O'Shea Moskowitz Wealth Management Group
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Philip O'Shea

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • VA
  • VT
  • WA

Philip O'Shea

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

Philip O'Shea

Credentials

  • Certified Investment Management Analyst®
  • Senior Portfolio Manager

Philip O'Shea

299 Park Avenue
New York, NY 10017

Email Me

Philip O'Shea

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

Credentials

  • Certified Investment Management Analyst®
  • Senior Portfolio Manager
299 Park Avenue
New York, NY 10017

Email Me

philip.osheaiii@ubs.com
Philip O'Shea
299 Park Avenue,New York,NY,10017

Cary Moskowitz

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TX
  • VA
  • VT
  • WA

Cary Moskowitz

299 Park Avenue
New York, NY 10017

Email Me

Cary Moskowitz

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TX
  • VA
  • VT
  • WA
299 Park Avenue
New York, NY 10017

Email Me

cary.moskowitz@ubs.com
Cary Moskowitz
299 Park Avenue,New York,NY,10017

Dina LiRosi

Senior Wealth Strategy Associate

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NJ
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • VA
  • VT
  • WA
  • WI

Dina LiRosi

Home Worker NY
Home Worker NY, NY 000

Email Me

Dina LiRosi

Senior Wealth Strategy Associate

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NJ
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • VA
  • VT
  • WA
  • WI
Home Worker NY
Home Worker NY, NY 000

Email Me

dina.lirosi@ubs.com
Dina LiRosi
Home Worker NY,Home Worker NY,NY,000

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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