A positive impact for a lasting legacy

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Prior to joining UBS, Bonnie spent over 15 years as a tax attorney and certified public accountant advising entrepreneurs, C-level executives and closely-held businesses however, does not perform this function at UBS. Her technical training and years of industry experience allow her to assist in the planning process as well as provide a full complement of expertise rarely available from one individual. Bonnie specializes in personal and corporate tax strategies. As the prior Chair of the American Bar Association Estate and Gift Tax Committee, Bonnie was engaged in current legislative decisions regarding tax and estate planning. Her committee was responsible for the dissemination of this information to attorneys and the public. Bonnie is also a former member of the Philadelphia, Pennsylvania and New Jersey Bar Associations, and serves on the Board of Directors for the Drexel University Advisory Leadership Council. Bonnie has an L.L.M. in taxation from New York University, a J.D. from Temple University and a B.S. from Drexel University, cum laude. She also studied international human rights law at Oxford University.

Bonnie lives in Manhattan with her husband, Phil, and their two daughters, Lucie and Catie. Lucie and Catie attend the Hewitt School. 

• Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 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.
• Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

• New York University, L.L.M. in taxation
• Drexel University, cum laude, B.S.
• Temple University, J.D.

• Private Wealth Advisor
• Family Office Consultant

Phil Canelli is an experienced attorney, business executive, and entrepreneur who blends his “big law” and “real world” experiences to deliver practical, high-quality advice.  As a founder and executive of several companies, Phil is intimately familiar with the challenges facing entrepreneurs and growth companies in all stages of their lifecycles, from formation, the inevitable growing pains, and ultimately through acquisition. 

Over the course of Phil’s extensive experience, spanning more than 30 years, Phil developed a well-versed and diverse background across multiple business sectors, including, technology, new media, healthcare, transportation, and entertainment.   His clients ranged from emerging tech start-ups and investors to Fortune 500 companies as well as individual business executives and entrepreneurs. 

In practice, Phil focused on providing strategic advisory services on a variety of management and corporate matters, including intellectual property rights, dispute resolution, due diligence and acquisitions, and a variety of corporate, business and employment matters. Throughout his career, Phil received various professional recognitions. While Phil does not practice law at UBS, his breadth of experience and knowledge makes him a valued and trusted partner to his clients.

Phil continues to embrace the spirit of entrepreneurship as a mentor to several young entrepreneurs and early-stage startup companies.  Phil also authored numerous articles and speaks at many events providing practical information and strategic advice related to disruptive technologies and intellectual property rights.

Phil earned his J.D. from the Brooklyn School of Law and was a member and editor for the American Bar Association's Intellectual Property Committee.  He is licensed to practice in New York and California.  Phil received his B.A. from Villanova University.  Phil lives in New York with his wife, Bonnie, and their two daughters, Luciana and Catharine.

• Villanova University, B.A.
• Brooklyn School of Law, J.D.

Prior to joining UBS, Robert worked at TD Bank in Montreal where he managed a team of Wealth Management Investment Representatives who supported clients with research, investment decisions, and trade execution. In Canada, Robert was a fully licensed equity, fixed income, and options trader responsible for supporting high-value clients, active traders, and options traders. He acted as a subject matter expert assisting the investment product development teams, as well as contributing to the development of trading investment systems and procedures.

Robert graduated from Concordia University with a Bachelor of Commerce in Finance and is currently a CFA® Level III Candidate.

Robert was born in Montreal and now lives in Hoboken with his wife, Amanda.

• Concordia University, Bachelor of Commerce in Finance
• CFA Level III Candidate

Prior to joining UBS, Sarah worked as a research analyst, capital raising for alternative investment managers at Minard Capital. During that time, she worked alongside private wealth managers and family offices during their asset allocation processes, which prompted her career change to private wealth management. She then joined UBS Private Wealth Management in June of 2023.

Sarah earned a B.S.B.A. with concentrations in International Business and Finance from Northeastern University, in Boston. Sarah also attended Westover School in Middlebury, Connecticut. 

Sarah now lives in New York City.

• Northeastern University, B.S.B.A. with concentrations in International Business and Finance

Heather is a dedicated Client Service Associate with a diverse background in financial services and private wealth management.  With experience in UBS Private Wealth Management since 2022, she showcases her experience in delivering exceptional service and creating value for clients.

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Susannah is a Senior Wealth Strategy Associate at UBS Financial Services.

Prior to joining UBS, she was a senior accountant at The Carlyle Group, and a staff accountant at Hines, and Primatics.

Susannah earned her Bachelor of Science, Business Administration from North Carolina State University. 

• North Carolina State University, Bachelor of Science, Business Administration