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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    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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        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.

              1285 Avenue Of The Americas
              New York, NY 10019
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              Emily Barbe, CFP

              Financial Advisor

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              Emily Barbe joined UBS in 2021. Emily started her career in the financial services industry in 2012, and she joined the Leone-Heck Group while at Merrill Lynch Wealth Management in 2013. Her focus is on developing strategies and providing advice for individuals, their families and their businesses by understanding their short- and long-term financial objectives. Emily leverages the global resources of UBS to assist clients in areas that include budgeting, retirement planning, estate planning services, home and business lending, guidance on concentrated stock positions, traditional investments, and impact investing.

              Emily holds the CERTIFIED FINANCIAL PLANNER™ certification, and she is a graduate of Indiana University with a bachelor’s degree in Spanish and Communications. She lives in Miami, FL and in her free time you can find her traveling, reading, salsa dancing, or training for the next marathon.

                    550 Biltmore Way
                    Coral Gables, FL 33134
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                    Anthony D'Anton, CFP

                    Wealth Strategy Associate

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                    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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                          Annika Kelshiker

                          Client Associate

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                          Annika joined UBS in 2021. Prior to that, Annika worked as an intern with Merrill Lynch Wealth Management and joined the Leone-Heck Group in 2019. Delivering customized service support to clients and the advisory team is very important to Annika. She strives to make every client contact a positive experience. Annika appreciates being part of a group that plays a key role as the team helps clients manage their investments to pursue their desired retirement lifestyle.

                          Annika received a bachelor’s degree in Personal Finance from the University of Wisconsin. She enjoys exploring new restaurants in the city and Face Timing her golden retriever back in Wisconsin.

                                1285 Avenue Of The Americas
                                New York, NY 10019
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                                Rosalina Perez-Palombini

                                Client Associate

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                                  Rosalina Perez-Palombini joined UBS in 2021. Ro started her career at Merrill Lynch Wealth Management in 2019 as an intern. She then joined the Leone-Heck group in August 2020. Ro is committed to providing an exceptional level of service. She works directly with clients, cheerfully addressing a wide range of administrative requests and offering knowledgeable support on their behalf.

                                  Rosalina received a bachelor’s degree from the Lubin School of Business at Pace University. She currently lives in Manhattan but enjoys nature trails and being outdoors with her family back in New Jersey.

                                      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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                                      Athletes and entertainers, let’s talk legacy

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                                      The power of investing now

                                      Our Process

                                      Our Process

                                      Legacy—Wealth for others

                                      For needs that go beyond your own—to help you improve the lives of others

                                      What will your legacy be?
                                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                      Learn more at ubs.com/wealthway.

                                      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