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.

  • Philip O'Shea

    Philip O'Shea

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
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    • CO
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    • DC
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    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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.

      • Certified Investment Management Analyst®
      • Senior Portfolio Manager
      299 Park Avenue
      New York, NY 10171
    • Cary Moskowitz

      Cary Moskowitz

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
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            299 Park Avenue
            New York, NY 10171
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            Dina LiRosi

            Senior Wealth Strategy Associate

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            • AZ
            • CA
            • CT
            • DC
            • FL
            • MA
            • MD
            • ME
            • MI
            • MN
            • NC
            • NJ
            • NY
            • OH
            • OR
            • PA
            • RI
            • SC
            • TN
            • VA
            • VT
            • WA

                  299 Park Avenue
                  New York, NY 10171

                Focus on liquidity management

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                UBS and Credit Suisse—stronger than ever

                Managing wealth is our craft

                We’re committed to understanding what wealth means for you.

                At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                Backed by the strength of UBS

                A global leader in wealth management

                $5+ trillion

                In invested assets globally 
                As of 11/07/2023

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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