Insight-based advice

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Opera house

Peter Maroney Jr.

Vice President–Wealth Management

Portfolio Manager

Peter Maroney is a Portfolio Manager with UBS in New York and member of the UBS Advisor Allocation Program (AAP), a select group of advisors who undergo a rigorous screening process to manage discretionary client investment portfolios.

After more than a decade of national political experience at the most senior levels, including serving as National Finance Chairman for John Kerry’s presidential campaign at the Democratic National Committee, Peter has spent the last 17 years in the financial services industry in strategic and advisory roles.

In his role as an investment advisor, he works closely with entrepreneurs, attorneys, entertainers, professional athletes, family offices and foundations to understand their investment needs, their goals and their values.

Peter's investment process reflects a deep understanding of equities, fixed income and alternative assets gained while working for over a decade in the private equity and hedge fund industries. Peter draws from these unique experiences, and from an extensive national network, to provide a comprehensive financial plan. He holds series 66, 7 and 31 securities licenses.

In addition to his career in financial services, Peter provides assistance to the homeless in New York City through his volunteer efforts for New York Cares, a local non-profit, and also serves on the advisory boards of The Common Good and Run For America.


Registered States:
  • CA
  • CT
  • DC
  • FL
  • GA
  • MA
  • MD
  • MO
  • NJ
  • NY
  • PA
  • TX
  • VA


  • B.A., History, Rollins College


  • Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Securities-backed lending
Estate planning strategies
Alternative investments
Professional athletes
Professional entertainers
Women investors
299 Park Avenue
New York, NY 10171
  • (212) 309-3026

Email Me

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Investment management

Investment management

The unique needs of athletes and entertainers

The unique needs of athletes and entertainers

Goals-based planning

Goals-based planning

We can focus on your finances.

So you can focus on your game.

As a professional athlete, the financial decisions you make today can have significant long-term consequences. That's why planning for the future couldn't be more important.

1The Sports Financial Literacy Academy, Money Smart Athletes blog, April 2019.

Backed by the strength of UBS

A global leader in wealth management

Wealth Manager of the Year

Environmental Finance IMPACT Awards 2020

$2.8 trillion

In invested assets globally 
As of 06/30/2022


Serving the next generation

Euromoney Private Banking and Wealth Management Survey, 2020-2022