Family. Wealth. For Generations.

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Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Team Photo

Robert Gordon-Brown

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • MO
  • NJ
  • NV
  • NY
  • RI
  • TX
  • VA
  • VT
  • WA
1285 Avenue Of The Americas
New York, NY 10019
  • (212) 882-5696

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Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

A team approach

A team approach

Advice. Beyond investing.

Family offices

Family offices

  • Robert

    Robert Gordon-Brown

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • MI
    • MO
    • NJ
    • NV
    • NY
    • RI
    • TX
    • VA
    • VT
    • WA

    Robert brings 20 years of experience in international wealth management to his work with ultra-high net worth clients and their family offices.

    As part of a team in New York focused exclusively on working with families of significant means, Robert works with clients to help them navigate the complexities of managing family wealth across international jurisdictions.

    He enjoys building relationships with clients focusing on education, advice led planning and the development of bespoke strategies to meet client’s wealth and philanthropic needs across family generations.

     

    Robert joined UBS in 2010, prior to which he was a wealth management advisor and investment specialist with several global and boutique private wealth management institutions based in New York City and London, United Kingdom.

    Robert graduated from the University of Cape Town in South Africa with an Honors degree in Business Science (Finance). Robert is a CFA® charterholder and member of the CFA Institute.

          1285 Avenue Of The Americas
          New York, NY 10019
          robert.gordon-brown@ubs.com
          Robert Gordon-Brown
          1285 Avenue Of The Americas,New York,NY,10019
        • Sean

          Sean Goodlet

          Managing Director–Wealth Management

          Financial Advisor

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • IN
          • MA
          • MD
          • ME
          • MI
          • MO
          • NJ
          • NV
          • NY
          • RI
          • TX
          • VA
          • VT
          • WA

          Sean works with international Private Wealth clients and their family offices. He takes pride in being part of a team focused on guiding decision-making and helping families and their advisors confidently meet their goals and objectives. 

          A natural problem solver, Sean has over two decades of experience with UBS in the US and Europe focused on leveraging the capabilities of UBS to deliver bespoke advice and solutions.

          Sean has deep experience navigating the planning, strategy, and investment needs of international families as they navigate global markets. 

          Sean received his B.A in Financial Services (Honors) from Napier University in Edinburgh, Scotland, and his MBA from Columbia University. Sean holds the UBS Family Office Consultant designation and is a CFA® charterholder.

                1285 Avenue Of The Americas
                New York, NY 10019
                sean.goodlet@ubs.com,lisseth.nova@ubs.com,francesco.a.fevola@ubs.com,jenny.osiris@ubs.com
                Sean Goodlet
                1285 Avenue Of The Americas,New York,NY,10019
              • Daniel

                Daniel Hofmann

                Senior Vice President–Wealth Management

                Financial Advisor

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                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • IL
                • MA
                • MD
                • ME
                • MI
                • MO
                • NJ
                • NV
                • NY
                • RI
                • TX
                • VA
                • VT
                • WA

                Daniel joined UBS in 2004. For more than 20 years Daniel has worked with ultra high net worth clients in Europe to deliver wealth management solutions from the United States. Prior to his current role, Daniel was based in Switzerland for over 10 years where he worked with international private clients and families.

                Daniel is passionate about delivering bespoke investment solutions to clients that meet their specific investment objectives in the tax and legal jurisdiction where they live.

                Daniel earned a Federal Degree in Business Management and Economics from HFW Bern, Switzerland. Daniel is a CFA® charterholder. He is fluent in German.

                      1285 Avenue Of The Americas
                      New York, NY 10019
                      daniel.hofmann@ubs.com
                      Daniel Hofmann
                      1285 Avenue Of The Americas,New York,NY,10019
                    • Francesco

                      Francesco Fevola

                      Authorized Officer

                      Client Associate

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                      • AL
                      • AR
                      • AZ
                      • CA
                      • CO
                      • CT
                      • DC
                      • DE
                      • FL
                      • GA
                      • IL
                      • IN
                      • MA
                      • MD
                      • ME
                      • MI
                      • MO
                      • NJ
                      • NV
                      • NY
                      • RI
                      • TX
                      • VA
                      • VT
                      • WA

                      Francesco joined UBS in 2021 and has over 5 years of experience working in financial services. Prior to his current role he worked as a Client Associate at Merrill Lynch, Vanguard and JP Morgan.

                      In addition to supporting daily investment activities, Francesco is responsible for establishing and maintaining client accounts and for ensuring any client needs are met.

                      Francesco graduated from Drexel University in Philadelphia with a major in Finance and Entrepreneurship. He currently holds the series 7 & 66 licenses and is a designated CRPC.

                            1285 Avenue Of The Americas
                            New York, NY 10019
                            francesco.a.fevola@ubs.com
                            Francesco Fevola
                            1285 Avenue Of The Americas,New York,NY,10019
                          • Lisseth

                            Lisseth Nova

                            Client Associate

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                              Lisseth has over 8 years of experience in the financial services industry. A skillful problem-solver, she is a tremendous resource for all operational questions and issues. Working closely with advisors, drawing upon her deep knowledge of the financial industry she prides herself on finding the best client centric solution for each situation.

                              Lisseth holds a B.S. degree in Business Management and Entrepreneurship from Baruch College. Fluent in Spanish.

                                    1285 Avenue Of The Americas
                                    New York, NY 10019
                                    lisseth.nova@ubs.com
                                    Lisseth Nova
                                    1285 Avenue Of The Americas,New York,NY,10019
                                  • Jenny

                                    Jenny Osiris

                                    Authorized Officer

                                    Client Associate

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                                    • AL
                                    • AR
                                    • AZ
                                    • CA
                                    • CO
                                    • CT
                                    • DC
                                    • DE
                                    • FL
                                    • GA
                                    • IL
                                    • IN
                                    • MA
                                    • MD
                                    • ME
                                    • MI
                                    • MN
                                    • MO
                                    • NJ
                                    • NV
                                    • NY
                                    • RI
                                    • TX
                                    • VA
                                    • VT
                                    • WA

                                    Jenny joined the UBS team in 2022. She has 10 years of experience in the finance industry in several client support roles. Jenny takes great pride in providing excellent customer service and works closely with other team members to ensure all client enquiries and operational needs are met.

                                    Jenny has a bachelor’s degree in business administration. She currently holds the series 7, 63 and 65 licenses.  She is fluent in French.

                                          1285 Avenue Of The Americas
                                          New York, NY 10019
                                          jenny.osiris@ubs.com
                                          Jenny Osiris
                                          1285 Avenue Of The Americas,New York,NY,10019

                                        A way forward

                                        Understanding your life, your wealth and what you want to accomplish.

                                        We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                                        Let's talk about how we can help you plan for the life you want

                                        Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.

                                        A leader in wealth management

                                        Backed by the strength of our parent company, UBS AG

                                        Global leader

                                        UBS is a leading and truly global wealth manager

                                        More than 160 years

                                        offering financial advice

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