Experience

My foundation for helping wealthy families and investors for the past 30 years began with my studies of Management and Communications at Adelphi University. In  1988 I became a CERTIFIED FINANCIAL PLANNER™.  Unlike many financial advisors who may only have a single track of experience, my career credentials have been built on a deep understanding of four significant areas:  business management (growth and transition), exclusive private banking (credit facilities and cash management), financial planning (retirement, estate and insurance planning, philanthropy and tax efficiency), and investment advisory (long term asset management and income).

From 1997-2008, I served as a Private Banker for both JPMorgan Private Bank and Citi Private Bank, where I developed a thorough understanding of the many financial challenges, important decisions and complex wealth management needs affluent families face throughout their lives, including the specific requirements of family offices and businesses in transition.  Since joining UBS in 2009, I have been bringing it all together for clients of significant wealth by delivering a team approach with exclusive and unique solutions. I strive to make clients’ lives easier by coordinating with their other advisors (tax accountants and estate attorneys) to provide a customized and comprehensive experience.

As an Accredited Estate Planner (AEP), I'm a member Estate Planning Council of Nassau County and have served on the Board of St. Mary’s Healthcare Systems for Children and Heckscher Museum of Art.  I live in North Hills with my fiancée,  Lewis Plosky and in my spare time enjoy playing golf.

After graduating from Manhattan College with a Bachelor of Science degree in Business Administration, I began my career at JP Morgan Chase where I worked in financial accounting for 15 years. I joined UBS in 2004 as a Client Service Associate.   My main focus is to enhance the client experience by anticipating client's needs, resolving their problems and following through with exceptional service. As a result, we've established quality relationships with our current clients and their families.

I take great pride in being the first line of contact for all of our clients' inquiries. I make sure that account and balance transfers execute efficiently and client reports generate properly. In addition, we collaborate with our clients' tax accountants and estate attorneys to make certain tasks such as Required Minimum Distributions (RMDs), cost basis transfers, and tax reporting are completed accurately and in a timely manner.

My husband and I live in Manhasset and our two daughters, Daniela and Laura, live in New York City.  I am an active volunteer with the Manhasset Coalition Against Breast Cancer, the National Organization for Italian American Women and the Nassau County AHRC Foundation.