golf and watching sports. He supports No Greater Sacrifice, the Cystic Fibrosis Foundation and Penn State students through an Annually Funded Scholarship.  Brian holds the Certified Investment Management Analyst® designation.

    Family Office Consultant (FOC)
    FOC is a UBS business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated, exceptional clients and aligning them to the full suite of UBS capabilities. FOCs undergo rigorous training to strengthen their industry knowledge, and will be available for strategic partnering with other Financial Advisors and Private Wealth Advisors at UBS to cultivate relationships with Ultra High Net Worth clients.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The 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.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Penn State University, B.S,
    • Private Wealth Advisor
    • Family Office Consultant
    • Certified Exit Planning Advisor
    • Certified Investment Management Analyst®
    • Senior Portfolio Manager
    Corporate executives
    Entrepreneurs
    Executive compensation
    Exit planning
    Business succession
    Legacy planning
    Family Offices
    Lending services
    51 JFK Parkway
    Suite 303
    Short Hills, NJ 07078
  • Michael Haskell Profile Photo

    Michael Haskell, FOC

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Mike is a Senior Partner and Co-Founder of Schiller-Haskell Partners with 20 years of experience providing wealth management advice and guidance to C-suite executives, entrepreneurs and family offices. He joined UBS in 2009 from the Merrill Lynch Private Banking & Investment Group.  As co-lead of the team, Mike is primarily responsible for overseeing client relationships and focuses on advising corporate executives in the areas of comprehensive financial planning, concentrated equity risk management, portfolio construction and oversight, trust and estate planning, and creative lending solutions.  Mike resides in Garden City, NY with his wife, Michelle and four children, Michael, Ava, William and Luke.  Mike enjoys spending time with his family at their house in the Adirondack Mountains.  Mike is a member of the UBS Veterans Network.  He is a supporter of No Greater Sacrifice and a mentor to military veterans transitioning from active duty to Wall Street through a program sponsored by American Corporate Partners.  

    Family Office Consultant (FOC)
    FOC is a UBS business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated, exceptional clients and aligning them to the full suite of UBS capabilities. FOCs undergo rigorous training to strengthen their industry knowledge, and will be available for strategic partnering with other Financial Advisors and Private Wealth Advisors at UBS to cultivate relationships with Ultra High Net Worth clients.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The 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.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Private Wealth Advisor
      • Family Office Consultant
      • Senior Portfolio Manager
      • United States Army
      • Series 7, 66 & 31 securities licenses
      Family Offices
      Professional entertainers
      Corporate executives
      Executive compensation
      Estate planning strategies
      Financial planning
      Custom portfolios
      Lending services
      1285 Ave of the Americas
      15th, 16th,17th, + 18th Floors
      New York, NY 10019
    • Jared

      Jared Geoghan, CFP

      Authorized Officer

      Financial Advisor

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      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • ND
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VI
      • VT
      • WA
      • WI
      • WV
      • WY

      Jared is a Relationship Manager who specializes in wealth management strategies that include cash management, advisory solutions, legacy planning, equity awards, lending, and portfolio recommendations. He is proficient in delivering in-depth financial planning to help clients achieve their lifelong goals.

      Jared joined UBS in 2019 in the UBS Wealth Advice Center as a Financial Advisor. He completed a rigorous financial advisor training program and served on the Advisory Council. He was selected for the Leadership & Development Program and earned his CERTIFIED FINANCIAL PLANNER™ designation in 2022. Jared currently holds his Series 7 & 66 licenses.

      Jared graduated with a B.S. in Economics and Spanish from Vanderbilt University, where he served as a manager for their Men’s Basketball team. Jared currently resides in New York, NY and enjoys playing golf, traveling, and rooting for his Pittsburgh Steelers. 

        • Vanderbilt University, B.S. in Economics and Spanish
        • Series 7 & 66 securities licenses
        Banking
        Financial planning
        Lending services
        Education planning
        Estate planning strategies
        Investing
        Asset allocation
        Multi-generational families
        1285 Avenue Of The Americas
        New York, NY 10019
      • Kevin Wells Profile Photo

        Kevin Wells, CFA

        Associate Director

        Senior Wealth Strategy Associate

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        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IL
        • KY
        • MA
        • MD
        • MN
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • TN
        • TX
        • VA
        • WA
        • WI
        • WY
        Portfolio Associate

        Kevin is a Portfolio Associate that brings 15 years of experience in the financial services industry and focuses on market research and portfolio analysis Kevin is a Chartered Financial Analyst charter holder  (CFA®) and is a member of the CFA Society of New York.  He maintains Series 3, 7, and 66 securities licenses.  Kevin graduated with a B.A. from Bates College in Lewiston, Maine where he played Division III Golf.  He resides in Ridgefield, CT and enjoys playing golf, tennis, swimming and cycling.  He volunteers with Achilles International NYC and Catholic Charities of NY.

         

          • Bates College, B.A.
          • Chartered Financial Analyst®
          • Series 3, 7, and 66 securities licenses
          Investing
          Custom portfolios
          Asset allocation
          Institutional consulting
          Multi-generational families
          Financial planning
          1285 Avenue Of The Americas
          New York, NY 10019
        • Sandra Bhatt Profile Photo

          Sandra Bhatt

          Senior Client Associate

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • ID
          • IL
          • IN
          • KY
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • NC
          • NH
          • NJ
          • NV
          • NY
          • OH
          • PA
          • SC
          • TN
          • TX
          • VA
          • VT
          • WA
          • WI
          • WY

          Sandra is our most Senior Registered Client Associate, bringing 25 years of experience in the financial services industry.  She is focused on cultivating close relationships with our clients to help them manage their day to day service needs.  She also leads our Client Service Team, and is responsible for overseeing our other Client Associates to ensure we deliver the highest level of proactive service to our clients.

          Born and raised in the UK, she initially worked in the court system after which she became a Police Officer before relocating to the United States.  Sandra and her husband live on Long Island with their two college aged children.  In their free time the whole family enjoys Soccer (Football) and Baseball.

              • Series 7 & 66 securities licenses
              Banking
              Lending services
              Cash management
              Professionals
              Family Offices
              Women investors
              1055 Franklin Avenue
              Garden City, NY 11530
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              Vincent Brigagliano

              Associate Director

              Senior Wealth Strategy Associate

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              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • ID
              • IL
              • IN
              • KS
              • KY
              • MA
              • MD
              • ME
              • MI
              • MO
              • MT
              • NC
              • NH
              • NJ
              • NY
              • OH
              • PA
              • RI
              • SC
              • TN
              • TX
              • UT
              • VA
              • VT
              • WA
              • WI
              • WY

                    1285 Avenue Of The Americas
                    New York, NY 10019
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                    Annemarie Siefert

                    Client Associate

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                    • AZ
                    • CA
                    • CT
                    • DC
                    • DE
                    • FL
                    • GA
                    • ID
                    • IL
                    • IN
                    • KY
                    • MA
                    • MD
                    • ME
                    • MI
                    • MN
                    • MT
                    • NC
                    • NH
                    • NJ
                    • NV
                    • NY
                    • OH
                    • PA
                    • SC
                    • TN
                    • TX
                    • VA
                    • VT
                    • WA
                    • WY

                          1285 Avenue Of The Americas
                          New York, NY 10019
                        • Thomas Mcgivern Profile Photo

                          Thomas Mcgivern

                          Investment Associate

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                          • CO
                          • CT
                          • FL
                          • MA
                          • NJ
                          • NY
                          • OH
                          • VA

                          Tom is an Investment Associate with Schiller-Haskell Partners.   For the past 15 years, his work has largely involved the surveillance and administration of a large number of specialized hedged accounts serving as financing vehicles.   He also participates in other client services. Tom has worked at UBS (+PaineWebber) for 26 years; before that, he spent 5 years at Merrill Lynch and 13 years at several commodity futures firms.   He lives in Brooklyn NY with his wife and enjoys watching baseball and listening to music.

                            • University of Kansas, B.A., Chemistry
                            • Series 7 & 63 securities licenses
                            Securities-backed lending
                            Cash management
                            Asset allocation
                            Investing
                            Professionals
                            Banking
                            1285 Avenue Of The Americas
                            New York, NY 10019

                          The proof is in our numbers

                          $3.2B

                          Assets under management

                          11 person

                          seasoned team

                          183

                          Collective years of experience


                          The Family Office Consultant

                          The Family Office Consultant

                          investments

                          Investment Management

                          Multigenerational families

                          Multigenerational families

                          Managing wealth is our craft

                          We’re committed to understanding what wealth means for you.

                          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          Global leader

                          UBS is a world-leading wealth manager

                          Best

                          Global private bank services, 2016-2022
                          Euromoney Private Banking and Wealth Management Survey, 2022

                          $5+ trillion

                          In invested assets globally 
                          As of 11/07/2023

                          Insights