Experience

Makes all the difference

At The Wagner Abrams Group, our mission is to build long-term relationships with our clients based on trust and a shared commitment to their goals in life. Working in a consultative fashion, we draw upon the combined strengths of our team and the vast resources of our Firm to provide comprehensive wealth management services.We seek to provide our clients with an outstanding experience in every phase of our relationship. Our goal is to be trusted financial professionals for our clients as we work together to pursue their dreams.

Richard Abrams

Managing Director–Wealth Management

California Insurance License Number - 0A00997

Registered States:

Richard Abrams

Recognized as an industry leader:

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.

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.

Richard Abrams

Education

Tufts University, Bachelor's of Science, Mechanical Engineering

Richard Abrams

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning

Legacy planning

Asset allocation

Multi-generational families

Professionals

Financial Services professionals

Corporate executives

Richard Abrams

299 Park Avenue
New York, NY 10017

Email Me

Richard Abrams

Managing Director–Wealth Management

California Insurance License Number - 0A00997

Registered States:

Recognized as an industry leader:

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.

Education

Tufts University, Bachelor's of Science, Mechanical Engineering

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning

Legacy planning

Asset allocation

Multi-generational families

Professionals

Financial Services professionals

Corporate executives

299 Park Avenue
New York, NY 10017

Email Me

Eric Wagner, CRPS

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

Eric Wagner, CRPS

Recognized as an industry leader:

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.

Eric Wagner, CRPS

Education

Penn State, Bachelor's of Arts, Pre-Law Studies
Brooklyn Law School, Doctor of Law

Credentials

Chartered Retirement Plans Specialist℠
Retirement Plan Consultant

Eric Wagner, CRPS

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning

Retirement planning

Asset allocation

Multi-generational families

Alternative investments

401(k) plan services

Financial Services professionals

Corporate executives

Eric Wagner, CRPS

299 Park Avenue
New York, NY 10017

(212) 821-2718

Email Me

Eric Wagner, CRPS

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

Recognized as an industry leader:

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.

Education

Penn State, Bachelor's of Arts, Pre-Law Studies
Brooklyn Law School, Doctor of Law

Credentials

Chartered Retirement Plans Specialist℠
Retirement Plan Consultant

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

(212) 821-2718

Email Me

Donna Martorelli

Senior Wealth Strategy Associate

Registered States:

Donna Martorelli

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking

Lending services

Securities-backed lending

Long-term care planning

Donna Martorelli

299 Park Avenue
New York, NY 10017

(212) 821-2723

Email Me

Donna Martorelli

Senior Wealth Strategy Associate

Registered States:

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking

Lending services

Securities-backed lending

Long-term care planning

299 Park Avenue
New York, NY 10017

(212) 821-2723

Email Me

Eric Vishnevetsky

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®

Registered States:

Eric Vishnevetsky

Education

Penn State, Bachelor's of Science, Finance

Credentials

CERTIFIED FINANCIAL PLANNER®

Eric Vishnevetsky

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning

Asset allocation

Multi-generational families

Investing

Alternative investments

Eric Vishnevetsky

299 Park Avenue
New York, NY 10017

(212) 821-2724

Email Me

Eric Vishnevetsky

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®

Registered States:

Education

Penn State, Bachelor's of Science, Finance

Credentials

CERTIFIED FINANCIAL PLANNER®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning

Asset allocation

Multi-generational families

Investing

Alternative investments

299 Park Avenue
New York, NY 10017

(212) 821-2724

Email Me

Jena-Grace Kole

Associate Director

Senior Wealth Strategy Associate

Registered States:

Jena-Grace Kole

Education

Iona College, Master's of Business Administration, Financial Management
Manhattan College, Bachelor's of Science, Finance

Jena-Grace Kole

299 Park Avenue
New York, NY 10017

(212) 821-2720

Email Me

Jena-Grace Kole

Associate Director

Senior Wealth Strategy Associate

Registered States:

Education

Iona College, Master's of Business Administration, Financial Management
Manhattan College, Bachelor's of Science, Finance

299 Park Avenue
New York, NY 10017

(212) 821-2720

Email Me

Thomas Healey

Client Associate

Registered States:

Thomas Healey

Education

Fordham University

Thomas Healey

299 Park Avenue
New York, NY 10017

(212) 821-2722

Email Me

Thomas Healey

Client Associate

Registered States:

Education

Fordham University

299 Park Avenue
New York, NY 10017

(212) 821-2722

Email Me

Cooper Hancock

Client Associate

Registered States:

Cooper Hancock

299 Park Avenue
New York, NY 10017

(212) 821-2846

Email Me

Cooper Hancock

Client Associate

Registered States:

299 Park Avenue
New York, NY 10017

(212) 821-2846

Email Me

Our resources

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

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

Experience

Richard Abrams

Richard Abrams

Richard Abrams

Richard Abrams

Richard Abrams

Richard Abrams

Eric Wagner, CRPS

Eric Wagner, CRPS

Eric Wagner, CRPS

Eric Wagner, CRPS

Eric Wagner, CRPS

Eric Wagner, CRPS

Donna Martorelli

Donna Martorelli

Donna Martorelli

Donna Martorelli

Eric Vishnevetsky

Eric Vishnevetsky

Eric Vishnevetsky

Eric Vishnevetsky

Eric Vishnevetsky

Jena-Grace Kole

Jena-Grace Kole

Jena-Grace Kole

Jena-Grace Kole

Thomas Healey

Thomas Healey

Thomas Healey

Thomas Healey

Cooper Hancock

Cooper Hancock

Cooper Hancock

Our resources

Jack McCombe

Gregg Arum, CFP

Elizabeth Cribbs

Michael Ury

Stephen Darby

Jack McCombe

Gregg Arum, CFP

Elizabeth Cribbs

Michael Ury

Stephen Darby

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Education

Credentials

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Education

Credentials

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