Tailored wealth advice

Professional guidance that helps inspire confidence

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At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family, and your community.

 

We offer bespoke portfolios using an array of asset classes, potentially including private markets and structured products, to deliver the degree of growth potential and/or asset protection that suits your goals.  We communicate frequently and work hard to find solutions that make your life better. For example: Trust & Estate Planning, Business Exit or Succession Planning, Multi-Generational Wealth Education, Philanthropic Services, Investing with Impact, and Private Lending Solutions for both personal and business liquidity.

 

Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet both short and long-term goals. With a team of advisors spanning decades of experience, we strive relentlessly to make sure you feel well cared for. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business, and your family unlock opportunity, preserve wealth, and create continuity.

Plans

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • David K. Powers

    David K. Powers

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • MI
    • MS
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • SD
    • TX
    • VA
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    • WI
    • WY

    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
        david.k.powers@ubs.com
        David K. Powers
        1055 Franklin Avenue,Garden City,NY,11530
      • Newnew

        Daniel Rosenstein

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IN
        • MA
        • MD
        • MI
        • NC
        • NH
        • NJ
        • NY
        • OH
        • PA
        • RI
        • TX
        • VA
        • WA
        • WY

        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.

            • Certified Exit Planning Advisor
            1055 Franklin Avenue
            Suite 300
            Garden City, NY 11530
            dan.rosenstein@ubs.com
            Daniel Rosenstein
            1055 Franklin Avenue,Garden City,NY,11530
          • John Giacinto

            John Giacinto

            Vice President–Wealth Management

            Portfolio Manager

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            • AL
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • IL
            • IN
            • MA
            • MD
            • MI
            • MS
            • NC
            • NH
            • NJ
            • NY
            • OH
            • PA
            • RI
            • SC
            • SD
            • TX
            • VA
            • WA
            • WY

            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
                john.giacinto@ubs.com
                John Giacinto
                1055 Franklin Avenue,Garden City,NY,11530
              • branigan

                Michael Branigan

                Client Associate

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                • AZ
                • CA
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                • 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
                • WY

                      1055 Franklin Avenue
                      Garden City, NY 11530
                      michael.branigan@ubs.com
                      Michael Branigan
                      1055 Franklin Avenue,Garden City,NY,11530
                    • Photo

                      Joseph Burns

                      Client Associate

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                      • AK
                      • AL
                      • AZ
                      • CA
                      • CO
                      • CT
                      • DC
                      • DE
                      • FL
                      • GA
                      • IL
                      • IN
                      • MA
                      • MD
                      • MI
                      • MS
                      • NC
                      • NH
                      • NJ
                      • NV
                      • NY
                      • OH
                      • PA
                      • RI
                      • SC
                      • SD
                      • TN
                      • TX
                      • VA
                      • WA
                      • WI
                      • WY

                            1055 Franklin Avenue
                            Garden City, NY 11530
                            joseph-za.burns@ubs.com
                            Joseph Burns
                            1055 Franklin Avenue,Garden City,NY,11530

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                          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                          Gain additional insights into the trends shaping wealth in the US and around the world.

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