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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.

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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.

  • Jane Ringel

    Jane Ringel

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • DC
    • FL
    • MA
    • MD
    • NJ
    • NV
    • NY
    • OR
    • PA
    • WA

    My practice focuses on the needs of high net worth families, foundations/endowments and small to mid-size businesses. I have spent over 20 years in asset management including Senior Vice President positions with Capital Guardian Trust Company, Neuberger Berman and Sanford C. Bernstein (Principal). I also held a number of senior sales positions at IBM Corporation and ROLM Corporation. Prior to my business and financial services industry experience, I worked as a social worker in London, England. I have an M.B.A. from Pace University, a C.Q.S.W. from the London School of Economics and a B.A. from Hampshire College. Non-profit board affiliations have included the Concordia Orchestra, The Long Island Philharmonic and The Juvenile Diabetes Research Foundation. I currently serve as the Co-Chair of Development for the Bank Street School for Children.

      • Pace University, M.B.A.
      • London School of Economics, C.Q.S.W.
      • Hampshire College, B.A.
        1285 Avenue Of The Americas
        New York, NY 10019
        jane.ringel@ubs.com
        Jane Ringel
        1285 Avenue Of The Americas,New York,NY,10019
      • AH - B&W Photo

        Andrew Halpern, CFP

        Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • LA
        • MA
        • MD
        • MI
        • NC
        • NJ
        • NV
        • NY
        • OR
        • PA
        • SC
        • TN
        • WA

        Andrew Halpern works with individuals, families, endowments and foundations to achieve their financial planning and investment goals. He provides advice on Asset Allocation, Insurance, Retirement Planning, Educational Savings Planning and Estate Planning including Intergenerational Wealth Transfer. Working with a network of highly skilled tax and legal professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.

            • CERTIFIED FINANCIAL PLANNER®
            • Portfolio Manager
            3560 Lenox Rd NE
            28th Floor
            Atlanta, GA 30326
            andrew.halpern@ubs.com
            Andrew Halpern, CFP
            3560 Lenox Rd NE,Atlanta,GA,30326
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          The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

          Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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