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 6 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
    • 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 21 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, 2022The 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.

    • 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
    • WY

    Brian is a Senior Partner and Co-Founder of Schiller-Haskell Partners with 21 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, 2022The 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.

    • 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
    • WY

    Mike is a Senior Partner and Co-Founder of Schiller-Haskell Partners with 21 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, 2022The 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.

      • 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
      1055 Franklin Avenue
      Garden City, NY 11530
    • Christina Spiro Profile Photo

      Christina Spiro

      Director

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      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • IL
      • MA
      • NC
      • NJ
      • NY
      • PA
      • TX
      • VA
      • WY

      Christina is a seasoned leader with over 25 years of financial services experience. She joined UBS in 2015 from Credit Suisse, where she spent eight years as a Director in Global Wealth Management. Prior to her tenure at Credit Suisse, Christina spent a decade in Private Banking at Lehman Brothers. She is the Team Business Manager and is primarily responsible for overseeing ongoing business operations and development. Christina is a graduate of Stockton University and has a Bachelor's of Science. She also holds her Series 7 & 63 licenses. Christina is a member of the Board of Directors for the Arthritis Foundation-NJ Chapter. She is also a supporter of No Greater Sacrifice and numerous animal welfare organizations. Christina resides in Old Bridge, NJ with her husband Joe and their two children, Hailey and Cole.

       

        • Stockton University, B.S.
        • Series 7 & 63 securities licenses
        Women investors
        Family Offices
        Multi-generational families
        Philanthropy
        Sustainable investing
        Impact investing
        1285 Avenue Of The Americas
        New York, NY 10019
      • Kevin Wells Profile Photo

        Kevin Wells, CFA

        Authorized Officer

        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
        • 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
        • Brian May, CFP

          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
          • WY

          Brian is a Wealth Strategy Associate with over 10 years of financial services experience. Brian primarily focuses on providing financial planning solutions and servicing client relationships. He guides clients through the financial planning process, while working closely with tax advisors, attorneys and trust & estate planning professionals for solutions across all areas of a client’s total financial picture.

          Brian was formerly with First Republic Investment Management and prior to that, he served as an Associate Wealth Advisor at The Colony Group, an independent Registered Investment Advisor. Brian currently holds his Series 7 & 63 security licenses and is a candidate for CFP Certification®. He graduated with a B.S from Marist College in Business Administration with a concentration in Finance. Brian resides in Babylon, NY with his wife, Kelly, and their two children, Amelie and Parker. He enjoys sports and spending time with his family.

            • Marist College, B.S.
            • Series 7 & 63 securities licenses
            Banking
            Financial planning
            Education planning
            Philanthropy
            Retirement planning
            Estate planning strategies
            1055 Franklin Avenue
            Garden City, NY 11530

          The proof is in our numbers

          $3.2B

          Assets under management

          9 person

          seasoned team

          183

          Collective years of experience


          The Family Office Consultant

          The Family Office Consultant

          investments

          Investment Management

          Multigenerational families

          Multigenerational families

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          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

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          Insights