Trusted people. Proven success. Focused practice.

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• ID
• IL
• IN
• KS
• KY
• MA
• MD
• ME
• MI
• MO
• MS
• MT
• NC
• NH
• NJ
• NM
• 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 28 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.

• Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026The 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, 2024, 2025, 2026The 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

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• ID
• IL
• IN
• KS
• KY
• MA
• MD
• ME
• MI
• MO
• MS
• NC
• NH
• NJ
• NM
• 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 27 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.

• Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026The 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, 2024, 2025, 2026The 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

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• ID
• IL
• IN
• KS
• KY
• MA
• MD
• ME
• MI
• MO
• MS
• MT
• NC
• NH
• NJ
• NM
• 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 28 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.

• Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026The 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, 2024, 2025, 2026The 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.
• UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Private Wealth Advisor
• Family Office Consultant
• Senior Portfolio Manager
• United States Army
• Series 7, 66 & 31 securities licenses

• 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 focuses 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. 

• Forbes Best-in-State Wealth Management Teams, 2025, 2026The 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.

• Vanderbilt University, B.S. in Economics and Spanish

• Series 7 & 66 securities licenses

• 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

Vin joined Schiller-Haskell Partners in 2024 as a Senior Wealth Strategy Associate – Relationship Manager. He has worked at UBS for 5 years serving in several roles across the firm. Most recently, Vin was the Business Analyst for our NYC Private Wealth Management office at 1285 Avenue of the Americas. Prior to that, he served as the office’s digital specialist providing support and training to advisors and clients on UBS’s various digital tools and platforms. Vin graduated from the University of South Carolina in 2019 with a B.S in Finance and Entrepreneurship. Vin resides in New York, NY where he enjoys spending time and traveling with friends and family.

• 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

Kevin has over 20 years of financial services experience and focuses on financial markets, research, portfolio management and investment strategy implementation.  As a Chartered Financial Analyst® (CFA®) charter holder and Senior Wealth Strategy Associate, Kevin works with clients on investment analysis and asset allocation, portfolio construction and financial planning.

He is a member of the CFA Society of New York and 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 Connecticut with his wife, Amanda, and two children, and enjoys playing golf, racket sports, swimming and cycling.  He has volunteered with Achilles International NYC and the Junior Board of Catholic Charities NY.

• Bates College, B.A.

• Chartered Financial Analyst
• Series 3, 7, and 66 securities licenses

• 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

Matt joined Schiller-Haskell Partners in 2025 as a Senior Wealth Strategy Associate. He has worked at UBS for over 8 years serving in several roles across the firm. Matt started in 2017 at the UBS Wealth Advice Center where he worked as a Client Associate, helping service the UBS Estate Team. In 2019 he stepped into a Financial Advisor role helping clients with cash management, legacy planning, advisory solutions, and portfolio recommendations. In 2021 Matt joined the UBS Wealth Advice Center leadership team where he helped build out the Training and Development Program. In that role he led a rigorous training program which helped onboard and train over 200 future Financial Advisors. Most recently, Matt worked as an Administrative Manager for our NYC Private Wealth Management office where he focused on training, new hire onboarding, and team associate management.

Matt earned his CERTIFIED FINANCIAL PLANNER® designation in 2024 and currently holds his Series 7, 66, 9 and 10 licenses.

Matt graduated with a B.S. in Finance from the College of Mount Saint Vincent, where he played for the Men’s Lacrosse team. He currently resides in Bergen County, New Jersey, with his wife and son. Matt is an active supporter of the Multiple Sclerosis Foundation, Wounded Warriors Foundation and the Stephen Siller Tunnel to Towers Foundation. In his free time, he enjoys spending time with his family and is an avid golfer.

• University of Mount Saint Vincent, B.S in Finance

• Series 7, 66, 9 and 10 securities licenses

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

Alex joined our team in 2024, bringing nearly a decade of experience from the UBS office in Austin, Texas where he began his career in 2015. He built a solid foundation in office administration and corporate event planning across Central Texas before transitioning to a client associate role in the Private Wealth Division in 2020.

Known for his keen attention to detail and naturally warm personality, Alex excels at anticipating client needs and building strong lasting relationships. He is committed to delivering exceptional, proactive service that consistently exceeds expectations. Alex holds his Series 7 and Series 66 licenses, keeping him current with industry standards.

When not servicing clients, Alex enjoys staying active attending weightlifting and yoga classes, exploring Central Park with his one-eye dog Patti, and traveling with his partner.

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• 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 31 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

• NY

Remi joined UBS Private Wealth Management in 2026 as a Client Associate with Schiller-Haskell Partners, supporting the team in delivering comprehensive wealth management services to ultra-high net worth individuals and families.

Assists with client service, operational coordination, and ongoing client relationship management initiatives across the team’s private wealth practice. Prior to joining UBS, she worked in recruiting and business development focused on the financial services industry.

Originally from South Florida, Remi now lives in New York City. She graduated from Florida State University with a double-major degree in Psychology and Business Management.

• Florida State University, B.S in Psychology and Business Management