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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.

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 Photo

    Dana Macaluso, CFP, CPWA

    Senior Vice President–Wealth Management

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    • AK
    • AL
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    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
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    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 Photo

    Gary Spector

    Senior Vice President–Wealth Management

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IL
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    • 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 Photo

      Arnold Hochstadt, CRPC

      Senior Vice President–Wealth Management

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      • AL
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • IL
      • MA
      • MD
      • ME
      • MI
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      • NY
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      • 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
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      Elizabeth Bachynsky

      Senior Client Associate

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      • 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 Photo

          Indira Lowe

          Client Associate

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          • 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

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