Global insight for generations

Private Wealth Management

Person on top of a mountain

At New Columbia Advisors we understand highly successful families. Growing and preserving your complex wealth requires innovative approaches and global solutions. Working within the exclusive Private Wealth Management division of UBS, our team offers you expansive access to the full scope of the firm’s institutional, asset management and wealth management resources. Our trading and investment platforms, along with equity and debt research in every market, product class and currency, can provide you with opportunities that are truly “without borders.“

Whatever your goals—from retirement and next generation planning to pre- sale business strategies to development for your nonprofit—our experience and elite professional network can inform your decisions and provide an ongoing source of confidence today and for generations to come.

  • James Michael New

    James Michael New

    Managing Director–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • LA
    • MA
    • MD
    • ME
    • MN
    • NJ
    • NM
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA

    Portfolio implementation, analysis and risk management
    Within New Columbia Advisors practice, James focuses primarily on investment strategy. He understands that his clients have spent considerable time and effort building their wealth. He and his team take their responsibility to help grow, preserve and pass on that wealth very seriously. They have built meaningful relationships with clients and their family members through many years of consistent communication.

     

    “You can’t go back and change the beginning, but you can start where you are and change the ending.”

    — C.S. Lewis

     

    Previous Experience

    • Director, Credit Suisse Private Bank
    • Principal, Sanford C. Bernstein & Company
    • The Staubach Company
    • Trammell Crow Company

    Life

    • Jim is a Member of the Advancement Committee, Investment Committee and Annual Fund Committee for St. Albans School.
    • He is a Buildings and Grounds Committee Member and Neighborhood Liaison for the National Cathedral School.
    • Jim is a former Board of Trustees Member, Executive Committee Member, Strategic Plan Chair and Investment Committee Chair for Beauvoir, the National Cathedral Elementary School.
    • He is a former Investment Committee Chair and Finance Committee Member for the Protestant Episcopal Cathedral Foundation.
    • Jim and his wife, Melanie, enjoy spending time with their four children, Henry, Charlie, Miles and Amelia.
    • Barron's Top 1,200 Financial Advisors, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

    • Washington & Lee University, B.A., history
    • Series 7, 31 and 66 securities licenses
    Family Offices
    Multi-generational families
    Exit planning
    Business succession
    Hedge Fund managers
    Business owners
    1501 K Street North West
    Suite 1100
    Washington, DC 20005
  • Patrick Kenny

    Patrick Michael Kenny

    Authorized Officer

    Senior Wealth Strategy Associate

    • image
    • image
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • LA
    • MA
    • MD
    • ME
    • MN
    • NJ
    • NM
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA

    Investment management, analytics, and portfolio support
    Although his team is truly collaborative in their work with clients, Patrick focuses on aligning appropriate investment strategies with his clients’ goals. His primary responsibilities support the team’s investment management processes, including asset allocation, portfolio construction, and portfolio review and analytics.

     

    “I believe the best advice comes from learning all we can about you first, then working with a variety of internal resources and partners who help inform portfolio recommendations tailored to client needs.”

    — Patrick Kenny

     

    Previous Experience

    • Analyst, Investment Grade Debt Capital Markets Group, Mitsubishi UFJ Financial Group
    • Manager, Georgetown University Men’s basketball team

    Life

    • Pat enjoys spending time with family and friends.
    • He plays a number of sports, including basketball and golf.
    • Pat is an avid reader.

      • Georgetown University, B.A., government
      • Series 7, 63, 66 and 79 securities licenses
      Custom portfolios
      Asset allocation
      Structured products
      Sustainable investing
      Impact investing
      Securities-backed lending
      1285 Avenue Of The Americas
      New York, NY 10019
    •  Margaret Meagher

      Margaret Coleman Meagher

      Financial Advisor

      • image
      • image
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • LA
      • MA
      • MD
      • ME
      • MN
      • NJ
      • NM
      • NY
      • OH
      • PA
      • SC
      • TN
      • TX
      • VA

      Service defined by integrity and communication
      Maggie is the point person for her team and focuses on client relationship-building and service. Maggie collaborates with her team on portfolio management, performance reporting and helping find solutions to help meet clients’ needs. She is also responsible for coordinating marketing, communications and events. If clients have a concern or question, Maggie is on top of it.

      “Kites rise highest against the wind, not with it.”

      — Winston S. Churchill 

       

       

      Previous Experience

      • Analyst, Latin America, West Sands Advisory
      • Account Executive, Payne Ross and Associates

      Life

      • Maggie volunteers at N Street Village and the Meridian International Center and is a job counseling volunteer at Together We Bake, a women’s workforce training program.
      • She is a wine enthusiast and collector and has competed in blind wine tasting competitions around the world.
      • Maggie enjoys staying active, spending time with family and friends and traveling.

        • University of St Andrews (UK), M.A., international relations
        • Series 7 and 66 securities licenses
        Financial planning
        Estate planning strategies
        Women investors
        Lending services
        Philanthropy
        Entrepreneurs
        1501 K Street North West
        Suite 1100
        Washington, DC 20005
      • image

        Judy Spalthoff

        Head of Family and Philanthropy Advisory

      • Ann Bjerke

        Executive Director

        Head of Advanced Planning

        Ann focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. Prior to joining UBS in 2008, Ann practiced law with the law firm of Levin, Schreder & Carey, focusing on estate tax and income tax planning for ultra high net worth individuals, families and business owners.
      • Christine Cronin

        Managing Director

        Head of Tailored Lending East

        Global Wealth Management Americas Banking Group

        Christine Cronin leads the Tailored Lending Team, East team and focuses on marketing and structuring of tailored lending solutions for high net worth and ultra-high net worth clients.


        Professional History

        Christine is a Managing Director within the Tailored Lending Unit within Global Wealth Management reporting to Anthony D'Andrea where she partners with Steve Marotta in developing the tailored lending business. Christine has in excess of 22 years of experience in the financial services of which 21 were spent in the private bank lending business. Christine joined UBS from Credit Suisse where she served as a Regional Lending Specialist for 5 ½ years. Prior to Credit Suisse she held roles within the Private Bank at Goldman Sachs, Bank of America and Deutsche Bank.
         

        Education

        Christine earned her Bachelor of Science degree in Economics-Finance from Bentley University and her MBA in Investment Management from Pace University.


        Licenses and Certifications

        Series 7
        Series 24
        Series 66
      • image

        Brian Hans

        Executive Director

        Senior Wealth & Tax Strategist

      • David Leibell

        Executive Director

        Advanced Planning/Family Office Solutions Group

        David serves as a Senior Wealth Strategist in Private Wealth, splitting his time between New York and Stamford. David focuses on comprehensive strategies to assist UBS clients with their complex financial needs such as preservation, transfer and management of wealth. He serves as an internal resource for UBS clients on all issues related to tax, estate planning, philanthropy, family business succession and wealth planning.

        Education
        After receiving a B.A. from Trinity College, David continued to earn a J.D. from Fordham Law School and an LL.M. in taxation from New York University.

        Professional History

        Prior to joining UBS, David worked at Wiggin and Dana where he was a partner in the Private Client Services Department focusing on the representation of wealthy individuals and families, along with business succession and charitable planning. Prior to Wiggin and Dana, he was a partner in the Private Clients Group at Cummings & Lockwood.

        Affiliations

        David is on the advisory boards of the Central Park Conservancy, the Fairfield County Community Foundation and AmeriCares, as well as a former member of the Estates and Gifts Committee of the New York City Bar.

        Publications and Speeches

        David has authored over one hundred articles on charitable, estate and tax planning and given several hundred lectures and webinars to lawyer and non-lawyer audiences throughout the United States. He serves as the Chairperson of the Family Business Committee for Trusts and Estates Magazine and was previously the Chairperson of the Charitable Giving Committee for Trusts and Estates Magazine for eight years. While practicing, he was listed in The Best Lawyers in America for two practice areas – Trusts and Estates and Charities/Non-Profits, as well as Connecticut Super Lawyers.
      • Brian Formento

        Executive Director

        Philanthropy Advisory Group/Family Office Solutions Group

        Brian Formento is an Executive Director and Head of Client Solutions and Investment Strategy in Family Office Solutions (FOS). Brian works with Advisors to deliver customized advice to clients of substantial financial wealth and coordinates cross-divisional coverage to ensure UHNW clients and family offices are properly covered by a team comprising relevant FOS specialists.

        He also remains a member of the Portfolio Advisory Group specializing in asset allocation and portfolio construction advice for the family office segment, defining risk-based strategies and developing customized investment ideas for the largest clients at UBS. Brian previously was a key member of the Private Wealth Management Alternatives Advisory Board and Private Wealth Management Family Office Strategy Team.

        Prior to UBS, Brian was a Managing Director and senior investment strategist for OTC derivatives and alternatives at Deutsche Bank. He also held senior positions at several private investment advisory firms and was head of proprietary fixed income trading North America and desk head of the primary dealer at Paribas Capital Markets, now BNP Paribas.


        Brian graduated magna cum laude and with distinction, receiving a B.A. and M.A. in Economics from Boston University. He is a past chair and member of the Economic Department's Board of Advisors for the college and graduate school. Brian, a Chartered Alternative Investment Analyst (CAIA) is a member of the Structured Products Association (SPA) and the Professional Risk Managers' International Association (PRIMA). More recently, Brian has been an industry contributor to curriculum development for the CFA program and has completed Wharton's Private Wealth Executive Education Program and Columbia University’s Earth Institute Investment Academy on Sustainability. He is a trustee for Historic Morven in Princeton, New Jersey. He currently holds the following registrations: 7,24,3,63,66,55, and Life and Health Insurance.

      The proof is in our numbers

      100+

      Collective years of experience

      $4.3 billion

      Assets under management


      Team work

      Portfolio structuring and risk control

      Woman looking

      Pre- and post-sale liquidity planning

      Buildings

      Investment plans for private endowments

      Sustainable investing

      Helping women take charge

      Family offices

      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

      $2.8 trillion

      In invested assets globally 
      As of 06/30/2022

      51 countries

      Our global footprint

      Global leader

      UBS is a world-leading wealth manager