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.

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

6

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 - 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

    • Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025The 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, 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.

    • 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 - 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

    • Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025The 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, 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.

    • 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 - Profile Photo

      Michael S. Kanouse, CFP®, CPWA®

      Associate Director

      Senior Wealth Strategy Associate

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      As a Senior Advisor of the Teixeira Loughran Group at UBS, Michael’s role primarily revolves around serving the complex needs of our diverse client base. His passion stems from understanding the importance of financial security and independence for our clients and the difference it makes in their lives. On a daily basis, Michael strives to help our clients live a “richer” life, which is defined by an improvement in their financial, emotional, or personal well-being.

      Michael entered the financial services industry in 2008 during the height of the great financial crisis. While he didn’t quite know the historical significance at the time, this allowed him to really hone the emotional aspect of working with clients and their money, especially around the concept of risk. This skill set would serve valuable during a few various stops as both an advisor and as an analyst on his way to landing with The Teixeira Loughran Group in 2014. Michael shifted with the entire team to UBS Wealth Management in 2016, where he has continued to gain new skills and serve a variety of families in the areas of financial planning, investment management, estate planning, insurance, and cash flow / budgeting. Michael’s work mission, as your trusted financial partner, is to simplify the complex and bring understanding and guidance to financial decisions. Our clients often seek a roadmap and that’s exactly what they can expect when working with Michael and the team.

      On the personal side, Michael and his loving wife Danielle reside in Chatham, New Jersey with their three wonderful children: Cooper, Charlotte, and Cameron. They spend their free time enjoying the company of family and friends, seeking new adventures to explore, and rooting for their beloved Yankees, Dolphins, and Devils.


      CERTIFIED FINANCIAL PLANNER™
      Certified Private Wealth Advisor®
      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®, CPWA®
        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 2016 as a Senior Wealth Strategy Associate, after serving in a similar capacity for eighteen years at Merrill Lynch, all with the Teixeira Loughran Group.

        He primarily focuses on client relationship management, providing white glove service, and solving complex operational issues. He oversees high-level needs of our clients, including options and trade execution, trusts and estates, and customized reporting for corporate executives such as filing requirements associated with restricted shares and insider transactions.  Angelo also has earned the Chartered Retirement Planning CounselorTM designation from the College for Financial Planning.

        Angelo is a proud alumnus of St. John’s University and 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 - Profile Photo

          Andrew Puglisi, CRPC

          Wealth Strategy Associate

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          Andrew joined UBS in 2016 as a Wealth Strategy Associate, after serving in a similar role for four years at Merrill Lynch and prior to that beginning his career in 2010 with a boutique investment firm.

          He strives daily to provide consistent high-level client service, account maintenance and updates, proactive communication and introduction to features available at UBS, and uncovering additional client needs and opportunities. Angelo also has earned the Chartered Retirement Planning CounselorTM designation from Kaplan.

          When not in the office, Andrew is an active athlete, often spending his free time outside. He currently resides in Manhasset, New York with his wife Rachele and their son Peter.

            • 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

              Alexis Allen, CEPA®

              Wealth Strategy Associate

              Certified Exit Planning Advisor

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              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, Tory Burch Foundation Fellowship, and the Boston College Alumni Association Board of Directors.

              Alexis received a Bachelor of Science from the Carroll School of Management at Boston College in Finance and Entrepreneurship. Alexis lives in New York City with her husband.

                • Boston College, Bachelor of Science in Finance and Entrepreneurship
                • Certified Exit Planning Advisor
                1285 Avenue Of The Americas
                New York, NY 10019
                alexis.allen@ubs.com
                Alexis Allen, CEPA®
                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.

              Family on back porch

              Wealth transfer across generations

              Woman with architectural plans

              A plan to simplify your financial life

              Businessman on phone in front of window

              The good news is, you’re succeeding

              senior couple, home in background

              Estate planning strategies

              Business Owner in entryway

              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.

              You. Connected.

              Tailored lending

              Tailored lending

              Family Advisory & Philanthropy Services

              Family Advisory & Philanthropy Services

              Advanced planning

              Advanced planning

              Advanced planning

              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

              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

              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.

              Texas

              Texas flood relief

              Support and resources

              Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

              Learn how you can get involved and make an impact through the UBS Optimus Foundation.

              The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

              Resources

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