Experience

As a Private Wealth Advisor and Family Office Consultant, Bonnie has advised multigenerational families, entrepreneurs and C-level executives for over three decades. She leverages her technical training and years of industry experience to provide sophisticated strategies that help to solve her clients’ complex investment, estate and tax planning needs.

Prior to joining UBS in 2008, Bonnie spent 15 years as a tax attorney and certified public accountant. She is a former member of the Philadelphia, Pennsylvania and New Jersey Bar Associations, as well as the prior Chair of the American Bar Association Estate and Gift Tax Committee.

Education and credentials

– New York University, L.L.M.
– Temple University, J.D.
– Drexel University, B.S.
– Family Office Consultant
– Private Wealth Advisor

Life

Bonnie lives in the Upper East Side in New York City with her husband, Phil, and daughters, Lucie and Catie. 

For more than two decades, Greg has helped a select circle of ultra high net worth clients navigate some of the most challenging financial times in generations.

Distinguished by his experience with clients whose investable assets exceed $100 million, Greg brings a highly customized planning strategy that focuses on preserving his clients’ wealth. His guidance is grounded in investment analysis, independent research and thorough due diligence. Moreover, he and his associates dig deep to create customized solutions for each client’s priorities and vision.

Prior to joining UBS, Greg was a Senior Vice President at Morgan Stanley in their wealth management division, where he guided select number of affluent families through their complex investment needs. He has been quoted in the Wall Street Journal, Bloomberg Radio, Dow Jones, Reuters, Forbes, MarketWatch, TheStreet and Barron’s. Greg is also a member of The Economic Club of Washington, D.C., which is widely recognized as the premier forum for distinguished business and government leaders to share insights about national and global economic issues.

 Education and credentials

– University of Michigan, B.A.
– University of Maryland, M.B.A.
– Private Wealth Advisor
– Certified Financial Planner^TM professional

Life

Greg lives in Bethesda, MD, with his wife, Jaime, and their two children, Holden and Halston. He is very involved with his young family, particularly his children’s school, Washington Hebrew Congregation, and numerous other charitable organizations.

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 holds a CFA® designation.

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

Prior to joining UBS, John worked at Bloomberg LP as an Account Manager and, prior to that, as an Equity Specialist. Prior to Bloomberg, John was a Financial Advisor with UBS at the Wealth Advice Center where he gained extensive experience in providing service and financial advice to clients. Before this, John worked at Gresham Investment Management LLC as a Junior Fund Accountant.  

John graduated from the University of Tampa with a Bachelor of Science in Finance and a Minor in Accounting.

John grew up in New Milford, Connecticut and now lives in West New York, New Jersey.

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.

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.

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.

Olivia brings a diverse background in financial services, real estate, and high-growth startups. In the summer of 2023, she interned with Opifex Advisors, gaining valuable exposure to financial advisory services.  Prior to that, she worked as a contractor in the title insurance industry, further broadening her professional skill set.

Most recently, Olivia served as an intern at Latch, a fast-growing startup.  She joined the company following its acquisition, contributing to a comprehensive Super 10-K audit and assisting with preparations for the company’s renewed public offering efforts.

Olivia earned her B.S. cum laude from Saint Louis University, majoring in Marketing with a minor in Political Science. She also received the Outstanding Achievement in Citizenship Award for Missouri in 2019.

Olivia now lives in New York City.