How can you pursue what matters most?

The Feldman-Abbott Group

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

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    Todd Feldman

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

     

     

    Todd's experience in the financial services industry spans over three decades, beginning at Paine Webber, which later became UBS.

     

    His business model is built around getting to know you personally. Todd wants to know about your life, your family, your interests, what you dream about and what keeps you up at night. By learning about the lifestyle you desire, his investment plan becomes a reflection of who you are.

     

    Todd divides his time between New York City and southern Vermont. In his free time he enjoys kiteboarding, snowboarding and mountain biking with his three sons. He also cannot pass up a visit to the flea market. Todd's passion is helping people simplify their lives, and he is also a licensed health counselor with the American Association of Drugless Practitioners.

     

          1251 Avenue of Americas
          2nd Floor
          New York, NY 10020
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          Christine Abbott, CFP

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IL
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA

          Christine is a CERTIFIED FINANCIAL PLANNER ™ who takes a holistic approach to managing wealth. 

          Chris has the power to listen.  She has been told that when she listens, her world shuts down around her.  She wants to see her clients succeed in life, and is resourceful to find a way to make it happen.  She will keep looking for the right match until she is satisfied with the right fit.

          After obtaining her undergraduate degree from Rutgers University, Chris received her MBA from the University of Connecticut.  She lives with her partner, Erica, and their son, Garrett, in New Jersey.  They have such a love for outdoor activities and nature that they named their son after their favorite place to go hiking. 

          • Forbes America’s Top Women Wealth Advisors, 2021, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year. 
          • Forbes Best-in-State Women Wealth Advisors, 2021, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year.
          • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2019, 2021The Working Mother Magazine/SHOOK rating is awarded annually in October and is based on information from March of the prior year to March of the award year. 

          • Rutgers University
          • University of Connecticut, MBA
          • CERTIFIED FINANCIAL PLANNER™
          1251 Avenue of Americas
          2nd Floor
          New York, NY 10020
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          Kathleen O'Brien

          Senior Client Associate

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            Kathleen has over 30 years of experience in the financial services industry. Kathleen is the Senior Client Service Associate on the team and is responsible for overseeing all aspects of client service, operations and administration. Her duties include ensuring appropriate account documentation and maintenance, opening accounts, checks, credit lines and much more. She began her career at PaineWebber in 1989 and has been with our team ever since. Kathleen lives with her husband in Long Island where she enjoys biking along Long Beach.

                  1251 Avenue of Americas
                  2nd Floor
                  New York, NY 10020
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                  Frank Koenig

                  Senior Client Associate

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                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • HI
                  • IL
                  • LA
                  • MA
                  • MD
                  • ME
                  • MI
                  • MN
                  • NC
                  • NH
                  • NJ
                  • NM
                  • NY
                  • OH
                  • PA
                  • SC
                  • TN
                  • TX
                  • VA
                  • VT
                  • WI

                  Frank joined The Feldman Abbott Wealth Management Group in 2011 and has over 33 years of industry experience. Frank’s strong background as an institutional trader enables him to play a key role in day to day operations and implementation of the team's investment plans. He specializes and oversees all option executions and handles the team’s initial public offering distributions.  It is this experience that makes him the lead and our client’s point of contact for the trading side of the business. Frank enjoys jet skiing in his spare time.

                        1251 Avenue of Americas
                        2nd Floor
                        New York, NY 10020
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                        Matthew James Masseo, CFP

                        Senior Wealth Strategy Associate

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                        • CA
                        • CT
                        • FL
                        • MN
                        • NC
                        • NJ
                        • NY
                        • TX

                        Matthew joined UBS in 2011 after working at a boutique investment bank for a year, acheiving the CERTIFIED FINANCIAL PLANNER™ designation in 2019.

                        He works first hand cultivating new and old client relationships to use their income and assets to deliver their goals.

                        By collaborating with clients, their trusted professionals and the Intellectual Capital provided by UBS, Matthew helps clients get to the point in life where their they are no longer working for their assets, rather, their assets are working for them.

                        Speacializing in Wealth Planning for Multi Generational Families, he works with families on how to define their legacy by using their assets to provide for future generations.

                        Matthew graduated from the Rockefeller College of Public Affairs and Policy at the State University of New York at Albany. Matthew recently moved to Briarcliff Manor, NY, with his wife Claudia and his twins, Cecilia and James. He is an avid New York sports fan who enjoys spending his free time with his family while staying involved in Alumni Relations with SUNY Albany.

                          • Rockefeller College of Public Affairs and Policy at the State University of New York at Albany
                          • CERTIFIED FINANCIAL PLANNER™
                          1251 Avenue of Americas
                          2nd Floor
                          New York, NY 10020

                        What did the Fed say?

                        Retirement planning

                        Retirement planning

                        Multigenerational planning

                        Multigenerational planning

                        Legacy—Wealth for others

                        For needs that go beyond your own—to help you improve the lives of others

                        What will your legacy be?
                        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                        Learn more at ubs.com/wealthway.

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                        In invested assets globally 
                        As of 06/30/2022

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