Unlock Opportunity

Today, tomorrow and for generations to come

Father and teenage son sitting on couch laughing

Commitment
For nearly four decades, our team has been providing generations of families with professional and timely wealth management in diverse market conditions. Wherever you are in your personal or professional journey, our team is committed to having a meaningful impact on all aspects of your life. Beyond your investments, we are eager and willing to help in any capacity we can.

Integrity
Appreciated for our honesty and reliability, we pride ourselves on always doing what’s best for our clients and their families. It’s this kind of dedication that builds trust.

Professionalism
The dynamic worldwide presence of UBS provides us with extensive reach and the distinct advantage of the firm’s global research, insights and resources. We offer personalized service and the assurance that your information is always private and confidential.

We're ready to listen.

Our entire team takes the time to understand what matters most to you and provide the tailored guidance that's specific to your goals. We're committed to getting to know you on both a financial and personal level.
- SBS Wealth Consulting

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Nancy Bohan CPWA, CRPC

Senior Vice President–Wealth Management

Certified Private Wealth Advisor®
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- FL
- IN
- MD
- NC
- NE
- NH
- NJ
- NV
- NY
- PA
- RI
- SC
- TX
- VA
- VT
- WI
Nancy has over 22 years of experience providing personalized financial advice, focusing her talents on serving the investment needs of high net worth individuals and corporations. She has 15 years of experience as a Portfolio Management Director managing client portfolios and helping our clients understand investment risk while keeping their long-term goals in mind. She is dedicated to working with our clients to both preserve and grow their wealth. Nancy appeared in the December 2012 issue of Forbes.

Nancy is a Chartered Retirement Planning Counselor^SM (CRPC^®) who focuses specifically on the retirement planning needs of individuals. Nancy utilizes the "bucket approach" which consists of three separate portfolios, each with a range of investments meeting specific needs over a particular time horizon. She helps to advise and manage clients’ wealth with the goal of preparing them for a comfortable life both before and after retirement.

As a Certified Private Wealth Advisor® professional, Nancy is committed to developing long-term relationships with clients and their families. She identifies and analyze the unique challenges high-net-worth individuals face and is able to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth and transfer wealth. Utilizing UBS competitive platform, Nancy provides clients with flexible lending options based on individual needs bearing in mind how financing may fit within their larger financial picture. She integrates commercial real estate into clients overall wealth management strategies as well as helps businesses and individuals prepare for their short-term liquidity needs.

Nancy earned a B.S. in finance from St. John’s University as well as an M.B.A. in finance from Hofstra University. She also completed Wealth Management Theory & Practice program through Yale School of Management. Nancy, her husband and their three daughters reside in Garden City.
- Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Hofstra University, MBA in Finance
- St. John's University , BS in Finance
- Yale School of Management, Wealth Management Theory & Practice
- Certified Private Wealth Advisor®
- Chartered Retirement Planning Counselor
- Life, Variable Life/Variable Annuities Licenses
- Series 7, 31, 63, & 66 securities licenses
- Senior Portfolio Manager
Securities-backed lending

Business succession

Custom portfolios

Asset allocation

Structured products

Women investors

Lending services

Retirement planning

One Jericho Plaza
Jericho, NY 11753

nancy.bohan@ubs.com,robert.d.spina@ubs.com,ellen.spathis@ubs.com

Nancy Bohan CPWA, CRPC

One Jericho Plaza,Jericho,NY,11753
Robert D. Spina Jr., CFP

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- FL
- IN
- MA
- MD
- NC
- NE
- NJ
- NV
- NY
- PA
- RI
- SC
- TX
- VA
- VT
- WI
As a Certified Financial Planner™ Rob's focus is on constructing comprehensive financial plans giving clients security for their financial future. Rob relies on his wealth of knowledge and his ability to understand the clients' needs to develop an individualized plan. After reviewing the client's overall picture, including assets, liabilities, income, taxes, investments and estate planning, Rob creates a plan that helps clients prepare financially for their specific events such as college or retirement.

Prior to holding the position as a Financial Advisor, Rob served as a Wealth Planning Analyst for the Long Island Market. He created and presented financial plans for a wide array of clients while servicing the financial advisors throughout Long Island.

Rob holds the FINRA Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance, and variable annuities. His designations include the Certified Financial Planner™ as well as Accredited Wealth Management Advisor^SM. Rob received his Bachelor of Arts degree in Business Management from Fairfield University and is a graduate of Chaminade High School. Rob resides in Island Park.
- Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Fairfield University , Ba in Business Management
- Chaminade HS Alumni
- CERTIFIED FINANCIAL PLANNER
- Life, Variable Life/Variable Annuities Licenses
- Series 7 and 66 securities licenses
Financial planning

Custom portfolios

Asset allocation

Lending services

Exit planning

Business owners

Philanthropy

Business succession

One Jericho Plaza
Jericho, NY 11753

robert.d.spina@ubs.com

Robert D. Spina Jr., CFP

One Jericho Plaza,Jericho,NY,11753
Ellen Spathis

Wealth Strategy Associate
View bio
- AZ
- CA
- CT
- DE
- FL
- HI
- IL
- IN
- ME
- MI
- NJ
- NY
- SC
- TX
- VA
- VT
- WI
- WY
Ellen has over 21 years of experience in the financial services industry. Ellen’s background is in retirement planning and investment consulting, with experience at Taft-Hartley Defined Benefit Funds and Health & Welfare Funds. She also worked with Morgan Stanley and Marcum Wealth, an independent advisory firm. She began her career at Goldman Sachs & Company in private wealth management.

Ellen’s primary focus is on client relationships, assisting with account inquiries, account opening and maintenance, and effective communication to provide relevant information in a timely manner. She provides support to the team and implements an overall positive client experience.

Ellen earned a BBA in International Business and MBA in Finance from Hofstra University. She currently holds her Series 7, Series 6, Series 63 and Series 66 licenses, and has a certification in the Essentials of Investment Consulting Certificate Program from the Investment Management Consultants Association. Ellen and her husband and family reside in Plainview.
- Hofstra University, MBA in Finance
- Hofstra University , BBA in International Business
- Series 6, 7, 63 and 66 securities licenses
- Essentials of Investment Consulting Certificate Program
One Jericho Plaza
Jericho, NY 11753

ellen.spathis@ubs.com

Ellen Spathis

One Jericho Plaza,Jericho,NY,11753

Nancy Bohan CPWA, CRPC

Senior Vice President–Wealth Management

Certified Private Wealth Advisor®
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- FL
- IN
- MD
- NC
- NE
- NH
- NJ
- NV
- NY
- PA
- RI
- SC
- TX
- VA
- VT
- WI
Nancy has over 22 years of experience providing personalized financial advice, focusing her talents on serving the investment needs of high net worth individuals and corporations. She has 15 years of experience as a Portfolio Management Director managing client portfolios and helping our clients understand investment risk while keeping their long-term goals in mind. She is dedicated to working with our clients to both preserve and grow their wealth. Nancy appeared in the December 2012 issue of Forbes.

Nancy is a Chartered Retirement Planning Counselor^SM (CRPC^®) who focuses specifically on the retirement planning needs of individuals. Nancy utilizes the "bucket approach" which consists of three separate portfolios, each with a range of investments meeting specific needs over a particular time horizon. She helps to advise and manage clients’ wealth with the goal of preparing them for a comfortable life both before and after retirement.

As a Certified Private Wealth Advisor® professional, Nancy is committed to developing long-term relationships with clients and their families. She identifies and analyze the unique challenges high-net-worth individuals face and is able to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth and transfer wealth. Utilizing UBS competitive platform, Nancy provides clients with flexible lending options based on individual needs bearing in mind how financing may fit within their larger financial picture. She integrates commercial real estate into clients overall wealth management strategies as well as helps businesses and individuals prepare for their short-term liquidity needs.

Nancy earned a B.S. in finance from St. John’s University as well as an M.B.A. in finance from Hofstra University. She also completed Wealth Management Theory & Practice program through Yale School of Management. Nancy, her husband and their three daughters reside in Garden City.
- Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Hofstra University, MBA in Finance
- St. John's University , BS in Finance
- Yale School of Management, Wealth Management Theory & Practice
- Certified Private Wealth Advisor®
- Chartered Retirement Planning Counselor
- Life, Variable Life/Variable Annuities Licenses
- Series 7, 31, 63, & 66 securities licenses
- Senior Portfolio Manager
Securities-backed lending

Business succession

Custom portfolios

Asset allocation

Structured products

Women investors

Lending services

Retirement planning

One Jericho Plaza
Jericho, NY 11753

nancy.bohan@ubs.com,robert.d.spina@ubs.com,ellen.spathis@ubs.com

Nancy Bohan CPWA, CRPC

One Jericho Plaza,Jericho,NY,11753
Robert D. Spina Jr., CFP

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- FL
- IN
- MA
- MD
- NC
- NE
- NJ
- NV
- NY
- PA
- RI
- SC
- TX
- VA
- VT
- WI
As a Certified Financial Planner™ Rob's focus is on constructing comprehensive financial plans giving clients security for their financial future. Rob relies on his wealth of knowledge and his ability to understand the clients' needs to develop an individualized plan. After reviewing the client's overall picture, including assets, liabilities, income, taxes, investments and estate planning, Rob creates a plan that helps clients prepare financially for their specific events such as college or retirement.

Prior to holding the position as a Financial Advisor, Rob served as a Wealth Planning Analyst for the Long Island Market. He created and presented financial plans for a wide array of clients while servicing the financial advisors throughout Long Island.

Rob holds the FINRA Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance, and variable annuities. His designations include the Certified Financial Planner™ as well as Accredited Wealth Management Advisor^SM. Rob received his Bachelor of Arts degree in Business Management from Fairfield University and is a graduate of Chaminade High School. Rob resides in Island Park.
- Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Fairfield University , Ba in Business Management
- Chaminade HS Alumni
- CERTIFIED FINANCIAL PLANNER
- Life, Variable Life/Variable Annuities Licenses
- Series 7 and 66 securities licenses
Financial planning

Custom portfolios

Asset allocation

Lending services

Exit planning

Business owners

Philanthropy

Business succession

One Jericho Plaza
Jericho, NY 11753

robert.d.spina@ubs.com

Robert D. Spina Jr., CFP

One Jericho Plaza,Jericho,NY,11753
Ellen Spathis

Wealth Strategy Associate
View bio
- AZ
- CA
- CT
- DE
- FL
- HI
- IL
- IN
- ME
- MI
- NJ
- NY
- SC
- TX
- VA
- VT
- WI
- WY
Ellen has over 21 years of experience in the financial services industry. Ellen’s background is in retirement planning and investment consulting, with experience at Taft-Hartley Defined Benefit Funds and Health & Welfare Funds. She also worked with Morgan Stanley and Marcum Wealth, an independent advisory firm. She began her career at Goldman Sachs & Company in private wealth management.

Ellen’s primary focus is on client relationships, assisting with account inquiries, account opening and maintenance, and effective communication to provide relevant information in a timely manner. She provides support to the team and implements an overall positive client experience.

Ellen earned a BBA in International Business and MBA in Finance from Hofstra University. She currently holds her Series 7, Series 6, Series 63 and Series 66 licenses, and has a certification in the Essentials of Investment Consulting Certificate Program from the Investment Management Consultants Association. Ellen and her husband and family reside in Plainview.
- Hofstra University, MBA in Finance
- Hofstra University , BBA in International Business
- Series 6, 7, 63 and 66 securities licenses
- Essentials of Investment Consulting Certificate Program
One Jericho Plaza
Jericho, NY 11753

ellen.spathis@ubs.com

Ellen Spathis

One Jericho Plaza,Jericho,NY,11753

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.

Service

Putting your needs first

By offering personal, high-touch service, our goal is to simplify your financial life with a clear and consistent approach to managing your wealth. We bring together the boutique services of a dedicated team with the global resources of one of the world's largest wealth management firms.

Customized client service
Clients rely on our trusted and consistent client service for a host of financial and administrative needs. Our entire team is highly accessible, offering consistent communication, personal touch points and ongoing reviews.

Bringing together the best resources
We are trusted by our clients to work directly with their accountants and estate attorneys, whether we're helping with tax planning or advising them on the most prudent strategies for building a legacy. By working closely with your other advisors, as well as our network of financial experts, we can incorporate all perspectives into one integrated approach.

The perspective of a global powerhouse
With a heritage spanning more than 150 years, we are committed to offering trusted financial advice that is specific to your goals. Beyond the deep resources of our investment, banking and asset management businesses, we deliver the global perspective, diverse strategies and relevant guidance to help you move forward with confidence.

Investing

Empowering informed financial decisions

With direct access to the global resources of UBS, we offer timely perspectives, customized investment management and a fully-integrated suite of financial solutions. Because we have much experience positioning our clients to seize the opportunities of an unpredictable market, we offer the insights needed to make informed financial decisions.

Prudent asset allocation
Through our comprehensive due diligence and planning process, we help determine your family's goals, growth and income needs, and tolerance for risk. This allows us to craft an asset allocation that supports your financial plan and seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Open access and focused research
We provide access to an open platform of financial solutions both within and outside of UBS. This open architecture, along with a disciplined process, ensures we develop customized strategies based on highly focused research.

Multigenerational strategies for your family's wealth
We understand the connections between wealth and family, and we're committed to having a multigenerational impact on your life. We are positioned to address your family's needs, ranging from growth strategies, to wealth transfer and preservation to philanthropic pursuits.

Planning

Integrating all aspects of your financial life

Our planning process begins with a series of meaningful conversations focused on understanding your personal and professional financial goals. We then work with you to establish a comprehensive financial plan that prioritizes those goals. Our integrated wealth planning approach includes:

Goal-based financial planning
Our in-depth fact-finding process results in the construction of a comprehensive wealth plan that serves as a road map for meeting your long-term goals.

Retirement and lifetime income planning
With a specialty in retirement planning, our team can work with you to protect your lifestyle and livelihood in retirement.

Insurance consulting and review
Our team views insurance as a tool to protect your family's assets, replace income, and create a legacy for future generations and philanthropic beneficiaries.

Liability management
We'll work with you to find solutions to both sides of your balance sheet so you can get credit you can count on, whether you need securities backed lending, a mortgage or a competitive credit card.

Tax-advantaged strategies
Whether you are developing a business succession strategy, managing a large liquidity event, planning your estate or building your legacy, our team can work with you and your tax and legal advisors to develop tax-advantaged solutions.

Trust and estate planning
We have the experience and the network to address the complexities of your estate and legacy planning needs.

Philanthropic consulting
We'll work with you and family members to provide education on philanthropy and participation strategies for the next generation.

Business transition & succession planning

Clarity in a rapidly changing world

We’re here to help guide you through uncertain times

Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

Let’s create a path together so you can move forward with confidence, no matter what comes next.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

Global leader

UBS is a leading and truly global wealth manager

More than 160 years

offering financial advice

Unlock Opportunity

Your primary source for financial advice

Nancy Bohan CPWA, CRPC

Robert D. Spina Jr., CFP

Ellen Spathis