How can you pursue what matters most?

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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.

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

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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, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 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.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2019, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

• Rutgers University
• University of Connecticut, MBA

• CERTIFIED FINANCIAL PLANNER®

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

His passion lies in cultivating new and old client relationships to use their income and assets to deliver their objectives.

Matthew helps clients tailor their portfolios by understanding their needs and goals through collaborating with trusted professionals and the Intellectual Capital provided by UBS.

Specializing 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.  Recently moving 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®

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 Paine Webber 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.

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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.