Insight-based advice

Aerial view of buildings

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Three generations in front yard

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.

  • Richard Abrams Profile Photo

    Richard Abrams

    Managing Director–Wealth Management

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

    California Insurance License Number - 0A00997

    • Barron's Top 1,000 Financial Advisors, 2010, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2020, 2021, 2022, 2023
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America's Top Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022The 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 Advisors, 2018, 2019, 2020, 2021, 2022, 2023The 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.

    • Tufts University, Bachelor's of Science, Mechanical Engineering
      Financial planning
      Legacy planning
      Asset allocation
      Multi-generational families
      Professionals
      Financial Services professionals
      Corporate executives
      299 Park Avenue
      New York, NY 10171
    • Wagner

      Eric Wagner, CRPS

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • AL
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IA
      • IL
      • IN
      • KS
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MS
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • SD
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI
      • WV
      • WY
      • 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.

      • Penn State, Bachelor's of Arts, Pre-Law Studies
      • Brooklyn Law School, Doctor of Law
      • Chartered Retirement Plans Specialist℠
      • Retirement Plan Consultant
      Financial planning
      Retirement planning
      Asset allocation
      Multi-generational families
      299 Park Avenue
      New York, NY 10171
    • Donna

      Donna Martorelli

      Senior Wealth Strategy Associate

      • image
      • image
      • image
      • CA
      • CO
      • CT
      • DC
      • FL
      • IL
      • MA
      • MD
      • ME
      • NC
      • NJ
      • NY
      • PA
      • SC
      • TX
      • VA

            Banking
            Lending services
            Securities-backed lending
            299 Park Avenue
            New York, NY 10171
          • Vish

            Eric Vishnevetsky

            Senior Wealth Strategy Associate

            CERTIFIED FINANCIAL PLANNER™

            • image
            • image
            • image
            • CA
            • CO
            • CT
            • DC
            • FL
            • IL
            • MA
            • MD
            • ME
            • NC
            • NJ
            • NY
            • PA
            • SC
            • TX
            • VA

              • Penn State, Bachelor's of Science, Finance
              • CERTIFIED FINANCIAL PLANNER™
              Financial planning
              Asset allocation
              Multi-generational families
              299 Park Avenue
              New York, NY 10171
            • JGK

              Jena-Grace Kole

              Associate Director

              Senior Wealth Strategy Associate

              • image
              • image
              • image
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • IL
              • MA
              • MD
              • ME
              • MI
              • MS
              • NC
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OH
              • PA
              • RI
              • SC
              • TX
              • UT
              • VA
              • VT
              • WA

                • Iona College, Master's of Business Administration, Financial Management
                • Manhattan College, Bachelor's of Science, Finance
                  299 Park Avenue
                  New York, NY 10171
                • image

                  Thomas Healey

                  Client Associate

                  • image
                  • image
                  • image
                  • NY

                    • Fordham University
                      299 Park Avenue
                      New York, NY 10171
                    • image

                      Jack McCombe

                      Director

                      Equity, ETF & Options Specialist

                    • image

                      Dan Scheinthal

                      Director

                      Senior Wealth Management Banker

                      Current role and areas of expertise

                      Daniel Scheinthal joined UBS Bank USA in 2016 and he is currently a Senior Wealth Management Banker covering the Soundview and Greater New England Markets.

                      Daniel has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives. 

                      Professional history

                      Daniel began his career in financial services in 2007. Prior to joining UBS, Daniel spent 6 years at Merrill Lynch. 

                      Education and personal information

                      In Daniel’s role as a Senior Wealth Management Banker his NMLS # is 642136. He holds his Series 7, 66 & 24 securities licenses. He also holds a degree in Public Finance from Indiana University and an MBA in Finance from NYU Stern School of Business.

                      Outside of the office, Daniel enjoys spending time with his wife, Kim and their two children Liam & Ava.

                      Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

                    • Gregg Arum Photo

                      Gregg Arum, CFP

                      Executive Director

                      Structured Solutions Consultant

                      Gregg serves as a Structured Solutions Consultant for the New York City and Northern New Jersey Market Areas, and Private Wealth Management; responsible for the positioning of Structured Products across all asset classes. Gregg works closely with Financial Advisors and their clients, helping them understand the risks and rewards of structured products, and how both portfolio and tactical ideas can fit into a client’s overall portfolio strategy.

                      Professional History
                      Gregg joined UBS in 1998 and has held a variety of positions in Capital Markets. In his previous role, he served as a Municipal Bond Portfolio Specialist on the Northeast Municipal Bond Desk. Prior to that, he worked in Unit Investment Trusts as a member of the Equity Advisory Group. He has also served as a Financial Advisor in New York City.

                      Education

                      Gregg holds a B.A from the University of Florida.

                      Licenses and Certifications

                      FINRA Series 7, 63 and 65
                      CERTIFIED FINANCIAL PLANNER™
                    • image

                      Patrick Harrington

                      Director

                      Insurance Specialist

                    • Elizabeth Cribbs Photo

                      Elizabeth Cribbs

                      Executive Director

                      Senior Strategist - Family Advisory and Philanthropy Services

                      Professional History
                      As part of the UBS Family Advisory and Philanthropy Services team, Elizabeth serves as a thought partner to advisors and their client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

                      Prior to joining UBS, Elizabeth served in a dual capacity as President of the Neuberger Berman Foundation and Head of Corporate Social Responsibility from 2012 to 2019, leading all aspects of Neuberger Berman’s global philanthropic efforts, with a focus on education, workforce development and employee engagement. In 2018 she launched the firm’s client Philanthropic Advisory Services practice and co-chaired the firm’s Environmental, Social and Governance (ESG) Advisory committee from 2012 to 2016. She also served as a board member of the Neuberger Berman Foundation from 2009 – 2019.

                      Prior to this, Elizabeth worked at Lehman Brothers as a Senior Vice President of Corporate Philanthropy with a focus on the arts and strategic community partnerships. Before this, Elizabeth spent ten years at HSBC North America, where she served in various leadership roles in strategic planning; internal consulting; and community and philanthropic services. Elizabeth began her career in the audit group at Coopers & Lybrand LLP as a Certified Public Accountant. Liz is also Series 7 and 63 licensed.

                      Community Leadership
                      Elizabeth serves as Vice Chair of the New York City Youth Board, which advises the Department of Youth and Community Development on its programs. She is also a member of the Executive Committee of Enterprise Community Partners New York Advisory Board, whose mission is helping families find safe, affordable housing, connected to opportunity.

                      Education

                      Elizabeth has a Bachelor of Science in Economics from the Wharton School of the University of Pennsylvania and a Master in Public Policy from the Kennedy School of Government at Harvard University.

                    Defining your priorities. Pursuing what matters.

                    Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                    Goals-based planning

                    Goals-based planning

                    CIO House View monthly livestream

                    Tree

                    UBS and Credit Suisse—stronger than ever

                    cover art of women's document

                    Women, wealth and well-being

                    The challenges women breadwinners face embracing their financial clout

                    Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

                    We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

                    Download the report

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

                    Insights