Generational knowledge

Advice that reflect you values

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

[PWM] Multigenerational family going for walk

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.

Eric Wagner, CRPS

Managing Director–Wealth Management

Financial Advisor
Eric Wagner, CRPS

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-2718
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Eric is a Private Wealth Advisor, Managing Director-Wealth Management at UBS, where he has built a distinguished career helping clients navigate complex financial landscapes. Eric leads the team’s financial planning and investment management efforts, specifically on customized strategies for retirement planning, wealth preservation and multi-generational wealth transfers.

As a Private Wealth Advisor, Eric works with high-net-worth individuals and families who often have unique and sophisticated planning needs. He is dedicated to delivering highly personalized advice, often involving legacy planning and tax optimization strategies as well as navigating family dynamics across generations.

Eric and his team are deeply committed to building long-term relationships built on trust, transparency, and a shared commitment to helping clients’ achieve their goals. They work in a consultative manner, leveraging the team’s strengths and the vast resources of UBS to provide a comprehensive wealth management experience

Eric is a graduate of Pennsylvania State University and holds a J.D. from Brooklyn Law School. He lives in Katonah, NY with his wife Kari, their two daughters, Lily and Charlotte, and their dog Maggie.
- Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Advisors, 2025The 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, 2024, 2025The 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Penn State, Bachelor's of Arts, Pre-Law Studies
- Brooklyn Law School, Doctor of Law
- Chartered Retirement Plans Specialist℠
- Retirement Plan Consultant
- Portfolio Manager
Financial planning

Retirement planning

Asset allocation

Multi-generational families

Alternative investments

401(k) plan services

Financial Services professionals

Corporate executives

299 Park Avenue
New York, NY 10017

eric.m.wagner@ubs.com

Eric Wagner, CRPS

299 Park Avenue,New York,NY,10017
Richard Abrams

Managing Director–Wealth Management
Richard Abrams

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-2717
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Rich is a Legacy Financial Advisor, Managing Director-Wealth Management at UBS with over four decades of experience, including 33 years with the firm. He plays a key leadership role in managing long-standing client relationships, guiding the team and overseeing its long-term business strategy.

Throughout his career, Rich has been a strong advocate for Financial Advisors, previously serving on UBS’s Financial Advisor Advisory Council (FAAC), where he represented the interests of over 6,500 advisors nationally. He continues to contribute as an Emeritus member, offering his insights and experience to support the broader advisor community.

A graduate of Tufts University, Rich has a thoughtful approach to client relationships and team leadership. He resides in Westport, CT and enjoys spending time with his three children – Michael, Jacqueline, and Geena.
- 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, 2025
  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, 2024, 2025The 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, 2024, 2025The 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- 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
Donna Martorelli

Senior Wealth Strategy Associate
Donna Martorelli

Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-2723
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- LA
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
Donna is a Senior Wealth Strategy Associate with The Wagner Abrams Group at UBS. With over 18 years of experience on the team, she plays a key role in overseeing daily operations and ensuring a high quality client experience marked by precision, responsiveness, and service.

Donna brings knowledge in insurance, annuities, banking, and lending solutions, complementing her deep expertise in wealth management. Prior to joining UBS Financial Services, she spent 13 years as an options trader, gaining extensive experience across financial markets.

Donna lives in Staten Island, NY with her husband Charles, their two children, Isabella and Charles Jr., and their family dog, Penny.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Banking

Lending services

Securities-backed lending

Long-term care planning

299 Park Avenue
New York, NY 10017

donna.martorelli@ubs.com

Donna Martorelli

299 Park Avenue,New York,NY,10017
Eric Vishnevetsky

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®
Eric Vishnevetsky

Associate Director
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-2724
View bio
- AL
- CA
- CO
- CT
- DC
- FL
- IL
- LA
- MA
- MD
- ME
- NC
- NJ
- NY
- PA
- SC
- TX
- VA
- WI
Eric is a Senior Wealth Strategy Associated and a Certified Financial Planner, professional. He seeks to ensure every financial strategy is tailored to meet the complex needs of our clients. His knowledge of portfolio analysis and holistic planning, combined with his focus on fostering relationships with the next generation of clients, positions him as a critical asset to the team’s success.

Since joining UBS in 2014 through the firm’s Graduate Talent Program, Eric has worked closely with senior leadership and financial advisors, gaining a wealth of experience across the firm before joining The Wagner Abrams Group in 2019. His commitment to delivering high quality service and solutions is rooted in his desire to help clients navigate their financial futures with confidence.

Beyond his professional role, Eric is passionate about giving back. He remains actively involved in his alma mater, Penn State’s Smeal College of Business, where he was recently appointed a director on the Alumni Society Board.

Outside of work, Eric enjoys discovering new restaurants and art in New York and Philadelphia, and traveling with his fiancée, Jenna, with whom he lives in Hoboken. An avid fan of the Philadelphia Eagles and Penn State Nittany Lions, Eric brings the same passion to his client relationships as he does to his personal pursuits.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Penn State, Bachelor's of Science, Finance
- CERTIFIED FINANCIAL PLANNER®
Financial planning

Asset allocation

Multi-generational families

Investing

Alternative investments

299 Park Avenue
New York, NY 10017

eric.vishnevetsky@ubs.com

Eric Vishnevetsky

299 Park Avenue,New York,NY,10017
Thomas Healey

Wealth Strategy Associate
Thomas Healey

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-2722
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- LA
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
Tom is a Wealth Strategy Associate with a strong background in financial operations and client service. He joined The Wagner Abrams Group in April 2022 and plays an integral role in supporting the team’s operational and investment related functions.

Tom is responsible for onboarding new client relationships, assisting with asset allocation reviews, and managing a wide range of operational processes to ensure seamless client experiences.

Tom graduated Fordham University in 2020 with a degree in finance. Outside of the office, he resides in Manhattan with his girlfriend, Julia. Tom is an avid golfer, a beginner skier, and a devoted fan of the New York Jets, Knicks, and Yankees. He also enjoys exploring New York City’s vibrant culinary scene.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Fordham University
299 Park Avenue
New York, NY 10017

thomas.healey@ubs.com

Thomas Healey

299 Park Avenue,New York,NY,10017
Cooper Hancock

Registered Client Associate
Cooper Hancock

Registered Client Associate

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-2846
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
Cooper is a Registered Client Associate with a strong foundation in business and finance. He earned his degree in Economics from the University of the South in 2023 and joined The Wagner Abrams Group later that year.

In his role, Cooper supports the team through relationship management, account operations, trade execution and private banking services. He is committed to delivering exceptional client service while ensuring operational accuracy and efficiency.

Cooper currently resides in Manhattan where he enjoys being part of the city’s dynamic professional and cultural community.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
299 Park Avenue
New York, NY 10017

cooper.hancock@ubs.com

Cooper Hancock

299 Park Avenue,New York,NY,10017
Lauren Castan

Director

Senior Wealth Strategy Associate
Lauren Castan

Director
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-2812
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WV
- WY
Lauren brings over 12 years of experience at UBS to her role as a Senior Wealth Strategy Associate with The Wagner Abrams Group. She began her career at UBS as an intern and after graduating in 2014 from St. John’s University with a B.S. in Business Management, Lauren joined in the 299 Park Avenue Management Team as a Branch Office Administrator.

In 2016, Lauren was promoted to be an Administrative Officer within the Manhattan Market, where she played a key role in managing and developing Team Associates, collaborating with Financial Advisors and their businesses, while working closely with Senior Leadership to drive firm initiatives. Lauren’s leadership and expertise led to her to nomination and membership on the UBS Administrative Management Advisory Council from 2022 to 2024. With a strong background in business development, strategic initiatives, and organizational leadership, she is committed to supporting the client experience and the overall success of the team.

Lauren holds the Series 7, 66, 9 & 10 FINRA Licenses, as well as her NY State Life, Accident & Health License and continues to pursue further designations in support of her professional development.

Outside of the office, Lauren resides in Manhattan and enjoys traveling, museums, running in Central Park, trying new restaurants, and spending time with family & friends.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Senior Wealth Strategy Associate
299 Park Avenue
New York, NY 10017

lauren.castan@ubs.com

Lauren Castan

299 Park Avenue,New York,NY,10017

Jack McCombe

Director

Equity, ETF & Options Specialist

View bio
Gregg Arum, CFP

Executive Director

Structured Solutions Consultant

View bio

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™
Elizabeth Cribbs

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

View bio

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.
Michael Ury

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Michael joined UBS Bank USA in 2017 and he is currently a Senior Wealth Management Banker covering the Manhattan Private Wealth Management Market.

Michael 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

Michael began his career in financial services in 1998. Prior to joining UBS, He has had successful prior careers with The Private Bank at Wells Fargo, Morgan Stanley Private Bank and Merrill Lynch. His various roles included Private Banker, Regional Manager and Head of Business Development. Michael has spent the bulk of his career partnering with Financial Advisors and their high-net-worth clients to provide lending solutions.

Education and personal information

In Michael’s role as a Senior Wealth Management Banker his NMLS # is 398130. He holds his Series 7, 24, 56 and 66 securities licenses. He also holds an MBA from Fairleigh Dickinson University in Corporate Finance in Teaneck, NJ.

Outside of the office, he enjoys coaching his kids' sports teams and skiing.

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.
Stephen Darby

Executive Director

Alternative Assets

View bio

Steve is an Executive Director with UBS Wealth Management where he oversees Alternative Investments Distribution for the Metropolitan Region.

Professional History

Steve rejoined UBS Wealth Management in 2015 after spending four years in ETF distribution with Russell Investments and Deutsche Asset & Wealth Management. During his previous 14 years at UBS Wealth Management Steve held several sales roles including, Regional Sales Manager, Co-Head of Non-Discretionary Sales based in Zurich, Switzerland and Assistant Branch Manager in the Private Wealth Office in Stamford, CT.

Education

Steve is a graduate of Bucknell University and he holds a BSBA in Business Management

Licenses and Certifications

Series 7, 9, 10, 24, 63 and 66 licensed

Eric Wagner, CRPS

Managing Director–Wealth Management

Financial Advisor
Eric Wagner, CRPS

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-2718
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Eric is a Private Wealth Advisor, Managing Director-Wealth Management at UBS, where he has built a distinguished career helping clients navigate complex financial landscapes. Eric leads the team’s financial planning and investment management efforts, specifically on customized strategies for retirement planning, wealth preservation and multi-generational wealth transfers.

As a Private Wealth Advisor, Eric works with high-net-worth individuals and families who often have unique and sophisticated planning needs. He is dedicated to delivering highly personalized advice, often involving legacy planning and tax optimization strategies as well as navigating family dynamics across generations.

Eric and his team are deeply committed to building long-term relationships built on trust, transparency, and a shared commitment to helping clients’ achieve their goals. They work in a consultative manner, leveraging the team’s strengths and the vast resources of UBS to provide a comprehensive wealth management experience

Eric is a graduate of Pennsylvania State University and holds a J.D. from Brooklyn Law School. He lives in Katonah, NY with his wife Kari, their two daughters, Lily and Charlotte, and their dog Maggie.
- Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Advisors, 2025The 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, 2024, 2025The 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Penn State, Bachelor's of Arts, Pre-Law Studies
- Brooklyn Law School, Doctor of Law
- Chartered Retirement Plans Specialist℠
- Retirement Plan Consultant
- Portfolio Manager
Financial planning

Retirement planning

Asset allocation

Multi-generational families

Alternative investments

401(k) plan services

Financial Services professionals

Corporate executives

299 Park Avenue
New York, NY 10017

eric.m.wagner@ubs.com

Eric Wagner, CRPS

299 Park Avenue,New York,NY,10017
Richard Abrams

Managing Director–Wealth Management
Richard Abrams

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-2717
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Rich is a Legacy Financial Advisor, Managing Director-Wealth Management at UBS with over four decades of experience, including 33 years with the firm. He plays a key leadership role in managing long-standing client relationships, guiding the team and overseeing its long-term business strategy.

Throughout his career, Rich has been a strong advocate for Financial Advisors, previously serving on UBS’s Financial Advisor Advisory Council (FAAC), where he represented the interests of over 6,500 advisors nationally. He continues to contribute as an Emeritus member, offering his insights and experience to support the broader advisor community.

A graduate of Tufts University, Rich has a thoughtful approach to client relationships and team leadership. He resides in Westport, CT and enjoys spending time with his three children – Michael, Jacqueline, and Geena.
- 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, 2025
  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, 2024, 2025The 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, 2024, 2025The 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- 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
Donna Martorelli

Senior Wealth Strategy Associate
Donna Martorelli

Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-2723
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- LA
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
Donna is a Senior Wealth Strategy Associate with The Wagner Abrams Group at UBS. With over 18 years of experience on the team, she plays a key role in overseeing daily operations and ensuring a high quality client experience marked by precision, responsiveness, and service.

Donna brings knowledge in insurance, annuities, banking, and lending solutions, complementing her deep expertise in wealth management. Prior to joining UBS Financial Services, she spent 13 years as an options trader, gaining extensive experience across financial markets.

Donna lives in Staten Island, NY with her husband Charles, their two children, Isabella and Charles Jr., and their family dog, Penny.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Banking

Lending services

Securities-backed lending

Long-term care planning

299 Park Avenue
New York, NY 10017

donna.martorelli@ubs.com

Donna Martorelli

299 Park Avenue,New York,NY,10017
Eric Vishnevetsky

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®
Eric Vishnevetsky

Associate Director
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-2724
View bio
- AL
- CA
- CO
- CT
- DC
- FL
- IL
- LA
- MA
- MD
- ME
- NC
- NJ
- NY
- PA
- SC
- TX
- VA
- WI
Eric is a Senior Wealth Strategy Associated and a Certified Financial Planner, professional. He seeks to ensure every financial strategy is tailored to meet the complex needs of our clients. His knowledge of portfolio analysis and holistic planning, combined with his focus on fostering relationships with the next generation of clients, positions him as a critical asset to the team’s success.

Since joining UBS in 2014 through the firm’s Graduate Talent Program, Eric has worked closely with senior leadership and financial advisors, gaining a wealth of experience across the firm before joining The Wagner Abrams Group in 2019. His commitment to delivering high quality service and solutions is rooted in his desire to help clients navigate their financial futures with confidence.

Beyond his professional role, Eric is passionate about giving back. He remains actively involved in his alma mater, Penn State’s Smeal College of Business, where he was recently appointed a director on the Alumni Society Board.

Outside of work, Eric enjoys discovering new restaurants and art in New York and Philadelphia, and traveling with his fiancée, Jenna, with whom he lives in Hoboken. An avid fan of the Philadelphia Eagles and Penn State Nittany Lions, Eric brings the same passion to his client relationships as he does to his personal pursuits.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Penn State, Bachelor's of Science, Finance
- CERTIFIED FINANCIAL PLANNER®
Financial planning

Asset allocation

Multi-generational families

Investing

Alternative investments

299 Park Avenue
New York, NY 10017

eric.vishnevetsky@ubs.com

Eric Vishnevetsky

299 Park Avenue,New York,NY,10017
Thomas Healey

Wealth Strategy Associate
Thomas Healey

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-2722
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- LA
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
Tom is a Wealth Strategy Associate with a strong background in financial operations and client service. He joined The Wagner Abrams Group in April 2022 and plays an integral role in supporting the team’s operational and investment related functions.

Tom is responsible for onboarding new client relationships, assisting with asset allocation reviews, and managing a wide range of operational processes to ensure seamless client experiences.

Tom graduated Fordham University in 2020 with a degree in finance. Outside of the office, he resides in Manhattan with his girlfriend, Julia. Tom is an avid golfer, a beginner skier, and a devoted fan of the New York Jets, Knicks, and Yankees. He also enjoys exploring New York City’s vibrant culinary scene.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Fordham University
299 Park Avenue
New York, NY 10017

thomas.healey@ubs.com

Thomas Healey

299 Park Avenue,New York,NY,10017
Cooper Hancock

Registered Client Associate
Cooper Hancock

Registered Client Associate

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-2846
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
Cooper is a Registered Client Associate with a strong foundation in business and finance. He earned his degree in Economics from the University of the South in 2023 and joined The Wagner Abrams Group later that year.

In his role, Cooper supports the team through relationship management, account operations, trade execution and private banking services. He is committed to delivering exceptional client service while ensuring operational accuracy and efficiency.

Cooper currently resides in Manhattan where he enjoys being part of the city’s dynamic professional and cultural community.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
299 Park Avenue
New York, NY 10017

cooper.hancock@ubs.com

Cooper Hancock

299 Park Avenue,New York,NY,10017
Lauren Castan

Director

Senior Wealth Strategy Associate
Lauren Castan

Director
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-2812
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WV
- WY
Lauren brings over 12 years of experience at UBS to her role as a Senior Wealth Strategy Associate with The Wagner Abrams Group. She began her career at UBS as an intern and after graduating in 2014 from St. John’s University with a B.S. in Business Management, Lauren joined in the 299 Park Avenue Management Team as a Branch Office Administrator.

In 2016, Lauren was promoted to be an Administrative Officer within the Manhattan Market, where she played a key role in managing and developing Team Associates, collaborating with Financial Advisors and their businesses, while working closely with Senior Leadership to drive firm initiatives. Lauren’s leadership and expertise led to her to nomination and membership on the UBS Administrative Management Advisory Council from 2022 to 2024. With a strong background in business development, strategic initiatives, and organizational leadership, she is committed to supporting the client experience and the overall success of the team.

Lauren holds the Series 7, 66, 9 & 10 FINRA Licenses, as well as her NY State Life, Accident & Health License and continues to pursue further designations in support of her professional development.

Outside of the office, Lauren resides in Manhattan and enjoys traveling, museums, running in Central Park, trying new restaurants, and spending time with family & friends.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Senior Wealth Strategy Associate
299 Park Avenue
New York, NY 10017

lauren.castan@ubs.com

Lauren Castan

299 Park Avenue,New York,NY,10017

Jack McCombe

Director

Equity, ETF & Options Specialist

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Gregg Arum, CFP

Executive Director

Structured Solutions Consultant

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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™
Elizabeth Cribbs

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

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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.
Michael Ury

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

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Current role and areas of expertise

Michael joined UBS Bank USA in 2017 and he is currently a Senior Wealth Management Banker covering the Manhattan Private Wealth Management Market.

Michael 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

Michael began his career in financial services in 1998. Prior to joining UBS, He has had successful prior careers with The Private Bank at Wells Fargo, Morgan Stanley Private Bank and Merrill Lynch. His various roles included Private Banker, Regional Manager and Head of Business Development. Michael has spent the bulk of his career partnering with Financial Advisors and their high-net-worth clients to provide lending solutions.

Education and personal information

In Michael’s role as a Senior Wealth Management Banker his NMLS # is 398130. He holds his Series 7, 24, 56 and 66 securities licenses. He also holds an MBA from Fairleigh Dickinson University in Corporate Finance in Teaneck, NJ.

Outside of the office, he enjoys coaching his kids' sports teams and skiing.

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.
Stephen Darby

Executive Director

Alternative Assets

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Steve is an Executive Director with UBS Wealth Management where he oversees Alternative Investments Distribution for the Metropolitan Region.

Professional History

Steve rejoined UBS Wealth Management in 2015 after spending four years in ETF distribution with Russell Investments and Deutsche Asset & Wealth Management. During his previous 14 years at UBS Wealth Management Steve held several sales roles including, Regional Sales Manager, Co-Head of Non-Discretionary Sales based in Zurich, Switzerland and Assistant Branch Manager in the Private Wealth Office in Stamford, CT.

Education

Steve is a graduate of Bucknell University and he holds a BSBA in Business Management

Licenses and Certifications

Series 7, 9, 10, 24, 63 and 66 licensed

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.

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What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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Wealth planning across generations

Our team has experience helping families create a plan to pass on both their wealth and their values to their children with the goal of sustaining wealth over generations.

Understanding the family dynamics that can accompany multigenerational wealth, we are experienced in working with you and your family to develop a strategic plan to guide your decisions.

Our approach helps foster family communication and provide education across generations to help define and support your long-term vision.

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As of 12/31/2024

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Advice that reflect you values

The Wagner Abrams Group

Pursuing your goals together

Eric Wagner, CRPS

Richard Abrams

Donna Martorelli

Eric Vishnevetsky

Thomas Healey

Cooper Hancock

Lauren Castan

Jack McCombe

Gregg Arum, CFP

Elizabeth Cribbs

Michael Ury

Stephen Darby

Eric Wagner, CRPS

Richard Abrams

Donna Martorelli

Eric Vishnevetsky

Thomas Healey

Cooper Hancock

Lauren Castan

Jack McCombe

Gregg Arum, CFP

Elizabeth Cribbs

Michael Ury

Stephen Darby

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Education

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Education

Credentials

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Defining your priorities. Pursuing what matters.

Turn possibilities into a plan

The good news is, you’re succeeding

Legacy planning

Estate planning strategies

Approach your financial future with confidence

Insights

Advice is our craft

UBS Top 5

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Wealth planning across generations

Wealth planning across generations

Request your report

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

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