How can you pursue what matters most?

FINAL TEAM OCT 23

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Steve Shemirani

    Steven Shemirani

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MN
    • MS
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • Forbes Best-in-State Wealth Advisors, 2024The 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.

    • Hamilton College, B.S. Economics and History
    • Wealth Advisor
    400 Linden Oaks
    Rochester, NY 14625
    steven.shemirani@ubs.com
    Steven Shemirani
    400 Linden Oaks,Rochester,NY,14625
  • Jeff Rocca

    Jeff Rocca

    Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MN
    • MS
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV

    CA Insurance License # 4136754

    Jeff began his Financial Services career in 2003 at Prudential Securities and has been with UBS since 2011. He takes a collaborative approach with client's tax advisors and attorneys to provide comprehensive solutions to meet their wealth planning needs. Jeff's knowledge and experience of customized investment solutions and wealth planning helps him provide our clients with a comprehensive wealth management experience in pursuit of their long term goals.

    Jeff lives in Pittsford, NY with his wife Laura and two children – Nate and Brooke.   

    Industry licenses -  Series 7, 66, 9, 10, 3

     

      • Whittmore School of Business and Economics at the University of New Hampshire, Bachelor's Degree in Financial and Managerial Economics
        400 Linden Oaks
        Rochester, NY 14625
        jeff.rocca@ubs.com
        Jeff Rocca
        400 Linden Oaks,Rochester,NY,14625
      • Susan

        Susan Halpern, Vice President, Wealth Advisor

        Vice President–Wealth Management

        Financial Advisor

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        • CA
        • CO
        • DC
        • FL
        • IN
        • MA
        • MD
        • MI
        • MN
        • NC
        • NH
        • NJ
        • NY
        • OR
        • SC
        • TN
        • TX
        • VA

        Susan joined UBS in 2011 after over 8 years with Manning & Napier Advisors in Rochester, NY. Her career with UBS dovetails well with the experience she had working at Merrill Lynch beginning in 1980 with postings in equity marketing, international marketing, and Merrill Lynch Asset Management. Currently working with both a retirement team and an investment team at UBS allows her the flexibility to tend to client's needs whether it is individual or corporate.

        Born in Buffalo, Susan is a long suffering Buffalo Bills fan. In addition to watching tremendous amounts of football during the season, she also enjoys baking, golfing, being outdoors and traveling to visit her adult children. She resides in Pittsford with her husband, Lawrence and Irish Cream Golden Retriever, Jack.

        CA Insurance License 4193341

          • BA in Economics and History, Wheaton College, Norton, MA
            400 Linden Oaks
            Rochester, NY 14625
            susan.halpern@ubs.com
            Susan Halpern, Vice President, Wealth Advisor
            400 Linden Oaks,Rochester,NY,14625
          • Mike

            Michael Abraham, CFP®

            Director

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            • AZ
            • CA
            • DE
            • FL
            • GA
            • MA
            • MD
            • MS
            • NC
            • NJ
            • NY
            • OH
            • PA
            • RI
            • SC
            • TN
            • VA
            • VT
            • WI
            • WV

            Mike helps families organize, plan, and manage all aspects of their financial life.  Simply put, their goals become his priority and is always looking for opportunities to help clients achieve and sustain them. 

            The only industry he has ever known, Mike has over 25 years of Wealth Management experience and joined UBS in 2006. 

            In addition to obtaining the CERTIFIED FINANCIAL PLANNER™ certification, Mike earned his Bachelor of Science in Accounting from St. John Fisher University, and his MBA from Medaille University. 

            When not wearing his Wealth Management hat Mike is an American history enthusiast and struggling golfer.  

                • CERTIFIED FINANCIAL PLANNER™
                440 South Warren Street
                The Galleries, 6th Floor
                Syracuse, NY 13202
                mike.abraham@ubs.com
                Michael Abraham, CFP®
                440 South Warren Street,Syracuse,NY,13202
              • Lisa Harrington

                Lisa Harrington

                Senior Client Associate

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                • AZ
                • CA
                • CO
                • FL
                • IL
                • MA
                • MD
                • MI
                • MS
                • NY
                • OR
                • PA
                • SC
                • TX
                • UT
                • VA
                • WA

                Lisa brings 5 years of experience in the financial services industry, most recently as a Senior Registered Client Service Associate with the UBS Northern California Market. Lisa attended The Rochester Institute of Technology where she earned her B.S. in Advertising and Public Relations and M.S. in Communication and Media Technology. Lisa joined our team in 2020 as a Client Service Associate, providing administrative and operational support to our clients.

                In her free time Lisa enjoys yoga, surfing and spending time with family and friends. She lives in Penfield, NY with her husband, two daughters, and family dog Porter.

                      400 Linden Oaks
                      Rochester, NY 14625
                      lisa.harrington@ubs.com
                      Lisa Harrington
                      400 Linden Oaks,Rochester,NY,14625
                    • Victoria

                      Victoria Montemorano

                      Client Associate

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                      • NY

                      Victoria joined UBS in November 2020 as a Client Associate.   She manages the operational, administrative and client service functions for the team. 

                      Victoria graduated from Bentley University, where she majored in managerial economics with a concentration in marketing.   She enjoys doing CrossFit in her spare time.   Since joining UBS, Victoria has passed industry exams to hold her Series 7 and 66 registrations. 

                        • Bentley University, Managerial Economics with a concentration in Marketing
                          400 Linden Oaks
                          Rochester, NY 14625
                          victoria.m.montemorano@ubs.com
                          Victoria Montemorano
                          400 Linden Oaks,Rochester,NY,14625
                        • Tyreek 2

                          TyReek Sizer

                          Client Associate

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                          • AZ
                          • CA
                          • CO
                          • CT
                          • DC
                          • FL
                          • GA
                          • IL
                          • IN
                          • KY
                          • MA
                          • MD
                          • MI
                          • MN
                          • NC
                          • NH
                          • NJ
                          • NY
                          • OH
                          • OR
                          • SC
                          • TN
                          • TX
                          • VA

                          TyReek joined the team in January of 2023 as a Client Associate. His focus is providing client service, as well as managing internal operations and administrative tasks.

                          TyReek graduated from the honors program at Syracuse University with a major in sports management and a concentration in finance. Since joining UBS, he has passed industry exams to hold his Series 7 registration. In his spare time, TyReek enjoys both watching and playing all sports, as well as traveling, and spending quality time with his family and friends.

                                400 Linden Oaks
                                Rochester, NY 14625
                                tyreek.sizer@ubs.com
                                TyReek Sizer
                                400 Linden Oaks,Rochester,NY,14625

                              A focus on personalized access and service

                              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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                              UBS and Credit Suisse—stronger than ever

                              Wealth, from your point of view

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                              UBS Wealth Way

                              Wealth from your point of view

                              An approach that works for your entire financial life
                              Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

                              A leader in wealth management

                              Backed by the strength of our parent company, UBS AG

                              $5.8+ trn

                              UBS Group invested assets
                              As of 03/31/2024

                              51 countries

                              Our global footprint

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                              UBS is a leading and truly global wealth manager

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