Understanding your entire financial world

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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

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

    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

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

      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

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        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IL
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • NC
        • NJ
        • NM
        • NY
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • VI
        • WA
        • WI

        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
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          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

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

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