Stewardship for generations

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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, 2025, 2026The 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.

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Orly is a Senior Vice President at UBS Wealth Management and has served her clients as a private banker since 2010. She takes pride in forming close relationships with her clients, enabling her to develop a deep understanding of their financial needs and desires. This allows her to work with her clients in order to develop a strategy for the present as well as the future.

Orly advises business owners and entrepreneurs, corporate executives, families, endowments and philanthropic organizations. She utilizes her relationships and experience to counsel clients on customized investment portfolios, credit and liquidity needs, trust and estate
planning, and cash management solutions.

Orly holds a bachelor’s of business administration degree from the Stephen M. Ross School of Business at the University of Michigan, her Series 7, 63 and 66 licenses, as well as life and health insurance licenses. Prior to joining UBS, Orly spent more than a decade as an advisor in JPMorgan’s Private Bank. An active member of her community, Orly and her husband, Justin, live on the Upper East Side of Manhattan with their sons, Adam and Aaron.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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.
• Forbes Top Women Wealth Advisors Best-in-State, 2026The 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.

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When it comes to managing the exceptional wealth of prominent family offices, Allen can speak from personal experience. He helped form a family office and family foundation with his own family after the sale of their business and then worked with one of the world’s largest family offices in Europe. Throughout his 20-year career, Allen has worked with individual and institutional investors globally and participated in all facets of financial services, including transactional planning, investment and risk management, legal and operations.

Today, as a Private Wealth Advisor and founding partner of his UBS Private Wealth Management team, Families & Foundations Investment Group, Allen brings invaluable perspective and empathy to the team’s relationships with multigenerational families. He continues to help form and advise family offices and foundations large and small. Allen and his team also advise successful ultra high net worth investors and private business owners in pre- and post-transaction planning, asset management, next-generation investment education and the financing of philanthropic initiatives. In addition, he provides investment management services for private and family foundations and nonprofit organizations.

• Forbes Best-in-State Wealth Management Teams, 2026The 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.

• Babson College, B.S., finance and entrepreneurship

• Private Wealth Advisor

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Tim is a founding member of the Families & Foundations Investment Group, a UBS Private Wealth Management team which advises successful private business owners in pre- and post-transaction planning, family office formation and asset management, next-generation investment education and the financing of philanthropic initiatives. The team also provides asset management services for private and family foundations, professional athletes and nonprofit organizations. In working with this distinct level of global wealth, Tim advises on personal balance sheets and complex investment portfolios. He is skilled in managing deferred compensation plans, concentrated stock positions, SEC Rule 10b5-1 sales, charitable giving and wealth transfer strategies. Tim maintains firsthand trading experience across global asset classes on exchange-listed markets, OTC markets, derivatives and Dodd-Frank regulated markets.

• Forbes Best-in-State Wealth Management Teams, 2026The 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.

• Georgetown University McDonough School of Business, B.S. finance
• University of Cincinnati Linder School of Business, M.B.A

• Private Wealth Advisor
• Portfolio Manager
• Institutional Consultant, UBS Institutional Consulting Program

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Eric started his career with UBS in 2019 through various internships. Eric spent half a decade within the UBS Wealth Advice Center where he delivered wholistic financial planning and bespoke financial advice to numerous individuals and businesses. Eric holds his Series 7, 66, 9, and 10 licenses as well as life and health insurance licenses. Eric has accomplished becoming a CERTIFIED FINANCIAL PLANNER™ and undergone rigorous trainings across a broad array of financial themes.

 While a native New Yorker, Eric holds a B.S. from Centre College in Kentucky with a dual concentration in Economics and Finances as well as International Studies. Eric is a zealous sports fan and enjoys rooting for an underdog. In his free time, he enjoys playing golf, traveling, giving back in the community and staying active.

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Benjamin joins the Families & Foundations Investment Group as a recent graduate from Xavier University’s Williams College of Business where he studied Finance & Accounting. During his senior year, he was the CEO of Xavier’s student led equity investment fund which manages over 6 million dollars of the school's endowment. Benjamin’s undergraduate investment curriculum and wealth management internships provide him with unique qualities that facilitate an enhanced client experience. He is a native of Northern Kentucky and current lives in Ft. Mitchell.

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Thomas is a registered associate with UBS on the Families & Foundations Investment Group, where his focus is to deliver exceptional service in any way he can and ensure liquidity is always available for our clients. 

Thomas started his career with UBS in 2024 as an equity trader within the Workplace Wealth Solutions division. Thomas holds his Series 7, 66, 79, and is currently pursuing additional licenses and certifications. Thomas attended the University of Mississippi where he obtained a B.S. in business.

Thomas is an avid sports fan and enjoys rooting for the New Orleans Saints, Braves, and University of Mississippi football team. In his free time, he enjoys playing golf, watching sports, traveling, and giving back to the community.