Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

Jeffrey Pupo

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- VA
- WA
Jeffrey began his wealth management career in 1999 and joined UBS in 2002. Previously, he worked as a financial advisor at Fleet Boston and Prudential Securities. Jeffrey's focus provides the teams' clients with investment and risk management. The teams' process of managing money focuses on both fundamental analysis—what to buy and sell—and technical analysis—when to buy and sell. Jeffrey has the Series 7, 63 and 65 securities licenses and is also life and health insurance licensed. He is fluent in Spanish. Jeffrey resides with his wife, Rebeca, and their son in Boca Raton.
- Chartered Mutual Fund Counselor℠
- Chartered Retirement Plans Specialist℠
- Senior Portfolio Manager
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

jeffrey.pupo@ubs.com

Jeffrey Pupo

1800 North Military Trail,Boca Raton,FL,33431
Kenneth Eisenberg

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- VA
- WA
Ken is a Senior Vice President of UBS Financial Services Inc. and brings over thirty years of experience in the financial industry to your relationship.

As Senior Portfolio Manager, his expertise focuses on strategic investment strategies and portfolio construction to meet each of our client's individual needs.

Ken graduated with honors from American University in Washington, DC and attended the University of London, London School of Economics and The Wharton School at the University of Pennsylvania. Ken's credentials also include previous host of the Investor's Forum on Talk Radio WOND and Financial Analyst for the 6:00 Evening News on NBC TV 40 in New Jersey.

Previous community contributions include Chairman of the South Jersey Community Food Bank, past President of Jewish Family Service, Vice Chair of the Boy Scouts Heritage Foundation and he served as a member of the Galloway Township Board of Education.

Ken has been active with the United States Coast Guard Auxiliary for over twenty years and currently serves with the rank of Commander. He has been a "Big Brother" in the Big Brothers/Big Sisters of America organization for over seven years. More recently he has partnered with American Corporate Partners Veteran Mentoring Program for active duty military and veterans, an organization dedicated to helping with career guidance during and after military service.

In addition to our Boca Raton, Florida location, Ken also serves clients locally in our Northfield, New Jersey office. Ken and his wife, Aycie, enjoy balancing their time between Florida and New Jersey with their dog Grace.

Ken holds the Series 7, 63, 65 and Life, Health and Variable Annuity licenses.
- American University in Washington, DC
- University of London, London School of Economics
- The Wharton School at the University of Pennsylvania
- Senior Portfolio Manager
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

ken.eisenberg@ubs.com

Kenneth Eisenberg

1800 North Military Trail,Boca Raton,FL,33431

Jeffrey Pupo

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- VA
- WA
Jeffrey began his wealth management career in 1999 and joined UBS in 2002. Previously, he worked as a financial advisor at Fleet Boston and Prudential Securities. Jeffrey's focus provides the teams' clients with investment and risk management. The teams' process of managing money focuses on both fundamental analysis—what to buy and sell—and technical analysis—when to buy and sell. Jeffrey has the Series 7, 63 and 65 securities licenses and is also life and health insurance licensed. He is fluent in Spanish. Jeffrey resides with his wife, Rebeca, and their son in Boca Raton.
- Chartered Mutual Fund Counselor℠
- Chartered Retirement Plans Specialist℠
- Senior Portfolio Manager
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

jeffrey.pupo@ubs.com

Jeffrey Pupo

1800 North Military Trail,Boca Raton,FL,33431
Kenneth Eisenberg

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- VA
- WA
Ken is a Senior Vice President of UBS Financial Services Inc. and brings over thirty years of experience in the financial industry to your relationship.

As Senior Portfolio Manager, his expertise focuses on strategic investment strategies and portfolio construction to meet each of our client's individual needs.

Ken graduated with honors from American University in Washington, DC and attended the University of London, London School of Economics and The Wharton School at the University of Pennsylvania. Ken's credentials also include previous host of the Investor's Forum on Talk Radio WOND and Financial Analyst for the 6:00 Evening News on NBC TV 40 in New Jersey.

Previous community contributions include Chairman of the South Jersey Community Food Bank, past President of Jewish Family Service, Vice Chair of the Boy Scouts Heritage Foundation and he served as a member of the Galloway Township Board of Education.

Ken has been active with the United States Coast Guard Auxiliary for over twenty years and currently serves with the rank of Commander. He has been a "Big Brother" in the Big Brothers/Big Sisters of America organization for over seven years. More recently he has partnered with American Corporate Partners Veteran Mentoring Program for active duty military and veterans, an organization dedicated to helping with career guidance during and after military service.

In addition to our Boca Raton, Florida location, Ken also serves clients locally in our Northfield, New Jersey office. Ken and his wife, Aycie, enjoy balancing their time between Florida and New Jersey with their dog Grace.

Ken holds the Series 7, 63, 65 and Life, Health and Variable Annuity licenses.
- American University in Washington, DC
- University of London, London School of Economics
- The Wharton School at the University of Pennsylvania
- Senior Portfolio Manager
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

ken.eisenberg@ubs.com

Kenneth Eisenberg

1800 North Military Trail,Boca Raton,FL,33431

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

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^$6 trn

UBS Group invested assets
As of 12/31/2024

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Global leader

UBS is a leading and truly global wealth manager

Lasting relationships. For all that matters

Pursuing your goals together

Jeffrey Pupo

Kenneth Eisenberg