Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Patricia Murphy

    Patricia Murphy

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • FL
    • ID
    • IL
    • MA
    • MD
    • NC
    • NJ
    • NY
    • PA
    • TN
    • VA
    • WA

    Patricia draws from her decades of experience to deliver relevant, timely information and advice to her clients. She uses a comprehensive approach to wealth management that is designed to address the complexities of her clients’ circumstances. This approach enables her to recommend fully integrated strategies that help her clients achieve their financial visions.

    Professional Affiliations
    Patricia is a member of the Financial Planning Association, 100 Women in Finance, the UBS Veterans Network and the Norwich University Ambassador Program and serves as a mentor with American Corporate Partners for returning veterans.

    Education
    Patricia graduated cum laude from Kings College in Wilkes Barre, PA. She holds FINRA Series 7, 63 and 65 securities licenses, as well as health, life, long-term care and annuity licenses.

      • Kings College in Wilkes Barre, PA, cum laude
      • Wealth Advisor
      299 Park Avenue
      New York, NY 10171
    • Marc

      Marc Ridell

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • ID
      • IL
      • MA
      • MD
      • MI
      • MO
      • NC
      • NE
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA
      • WA
      • WI

      Marc has distinguished himself as a Financial Advisor since 2009 while managing over 325 million dollars in assets. With more than 12 years of experience, and an affinity for cultivating relationships, Marc hones in on each of his clients specific and often complex financial needs and goals. Although he began his career during a unique period in the market, over time, Marc has consistently proven successful in navigating a wide array of diverse financial markets.

      Professional Affiliations & Education
      Marc received his B.A. in Finance & Entrepreneurship from Syracuse University. He is an active member of his community and has held various positions at the Art Therapy Outreach Center & Spence-Chapin Services to Families & Children. Marc is Series 3, 7, 66 licensed & holds the Chartered Retirement Plan Specialists (CRPS ®) designation.

      Outside of UBS
      Marc lives in Cliffside Park, New Jersey with his wife, Cynthia, and dog Roux. He spends his free time socializing with friends, golfing & fitness training.

            299 Park Avenue
            New York, NY 10171
          • Joseph

            Joseph Kross, CFP, AWMA

            Financial Advisor

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            • AK
            • AZ
            • CA
            • CT
            • FL
            • GA
            • IL
            • MA
            • MD
            • MI
            • NC
            • NE
            • NJ
            • NV
            • NY
            • OR
            • PA
            • SC
            • TN
            • TX
            • VA
            • WI

            Joe has over 10 years experience in the financial services industry, with an extensive background in financial planning. Joe focuses on encompassing asset allocation, wealth and liability management, and tax and estate planning in order to create tailored financial plans for his clients. Prior to joining UBS in 2014, Joe worked as an investment specialist with Merrill Lynch.

            Professional Affiliations
            As a CERTIFIED FINANCIAL PLANNER™, Joe has received training in advanced planning for retirement, college saving, insurance, and wealth transfer strategies. A graduate of Wagner College with honors, Joe received his Bachelor of Science degree in business administration with a finance and management concentration. Joe is near completion in his studies to obtain his Masters of Science degree in investment management from Pace University. He maintains Series 7, 63, and 65 securities licenses as well as New York State life and health insurance licenses.

            Outside of UBS
            Joe enjoys spending time with his family and friends. He is an active participant in the UBS Community Affairs & Corporate Responsibility program and can be found on the golf course during the weekends.

                  299 Park Avenue
                  11th floor
                  New York, NY 10171
                • Susan

                  Susan Perlaki

                  Senior Client Associate

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                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • ID
                  • IL
                  • MA
                  • MD
                  • MI
                  • NC
                  • NJ
                  • NV
                  • NY
                  • OH
                  • OR
                  • PA
                  • SC
                  • TN
                  • UT
                  • VA
                  • VT
                  • WA
                  • WI

                  Susan's responsibilities include all operational and administrative tasks. She strives to provide an enhanced white glove client experience for you.

                  Susan's knowledge of firm policy, procedures and technology allows her to interface with you on many levels. Her goal is to anticipate your needs, resolve any issues that may arise and take a proactive stance on informing you as to the many services and capabilities that are available to you as a valued client.

                  Questions relating to statements, confirmations, tax reporting documents, Online Services, loan documentation, wiring funds, transferring assets into UBS should all be directed to Susan. Additionally, Susan is FINRA registered ,enabling her to assist with any transactions when needed.

                  Please feel free to request customization of any of our services. Susan will work diligently to accommodate your wishes. I am sure that you will find Susan's energy, enthusiasm and  eagerness to please, just some of the traits that make working with her a pleasure.

                        299 Park Avenue
                        New York, NY 10171

                      What did the Fed say?

                      Retirement planning

                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      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.

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                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

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