Trusted people. Proven process. Focused practice.

Private Wealth Management

Schiller-Haskell Partners is a highly specialized team of nine professionals within Private Wealth Management based in UBS’s headquarters in Midtown, New York City. We are keenly focused on serving a select group of 77 ultra-high net worth families, mainly comprised of current or former public company executives including current or former Chairman, CEOs, Section 16 Directors and Executive Officers, as well as successful Entrepreneurs, Business Owners and Family Offices.

By focusing our practice on a limited number of clients, we are able to deliver the proactive, exceptional advice and service our clients demand. We have the people, process and extensive experience to simplify our clients' financial lives focusing in the following areas tailored to our clients' unique circumstances:

Holistic wealth management planning
Concentrated equity risk management
Business succession planning
Portfolio construction and oversight
Trust and estate strategies
Creative lending solutions
Consolidated reporting

Start the conversation

We have built our team and practice from the ground up to deliver trusted, world-class advice and solutions. We help clients organize and simplify their financial lives so they can focus on what matters most for their family and their future.
- Brian Schiller and Mike Haskell

Brian Schiller, CEPA, CIMA, FOC

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Brian is a Senior Partner and Co-Founder of Schiller-Haskell Partners with 23 years of experience providing wealth management advice and guidance to Business Owners, C-suite Executives and Entrepreneurs. He joined UBS in 2009 from the Merrill Lynch Private Banking & Investment Group.

As co-lead of the team, Brian is primarily responsible for overseeing client relationships and focuses on advising business owners and corporate executives in the areas of exit and succession planning, comprehensive financial planning, concentrated equity risk management, portfolio construction and oversight, trust and estate planning, and creative lending solutions.

Brian enjoys spending time with his family and is an avid golfer. He supports No Greater Sacrifice, the Cystic Fibrosis Foundation and Penn State students through an Annually Funded Scholarship. Brian holds the Certified Exit Planning Advisor and Certified Investment Management Analyst® designations.

Family Office Consultant (FOC)
FOC is a UBS business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated, exceptional clients and aligning them to the full suite of UBS capabilities. FOCs undergo rigorous training to strengthen their industry knowledge, and will be available for strategic partnering with other Financial Advisors and Private Wealth Advisors at UBS to cultivate relationships with Ultra High Net Worth clients.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
- Penn State University, B.S.
- Private Wealth Advisor
- Family Office Consultant
- Certified Exit Planning Advisor
- Certified Investment Management Analyst®
- Senior Portfolio Manager
Corporate executives

Entrepreneurs

Executive compensation

Exit planning

Business succession

Legacy planning

Family Offices

Lending services

51 JFK Parkway
Suite 303
Short Hills, NJ 07078
Michael Haskell, FOC

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Mike is a Senior Partner and Co-Founder of Schiller-Haskell Partners with 20 years of experience providing wealth management advice and guidance to C-suite executives, entrepreneurs and family offices. He joined UBS in 2009 from the Merrill Lynch Private Banking & Investment Group. As co-lead of the team, Mike is primarily responsible for overseeing client relationships and focuses on advising corporate executives in the areas of comprehensive financial planning, concentrated equity risk management, portfolio construction and oversight, trust and estate planning, and creative lending solutions. Mike resides in Garden City, NY with his wife, Michelle and four children, Michael, Ava, William and Luke. Mike enjoys spending time with his family at their house in the Adirondack Mountains. Mike is a member of the UBS Veterans Network. He is a supporter of No Greater Sacrifice and a mentor to military veterans transitioning from active duty to Wall Street through a program sponsored by American Corporate Partners.

Family Office Consultant (FOC)
FOC is a UBS business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated, exceptional clients and aligning them to the full suite of UBS capabilities. FOCs undergo rigorous training to strengthen their industry knowledge, and will be available for strategic partnering with other Financial Advisors and Private Wealth Advisors at UBS to cultivate relationships with Ultra High Net Worth clients.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
- Private Wealth Advisor
- Family Office Consultant
- Senior Portfolio Manager
- United States Army
- Series 7, 66 & 31 securities licenses
Family Offices

Professional entertainers

Corporate executives

Executive compensation

Estate planning strategies

Financial planning

Custom portfolios

Lending services

1285 Ave of the Americas
15th, 16th,17th, + 18th Floors
New York, NY 10019
Gregory J. Mulligan, FOC

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Greg is a founding member and senior partner of MSH Wealth Management within UBS' Private Wealth Management Division. He joined UBS in 2008 from Merrill Lynch's Private Client Group where he was a Producing Sales Manager and Wealth Management Advisor. Greg has 23 years of experience in the financial services industry and focuses primarily on helping high net worth families with comprehensive financial planning, advanced portfolio construction and alternative investments. Greg resides in Summit, New Jersey with his wife, Susanne, and two daughters, Hayden and Finley. Greg is a supporter of The Special Olympics, The American Cancer Society, Memorial Sloan Kettering, The Navy SEAL Foundation, The Wounded Warriors Foundation, and The Billfish Foundation.

Greg has a BA in Economics from Fordham University, has completed the UBS Private Wealth Advisor accreditation program, the UBS Wealth Advisor program and has received the Certificate of Completion for the Private Wealth Executive Education Program from both the University of Pennsylvania’s Wharton School and Columbia University. Greg is also President of The Beacon Hill Club of Summit, New Jersey.

Family Office Consultant (FOC)
FOC is a UBS business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated, exceptional clients and aligning them to the full suite of UBS capabilities. FOCs undergo rigorous training to strengthen their industry knowledge, and will be available for strategic partnering with other Financial Advisors and Private Wealth Advisors at UBS to cultivate relationships with Ultra High Net Worth clients.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
- Fordham University, B.A. Economics
- Columbia University, Certificate of Completion, Private Wealth Executive Education Program
- Wharton School, Certificate of Completion, Private Wealth Executive Education Program
- Private Wealth Advisor
- Family Office Consultant
- Senior Portfolio Manager
Financial planning

Asset allocation

Custom portfolios

Family Offices

Professional entertainers

Business owners

Lending services

Cash management

51 JFK Parkway
Suite 303
Short Hills, NJ 07078
Kevin W. Wells, CFA

Associate Director

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KY
- MA
- MD
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- VA
- WA
- WY
Portfolio Associate

Kevin is a Portfolio Associate that brings 15 years of experience in the financial services industry and focuses on market research and portfolio analysis. Kevin is a Chartered Financial Analyst charter holder (CFA^®) and is a member of the CFA Society of New York. He maintains Series 3, 7, and 66 securities licenses. Kevin graduated with a B.A. from Bates College in Lewiston, Maine where he played Division III Golf. He resides in New York, NY and enjoys playing golf, tennis, swimming and cycling. He volunteers with Achilles International NYC and Catholic Charities of NY.
- Bates College, B.A.
- Chartered Financial Analyst®
- Series 3, 7, and 66 securities licenses
Investing

Custom portfolios

Asset allocation

Institutional consulting

Multi-generational families

Financial planning

1285 Avenue Of The Americas
New York, NY 10019
Jared Geoghan, CFP

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Jared is a Relationship Manager who specializes in wealth management strategies that include cash management, advisory solutions, legacy planning, equity awards, lending, and portfolio recommendations. He is proficient in delivering in-depth financial planning to help clients achieve their lifelong goals.

Jared joined UBS in 2019 in the UBS Wealth Advice Center as a Financial Advisor. He completed a rigorous financial advisor training program and served on the Advisory Council. He was selected for the Leadership & Development Program and earned his CERTIFIED FINANCIAL PLANNER™ designation in 2022. Jared currently holds his Series 7 & 66 licenses.

Jared graduated with a B.S. in Economics and Spanish from Vanderbilt University, where he served as a manager for their Men’s Basketball team. Jared currently resides in New York, NY and enjoys playing golf, traveling, and rooting for his Pittsburgh Steelers.
- Vanderbilt University, B.S. in Economics and Spanish
- Series 7 & 66 securities licenses
Banking

Lending services

Financial planning

Estate planning strategies

Investing

Multi-generational families

1285 Avenue Of The Americas
New York, NY 10019
Sandra Bhatt

Client Associate Senior
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Sandra is our most Senior Registered Client Associate, bringing 25 years of experience in the financial services industry. She is focused on cultivating close relationships with our clients to help them manage their day to day service needs. She also leads our Client Service Team, and is responsible for overseeing our other Client Associates to ensure we deliver the highest level of proactive service to our clients.

Born and raised in the UK, she initially worked in the court system after which she became a Police Officer before relocating to the United States. Sandra and her husband live on Long Island with their two college aged children. In their free time the whole family enjoys Soccer (Football) and Baseball.
- Series 7 & 66 securities licenses
Banking

Lending services

Cash management

Professionals

Family Offices

Women investors

1055 Franklin Avenue
Garden City, NY 11530

Annemarie Siefert

Client Associate
View bio
- AZ
- CA
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WY
Annemarie Siefert is a Senior Registered Client Associate, dedicated to building and retaining positive client relationships. She enjoys finding creative, yet uncomplicated solutions to fully servicing our client’s needs. She joined us after more than 7 years working in UBS Wealth Management and with a breadth of experience among multiple industries. She received her Master’s degree from New York University and her Bachelor’s from Moore College of Art in Philadelphia.

Her eclectic work background includes Financial and Business management for civil engineering family company, private client Art Consulting, teaching Art History, and managing Human Resources in technology research and electronic manufacturing firms.

In her free time, Annemarie enjoys travelling with her family, painting in her studio, bicycling rather than walking, and sharing stories and good times with friends.
1285 Avenue Of The Americas
New York, NY 10019
Thomas J. Mcgivern

Investment Associate
View bio
- CO
- CT
- FL
- MA
- NJ
- NY
- OH
- VA
Tom is an Investment Associate with Schiller-Haskell Partners. For the past 15 years, his work has largely involved the surveillance and administration of a large number of specialized hedged accounts serving as financing vehicles. He also participates in other client services. Tom has worked at UBS (+PaineWebber) for 26 years; before that, he spent 5 years at Merrill Lynch and 13 years at several commodity futures firms. He lives in Brooklyn NY with his wife and enjoys watching baseball and listening to music.
- University of Kansas, B.A., Chemistry
- Series 7 & 63 securities licenses
Securities-backed lending

Cash management

Asset allocation

Investing

Professionals

Banking

1285 Avenue Of The Americas
New York, NY 10019
Allison Lane

Client Associate
View bio
Allison joined our Team in June 2023 as an Intern. She has prior experience interacting with clients in the high-end retail and residential real estate industries. Allison is passionate about people and finance making her a great fit for our Team and the industry.

Allison is elated to begin her senior year in the fall of 2023 at Fordham University in the Gabelli School of Business where she is pursuing a Bachelor of Science Degree with a major in Business Administration and concentration in Finance. Outside of her studies, Allison is actively involved in a handful of clubs and organizations. Most notably, she participates in Fordham’s Smart Women Securities Organization, a female led club with the mission of increasing women’s presence in the finance world. In addition, Allison plays defense on the Women’s Club Lacrosse Team and is a member of the Fashion for Philanthropy club.

Allison is born and raised on Long Island in Manhasset, New York. In her free time she enjoys being active, traveling, and spending time with her friends and family.
1285 Avenue Of The Americas
New York, NY 10019

Brian Schiller, CEPA, CIMA, FOC

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Brian is a Senior Partner and Co-Founder of Schiller-Haskell Partners with 23 years of experience providing wealth management advice and guidance to Business Owners, C-suite Executives and Entrepreneurs. He joined UBS in 2009 from the Merrill Lynch Private Banking & Investment Group.

As co-lead of the team, Brian is primarily responsible for overseeing client relationships and focuses on advising business owners and corporate executives in the areas of exit and succession planning, comprehensive financial planning, concentrated equity risk management, portfolio construction and oversight, trust and estate planning, and creative lending solutions.

Brian enjoys spending time with his family and is an avid golfer. He supports No Greater Sacrifice, the Cystic Fibrosis Foundation and Penn State students through an Annually Funded Scholarship. Brian holds the Certified Exit Planning Advisor and Certified Investment Management Analyst® designations.

Family Office Consultant (FOC)
FOC is a UBS business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated, exceptional clients and aligning them to the full suite of UBS capabilities. FOCs undergo rigorous training to strengthen their industry knowledge, and will be available for strategic partnering with other Financial Advisors and Private Wealth Advisors at UBS to cultivate relationships with Ultra High Net Worth clients.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
- Penn State University, B.S.
- Private Wealth Advisor
- Family Office Consultant
- Certified Exit Planning Advisor
- Certified Investment Management Analyst®
- Senior Portfolio Manager
Corporate executives

Entrepreneurs

Executive compensation

Exit planning

Business succession

Legacy planning

Family Offices

Lending services

51 JFK Parkway
Suite 303
Short Hills, NJ 07078
Michael Haskell, FOC

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Mike is a Senior Partner and Co-Founder of Schiller-Haskell Partners with 20 years of experience providing wealth management advice and guidance to C-suite executives, entrepreneurs and family offices. He joined UBS in 2009 from the Merrill Lynch Private Banking & Investment Group. As co-lead of the team, Mike is primarily responsible for overseeing client relationships and focuses on advising corporate executives in the areas of comprehensive financial planning, concentrated equity risk management, portfolio construction and oversight, trust and estate planning, and creative lending solutions. Mike resides in Garden City, NY with his wife, Michelle and four children, Michael, Ava, William and Luke. Mike enjoys spending time with his family at their house in the Adirondack Mountains. Mike is a member of the UBS Veterans Network. He is a supporter of No Greater Sacrifice and a mentor to military veterans transitioning from active duty to Wall Street through a program sponsored by American Corporate Partners.

Family Office Consultant (FOC)
FOC is a UBS business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated, exceptional clients and aligning them to the full suite of UBS capabilities. FOCs undergo rigorous training to strengthen their industry knowledge, and will be available for strategic partnering with other Financial Advisors and Private Wealth Advisors at UBS to cultivate relationships with Ultra High Net Worth clients.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
- Private Wealth Advisor
- Family Office Consultant
- Senior Portfolio Manager
- United States Army
- Series 7, 66 & 31 securities licenses
Family Offices

Professional entertainers

Corporate executives

Executive compensation

Estate planning strategies

Financial planning

Custom portfolios

Lending services

1285 Ave of the Americas
15th, 16th,17th, + 18th Floors
New York, NY 10019
Gregory J. Mulligan, FOC

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Greg is a founding member and senior partner of MSH Wealth Management within UBS' Private Wealth Management Division. He joined UBS in 2008 from Merrill Lynch's Private Client Group where he was a Producing Sales Manager and Wealth Management Advisor. Greg has 23 years of experience in the financial services industry and focuses primarily on helping high net worth families with comprehensive financial planning, advanced portfolio construction and alternative investments. Greg resides in Summit, New Jersey with his wife, Susanne, and two daughters, Hayden and Finley. Greg is a supporter of The Special Olympics, The American Cancer Society, Memorial Sloan Kettering, The Navy SEAL Foundation, The Wounded Warriors Foundation, and The Billfish Foundation.

Greg has a BA in Economics from Fordham University, has completed the UBS Private Wealth Advisor accreditation program, the UBS Wealth Advisor program and has received the Certificate of Completion for the Private Wealth Executive Education Program from both the University of Pennsylvania’s Wharton School and Columbia University. Greg is also President of The Beacon Hill Club of Summit, New Jersey.

Family Office Consultant (FOC)
FOC is a UBS business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated, exceptional clients and aligning them to the full suite of UBS capabilities. FOCs undergo rigorous training to strengthen their industry knowledge, and will be available for strategic partnering with other Financial Advisors and Private Wealth Advisors at UBS to cultivate relationships with Ultra High Net Worth clients.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
- Fordham University, B.A. Economics
- Columbia University, Certificate of Completion, Private Wealth Executive Education Program
- Wharton School, Certificate of Completion, Private Wealth Executive Education Program
- Private Wealth Advisor
- Family Office Consultant
- Senior Portfolio Manager
Financial planning

Asset allocation

Custom portfolios

Family Offices

Professional entertainers

Business owners

Lending services

Cash management

51 JFK Parkway
Suite 303
Short Hills, NJ 07078
Kevin W. Wells, CFA

Associate Director

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KY
- MA
- MD
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- VA
- WA
- WY
Portfolio Associate

Kevin is a Portfolio Associate that brings 15 years of experience in the financial services industry and focuses on market research and portfolio analysis. Kevin is a Chartered Financial Analyst charter holder (CFA^®) and is a member of the CFA Society of New York. He maintains Series 3, 7, and 66 securities licenses. Kevin graduated with a B.A. from Bates College in Lewiston, Maine where he played Division III Golf. He resides in New York, NY and enjoys playing golf, tennis, swimming and cycling. He volunteers with Achilles International NYC and Catholic Charities of NY.
- Bates College, B.A.
- Chartered Financial Analyst®
- Series 3, 7, and 66 securities licenses
Investing

Custom portfolios

Asset allocation

Institutional consulting

Multi-generational families

Financial planning

1285 Avenue Of The Americas
New York, NY 10019
Jared Geoghan, CFP

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Jared is a Relationship Manager who specializes in wealth management strategies that include cash management, advisory solutions, legacy planning, equity awards, lending, and portfolio recommendations. He is proficient in delivering in-depth financial planning to help clients achieve their lifelong goals.

Jared joined UBS in 2019 in the UBS Wealth Advice Center as a Financial Advisor. He completed a rigorous financial advisor training program and served on the Advisory Council. He was selected for the Leadership & Development Program and earned his CERTIFIED FINANCIAL PLANNER™ designation in 2022. Jared currently holds his Series 7 & 66 licenses.

Jared graduated with a B.S. in Economics and Spanish from Vanderbilt University, where he served as a manager for their Men’s Basketball team. Jared currently resides in New York, NY and enjoys playing golf, traveling, and rooting for his Pittsburgh Steelers.
- Vanderbilt University, B.S. in Economics and Spanish
- Series 7 & 66 securities licenses
Banking

Lending services

Financial planning

Estate planning strategies

Investing

Multi-generational families

1285 Avenue Of The Americas
New York, NY 10019
Sandra Bhatt

Client Associate Senior
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Sandra is our most Senior Registered Client Associate, bringing 25 years of experience in the financial services industry. She is focused on cultivating close relationships with our clients to help them manage their day to day service needs. She also leads our Client Service Team, and is responsible for overseeing our other Client Associates to ensure we deliver the highest level of proactive service to our clients.

Born and raised in the UK, she initially worked in the court system after which she became a Police Officer before relocating to the United States. Sandra and her husband live on Long Island with their two college aged children. In their free time the whole family enjoys Soccer (Football) and Baseball.
- Series 7 & 66 securities licenses
Banking

Lending services

Cash management

Professionals

Family Offices

Women investors

1055 Franklin Avenue
Garden City, NY 11530
Annemarie Siefert

Client Associate
View bio
- AZ
- CA
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WY
Annemarie Siefert is a Senior Registered Client Associate, dedicated to building and retaining positive client relationships. She enjoys finding creative, yet uncomplicated solutions to fully servicing our client’s needs. She joined us after more than 7 years working in UBS Wealth Management and with a breadth of experience among multiple industries. She received her Master’s degree from New York University and her Bachelor’s from Moore College of Art in Philadelphia.

Her eclectic work background includes Financial and Business management for civil engineering family company, private client Art Consulting, teaching Art History, and managing Human Resources in technology research and electronic manufacturing firms.

In her free time, Annemarie enjoys travelling with her family, painting in her studio, bicycling rather than walking, and sharing stories and good times with friends.
1285 Avenue Of The Americas
New York, NY 10019
Thomas J. Mcgivern

Investment Associate
View bio
- CO
- CT
- FL
- MA
- NJ
- NY
- OH
- VA
Tom is an Investment Associate with Schiller-Haskell Partners. For the past 15 years, his work has largely involved the surveillance and administration of a large number of specialized hedged accounts serving as financing vehicles. He also participates in other client services. Tom has worked at UBS (+PaineWebber) for 26 years; before that, he spent 5 years at Merrill Lynch and 13 years at several commodity futures firms. He lives in Brooklyn NY with his wife and enjoys watching baseball and listening to music.
- University of Kansas, B.A., Chemistry
- Series 7 & 63 securities licenses
Securities-backed lending

Cash management

Asset allocation

Investing

Professionals

Banking

1285 Avenue Of The Americas
New York, NY 10019
Allison Lane

Client Associate
View bio
Allison joined our Team in June 2023 as an Intern. She has prior experience interacting with clients in the high-end retail and residential real estate industries. Allison is passionate about people and finance making her a great fit for our Team and the industry.

Allison is elated to begin her senior year in the fall of 2023 at Fordham University in the Gabelli School of Business where she is pursuing a Bachelor of Science Degree with a major in Business Administration and concentration in Finance. Outside of her studies, Allison is actively involved in a handful of clubs and organizations. Most notably, she participates in Fordham’s Smart Women Securities Organization, a female led club with the mission of increasing women’s presence in the finance world. In addition, Allison plays defense on the Women’s Club Lacrosse Team and is a member of the Fashion for Philanthropy club.

Allison is born and raised on Long Island in Manhasset, New York. In her free time she enjoys being active, traveling, and spending time with her friends and family.
1285 Avenue Of The Americas
New York, NY 10019

The proof is in our numbers

3.5 Billion

Assets under management

9 person

seasoned team

183

Collective years of experience

The Family Office Consultant

Family Office Consultants (FOCs) are among a select group of Private Wealth Advisors who have earned a UBS business designation demonstrating their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients. Understanding the complexities of intergenerational wealth, FOCs align specific needs to the full suite of UBS capabilities.

Investment Management

Prepared for opportunity, protected in times of volatility

Our direct access to global resources offers timely perspectives, customized investment planning and a fully integrated suite of financial solutions.

Our distinction stems from our ability to transcend the capabilities of the traditional financial advisor and bring institutional analysis and investment management directly to you.

Customized portfolio management
Risk management and asset allocation
Open access
Research and analysis
UBS, a global leader

Multigenerational families

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

^$3.9 trillion

In invested assets globally
As of 12/31/2022

Trusted people. Proven process. Focused practice.

Private Wealth Management

Brian Schiller, CEPA, CIMA, FOC

Michael Haskell, FOC

Gregory J. Mulligan, FOC

Kevin W. Wells, CFA

Jared Geoghan, CFP

Sandra Bhatt

Annemarie Siefert

Thomas J. Mcgivern

Allison Lane