Knowledge

Responsibilities & Professional History

Justin Biggs is an Executive Director on UBS’ Global Family & Institutional Wealth (GFIW) team, a group that delivers institutional services and capabilities to sophisticated family offices. He partners with Family Offices to help them navigate UBS and achieve their objectives across trading, lending, and banking.

Justin joined UBS in 2010 and spent thirteen years in Global Markets distribution roles across Derivatives Execution and Clearing, Electronic Trading, and Equity Finance. He spent years on UBS' Platform Sales team with a focus on Listed and OTC Derivatives Execution and Clearing for Hedge Funds, Banks, Family Offices, and Insurance firms. He has a deep knowledge of institutionally traded financial products and has familiarity covering start-up firms through multi-billion-dollar investment managers

Education

Justin has a B.S. in Economics from The Wharton School of the University of Pennsylvania. Justin lives in the Washington, DC metro area with his wife and son.

Nicholas Galeone is a Managing Director and Head of Capital Markets & Underwriting within the Real Estate Finance Group at UBS. In this role, Mr. Galeone is responsible for, among other things, approving all new loan originations for securitization, overseeing the transaction management process for all commercial real estate loans, including underwriting and structuring, as well as the securitization and distribution of all CMBS loans through new issue transactions or syndication of subordinate debt positions.

Mr. Galeone began his career and first joined UBS in 2002, as an analyst in the securitization team. During 2013, Mr. Galeone was a Director at CBRE Capital Partners, and subsequently a Managing Director with Sound Mark Partners, focused on originating high yield debt positions and b-piece investments.

Mr. Galeone holds a BA in Finance and History from The University of Notre Dame

Baxter is a Managing Director at O'Connor, based in New York, where he is Co-Head of O’Connor Capital Solutions, the $1.1 billion private credit fund he launched with his co-head, Rodrigo Trelles. Prior to joining O'Connor, Baxter was a Managing Director at Deutsche Bank where he was Head of Origination and Structuring for Private Credit. Prior to Deutsche Bank, he worked at Latham & Watkins as a senior associate in the Finance Department, focusing on leveraged finance and project finance.

Baxter holds a J.D. from Harvard Law School and a B.A. from Dartmouth College. He is also a member of the New York board of directors for Girls Leadership, a national non-profit organization dedicated to teaching girls how to find and use their voices, and he remains a competitive rower for the Dartmouth alumni Ever Green Boat Club.

Current role and areas of expertise

Henry joined UBS Bank USA in 2007 and he is currently a Senior Wealth Management Banker covering the North New Jersey Market and NY State Complex.

Henry has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives. 

Professional history

Henry began his career in financial services in 2001. Prior to joining UBS, he worked as a mortgage banker for multiple mortgage companies in New Jersey.

Education and personal information

In Henry’s role as a Senior Wealth Management Banker his NMLS # is 172085. He holds his Series 7 and 66 securities licenses. He also holds a bachelor's degree in marketing from Clemson University.

Outside of the office, Henry lives in Cranford, New Jersey with his daughter. He enjoys traveling, football and seeing live music.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

Brian is a Managing Director based in our West Palm Beach office focused on investment banking coverage in the Mid-Atlantic, Texas and Southeast regions. Previously, Brian was a Managing Director in the Technology, Media & Telecom investment banking group based in New York.

Brian covered the information services and data & analytics sectors and has broad experience across the technology, media and telecommunications landscape. Brian has advised on over $100bn of announced M&A transactions and capital raisings. Brian joined UBS in 2018 from Citigroup where he was a Managing Director in the Global Communications group and was previously with Lehman Brothers and Barclays Capital. 

Prior to his career in investment banking, Brian was a CPA with Ernst & Young and Arthur Andersen. Brian earned his MBA, with honors, from the University of Chicago Booth School of Business and his BS and MS in Accounting from the University of Florida.

Chris is a Wealth Planning Strategist in our Mid Atlantic markets. In this capacity, Chris is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, he provides expertise in the following areas:

- Estate and multi-generational planning
- Retirement income and cash flow analysis
- Business continuity and succession planning
- Retirement plans and employee benefits
- Risk and liability management planning
- Charitable giving strategies
- Executive compensation and benefit strategies
- Special Needs & Disability Planning

Utilizing the wealth planning framework, Chris aims to deliver the full breadth of UBS services to aid clients in achieving their wealth planning goals.

Past experience
Prior to joining UBS in 2022, Chris served as a Senior Trust Officer with the Goldman Sachs Trust Companies. In this capacity, Chris worked closely with high net worth families to plan and implement generational wealth transfer strategies.

Education and credentials
Chris holds a B.A in History from Gettysburg College and a J.D. and LL.M., Taxation, from Villanova University School of Law.

Life
Chris is an active member of the Philadelphia Estate Planning Counsel. He lives in Philadelphia with his wife and son.