Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • David K. Powers

    David K. Powers

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AZ
    • CA
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    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • PA
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    David is a Financial Advisor, Senior Vice President, and Senior Portfolio Manager at UBS Financial Services. He is one of the founding partners of The StoneTower Group at UBS, a multi-advisor team that works with high net worth individuals, multi-generational families, client related businesses, private foundations, and charitable organizations.   For over 15 years, David has helped clients with all areas of their financial lives including investment management, liability management, personal banking services, and estate and generational planning.

    Prior to joining UBS, David spent 9 years at Morgan Stanley and the first 7 years of his career in the financial industry at Citi Private Bank and Deutsche Private Bank. Furthermore, he has an extensive background in real estate analysis and transactions which serves as a beneficial supplement to clients that hold private residential and commercial real estate properties as a component of their investment strategy. As a Portfolio Manager, he is part of a select group of Financial Advisors who are qualified by the firm to manage client assets based on training, experience, and a commitment to client service. David manages several Core Portfolio strategies that can be customized to each unique client situation. Each portfolio is constructed with a foundation of traditional asset classes and can be complemented with the use of options strategies.

    David earned his B.B.A in Banking & Finance from the Frank G. Zarb School of Business at Hofstra University. David currently resides with his wife Brie and son Benjamin in Garden City, NY. He is an avid golfer and ice hockey enthusiast and is a member of Beaver Dam Winter Sports Club in Locust Valley, NY.

        • Senior Portfolio Manager
        1055 Franklin Avenue
        Suite 300
        Garden City, NY 11530
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        Daniel Rosenstein

        Financial Advisor

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        • AZ
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        • IN
        • MA
        • MD
        • MI
        • NC
        • NH
        • NJ
        • NY
        • PA
        • RI
        • TX
        • WA

        Dan is a Financial Advisor focusing on portfolio construction and asset & liability management for high net worth individuals, businesses, foundations, and endowments. For more than 25 years, Dan has provided customized financial strategies for clients.

        Dan joined UBS in 2022, coming from Morgan Stanley where he was a Vice President and Financial Advisor. Prior to that, Dan worked for JP Morgan Asset Management where he was a Managing Director and Senior Private Banker. Formerly, Dan was Managing Director and Head of Banking, Cash Management, Liquidity and Asset Liability Management at Deutsche Bank. Dan spent 8-years as a Managing Director within Deutsche Bank's Corporate Investment Bank, running Corporate Cash Management and Supply Chain Finance. Dan started his career at Citibank where he spent 12 years, ultimately running a group of bankers focusing upon Fortune 500 companies.

        Philanthropy, Impact, and the Arts are particularly important to Dan. He contributes time and advice to multiple philanthropies, foundations & non-profit organizations. Dan lives in Manhasset, NY with his family.

              1055 Franklin Avenue
              Suite 300
              Garden City, NY 11530
            • John Giacinto

              John Giacinto

              Vice President–Wealth Management

              Portfolio Manager

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              • AZ
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              • DC
              • DE
              • FL
              • GA
              • IL
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              • NC
              • NH
              • NJ
              • NY
              • PA
              • RI
              • SC
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              • VA
              • WA

              John is a Portfolio Manager & Financial Advisor on the team as well as one of the founding partners of The StoneTower Group. He is a Chaminade High School ’04 Graduate with his BBA & MBA from Hofstra University in NY.

               Focusing on long-term financial planning, multi-generational wealth management and family education, John is responsible for the coordination of all facets of the teams Wealth Planning process. This includes Financial, Investment, Retirement, Asset protection, Executive and Business Owner Exit Strategy, Insurance Need Analysis, Budgeting and Strategic Life Event Preparation.

               Formerly a United States Marine Corps Sergeant from 2005-2010, John was responsible for transporting and protecting President Bush and President Obama onboard “Marine One” in Washington D.C. while stationed at the Presidential Helicopter Squadron HMX-1.

              John Currently lives in East Norwich, NY with his wife Alexa and their newborn son Deluca. He is a skilled pianist, golf enthusiast (member of The Cherry Valley Club in Garden City), and passionate towards supporting veterans and first responders.

                  • Portfolio Manager
                  1055 Franklin Avenue
                  Suite 300
                  Garden City, NY 11530
                • branigan

                  Michael Branigan

                  Client Associate

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                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • HI
                  • ID
                  • IL
                  • IN
                  • KS
                  • KY
                  • MA
                  • MD
                  • ME
                  • MI
                  • MN
                  • MS
                  • MT
                  • NC
                  • NE
                  • NH
                  • NJ
                  • NM
                  • NV
                  • NY
                  • OH
                  • OK
                  • OR
                  • PA
                  • RI
                  • SC
                  • SD
                  • TN
                  • TX
                  • VA
                  • VT
                  • WA
                  • WI

                        1055 Franklin Avenue
                        Garden City, NY 11530

                      The circular economy: What is it?

                      Retirement planning

                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      Legacy—Wealth for others

                      For needs that go beyond your own—to help you improve the lives of others

                      What will your legacy be?
                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                      Learn more at ubs.com/wealthway.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager