Experience

Makes all the difference

Matthew Leone, CFP

Managing Director–Wealth Management

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.

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

Credentials

  • 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

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

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OK
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
1285 Avenue Of The Americas
New York, NY 10019

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Anthony D'Anton, CFP

Wealth Strategy Associate

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.

Registered States:
  • 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
1285 Avenue Of The Americas
New York, NY 10019

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Brianna Montalvo

Client Associate

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

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