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Orly Elliott

Senior Vice President–Wealth Management

Financial Advisor
Orly Elliott

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue of the Americas
18th Floor
New York, NY 10019

212-649-8003
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award 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.
1285 Avenue of the Americas
18th Floor
New York, NY 10019

orly.elliott@ubs.com

Orly Elliott

1285 Avenue of the Americas,New York,NY,10019
Eric Gioia

Managing Director–Wealth Management

Financial Advisor
Eric Gioia

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-713-4194
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Eric joined UBS as a Managing Director – Wealth Management, having most recently served as a Managing Director and Senior Banker at J.P. Morgan Chase. At UBS, Eric will continue to advise CEOs, founders, and ultra high net worth families and organizations in New York, just as he has since 2010. Eric and his team are responsible for all aspects of the client relationship, including strategic advice, investments, banking, risk management and succession planning strategies.

Before becoming an important member of the NYC business community, Eric was elected to serve in the New York City Council, representing Queens from 2002-2009. As a Councilman, he chaired the Committee on Oversight & Investigations, conducting more than 50 inquiries that helped the passage of important laws and increasing government accountability. Prior to his service as a Councilman, Eric served in the White House as a law clerk to the Deputy White House Counsel and practiced law at Milbank, Tweed, Hadley & McCloy.

Apart from UBS, Eric is an adjunct professor at the NYU College of Arts and Sciences and CUNY’s Macauley Honors College. For ten years, he has taught seminars on public policy and the future of New York. He previously served on the boards of MoMA PSI, the Museum of the Moving Image and Chess in the Schools. Now, he serves as a trustee of the Marymount School of NY and on the board of the Queens Library Foundation.

Eric is a graduate of NYU and Georgetown University Law Center. He lives with his wife, Lisa Hernandez Gioia, and their four children in New York City. Eric is an avid marathoner and has embarked on a quest to run a marathon on all seven continents.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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.
1285 Avenue Of The Americas
New York, NY 10019

eric.gioia@ubs.com

Eric Gioia

1285 Avenue Of The Americas,New York,NY,10019
Eric Kessler

Authorized Officer

Senior Wealth Strategy Associate
Eric Kessler

Authorized Officer
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-713-3967
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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.
1285 Avenue Of The Americas
New York, NY 10019

eric.kessler@ubs.com

Eric Kessler

1285 Avenue Of The Americas,New York,NY,10019

Orly Elliott

Senior Vice President–Wealth Management

Financial Advisor
Orly Elliott

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue of the Americas
18th Floor
New York, NY 10019

212-649-8003
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award 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.
1285 Avenue of the Americas
18th Floor
New York, NY 10019

orly.elliott@ubs.com

Orly Elliott

1285 Avenue of the Americas,New York,NY,10019
Eric Gioia

Managing Director–Wealth Management

Financial Advisor
Eric Gioia

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-713-4194
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Eric joined UBS as a Managing Director – Wealth Management, having most recently served as a Managing Director and Senior Banker at J.P. Morgan Chase. At UBS, Eric will continue to advise CEOs, founders, and ultra high net worth families and organizations in New York, just as he has since 2010. Eric and his team are responsible for all aspects of the client relationship, including strategic advice, investments, banking, risk management and succession planning strategies.

Before becoming an important member of the NYC business community, Eric was elected to serve in the New York City Council, representing Queens from 2002-2009. As a Councilman, he chaired the Committee on Oversight & Investigations, conducting more than 50 inquiries that helped the passage of important laws and increasing government accountability. Prior to his service as a Councilman, Eric served in the White House as a law clerk to the Deputy White House Counsel and practiced law at Milbank, Tweed, Hadley & McCloy.

Apart from UBS, Eric is an adjunct professor at the NYU College of Arts and Sciences and CUNY’s Macauley Honors College. For ten years, he has taught seminars on public policy and the future of New York. He previously served on the boards of MoMA PSI, the Museum of the Moving Image and Chess in the Schools. Now, he serves as a trustee of the Marymount School of NY and on the board of the Queens Library Foundation.

Eric is a graduate of NYU and Georgetown University Law Center. He lives with his wife, Lisa Hernandez Gioia, and their four children in New York City. Eric is an avid marathoner and has embarked on a quest to run a marathon on all seven continents.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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.
1285 Avenue Of The Americas
New York, NY 10019

eric.gioia@ubs.com

Eric Gioia

1285 Avenue Of The Americas,New York,NY,10019
Eric Kessler

Authorized Officer

Senior Wealth Strategy Associate
Eric Kessler

Authorized Officer
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-713-3967
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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.
1285 Avenue Of The Americas
New York, NY 10019

eric.kessler@ubs.com

Eric Kessler

1285 Avenue Of The Americas,New York,NY,10019

From success to succession

Philanthropy

What are the causes you are passionate about? Whatever your objectives, we can help you explore new and innovative ways to make a positive impact on the world. Through our network and the UBS Family Advisory and Philanthropy Services, we’ll work with you and family members to help provide education on philanthropy, practical solutions and tax-efficient investment strategies for creating a meaningful and lasting legacy.

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UBS Group invested assets
As of 10/29/2025

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Let's move forward. Together.

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Orly Elliott

Eric Gioia

Eric Kessler