Senior Vice President–Wealth Management
John was selected by UBS Wealth Management to join the highly competitive Graduate Training Program (GTP). Through this program, John developed skillsets in comprehensive wealth planning and investment management. As a partner of The Somerset Hills Group, John provides insight in asset allocation, wealth transfer, investment strategies, tailored lending, and risk management. Entrepreneurs, professionals, millennials, and corporate executives rely heavily on John during a major liquidity event, which John tailors to each individual's investment goals, risk tolerance, and time horizon. John is a graduate of Bucknell University where he was captain of his lacrosse team. He resides in New York City and enjoys fishing and playing golf in his spare time.
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Mike joined the team in early 2020 as a financial advisor having spent the previous three years with UBS Private Wealth Management as a senior wealth strategy associate. In his role as a Financial Advisor and as a CERTIFIED FINANCIAL PLANNER™, Mike works with clients to surface their most important goals and helps to provide solutions using the full capabilities of the firm. His foundation in planning helps to guide clients using a business plan approach to their overall financial picture. Mike has worked with financial professionals, entrepreneurs, millennials, and next gen clients to achieve their long-term goals.
Mike is a graduate of Harvard University where he was co-captain of the hockey team. He currently lives in Manhattan with his wife and daughter.
Stephanie joined the team in 2021 from Morgan Stanley Private Wealth Management. Her role as a Registered Client Service Associate allows her to handle all client related requests. Her passion lies in giving customers the best client experience possible. Prior to her experience in Wealth Management, she spent 12 years at White Mountain Capital LLC where she worked as a Supervisor of the Equity Trading desk. Her responsibilities included trading, asset allocation, position tracking, and overseeing the team's daily operations.
Stephanie is a graduate of Fairfield University and lives in Manhasset, NY with her husband and three boys.