Trusted people. Proven process. Focused practice.

Private Wealth Management

Three generations in the front yard

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

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 Profile Photo

    Brian Schiller, CEPA, CIMA, FOC

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • 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
    • WV
    • 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, 2023, 2024The 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 Profile Photo

    Michael Haskell, FOC

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • 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
    • WV
    • 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, 2023, 2024The 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 Mulligan Profile Photo

      Gregory J. Mulligan, FOC

      Senior Vice President–Wealth Management

      Private Wealth Advisor

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      • 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
      • WV
      • 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, 2023, 2024The 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
    • Jared

      Jared Geoghan, CFP

      Financial Advisor

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      • 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
      • Kevin Wells Profile Photo

        Kevin W. Wells, CFA

        Associate Director

        Senior Wealth Strategy Associate

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        • 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
        • WI
        • 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
        • Vincent Brigagliano

          Vincent Brigagliano

          Associate Director

          Senior Wealth Strategy Associate

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • ID
          • IL
          • IN
          • KS
          • KY
          • MA
          • MD
          • ME
          • MI
          • MO
          • MT
          • NC
          • NH
          • NJ
          • NY
          • OH
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI
          • WY

          Vin joined Schiller-Haskell Partners in 2024 as a Senior Wealth Strategy Associate – Relationship Manager. He has worked at UBS for 5 years serving in several roles across the firm. Most recently, Vin was the Business Analyst for our NYC Private Wealth Management office at 1285 Avenue of the Americas. Prior to that, he served as the office’s digital specialist providing support and training to advisors and clients on UBS’s various digital tools and platforms. Vin graduated from the University of South Carolina in 2019 with a B.S in Finance and Entrepreneurship. He grew up and currently resides on Long Island where he enjoys spending time and traveling with friends and family.

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

                Sandra Bhatt

                Senior Client Associate

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                • 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
                  • siefert1

                    Annemarie Siefert

                    Client Associate

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                    • 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
                        • Allie Lane

                          Allison Lane

                          Client Associate

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                            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
                                • Thomas Mcgivern Profile Photo

                                  Thomas J. Mcgivern

                                  Investment Associate

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                                  • 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

                                  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

                                  The Family Office Consultant

                                  investments

                                  Investment Management

                                  Multigenerational families

                                  Multigenerational families

                                  Managing wealth is our craft

                                  We’re committed to understanding what wealth means for you.

                                  At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                                  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

                                  $5+ trillion

                                  In invested assets globally 
                                  As of 11/07/2023

                                  Insights