Experience

Makes all the difference

Brian Schiller, CEPA, CIMA, FOC

Managing Director–Wealth Management

Private Wealth Advisor

Brian is a Senior Partner and Co-Founder of Schiller-Haskell Partners with 22 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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Penn State University, B.S.

Credentials

  • Private Wealth Advisor
  • Family Office Consultant
  • Certified Exit Planning Advisor
  • Certified Investment Management Analyst®
  • Senior Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Corporate executives
Entrepreneurs
Executive compensation
Exit planning
Business succession
Legacy planning
Family Offices
Lending services
51 JFK Parkway
Suite 303
Short Hills, NJ 07078

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Michael Haskell, FOC

Managing Director–Wealth Management

Private Wealth Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Private Wealth Advisor
  • Family Office Consultant
  • Senior Portfolio Manager
  • United States Army
  • Series 7, 66 & 31 securities licenses

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Family Offices
Professional entertainers
Corporate executives
Executive compensation
Estate planning strategies
Financial planning
Custom portfolios
Lending services
1055 Franklin Avenue
Garden City, NY 11530

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Gregory J. Mulligan, FOC

Senior Vice President–Wealth Management

Private Wealth Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • 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

Credentials

  • Private Wealth Advisor
  • Family Office Consultant
  • Senior Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

Jared Geoghan, CFP

Authorized Officer

Senior Wealth Strategy Associate

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

  • Vanderbilt University, B.S. in Economics and Spanish

Credentials

  • Series 7 & 66 securities licenses

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

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Christina Spiro

Director

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.

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

Education

  • Stockton University, B.S.

Credentials

  • Series 7 & 63 securities licenses

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Women investors
Family Offices
Multi-generational families
Philanthropy
Sustainable investing
Impact investing
1285 Avenue Of The Americas
New York, NY 10019

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Kevin W. Wells, CFA

Associate Director

Senior Wealth Strategy Associate

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.

 

Registered States:
  • 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

Education

  • Bates College, B.A.

Credentials

  • Chartered Financial Analyst®
  • Series 3, 7, and 66 securities licenses

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Investing
Custom portfolios
Asset allocation
Institutional consulting
Multi-generational families
Financial planning
1285 Avenue Of The Americas
New York, NY 10019

Email Me

Brian May, CFP

Wealth Strategy Associate

Brian is a Wealth Strategy Associate with over 10 years of financial services experience. Brian primarily focuses on providing financial planning solutions and servicing client relationships. He guides clients through the financial planning process, while working closely with tax advisors, attorneys and trust & estate planning professionals for solutions across all areas of a client’s total financial picture.

Brian was formerly with First Republic Investment Management and prior to that, he served as an Associate Wealth Advisor at The Colony Group, an independent Registered Investment Advisor. Brian currently holds his Series 7 & 63 security licenses and has obtained his CFP Certification®. He graduated with a B.S from Marist College in Business Administration with a concentration in Finance. Brian resides in Babylon, NY with his wife, Kelly, and their two children, Amelie and Parker. He enjoys sports and spending time with his family.

Registered States:
  • 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

Education

  • Marist College, B.S.

Credentials

  • Series 7 & 63 securities licenses

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Financial planning
Education planning
Philanthropy
Retirement planning
Estate planning strategies
1055 Franklin Avenue
Garden City, NY 11530

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Sandra Bhatt

Senior Client Associate

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WY

Credentials

  • Series 7 & 66 securities licenses

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Lending services
Cash management
Professionals
Family Offices
Women investors
1055 Franklin Avenue
Garden City, NY 11530

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Andrea Fox

Senior Client Associate

Andrea joined UBS as a veteran with over 20 years of financial experience. She offers clients superior service by engaging in a seamless client experience that exceeds expectations. Prior to joining UBS, she was a Portfolio Associate at Morgan Stanley. Her employment has come full circle as she was previously employed at UBS and PaineWebber, culminating in the position of Regional Institutional Sales Trader. She received her MBA from The Lubin School of Business – Pace University, with a concentration in Finance, and a B.A. in Economics from the University of Massachusetts, Amherst. Andrea currently holds her Series 7, 63 and 66 licenses. She resides in Roslyn Estates, NY with her husband and their two daughters.

 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WY

Education

  • Lubin School of Business – Pace University,, M.B.A.
  • University of Massachusetts, Amherst, , B.A.

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Lending services
Cash management
Women investors
Family Offices
Professionals
1055 Franklin Avenue
Garden City, NY 11530

Email Me

Thomas J. Mcgivern

Investment Associate

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.

Registered States:
  • CO
  • CT
  • FL
  • MA
  • NJ
  • NY
  • OH
  • VA

Education

  • University of Kansas, B.A., Chemistry

Credentials

  • Series 7 & 63 securities licenses

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Securities-backed lending
Cash management
Asset allocation
Investing
Professionals
Banking
1285 Avenue Of The Americas
New York, NY 10019

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