Insight-based advice

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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

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    California Insurance License Number - 0A00997

    • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
    • 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, 2024
      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, 2023, 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.

    • 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 10017
      richard.abrams@ubs.com
      Richard Abrams
      299 Park Avenue,New York,NY,10017
    • Wagner

      Eric Wagner, CRPS

      Senior Vice President–Wealth Management

      Financial Advisor

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      • ID
      • IL
      • IN
      • KS
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MS
      • MT
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • SD
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI
      • WV
      • WY
      • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
      • 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 10017
      eric.m.wagner@ubs.com
      Eric Wagner, CRPS
      299 Park Avenue,New York,NY,10017
    • Donna

      Donna Martorelli

      Senior Wealth Strategy Associate

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            Banking
            Lending services
            Securities-backed lending
            299 Park Avenue
            New York, NY 10017
            donna.martorelli@ubs.com
            Donna Martorelli
            299 Park Avenue,New York,NY,10017
          • Vish

            Eric Vishnevetsky

            Senior Wealth Strategy Associate

            CERTIFIED FINANCIAL PLANNER™

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              • Penn State, Bachelor's of Science, Finance
              • CERTIFIED FINANCIAL PLANNER™
              Financial planning
              Asset allocation
              Multi-generational families
              299 Park Avenue
              New York, NY 10017
              eric.vishnevetsky@ubs.com
              Eric Vishnevetsky
              299 Park Avenue,New York,NY,10017
            • JGK

              Jena-Grace Kole

              Associate Director

              Senior Wealth Strategy Associate

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                • Iona College, Master's of Business Administration, Financial Management
                • Manhattan College, Bachelor's of Science, Finance
                  299 Park Avenue
                  New York, NY 10017
                  jena-grace.kole@ubs.com
                  Jena-Grace Kole
                  299 Park Avenue,New York,NY,10017
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                  Thomas Healey

                  Client Associate

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                  • AZ
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                  • DC
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                  • NJ
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                  • NV
                  • NY
                  • OH
                  • PA
                  • RI
                  • SC
                  • TX
                  • UT
                  • VA
                  • VT
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                    • Fordham University
                      299 Park Avenue
                      New York, NY 10017
                      thomas.healey@ubs.com
                      Thomas Healey
                      299 Park Avenue,New York,NY,10017
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                      Cooper Hancock

                      Client Associate

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                      • CA
                      • CT
                      • FL
                      • NJ
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                      • NY
                      • PA

                            299 Park Avenue
                            New York, NY 10017
                            cooper.hancock@ubs.com
                            Cooper Hancock
                            299 Park Avenue,New York,NY,10017
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                            Jack McCombe

                            Director

                            Equity, ETF & Options Specialist

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                            Dan Scheinthal

                            NMLS #947868

                            Senior Wealth Management Banker, UBS Bank USA

                            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™
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                            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

                          Outlook on interest rates

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                          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

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $5.8+ trn

                          UBS Group invested assets
                          As of 03/31/2024

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                          Our global footprint

                          Global leader

                          UBS is a leading and truly global wealth manager

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