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
    • WY

    Brian is a Senior Partner and Co-Founder of Schiller-Haskell Partners with 21 years of experience providing wealth management advice and guidance to 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 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.

    When he's not spending time with his family, Brian enjoys playing golf and watching sports. He supports No Greater Sacrifice, the Cystic Fibrosis Foundation and Penn State students through an Annually Funded Scholarship. Brian holds the Certified Investment Management Analyst® designation.

    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, 2022The 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 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
    • WY

    Mike is a Senior Partner and Co-Founder of Schiller-Haskell Partners with 21 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, 2022The 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
      1055 Franklin Avenue
      Garden City, NY 11530
    • 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
      • 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 21 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, 2022The 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
    • Jared

      Jared Geoghan

      Authorized Officer

      Senior Wealth Strategy Associate

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        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.

         

        Education:

         

        B.S. in Economics and Spanish from Vanderbilt University

        Series 7 & 66 licenses

              Banking
              Lending services
              Financial planning
              Estate planning strategies
              Investing
              Multi-generational families
              1285 Avenue Of The Americas
              New York, NY 10019
            • Christina Spiro Profile Photo

              Christina Spiro

              Director

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              • AZ
              • CA
              • CO
              • CT
              • DE
              • FL
              • GA
              • IL
              • MA
              • NC
              • NJ
              • NY
              • PA
              • TX
              • VA
              • WY

              Christina is a seasoned leader with over 25 years of financial services experience. She joined UBS in 2015 from Credit Suisse, where she spent eight years as a Director in Global Wealth Management. Prior to her tenure at Credit Suisse, Christina spent a decade in Private Banking at Lehman Brothers. She is the Team Business Manager and is primarily responsible for overseeing ongoing business operations and development. Christina is a graduate of Stockton University and has a Bachelor's of Science. She also holds her Series 7 & 63 licenses. Christina is a member of the Board of Directors for the Arthritis Foundation-NJ Chapter. She is also a supporter of No Greater Sacrifice and numerous animal welfare organizations. Christina resides in Old Bridge, NJ with her husband Joe and their two children, Hailey and Cole.

                • Stockton University, B.S.
                • Series 7 & 63 securities licenses
                Women investors
                Family Offices
                Multi-generational families
                Philanthropy
                Sustainable investing
                Impact investing
                1285 Avenue Of The Americas
                New York, NY 10019
              • Kevin Wells Profile Photo

                Kevin W. Wells, CFA

                Authorized Officer

                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
                • 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

                The proof is in our numbers

                3.2 B

                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

                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

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022