Understanding your entire financial world

Family photos on shelf

The Longshore Group provides the individualized attention of a boutique team comprised of four financial professionals with extensive industry experience. We have carefully helped navigate high net worth individuals and families through 10 market declines and two recessions over the last 30 years.

Building relationships based on trust is paramount to our team. Many of our clients have been with us for years because of our comprehensive approach. We provide discretionary portfolio management, consisting of seven different portfolio disciplines along with the comprehensive platform at UBS. We guide our clients through a detailed financial planning process and help make sure they are consistently on target to achieving their short and long term financial goals.

The Longshore Group

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.

  • Michael Sherman Profile Photo

    Michael Sherman

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • LA
    • MA
    • MD
    • ME
    • MI
    • NC
    • NJ
    • NY
    • PA
    • RI
    • SC
    • TX
    • VA
    • WA

    California Insurance License #: 0D86857

     

    2009-Present UBS Financial Services Inc. Senior Vice President/Senior Portfolio Manager, 2003-2009 Morgan Stanley Smith Barney Senior Vice President/Senior Portfolio Manager, 1984-2003 A.G. Edwards Senior Vice President/Manager, 1981-1984 Paine Webber Financial Advisor, Senior Portfolio Manager Designation, Series 8- General Securities Sales Supervisor, Series 3- National Commodity Futures, Series 7- General Securities Representative, Series 63- Uniform State Exam, Series 65- Investment Advisory Agent Life & Variable Annuity Insurance Licensed, Bachelor of Science Finance/Marketing; Northeastern University.

     

      • Northeastern University, B.S. Finance and Marketing
      • Senior Portfolio Manager
      8 Wright Street
      3rd Floor
      Westport, CT 06880
    • Steven Chille Profile Photo

      Steven Chille, CFP

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • IL
      • MA
      • MD
      • MI
      • NC
      • NJ
      • NY
      • PA
      • RI
      • SC
      • TX
      • VA
      • WA

      California Insurance License #: 0D37771

       

      Steven A. Chille is a First Vice President of Wealth Management and Certified Financial Planner. Steve brings over 30 years of financial industry experience with four years in mortgage banking and approximately twenty-six years as a financial advisor. Steve works closely with our high net worth clientele assisting them in meeting their family and life's goals.

      Steve received his Bachelor of Science at Sacred Heart University in Fairfield Connecticut and graduated with a major in Finance and Management and a minor in Economics. Steve holds the Series 7 General Securities Representative, Series 63 Uniform State Exam, Series 65 Investment Advisory Agent, Life Insurance, Health Insurance and Annuity licenses.

        • Sacred Heart University, B.S. Finance and Management, Minor in Economics
        • CERTIFIED FINANCIAL PLANNER™
        8 Wright Street
        3rd Floor
        Westport, CT 06880
      • Victor Pappolla Profile Photo

        Victor Pappolla

        Wealth Strategy Associate

        • image
        • image
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IL
        • LA
        • MA
        • MD
        • ME
        • MI
        • NC
        • NJ
        • NY
        • PA
        • RI
        • SC
        • TX
        • VA
        • WA

        Victor Pappolla is a Registered Client Service Associate in UBS Financial Services Westport, CT office. In this role, he works closely with assisting high net worth clients with administrative needs and services. He joined the Longshore Group in February of 2017 with about seven years of experience in the industry.

        Prior to joining the firm, Victor worked at Morgan Stanley from 2010 - 2017. For the first six months of his employment, he worked in operations. After that, he served as a Client Service Associate until January 2017.

        Victor Pappolla earned a Bachelor of Arts degree from Hofstra University with a major in communications in 2008. He holds the Series 7 General Securities Representative and Series 66 Uniform Combined State Law Examination licenses. He currently resides in Stamford, CT and enjoys to golf, as well as many other outdoor activities.

          • Hofstra University, B.A. Communications
            8 Wright Street
            3rd Floor
            Westport, CT 06880
          Family beach

          Financial Planning

          Chess Board

          Our process

          Family office

          Exceptional service

          Investment Management

          How will you help make sure my wealth is protected?

          We provide access to an open platform of premium financial solutions both within and outside of UBS. This open architecture, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.

          Working with your personalized financial plan, we implement a comprehensive investment strategy to help protect and grow your assets. We integrate our discretionary portfolios together with offerings from the extensive UBS platform to create your personalized asset allocation. In this process we balance risk tolerance, time horizon, and short and long term goals of both individuals and families into an appropriate investment allocation that helps seize opportunities and mitigate risk.

          Portfolio Management Program

          Many of our clients opt to delegate the day to day management of their assets. By integrating our proprietary portfolios, we tailor our strategy to each client’s specific objectives while paying careful attention to the current financial market environment.

          Balanced asset allocation

          With thorough due diligence and our planning process, we’ll help make sure you arrive at a balanced asset allocation that supports your short and long term plan. This gives us the ability to help manage volatility while maintaining an opportunistic approach towards investments and changes in all markets


          The Portfolio Management Program (PMP) is a wrap fee advisory program in which our Financial Advisors manage client accounts on a discretionary basis. PMP is designed for clients who (i) want to delegate portfolio management discretion to their Financial Advisor; (ii) are looking to implement a medium to long-term investment plan; and (iii) prefer the consistency of fee-based pricing.

          PMP is not appropriate for clients who: (i) want to maintain trading control over their account; (ii) seek a short-term investment; (iii) want to maintain consistently high levels of cash, money market funds, or invest primarily in no-load mutual funds; (iv) want to maintain highly concentrated positions that will not be sold regardless of market conditions; or (v) who anticipate significant withdrawals from the account.

          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.

          Backed by the strength of UBS

          A global leader in wealth management

          $3.9 trillion

          In invested assets globally 
          As of 12/31/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

          Insights