Experience

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.

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.

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.

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. 

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. He grew up and currently resides on Long Island where he enjoys spending time and traveling with friends and family.

Kevin has 19 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 children Wyatt and Georgia, and enjoys playing golf, racket sports, swimming and cycling.  He has volunteered with Achilles International NYC and the Junior Board of Catholic Charities NY.

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.

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.

Allison joined our Team in June 2023 as an Intern and has progressed in her role to become a Registered Client Associated.  She has prior experience interacting with clients in the high-end retail and residential real estate industries.  Allison is passionate about people and finance making her a great fit for our Team and the industry. She has a genuine interest in the lives of each of our clients and values cultivating meaningful relationships with each of them.

Allison graduated from Fordham University's Gabelli School of Business with a Bachelor of Science Degree with a major in Business Administration and concentration in Finance. 

Outside of her studies, Allison was actively involved in Fordham’s Smart Women Securities Organization, a female led club with the mission of increasing women’s presence in the finance world, the Women’s Club Lacrosse Team and the Fashion for Philanthropy club. Since graduation, Allison has taken advantage of all New York City has to offer professionally and personally. Born and raised on Long Island in Manhasset, New York, Allison loves that she is just a train ride away from a city full of opportunity. In her free time, she enjoys being active, traveling, and spending time with her friends and family.