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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
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • 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.

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 10171

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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
  • NY
  • OR
  • PA
  • RI
  • SC
  • TX
  • VA
  • VT
  • WA
299 Park Avenue
New York, NY 10171

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Dina LiRosi

Senior Wealth Strategy Associate

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

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