Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

The Teixeira Loughran Group is a small boutique in a large global franchise. The team offers the personalized and customized attention of a boutique, while offering the global resources of the world's largest financial services firm. We partner with our clients to help them achieve the best life possible. We help clients organize, keep them accountable, deliver objectivity, act proactively, and educate. Steve and John have been partners for almost 30 years and have more than 60 years of combined experience. Each of our teammates have been with the team for more than 10 years, with the exception of a recent new hire and the team has not experienced any turnover during this time.

We have built a team with multiple specialized skills, delivering high value services to clients with trust and integrity. Our desire is to build honest and enduring client relationships by consistently providing objective and insightful guidance. Our passion for helping our clients meet their goals and our desire to help clients and their families is central to our business philosophy. As a result of our efforts and holistic family approach, much of our work leads to multi-generational client relationships.

Start the conversation

We help our clients live a 'richer' life which is defined by an improvement in their financial, emotional, and personal wellbeing.
- The Teixeira Loughran Group

The proof is in our numbers

$1.3B

Assets under management

Investment professionals on the team

100+

Collective years of experience

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, CIMA, CRPC

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- WY
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
- Forbes Best-in-State Wealth Advisors, 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.
- 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

steven.teixeira@ubs.com

C. Steven Teixeira, CIMA, CRPC

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

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- WY
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
- Forbes Best-in-State Wealth Advisors, 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.
- University of Notre Dame, Finance: 1987
1285 Avenue Of The Americas
New York, NY 10019

john.loughran@ubs.com

John Loughran

1285 Avenue Of The Americas,New York,NY,10019
Michael S. Kanouse, CFP®

Associate Director

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WY
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)

CA Insurance #0M40109
- 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®
- Certified Private Wealth Advisor®
1285 Avenue Of The Americas
New York, NY 10019

michael.kanouse@ubs.com

Michael S. Kanouse, CFP®

1285 Avenue Of The Americas,New York,NY,10019
Angelo Dilucci, CRPC

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- MN
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WY
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

angelo.dilucci@ubs.com

Angelo Dilucci, CRPC

1285 Avenue Of The Americas,New York,NY,10019
Andrew Puglisi, CRPC

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- WY
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 understanding 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

andrew.puglisi@ubs.com

Andrew Puglisi, CRPC

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

Wealth Strategy Associate
View bio
- NY
Alexis joined The Teixeira Loughran Group at UBS to focus on supporting entrepreneurs, successful female leaders and next-generation clients. Alexis brings a modern approach to supporting high-net-worth clients and founders. Prior to UBS she served as the Chief of Staff at Carta and as a member of the Core Management Team at Bridgewater Associates. She began her career at UBS as an analyst in the Global Wealth Management Graduate Training Program. Alexis has also advised and angel-invested in several companies, primarily focused on diverse-led companies.

Outside of work Alexis has a passion for giving back through her board involvement at The Robin Hood Foundation, Food Bank for NYC, Vital Voices Global Partnership, Boston College Alumni Association Board of Directors, and Tech:NYC. Alexis received a Bachelor of Science from the Carroll School of Management at Boston College in Finance and Entrepreneurship. Alexis lives in New York with her husband.
- Boston College, Bachelor of Science in Finance and Entrepreneurship
1285 Avenue Of The Americas
New York, NY 10019

alexis.allen@ubs.com

Alexis Allen

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

C. Steven Teixeira, CIMA, CRPC

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- WY
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
- Forbes Best-in-State Wealth Advisors, 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.
- 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

steven.teixeira@ubs.com

C. Steven Teixeira, CIMA, CRPC

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

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- WY
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
- Forbes Best-in-State Wealth Advisors, 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.
- University of Notre Dame, Finance: 1987
1285 Avenue Of The Americas
New York, NY 10019

john.loughran@ubs.com

John Loughran

1285 Avenue Of The Americas,New York,NY,10019
Michael S. Kanouse, CFP®

Associate Director

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WY
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)

CA Insurance #0M40109
- 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®
- Certified Private Wealth Advisor®
1285 Avenue Of The Americas
New York, NY 10019

michael.kanouse@ubs.com

Michael S. Kanouse, CFP®

1285 Avenue Of The Americas,New York,NY,10019
Angelo Dilucci, CRPC

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- MN
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WY
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

angelo.dilucci@ubs.com

Angelo Dilucci, CRPC

1285 Avenue Of The Americas,New York,NY,10019
Andrew Puglisi, CRPC

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- WY
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 understanding 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

andrew.puglisi@ubs.com

Andrew Puglisi, CRPC

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

Wealth Strategy Associate
View bio
- NY
Alexis joined The Teixeira Loughran Group at UBS to focus on supporting entrepreneurs, successful female leaders and next-generation clients. Alexis brings a modern approach to supporting high-net-worth clients and founders. Prior to UBS she served as the Chief of Staff at Carta and as a member of the Core Management Team at Bridgewater Associates. She began her career at UBS as an analyst in the Global Wealth Management Graduate Training Program. Alexis has also advised and angel-invested in several companies, primarily focused on diverse-led companies.

Outside of work Alexis has a passion for giving back through her board involvement at The Robin Hood Foundation, Food Bank for NYC, Vital Voices Global Partnership, Boston College Alumni Association Board of Directors, and Tech:NYC. Alexis received a Bachelor of Science from the Carroll School of Management at Boston College in Finance and Entrepreneurship. Alexis lives in New York with her husband.
- Boston College, Bachelor of Science in Finance and Entrepreneurship
1285 Avenue Of The Americas
New York, NY 10019

alexis.allen@ubs.com

Alexis Allen

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

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Wealth transfer across generations

A plan to simplify your financial life

The good news is, you’re succeeding

Estate planning strategies

Advice for business owners & entrepreneurs

You. Connected.

As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.

Tailored lending

Our experienced banking and credit teams offer potential solutions for a range of liquidity and capital funding needs. Expect bespoke strategies for concentrated and restricted stock loan strategies, unsecured loans, REIT operating units, hedge-fund backed loans and more.

Learn more

Family Advisory & Philanthropy Services

Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

Learn more

Connect with us

Advanced planning

We understand that planning is an integral part of a well thought out financial roadmap. We can help guide you through the process, working with you to craft a plan that aligns with your priorities and challenges, while allowing to you to take advantage of unexpected opportunities and life changes.

As part of the planning process, we can also draw on network of professionals, as well as the highly specialized resources of UBS’s Advanced Planning Group.

Connect with us

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

Resources

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.

Read report

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.

Learn more

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Experience. Advice. Collaboration.

The Teixeira Loughran Group

The proof is in our numbers

Pursuing your goals together

C. Steven Teixeira, CIMA, CRPC

John Loughran

Michael S. Kanouse, CFP®

Angelo Dilucci, CRPC

Andrew Puglisi, CRPC

Alexis Allen

C. Steven Teixeira, CIMA, CRPC

John Loughran

Michael S. Kanouse, CFP®

Angelo Dilucci, CRPC

Andrew Puglisi, CRPC

Alexis Allen

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A focus on personalized access and service

Wealth transfer across generations

A plan to simplify your financial life

The good news is, you’re succeeding

Estate planning strategies

Advice for business owners & entrepreneurs

You. Connected.

You. Connected.

Tailored lending

Tailored lending

Family Advisory & Philanthropy Services

Family Advisory & Philanthropy Services

Advanced planning

Advanced planning

UBS Year Ahead 2025

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Resources

UBS Global Family Office Report 2024

Planning for the sale of a closely held business

Managing wealth is our craft

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