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The importance of choosing the right advisor

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We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Linda Modico Profile Photo

    Linda Modico

    Managing Director–Investments

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • IA
    • IL
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NJ
    • NV
    • NY
    • PA
    • SC
    • TX
    • VA
    • VT
    • WV

    From its toughest challenges to its greatest successes, financial services has been Linda’s career and passion since 1985. Linda is skilled at integrating her discipline, methodical approach and focus in order to problem solve on behalf of her clients. As a Senior Institutional Consultant who joined UBS in 1996 from Oppenheimer & Co., Linda offers unique insight and expertise—as well as a specialized focus on advising multijurisdictional pension plans—to institutional clients, including pension plan fiduciaries, corporate investment committees, foundations and endowments, ESOP, and captive insurance companies. She also works closely with private clients in helping them plan and develop their philanthropic legacies.

    A Certified Investment Management Analyst (CIMA®) and a member of the Investments & Wealth Institute®, Linda has also earned the Investments & Wealth Institute® Foundations and Endowments certificate in conjunction with The Wharton School, University of Pennsylvania.  

    Linda received her B.B.A. in international business from Hofstra University. She splits her time between New York and Pennsylvania with her husband, son, and dog.

    • Barron's Top 100 Institutional Consultants, 2021, 2022The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
    • Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year. 
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year.
    • NAPA Top DC Advisor Teams, 2022The NAPA rating is awarded annually in March and is based on information from June to August of the award year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2019The Working Mother Magazine/SHOOK rating is awarded annually in October and is based on information from March of the prior year to March of the award year. 

    • Hofstra University, B.B.A. International Business
    • Certified Investment Management Analyst®
    • Senior Institutional Consultant, UBS Institutional Consulting Program
    • Senior Retirement Plan Consultant
    299 Park Avenue
    New York, NY 10171
  • Gregory Holbrook Profile Photo

    Gregory Holbrook

    Senior Vice President–Investments

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    • CA
    • CT
    • DE
    • FL
    • MA
    • ME
    • NC
    • NJ
    • NY
    • PA
    • RI
    • SC
    • TN
    • TX
    • WA

    Although he was always attracted to the dynamics and energy of Wall Street and studied finance in college, the ability to make a difference in people’s lives is what ultimately led Greg to start his financial services career in 1987. He readily builds relationships with individuals, families and institutional clients alike as they work to achieve a range of personal and professional objectives. Greg’s highly personalized approach—with an emphasis on trust, estate and wealth transfer services—instills confidence as he combines the attentiveness and flexibility of a boutique firm with the global strength and rigor of the world’s leading wealth manager.

    Greg joined UBS in 1997 from Oppenheimer & Co. and has earned firm-wide recognition as a distinguished member of the elite Chairman’s Council of Advisors. He is also a member of UBS Institutional Consulting Services, which provides expertise for endowments, foundations and a broad range of institutional clients. In addition, he holds the Certified Investment Management Analyst designation (CIMA®) and is also a member of the Investments & Wealth Institute®. Greg graduated from the University of Rhode Island with a B.S. in business finance and marketing.

      • University of Rhode Island, B.S. Business Finance and Marketing
      • Certified Investment Management Analyst®
      • Institutional Consultant, UBS Institutional Consulting Program
      299 Park Avenue
      New York, NY 10171
    • Joseph Papandrea Profile Photo

      Joseph Papandrea

      Associate Director

      Senior Wealth Strategy Associate

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      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IA
      • IL
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      • MD
      • ME
      • MI
      • NC
      • NJ
      • NY
      • OK
      • PA
      • RI
      • SC
      • TN
      • TX
      • VA
      • VT
      • WV

      Joe focuses on assisting clients with investment analysis and portfolio construction for the Park Avenue Institutional Consulting Group. Joe joined UBS in 2015 as a member of the Graduate Talent Program, a two-year analyst program designed to give exposure to all of the different resources at UBS. He then worked as a financial planner where he developed personalized plans to help clients meet their long-term financial goals, and most recently as the Assistant Market Head, where he helped Financial Advisors utilize the vast capabilities of UBS to best serve their clients. Joe graduated from Villanova University with a Finance and Accountancy double-major and a Real Estate minor and is currently a Level III Chartered Financial Analyst ® (CFA) candidate.

        • Villanova University, Finance and Accountancy, Minor in Real Estate
          299 Park Avenue
          New York, NY 10171
        • Gail Hefferen Profile Photo

          Gail Hefferen

          Investment Associate

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          • CA
          • CT
          • DE
          • FL
          • MA
          • ME
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          • MN
          • NJ
          • NV
          • NY
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          • RI
          • SC
          • TN
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          • VA
          • VT

          Gail began her financial services career with the Park Avenue Institutional Consulting Group in 1997 as an Investment Associate. Today as an Investment Analyst, she works closely with the team to provide performance reporting, manager research and analytics to foundations, endowments, retirement plans and private clients. Gail has earned the Certified Investment Management Analyst Designation (CIMA®). She received a B.A. in public relations from Oswego University in 1996.

            • Oswego University, B.A. Public Relations
            • Certified Investment Management Analyst®
            299 Park Avenue
            New York, NY 10171
          • Diana Moy Profile Photo

            Diana Moy

            Senior Client Associate

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            • CA
            • CT
            • DE
            • FL
            • MA
            • ME
            • MI
            • MN
            • NJ
            • NV
            • NY
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            • RI
            • SC
            • TN
            • TX
            • VA
            • VT

            Diana brings more than 20 years of industry experience to the Park Avenue Institutional Consulting Group, as well as an extensive background in risk and operations management. She works closely with the team on servicing the accounts of foundations, endowments, retirement plans and private clients. Diana received a B.B.A. in finance from Baruch College in 1992. She also holds the Series 7 and 66 securities licenses.

              • Baruch College, B.B.A. Finance
                299 Park Avenue
                New York, NY 10171
              • Alison Lee Profile Photo

                Alison Lee, CFP

                Senior Client Associate

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                • CA
                • CT
                • DC
                • FL
                • IL
                • MA
                • MD
                • MI
                • MN
                • NJ
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                • PA
                • TN
                • TX
                • VA

                Alison graduated from Baruch College in 2003, magna cum laude, with a bachelor's degree in finance and a minor in English literature. She began her career at Bank of America Merrill Lynch in 2003, where she focused on equity derivatives and joined UBS in 2012. Alison holds her Series 7 and 66 securities licenses, insurance license, and is a CERTIFIED FINANCIAL PLANNERTM practitioner. Her hobbies include running and volunteering with the New York Junior League.

                 

                  • Baruch College, Finance, Minor in English Literature, magna cum laude
                  • CERTIFIED FINANCIAL PLANNER™
                  299 Park Avenue
                  New York, NY 10171

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                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

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