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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    • 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
      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 awarded annually in August or September and is based on information from March of the prior year to March of the award year. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award 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

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        • 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

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

                    Client Associate

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                        • Fordham University
                          299 Park Avenue
                          New York, NY 10171
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                          Jack McCombe

                          Director

                          Equity, ETF & Options Specialist

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                          Dan Scheinthal

                          Director

                          Senior Wealth Management Banker

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                          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

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                          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

                        Retirement planning

                        Retirement planning

                        Multigenerational planning

                        Multigenerational planning

                        Life is unpredictable. Could we be better prepared?

                        For some of life's questions you're not alone. Together we can find the answer.

                        With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

                        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

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager