Experience

That inspires confidence

Mark Twain reportedly once said “I would have written a shorter letter, but I did not have the time.” It is in this spirit we have kept our description brief: By leveraging the tremendous resources of the largest private bank in the world, we work closely with entrepreneurs, attorneys, entertainers, professional athletes and foundations to understand their values, their goals and their investment needs. Our investment approach reflects the portfolio manager’s unique understanding of capital markets gained while serving for over a decade in advisory and strategic positions within the private equity and hedge fund industries.

Mary St. John

Senior Client Associate

Mary joined UBS in 2011 after a 16 year tenure at Merrill Lynch. Some of her responsibilities include enabling online account access for our clients as well as overseeing new account opening and transfers for investment, retirement and estate accounts as well as annuities. Mary graduated from Dowling College with her B.A. degree in Finance and during the first four years of her career attended St. John's part time where she earned her M.B.A. in Economics. She maintains her Series 7, Series 66 as well as her Life and Health Insurance licenses. Mary is currently studying for her CRPC® (Chartered Retirement Planning Counselor), a designation that she hopes to obtain by year end. Mary currently resides on Long Island.

Registered States: