Global access of Private Wealth Management

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Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

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.

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    Matthew Leone, CFP

    Managing Director–Wealth Management

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    • AR
    • CA
    • CO
    • CT
    • DE
    • FL
    • IN
    • MA
    • MD
    • MI
    • MO
    • MT
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA

    Matthew Leone joined UBS in 2021. Matt began his financial services career in 1997 working for Merrill Lynch Wealth Management and in 2004 co-founded the Leone-Heck Group. As a Wealth Management Advisor with the CERTIFIED FINANCIAL PLANNER™ certification, Matt assists individuals, their families and their businesses by carefully listening to their goals as well as concerns to build comprehensive financial strategies. He also has experience helping clients manage concentrated stock positions or deal with the challenges of important transition events like retirement, inheritance, or the sale of a business, as well as providing assistance for clients' trust and estate planning services needs. In addition, Matt can work with clients' attorneys, accountants and other advisors to help coordinate their financial and legacy strategies.

    Matt received a Bachelor’s degree and graduated Magna Cum Laude from Villanova University. He later went on to receive his Masters at New York University. Matt lives in Wyckoff, NJ with his wife and three daughters. In his free time, Matt is likely playing soccer, coaching his daughters' soccer games, or attending their dance recitals.

        • CERTIFIED FINANCIAL PLANNER™
        1285 Avenue Of The Americas
        New York, NY 10019
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        Kevin Heck, CFP, CRPC

        Senior Vice President–Wealth Management

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        • AR
        • AZ
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        • CT
        • DE
        • FL
        • IL
        • IN
        • KS
        • KY
        • MA
        • MD
        • MI
        • MO
        • MT
        • NC
        • NH
        • NJ
        • NY
        • OH
        • OK
        • PA
        • RI
        • SC
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        • TN
        • TX
        • UT
        • VA
        • VT

        Kevin Heck joined UBS in 2021. Kevin is one of the founding partners of the Leone-Heck Group, working for Merrill Lynch Wealth Management in 2004. With the CERTIFIED FINANCIAL PLANNER™ certification, Kevin focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. He provides access to the investment insights of UBS and banking convenience of UBS to help address the various aspects of clients’ financial lives. Kevin concentrates on developing investment strategies for high net worth individuals and business owners. As a qualified Portfolio Advisor, Kevin not only provides traditional advice and guidance, but he can also help clients pursue their goals by recommending  individual, or any combination of, UBS or approved third-party investment managers' strategies, funds or portfolios.

        Kevin is a graduate of the University of Pennsylvania and he lives in Philadelphia with his wife and four children. Outside of the office, you can find him playing basketball or coaching his children's basketball and baseball teams.

        California Insurance License #0H41364

              1285 Avenue Of The Americas
              New York, NY 10019
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              Anthony D'Anton, CFP

              Wealth Strategy Associate

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              • AR
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • IL
              • IN
              • KS
              • KY
              • LA
              • MA
              • MD
              • ME
              • MI
              • MN
              • MO
              • MT
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • PA
              • PR
              • RI
              • SC
              • SD
              • TN
              • TX
              • UT
              • VA
              • VT
              • WA

              Anthony D’Anton joined UBS in 2021. Prior to that, Anthony worked for Merrill Lynch Wealth Management and began working with the Leone-Heck Group in 2018. Anthony is a resourceful problem-solver, delivering customized service support to high-net-worth individuals and families. He enjoys working with clients and is committeed to being accessible to each and every one. He understands that durable client relationships are dependent on outstanding service, and his determination helps with the successful resolution of client issues.

              Anthony received his Bachelor's degree in Business Finance from Roger Williams University in Rhode Island, where he wrestled on the varsity team for four years. Anthony enjoys spending time with his family, especially in the summer at the Jersey Shore.

                    1285 Avenue Of The Americas
                    New York, NY 10019
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                    Brianna Montalvo

                    Client Associate

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                      Brianna “Bri” Rush joined UBS in 2022 with the Leone-Heck team, as a Client Service Associate. She began her career at Merrill Lynch in 2018. She received her bachelor’s degree from Montclair State University. In her free time, she enjoys time with her family, traveling and cooking.

                            1285 Avenue Of The Americas
                            New York, NY 10019

                          Connecting you to the deep resources of UBS

                          By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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                          The power of investing now

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                          Managing wealth is our craft

                          We’re committed to understanding what wealth means for you.

                          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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                          $5+ trillion

                          In invested assets globally 
                          As of 11/07/2023

                          51 countries

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