Curated advice. Making connections that matter.

More than investing. Access. Your advisors should understand the exceptional circles you move in, curate the introductions that can help further your endeavors and support your vision for the future. Supported by the resources of one of the largest wealth management firms in the world, the Stackman | Casriel Group can provide you with the access you deserve. From the multidisciplinary specialists across UBS Private Wealth Management to the like-minded innovators and investors who share your business interests or passions, we will mine our extensive network inside and outside of UBS to help guide your great wealth today, across generations, for generations. That is the value we can provide to you.

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A single touchpoint for family offices

Our decades of experience serving families, has placed us among a select group of advisors with the Family Office Consultant business designation. We are proficient in helping manage the investment, business, passion and legacy needs of sophisticated, UHNW clients and their families across generations. We’ll serve as your single touchpoint for delivering a range of expertise across all of UBS.

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Addressing challenges. Delivering solutions.

As advisors to ultra-wealthy families for more than 20 years, we recognize that you require bespoke advice and solutions that reflect who you are and what matters most to you at different times in your life. We understand that wealth creation is achieved through concentration, while wealth preservation is achieved through diversification and intelligent planning.

Whatever your goal, no matter how complex, we listen, understand and connect you to the expertise and resources that get to the solution you need.

Diversification does not guarantee a profit or protect against a loss in a declining financial market.

For family offices

How transparency and conflict-free investment management earned trust

Client challenge
Our client was starting a multi-family office from the ground up. The principals of the family office were CPAs and attorneys who look to outsource the investment approach offered the flexibility for them to control the asset allocation and investment selection processes. Transparency of advice and pricing were two critical priorities.

Our strategy
By exploring our client’s vision for the business and his past experiences working with large bank platforms, we learned very quickly that he was somewhat suspicious of most advisors and their firm’s approach to recommending money managers and products.

We explained our relationship with Portfolio Advisory Group to help him understand how we translate investment research into tangible investment advice.
We highlighted the due diligence process, both at UBS and within our team, and how we actively manage our managers.
We effectively demonstrated our transparent process—how we narrowed down our universe, projected our conservative investment philosophy, worked with managers and selected investments.

Our approach afforded the principals of the multi-family direct access to thought leaders inside and outside of UBS, as well as direct access to money managers— a level of transparency they value, which helped increase their credibility and earn trust with clients.

_{The case study presented, based on actual client experiences as told by our Financial Advisors, is provided as an illustration and may not be representative of the experience of other clients. There is no guarantee of the future success of any of the strategies discussed. In providing wealth management services to clients, we offer both investment advisory and brokerage services which are separate and distinct and differ in material ways. For information, including the different laws and contracts that govern, please review the PDF document at ubs.com/workingwithus. UBS Financial Services Inc., its affiliates and its employees are not in the business of providing tax or legal advice. Clients should seek advice based on their particular circumstances from an independent tax or legal advisor.}

For business owners

How our network of UBS experts helped us maximize the benefits of a multibillion-dollar liquidity event

Client challenge
Our client, a referral form a very satisfied private equity client, was in the early stages of planning the sale of his closely held business—a multibillion-dollar liquidity event—and launching his own family office from the ground up. When we were introduced, we were the 12th investment manager added to the interview process, and the only firm with no prior history with this client.

The strategy
To educate him about UBS, we connected him with a roundtable of UBS leadership from Wealth Management Americas, the Investment Bank, the firm’s Chief Investment Office. This experience differentiated UBS and our team, helping to inform his decision to choose us as one of the four firms he would select from the original 12.

We were mindful that our client had few resources to manage his multibillion-dollar liquidity event.
To help bridge the need to invest the proceeds, the client asked the four firms to work collaboratively as a single investment committee to share economic perspectives and to build a collective investment strategy.

We worked extremely hard to demonstrate our commitment to adding value in our relationships. The client still recounts the early advice he received from our head of the Global Family Office about keeping his personal and business assets separate as he built his family office and set the path toward his next entrepreneurial endeavors.

For corporate executives

How we guided three generations through loss and financial transition

Client challenge
After the death of its patriarch, a financial services executive, a family was overwhelmed by the complex revocable trust and investments he managed. The family and the executor needed new leadership with strong investment acumen, estate planning experience and an understanding of the needs of the surviving spouse and the next generation. Unfortunately, the executor of the estate did not have the time, resources or emotional sensitivity to address this complicated transition.

Our strategy

We recommended a Private Plan, an engagement with the UBS Private Planning Group that we provide to clients, that allows us to do a forensic “deep dive” into the family’s financial and estate planning picture.

The Private Plan results in a simple but exhaustive financial road map for building a balance sheet of what the family has and needs to do.
The final balance sheet also allowed us to provide thoughtful investment advice to meet the needs of the surviving spouse around income, asset allocation, liquidity and risk based on legacy positions in large, illiquid investments.

Their estate plan included the establishment of a large family foundation, for which we engaged a third-party provider as another way to simplify the transition and day-to-day management for the surviving family members.

The plan also helped the next generation understand the family’s estate, which led to additional advanced planning for the adult children and their families. We worked closely with the executor, trustee, attorney and accountant to address the family’s other financial needs and helped settle and close the estate. Moreover, we earned the trust of the family and its professional team.

For private equity firms

How lending built a bridge to a strategic equity relationship

Client challenge
An old friend and senior executive at a major private equity firm was interested in gaining access to market a new fund on the UBS platform. In that meeting, a request was made to see if UBS would be interested in lending to him and other colleagues to provide liquidity on their mandatory “side-by-side” investments into their own funds. This was a unique situation because banks do not generally lend against illiquid assets.

Our strategy
This opportunity was not just about lending, but about how lending could build a larger and more meaningful relationship.

We helped create a strategic initiative that would allow us to leverage the diverse resources of UBS into a single, integrated relationship. All the firm’s senior private equity partners would have access to an experience as a single client with rewards for their aggregated size and scale.

Working with our connections within UBS Bank USA, UBS Portfolio Advisory Group, Investment Advisory Solutions, Private Planning, inside and outside legal counsel, the offices of the CEO, COO and Risk, the Investment Bank and Regional and Branch Office Support, we were able to facilitate a customized lending program for all senior partners of the private equity firm, including an integrated wealth management experience with full access to the entire firm.

We helped leverage the personal relationships with senior partners to assist them in accessing other areas within UBS and facilitate business with Investment Banking and other Corporate Services.

This relationship enabled the Private Equity firm to add a new, meaningful connection to its short list of preferred banks. Our relationship has provided the client with key client status within any area of UBS it engages. The private equity firm is also able to receive attractive terms on a variety of banking products and services.

For concentrated stock holders

How hedging a concentrated equity position delivered confidence

Client challenge
Our client, a senior executive at a major public company, had nearly 80 percent of his wealth in company stock. He was planning to exit the firm, taking his significant equity holdings with him. While our team already managed the liquid portion of his assets, he came to us seeking guidance and a solution for mitigating the risk to his concentrated stock during the blackout period after his departure, but before he could sell it.

Our strategy

We began by understanding the client’s concerns and the nature and timing of his expected liquidity from the concentrated position. We then worked with all the resources at UBS to create a meaningful way to hedge his exposure, understanding his restrictions on trading his company stock.
Our ability to assemble a team of specialists within UBS enabled us to bring together shared insights—the Portfolio Advisory Group, the Investment Bank, our Restricted Stock Desk and the Monetization Strategies team. Each of these experts contributed to the structuring of a solution that would help give our client downside protection with a group of stocks that were highly correlated to his own. To that end, we were able to help this executive effectively hedge his exposure, keeping in mind his restrictions from having to directly sell or hedge his company stock.

Our solution met our client’s financial objective, but also offered a greater benefit—comfort and confidence. It gave our client the assurance he needed to transition to his new company and fully engage in his new role.

For individuals and families

How estate planning strategies delivered with compassion strengthened a lifelong relationship

Client challenge
We had a longstanding relationship with our client’s entire family, though worked primarily with the husband. He generally kept the family finances close to the vest, so when he passed away, we sat down with the rest of the family and walked them through their current financial picture. Working closely with our internal trust and estate consultant and the family’s accountant and attorney, we helped them understand and address estate planning issues and their future needs.

Our strategy

Knowing the wife would need help, we immediately stepped up to let her know that we would assist her with anything and everything to reduce the emotional burden of settling the estate and planning for her future. This took a lot of handholding, answering a variety of questions, and often just being a friend who could listen.

Our conversations were not always easy, but they were honest and necessary—particularly when it came to discussing income and expenses.

Instead of chasing yield and adding risk to help meet income needs, we walked her through some scenarios to consider—income targets that could satisfactorily help meet her lifestyle needs without exposing her principal to undue risk.

We ultimately referred her to our external network of tax and estate advisors. Together, we developed a seamless and integrated approach to help manage the family’s assets.

Our concern, attentiveness and high level of service ultimately led to a consolidation of all assets at UBS. We were then able to construct a new portfolio that was representative of the wife’s liquidity and income needs and her intended legacy for her children. More importantly, we were able to demonstrate our deep commitment to this relationship and build trust simply being there for our clients when we’re needed most.

_{The case study presented, based on actual client experiences as told by our Financial Advisors, is provided as an illustration and may not be representative of the experience of other clients. There is no guarantee of the future success of any of the strategies discussed. In providing wealth management services to clients, we offer both investment advisory and brokerage services which are separate and distinct and differ in material ways. For information, including the different laws and contracts that govern, please review the PDF document at ubs.com/workingwuiths. UBS Financial Services Inc., its affiliates and its employees are not in the business of providing tax or legal advice. Clients should seek advice based on their particular circumstances from an independent tax or legal advisor.}

Pursuing your goals together.

We are committed to creating value for you by building our relationship upon an understanding of your needs and bringing forth resources to exceed expectations. We concentrate our efforts on building long-term relationships through quality client service and curated advice.

Scott Stackman

Managing Director–Wealth Management
View bio Industry recognition
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Having learned at an early age what it takes to be successful in business, Scott certainly found his niche as a dedicated Private Wealth Advisor and true partner and problem-solver for his clients. He joined UBS Private Wealth Management in 2008 and offers more than 20 years of experience in the financial services industry. Prior to joining UBS, Scott worked at Lehman Brothers in private investment management for 10 years. Scott serves the wealth management needs of individuals, families and corporate executives of substantial wealth, and also provides investment banking introductions for corporate executives and their operating companies. His areas of focus include asset allocation strategies, concentrated stock management strategies, 10b5-1 plans, corporate cash management, equity, fixed income and alternative investments. He also has specialized expertise in structuring complex lending solutions for executives in need of liquidity management solutions.

Outside of work, Scott is passionate about philanthropy. In 2007, he was the founder and chairman of the Heroes, Heart & Hope Gala to New York City to benefit the Challenged Athletes Foundation (CAF). CAF provides high-tech prosthetics and sports adaptive equipment to people with severe physical disabilities to help them rehabilitate through activity and participation in sports. In 2008, he was awarded the Jim MacLaren Award as a result of these efforts. The Heroes, Heart & Hope Gala has since raised over $20 million as of 2018, making it the most successful event in CAF’s history. In 2009, Scott was also honored by the Parker Institute, which provides quality care for individuals in their final stages of life. Scott is an accomplished three-time Ironman triathlete and has successfully competed twice in the World Championship Ironman in Kona, Hawaii. Scott lives in Manhattan with his wife Emily and their four children.
- Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron’s Top 50 Private Wealth Management Teams, 2019, 2020The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Financial Advisors, 2015, 2016, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America's Top Wealth Advisors, 2017, 2019, 2020, 2021, 2022, 2023, 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.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.
- UBS Wealth Management Pinnacle Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- University of Maryland, B.A.
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

scott.stackman@ubs.com

Scott Stackman

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

Managing Director–Wealth Management
View bio Industry recognition
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Lyle joined UBS Private Wealth Management in 2008 and has more than 13 years of experience in the financial services industry. Prior to joining UBS, he worked at Lehman Brothers in private investment management. At Lehman Brothers, Lyle co-founded the Community Investing Index Group in order to help a large public foundation commercialize a suite of innovative mission-oriented investment products.

As a Private Wealth Advisor at UBS, Lyle concentrates on providing clients with holistic investment consulting and advice, including estate planning, asset allocation, portfolio construction and manager selection. Furthermore, Lyle is responsible for helping clients scaffold complex financial problems to help provide manageable and comprehensive solutions. To accomplish this, Lyle takes a balance sheet approach to wealth management, integrating clients’ investment and non-investment assets, liabilities, risk tolerance, needs, goals and investment experience in order to build custom portfolios and solutions.

Lyle’s expertise includes asset allocation, portfolio construction, alternative investments, liquid markets, banking products, lending, and insurance solutions. Lyle enjoys working with clients to coordinate all aspects of their financial life, collaborating with other outside advisors, and bringing to bear resources inside and outside of UBS.

Lyle received a bachelor’s degree from Washington University in St. Louis and an M.B.A. from the Marshall School of Business at the University of Southern California. Outside the office, Lyle has a passion for sustainability and social and green entrepreneurship and currently serves as an advisor to the Bard College M.B.A. in Sustainability program. He lives in Manhattan with his wife, Jennifer, and their two children.

Lyle holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:4206940).
- Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron’s Top 50 Private Wealth Management Teams, 2019, 2020The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.
- UBS Wealth Management Pinnacle Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Washington University, Bachelor's Degree
- Marshall School of Business at the University of Southern California, M.B.A.
- Private Wealth Advisor
299 Park Avenue
26th Floor
New York, NY 10171

lyle.casriel@ubs.com

Lyle Casriel

299 Park Avenue,New York,NY,10171
Lawrence Evans

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
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- LA
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- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.
1285 Avenue Of The Americas
New York, NY 10019

larry.evans@ubs.com

Lawrence Evans

1285 Avenue Of The Americas,New York,NY,10019
Matt Klein, CFA, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
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Matthew Klein holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:2124703).
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Analyst®
1285 Avenue Of The Americas
New York, NY 10019

matthew.klein@ubs.com

Matt Klein, CFA, CFP®

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

Director

Team Administrator
View bio
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1285 Avenue Of The Americas
New York, NY 10019

jessica.tomkiewicz@ubs.com

Jessica Tomkiewicz

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

Executive / Team Assistant
View bio
1285 Avenue Of The Americas
New York, NY 10019

brittany.prost@ubs.com

Brittany Prost

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

Linda Hurd

Director

Team Administrator
View bio
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1285 Avenue Of The Americas
New York, NY 10019

linda.hurd@ubs.com

Linda Hurd

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

Director

Senior Wealth Strategy Associate
View bio
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1285 Avenue Of The Americas
New York, NY 10019

juliana.shkreli@ubs.com

Juliana Villagran

1285 Avenue Of The Americas,New York,NY,10019
Michael O’Brien, CFP®

Authorized Officer

Wealth Strategy Associate
View bio
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- CERTIFIED FINANCIAL PLANNER®
1285 Avenue Of The Americas
New York, NY 10019

michael.c.obrien@ubs.com

Michael O’Brien, CFP®

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

Authorized Officer

Wealth Strategy Associate
View bio
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1285 Avenue Of The Americas
New York, NY 10019

alyssa.silge@ubs.com

Allie Silge

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

Senior Registered Client Associate
View bio
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Home Worker NJ
Home Worker NJ, NJ 000

alexandra.broms@ubs.com

Alexandra Broms

Home Worker NJ,Home Worker NJ,NJ,000
Chris Walker

Wealth Strategy Associate
View bio
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1285 Avenue Of The Americas
New York, NY 10019

christopher.walker@ubs.com

Chris Walker

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

Jake Woloshin

Wealth Strategy Associate
View bio
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1285 Avenue Of The Americas
New York, NY 10019

jake.woloshin@ubs.com

Jake Woloshin

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

Client Associate
View bio
1285 Avenue Of The Americas
New York, NY 10019

julie.meltzer@ubs.com

Julie Meltzer

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

Client Associate
View bio
1285 Avenue Of The Americas
New York, NY 10019

perla.estevez@ubs.com

Perla Estevez

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

Wealth Strategy Associate
View bio
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1285 Avenue Of The Americas
New York, NY 10019

joseph.albrecht@ubs.com

Joseph Albrecht

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

Registered Client Associate
View bio
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1285 Avenue Of The Americas
New York, NY 10019

jake.deutsch@ubs.com

Jake Deutsch

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

Scott Stackman

Managing Director–Wealth Management
View bio Industry recognition
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Having learned at an early age what it takes to be successful in business, Scott certainly found his niche as a dedicated Private Wealth Advisor and true partner and problem-solver for his clients. He joined UBS Private Wealth Management in 2008 and offers more than 20 years of experience in the financial services industry. Prior to joining UBS, Scott worked at Lehman Brothers in private investment management for 10 years. Scott serves the wealth management needs of individuals, families and corporate executives of substantial wealth, and also provides investment banking introductions for corporate executives and their operating companies. His areas of focus include asset allocation strategies, concentrated stock management strategies, 10b5-1 plans, corporate cash management, equity, fixed income and alternative investments. He also has specialized expertise in structuring complex lending solutions for executives in need of liquidity management solutions.

Outside of work, Scott is passionate about philanthropy. In 2007, he was the founder and chairman of the Heroes, Heart & Hope Gala to New York City to benefit the Challenged Athletes Foundation (CAF). CAF provides high-tech prosthetics and sports adaptive equipment to people with severe physical disabilities to help them rehabilitate through activity and participation in sports. In 2008, he was awarded the Jim MacLaren Award as a result of these efforts. The Heroes, Heart & Hope Gala has since raised over $20 million as of 2018, making it the most successful event in CAF’s history. In 2009, Scott was also honored by the Parker Institute, which provides quality care for individuals in their final stages of life. Scott is an accomplished three-time Ironman triathlete and has successfully competed twice in the World Championship Ironman in Kona, Hawaii. Scott lives in Manhattan with his wife Emily and their four children.
- Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron’s Top 50 Private Wealth Management Teams, 2019, 2020The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Financial Advisors, 2015, 2016, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America's Top Wealth Advisors, 2017, 2019, 2020, 2021, 2022, 2023, 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.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.
- UBS Wealth Management Pinnacle Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- University of Maryland, B.A.
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

scott.stackman@ubs.com

Scott Stackman

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

Managing Director–Wealth Management
View bio Industry recognition
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Lyle joined UBS Private Wealth Management in 2008 and has more than 13 years of experience in the financial services industry. Prior to joining UBS, he worked at Lehman Brothers in private investment management. At Lehman Brothers, Lyle co-founded the Community Investing Index Group in order to help a large public foundation commercialize a suite of innovative mission-oriented investment products.

As a Private Wealth Advisor at UBS, Lyle concentrates on providing clients with holistic investment consulting and advice, including estate planning, asset allocation, portfolio construction and manager selection. Furthermore, Lyle is responsible for helping clients scaffold complex financial problems to help provide manageable and comprehensive solutions. To accomplish this, Lyle takes a balance sheet approach to wealth management, integrating clients’ investment and non-investment assets, liabilities, risk tolerance, needs, goals and investment experience in order to build custom portfolios and solutions.

Lyle’s expertise includes asset allocation, portfolio construction, alternative investments, liquid markets, banking products, lending, and insurance solutions. Lyle enjoys working with clients to coordinate all aspects of their financial life, collaborating with other outside advisors, and bringing to bear resources inside and outside of UBS.

Lyle received a bachelor’s degree from Washington University in St. Louis and an M.B.A. from the Marshall School of Business at the University of Southern California. Outside the office, Lyle has a passion for sustainability and social and green entrepreneurship and currently serves as an advisor to the Bard College M.B.A. in Sustainability program. He lives in Manhattan with his wife, Jennifer, and their two children.

Lyle holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:4206940).
- Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron’s Top 50 Private Wealth Management Teams, 2019, 2020The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.
- UBS Wealth Management Pinnacle Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Washington University, Bachelor's Degree
- Marshall School of Business at the University of Southern California, M.B.A.
- Private Wealth Advisor
299 Park Avenue
26th Floor
New York, NY 10171

lyle.casriel@ubs.com

Lyle Casriel

299 Park Avenue,New York,NY,10171
Lawrence Evans

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
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- HI
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- ID
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- KY
- LA
- MA
- MD
- ME
- MI
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- MO
- MS
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- NJ
- NM
- NV
- NY
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- OK
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- PR
- RI
- SC
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- TX
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- VT
- WA
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- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.
1285 Avenue Of The Americas
New York, NY 10019

larry.evans@ubs.com

Lawrence Evans

1285 Avenue Of The Americas,New York,NY,10019
Matt Klein, CFA, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
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- DC
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- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
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- MS
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Matthew Klein holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:2124703).
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Analyst®
1285 Avenue Of The Americas
New York, NY 10019

matthew.klein@ubs.com

Matt Klein, CFA, CFP®

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

Director

Team Administrator
View bio
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1285 Avenue Of The Americas
New York, NY 10019

jessica.tomkiewicz@ubs.com

Jessica Tomkiewicz

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

Executive / Team Assistant
View bio
1285 Avenue Of The Americas
New York, NY 10019

brittany.prost@ubs.com

Brittany Prost

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

Director

Team Administrator
View bio
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1285 Avenue Of The Americas
New York, NY 10019

linda.hurd@ubs.com

Linda Hurd

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

Director

Senior Wealth Strategy Associate
View bio
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1285 Avenue Of The Americas
New York, NY 10019

juliana.shkreli@ubs.com

Juliana Villagran

1285 Avenue Of The Americas,New York,NY,10019
Michael O’Brien, CFP®

Authorized Officer

Wealth Strategy Associate
View bio
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- CERTIFIED FINANCIAL PLANNER®
1285 Avenue Of The Americas
New York, NY 10019

michael.c.obrien@ubs.com

Michael O’Brien, CFP®

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

Authorized Officer

Wealth Strategy Associate
View bio
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1285 Avenue Of The Americas
New York, NY 10019

alyssa.silge@ubs.com

Allie Silge

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

Senior Registered Client Associate
View bio
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Home Worker NJ
Home Worker NJ, NJ 000

alexandra.broms@ubs.com

Alexandra Broms

Home Worker NJ,Home Worker NJ,NJ,000
Chris Walker

Wealth Strategy Associate
View bio
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1285 Avenue Of The Americas
New York, NY 10019

christopher.walker@ubs.com

Chris Walker

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

Wealth Strategy Associate
View bio
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1285 Avenue Of The Americas
New York, NY 10019

jake.woloshin@ubs.com

Jake Woloshin

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

Client Associate
View bio
1285 Avenue Of The Americas
New York, NY 10019

julie.meltzer@ubs.com

Julie Meltzer

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

Client Associate
View bio
1285 Avenue Of The Americas
New York, NY 10019

perla.estevez@ubs.com

Perla Estevez

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

Wealth Strategy Associate
View bio
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1285 Avenue Of The Americas
New York, NY 10019

joseph.albrecht@ubs.com

Joseph Albrecht

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

Registered Client Associate
View bio
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1285 Avenue Of The Americas
New York, NY 10019

jake.deutsch@ubs.com

Jake Deutsch

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

Trends and insights

UBS Global Family Office Report 2024

Insights from UBS family office clients around the globe. Thanks to our unique client base, it provides the world’s largest and most comprehensive study of single family offices.

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Planning for the sale of a closely held business

A road map to help facilitate the process

Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.

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Charitable Giving Rules of the Road

An overview of philanthropic strategies and their impact to help you evaluate different options.

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Pursuing your goals together.

Scott Stackman

Lyle Casriel

Lawrence Evans

Matt Klein, CFA, CFP®

Jessica Tomkiewicz

Brittany Prost

Linda Hurd

Juliana Villagran

Michael O’Brien, CFP®

Allie Silge

Alexandra Broms

Chris Walker

Jake Woloshin

Julie Meltzer

Perla Estevez

Joseph Albrecht

Jake Deutsch

Scott Stackman

Lyle Casriel

Lawrence Evans

Matt Klein, CFA, CFP®

Jessica Tomkiewicz

Brittany Prost

Linda Hurd

Juliana Villagran

Michael O’Brien, CFP®

Allie Silge

Alexandra Broms

Chris Walker

Jake Woloshin

Julie Meltzer

Perla Estevez

Joseph Albrecht

Jake Deutsch

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UBS Global Family Office Report 2024

Planning for the sale of a closely held business

Charitable Giving Rules of the Road

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