Trusted people. Proven success. Focused practice.

Private Wealth Management

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

Start the conversation

Gregory J. Mulligan, FOC

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- 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, CEPA, CIMA, FOC

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- 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, FOC

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- 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

Director
View bio
- 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, CFA

Authorized Officer

Senior Wealth Strategy Associate
View bio
- 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
View bio
- 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

Gregory J. Mulligan, FOC

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- 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, CEPA, CIMA, FOC

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- 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, FOC

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- 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

Director
View bio
- 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, CFA

Authorized Officer

Senior Wealth Strategy Associate
View bio
- 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
View bio
- 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

Family Office Consultants (FOCs) are among a select group of Private Wealth Advisors who have earned a UBS business designation demonstrating their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients. Understanding the complexities of intergenerational wealth, FOCs align specific needs to the full suite of UBS capabilities.

Investment Management

Prepared for opportunity, protected in times of volatility

Our direct access to global resources offers timely perspectives, customized investment planning and a fully integrated suite of financial solutions.

Our distinction stems from our ability to transcend the capabilities of the traditional financial advisor and bring institutional analysis and investment management directly to you.

Customized portfolio management
Risk management and asset allocation
Open access
Research and analysis
UBS, a global leader

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

Trusted people. Proven success. Focused practice.

Gregory J. Mulligan, FOC

Brian Schiller, CEPA, CIMA, FOC

Michael Haskell, FOC

Christina Spiro

Kevin Wells, CFA

Portfolio Associate

Brian May, CFP