Experience

Barry began his career in the investment industry in 1968 when he joined a predecessor firm of Morgan

Stanley Smith Barney. He became a portfolio manager in the firm’s Portfolio Management Program in 1993 and joined UBS in 2001. A graduate of Bryant College, Barry earned a bachelor of science degree in marketing.

No stranger to community service, Barry founded the annual Lawrence Yacht and Country Club day to honor veterans. The day allows disabled veterans the chance to participate in golf, tennis, or fishing while raising awareness for our country’s wounded veterans. Having served our country during Vietman, it is a cause that is close to his heart. He was also president of the Civic Association of Atlantic Beach Estates, Vice President of B’nai B’rith, member of the Kiwanis Club of the Five Towns, founder of the Franklin General Hospital Tennis Tournament and sponsor of the Annual Diabetes Research Institute and Five Towns Community Chest Tennis Tournaments.

Barry, a father of four sons, resides in Atlantic Beach, NY, with his wife, Marcia, and his two youngest sons, Max and Brett.

Harris began his career in financial services on Morgan Stanley’s Annuity and Insurance Sales Desk, where he provided sales support to the firm’s financial advisors. In April of 2009, Harris joined UBS Financial Services Inc. as a New Financial Advisor Trainee. Upon completion of the firm’s trainee program, Harris partnered with his father, a 40-year industry veteran. Together they formed The Ringelheim Wealth Management Group.

Harris earned both his Bachelor of Arts in political science and Executive M.B.A. from Binghamton University.

In furthering his industry experience, Harris has earned the prestigious CFP® designation and is recognized as a UBS Wealth Advisor. These designations required the mastering of their respective curriculum and successful completion of examinations.

Harris and his wife, Jennifer, reside in Plainview, N.Y. with their son, Chase. Harris is an active member in the community with the Plainview Chamber of Commerce, Business Networking International, and the Binghamton University Alumni Association.

California Insurance License 0I04004

Jeanine earned a Bachelor of Business Administration in marketing from Hofstra University in 1996.  She began her career with Smith Barney in Hewlett, NY working with Barry as a Registered Client Service Associate.  After spending time to raise her family, Jeanine joined UBS in 2012 to work with the Ringelheim Wealth Management Group.  Jeanine holds both series 7 and series 66 licenses and she is dedicated to helping the team with all administrative and operational details necessary for creating the best client experience.

Jeanine and her husband Andrew reside in Rockville Centre, NY with their three children.