Let's move forward. Together.

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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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.

Dana Macaluso, CFP, CPWA

Senior Vice President–Wealth Management
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Dana Macaluso began her financial services career in 2000, when she became an Institutional Equity Trader. This experience has given her a unique perspective on wealth management and the strategies that may be applied. Dana is a CERTIFIED FINANCIAL PLANNER™ a professional designation only earned by advisors who have met the rigorous experience and ethical requirements of the CFP® board. Dana also obtained her CPWA® in September 2020. Her comprehensive financial planning approach includes: assets, liabilities, tax & estate considerations, retirement planning, education funding and insurance. Dana is also a Senior Portfolio Manager, which is a UBS designation that recognizes an advanced level of expertise in professional portfolio management. Dana leverages her knowledge and experience of financial planning and portfolio management as well as UBS’s global resources, to create personalized strategies that are designed to help her clients manage and grow their assets.

Dana is a graduate of Emory University in Atlanta, Georgia, where she received a B.B.A. in finance and information technology. She earned an M.B.A. in taxation and finance from Fordham Business School. She holds Series 3, 7, 55, 63 and 65 securities licenses, as well as life, health, annuity and variable annuity licenses. She is on the leadership team for Business Guild 2 within the SI Chamber of Commerce. Dana actively supports many community and charitable organizations related to animal welfare and cancer research. She enjoys spending time with her husband and 2 boys as well as playing soccer, scuba diving, traveling, reading and Tae Kwon Do.

CA insurance license # 0L23582
- Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Management Teams, 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.
- Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.
- Fordham Business School, M.B.A Taxation and Finance
- Emory University, B.B.A Finance
- Yale School of Management, CPWA®
- CERTIFIED FINANCIAL PLANNER®
- CPWA®
- Senior Portfolio Manager
- Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

dana.macaluso@ubs.com

Dana Macaluso, CFP, CPWA

1285 Avenue Of The Americas,New York,NY,10019
Gary Spector

Senior Vice President–Wealth Management
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- ID
- IL
- MA
- MD
- ME
- MI
- MS
- MT
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
- Forbes Best-in-State Wealth Management Teams, 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.
- Union College in New York, Political Science and Economics
1285 Ave of the Americas
New York, NY 10019

gary.spector@ubs.com

Gary Spector

1285 Ave of the Americas,New York,NY,10019
Arnold Hochstadt, CRPC

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- MA
- MD
- ME
- MI
- MT
- NC
- NE
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WI
- WY
- Forbes Best-in-State Wealth Management Teams, 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.
- Colgate University, B.A., International Relations and Economics
- Portfolio Manager
- Chartered Retirement Planning Counselor
1285 Avenue Of The Americas
New York, NY 10019

a.hochstadt@ubs.com

Arnold Hochstadt, CRPC

1285 Avenue Of The Americas,New York,NY,10019
Elizabeth Bachynsky

Senior Client Associate
View bio
- CA
- CT
- DC
- FL
- IL
- MA
- NJ
- NY
- PA
Liz started her financial services career in 2012 and joined UBS in 2016. She has her series 7 and 66 licenses as well as the Chartered Retirement Planning Counselor (CRPC®) designation. She loves to travel and enjoys living in Florida with her husband and young son.
- Chartered Retirement Planning Counselor
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301

elizabeth.bachynsky@ubs.com

Elizabeth Bachynsky

401 East Las Olas Boulevard,Fort Lauderdale,FL,33301
Indira Lowe

Client Associate
View bio
- CA
- CT
- FL
- NJ
- NY
- PA
1285 Avenue Of The Americas
New York, NY 10019

indira.lowe@ubs.com

Indira Lowe

1285 Avenue Of The Americas,New York,NY,10019

Dana Macaluso, CFP, CPWA

Senior Vice President–Wealth Management
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Dana Macaluso began her financial services career in 2000, when she became an Institutional Equity Trader. This experience has given her a unique perspective on wealth management and the strategies that may be applied. Dana is a CERTIFIED FINANCIAL PLANNER™ a professional designation only earned by advisors who have met the rigorous experience and ethical requirements of the CFP® board. Dana also obtained her CPWA® in September 2020. Her comprehensive financial planning approach includes: assets, liabilities, tax & estate considerations, retirement planning, education funding and insurance. Dana is also a Senior Portfolio Manager, which is a UBS designation that recognizes an advanced level of expertise in professional portfolio management. Dana leverages her knowledge and experience of financial planning and portfolio management as well as UBS’s global resources, to create personalized strategies that are designed to help her clients manage and grow their assets.

Dana is a graduate of Emory University in Atlanta, Georgia, where she received a B.B.A. in finance and information technology. She earned an M.B.A. in taxation and finance from Fordham Business School. She holds Series 3, 7, 55, 63 and 65 securities licenses, as well as life, health, annuity and variable annuity licenses. She is on the leadership team for Business Guild 2 within the SI Chamber of Commerce. Dana actively supports many community and charitable organizations related to animal welfare and cancer research. She enjoys spending time with her husband and 2 boys as well as playing soccer, scuba diving, traveling, reading and Tae Kwon Do.

CA insurance license # 0L23582
- Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Management Teams, 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.
- Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.
- Fordham Business School, M.B.A Taxation and Finance
- Emory University, B.B.A Finance
- Yale School of Management, CPWA®
- CERTIFIED FINANCIAL PLANNER®
- CPWA®
- Senior Portfolio Manager
- Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

dana.macaluso@ubs.com

Dana Macaluso, CFP, CPWA

1285 Avenue Of The Americas,New York,NY,10019
Gary Spector

Senior Vice President–Wealth Management
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- ID
- IL
- MA
- MD
- ME
- MI
- MS
- MT
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
- Forbes Best-in-State Wealth Management Teams, 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.
- Union College in New York, Political Science and Economics
1285 Ave of the Americas
New York, NY 10019

gary.spector@ubs.com

Gary Spector

1285 Ave of the Americas,New York,NY,10019
Arnold Hochstadt, CRPC

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- MA
- MD
- ME
- MI
- MT
- NC
- NE
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WI
- WY
- Forbes Best-in-State Wealth Management Teams, 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.
- Colgate University, B.A., International Relations and Economics
- Portfolio Manager
- Chartered Retirement Planning Counselor
1285 Avenue Of The Americas
New York, NY 10019

a.hochstadt@ubs.com

Arnold Hochstadt, CRPC

1285 Avenue Of The Americas,New York,NY,10019
Elizabeth Bachynsky

Senior Client Associate
View bio
- CA
- CT
- DC
- FL
- IL
- MA
- NJ
- NY
- PA
Liz started her financial services career in 2012 and joined UBS in 2016. She has her series 7 and 66 licenses as well as the Chartered Retirement Planning Counselor (CRPC®) designation. She loves to travel and enjoys living in Florida with her husband and young son.
- Chartered Retirement Planning Counselor
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301

elizabeth.bachynsky@ubs.com

Elizabeth Bachynsky

401 East Las Olas Boulevard,Fort Lauderdale,FL,33301
Indira Lowe

Client Associate
View bio
- CA
- CT
- FL
- NJ
- NY
- PA
1285 Avenue Of The Americas
New York, NY 10019

indira.lowe@ubs.com

Indira Lowe

1285 Avenue Of The Americas,New York,NY,10019

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Let's move forward. Together.

Pursuing your goals together

Dana Macaluso, CFP, CPWA

Gary Spector

Arnold Hochstadt, CRPC

Elizabeth Bachynsky

Indira Lowe

Dana Macaluso, CFP, CPWA

Gary Spector

Arnold Hochstadt, CRPC

Elizabeth Bachynsky

Indira Lowe

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Turn possibilities into a plan

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

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