Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

The Teixeira Loughran Group - Team Photo

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Mountaintop

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.

  • C. Steven Teixeira - Profile Photo

    C. Steven Teixeira, CIMA, CRPC

    Managing Director–Wealth Management

    Financial Advisor

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    Steve joined UBS in July 2016 as a Managing Director – Wealth Management after an extensive career at Merrill Lynch, stemming from 1993. During his career, Steve has held various industry designations, including, Certified Investment Management Analyst and Chartered Retirement Planning Counselor. He also served as a member of the Merrill Lynch faculty and the Merrill Lynch National Advisory Council to Management. Steve has been involved with a number of international and local philanthropic causes and currently resides in Water Mill, New York with his wife Lisa and two daughters Alexis and Dominque.

    Prior to commencing his wealth management career, Steve practiced law for seven years, primarily with prominent New York City law firms – specializing in offshore and hedge fund legal advisory services, general corporate law, and mergers and acquisitions. He graduated from Fordham University School of Law (J.D., 1986) and the College of Business Administration at Fordham University (B.S., 1983, Summa Cum Laude).

     

    CA Insurance #0B69529

      • Fordham University School of Law, J.D.: 1986
      • Fordham University, B.S.: 1983
      • Certified Investment Management Analyst®
      • Chartered Retirement Planning Counselor℠
      • Senior Portfolio Manager
      1285 Avenue Of The Americas
      New York, NY 10019
    • John Loughran - Profile Photo

      John Loughran

      Managing Director–Wealth Management

      Financial Advisor

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      John joined UBS in July 2016 as a Managing Director – Wealth Management after an extensive career at Merrill Lynch, stemming from 1989. With more than 30 years of experience in the investment advisory field, John has earned additional professional designations including Senior Portfolio Manager and International Financial Advisor. John currently lives in Madison, New Jersey with his wife Amanda and three children; Brooke, Mackenzie, and Jake.

      John graduated from the University of Notre Dame, majoring in Finance (B.S. 1987, Magna Cum Laude). He played varsity baseball for four years and was selected three times to the GTE Academic All-American team. John is an avid golfer and snowboarder, always looking to improve.

       

      CA Insurance #0F67278

        • University of Notre Dame, Finance: 1987
          1285 Avenue Of The Americas
          New York, NY 10019
        • Michael S. Kanouse - Profile Photo

          Michael S. Kanouse, CFP®

          Vice President–Wealth Management

          Financial Advisor

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          As a Partner with the Teixeira Loughran Group of UBS, our clients are my focus. We help individuals and families form a path towards meeting their unique financial goals. Whether you are saving to purchase a first home, starting a new business, planning for college tuition, or retiring from a lengthy career – we will serve as an experienced sounding board.

          Providing financial planning advice requires a deep understanding of the client – both where they are now and where they wish to be in the future. Together, we’ll review your complete picture, including: assets and liabilities, cash flow, family makeup, professional aspirations, personal interests – and most importantly, both short and long term financial goals.

          The Teixeira Loughran Group is a small boutique within the large global franchise of UBS Financial Services. Our main objective is to help clients improve their financial, emotional and personal well-being. The team has decades of experience, through many market cycles, assisting clients from many walks of life – business owners, corporate executives, school teachers, young families, retirees, and professional athletes – across the entirety of the U.S. and beyond. Quality of service is a top priority, as clients can at all times expect integrity, respect, and reliability – from a team they can grow with and trust.

          I joined UBS along with the rest of the team during the Summer of 2016 and prior to that had served the Teixeira Loughran Group in a similar capacity at Merrill Lynch. My loving wife Danielle and I reside in Chatham, New Jersey with our two wonderful children, Cooper and Charlotte. We spend our free time enjoying the company of family and friends, and seeking new adventures to explore.


          CERTIFIED FINANCIAL PLANNER™
          M.B.A. University of Maryland (Robert H. Smith)
          B.S. Northeastern University (D'Amore-McKim)

           

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            • University of Maryland, Robert H. Smith School of Busines, M.B.A.
            • Northeastern University, D'Amore-McKim School of Business, B.S.
            • CERTIFIED FINANCIAL PLANNER™
            1285 Avenue Of The Americas
            New York, NY 10019
          • Angelo Dilucci - Team Photo

            Angelo Dilucci, CRPC

            Senior Wealth Strategy Associate

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            Angelo joined UBS in July 2016 as a Senior Wealth Strategy Associate with the Teixeira Loughran Group. He had also previously served in the same role for the same at Merrill Lynch since 1998. Angelo primarily focuses on client relationship coverage, high-level operations, investment analysis, and research. He oversees option executions and provides customized reporting to corporate executive clients, including filing requirements associated with restricted shares sales and insider transactions. He manages the efficiency and accuracy of the team trading and operations.

            Angelo earned his degree from St. John’s University (B.A.), as well as the Chartered Retirement Planning Counselor™ industry designation. He currently resides in Massapequa, New York with his wife Jessica and three daughters; Gianna, Brooke, and Emmy.

              • St. John’s University, Bachelor of Art
              • Chartered Retirement Planning Counselor℠
              1285 Avenue Of The Americas
              New York, NY 10019
            • Andrew Puglisi - Profile Photo

              Andrew Puglisi, CRPC

              Wealth Strategy Associate

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              Andrew joined UBS in July 2016 as a Wealth Strategy Associate with the Teixeira Loughran Group after previously serving in the same role with the team at Merrill Lynch. He began his career in 2010 with a boutique wealth management firm. Andrew’s primary focuses include: client services, retirement planning, and account maintenance and understands crucial elements of clients’ needs. Outside of the office, Andrew can be found in the gym, enjoying an outside activity,  or at his home in Whitestone, New York.

                • Adelphi University, Finance
                  1285 Avenue Of The Americas
                  New York, NY 10019

                Defining your priorities. Pursuing what matters.

                Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                Who we work with

                Who we work with

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                A way forward

                The circular economy: What is it?

                Life is unpredictable. Could we be better prepared?

                For some of life's questions you're not alone. Together we can find the answer.

                With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

                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

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