Anthony "Tony" O'Callaghan
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Experience

Makes all the difference

Colton Joel "Joel" Helbig, CFP

Associate Director

Senior Wealth Strategy Associate

Registered States:
  • AZ
  • CA
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NJ
  • NY
  • OH
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT

Colton Joel "Joel" Helbig, CFP

Education

  • Pace University, Lubin School of Business, B.A. Business Management

Credentials

  • CERTIFIED FINANCIAL PLANNER®

Colton Joel "Joel" Helbig, CFP

1285 Avenue Of The Americas
New York, NY 10019

Email Me

Colton Joel "Joel" Helbig, CFP

Associate Director

Senior Wealth Strategy Associate

Registered States:
  • AZ
  • CA
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NJ
  • NY
  • OH
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT

Education

  • Pace University, Lubin School of Business, B.A. Business Management

Credentials

  • CERTIFIED FINANCIAL PLANNER®
1285 Avenue Of The Americas
New York, NY 10019

Email Me

joel.helbig@ubs.com
Colton Joel "Joel" Helbig, CFP
1285 Avenue Of The Americas,New York,NY,10019

William Lezama

Wealth Strategy Associate

William has been in the business for 15 years  and moved to UBS with his previous team from Lehman Brothers. Shortly after moving to UBS, he joined the Branch Service Associate team within UBS Private Wealth Management. William joined Tony and Joel's team in April 2016. He brings to the team his considerable operations and client service experience from his previous positions as an Operations Analyst in the Retail Client Margin Department at Lehman Brothers and as a Branch Service Associate within UBS Private Wealth Management. He is a graduate of the University of Miami, with a degree in finance and a minor in accounting. He received his MBA  from the University of Miami in August, 2019.

Registered States:
  • AZ
  • CA
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NJ
  • NY
  • OH
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT

William Lezama

Education

  • University of Miami, Finance, Minor in Accounting
  • University of Miami, M.B.A.

William Lezama

1285 Avenue Of The Americas
New York, NY 10019

Email Me

William Lezama

Wealth Strategy Associate

William has been in the business for 15 years  and moved to UBS with his previous team from Lehman Brothers. Shortly after moving to UBS, he joined the Branch Service Associate team within UBS Private Wealth Management. William joined Tony and Joel's team in April 2016. He brings to the team his considerable operations and client service experience from his previous positions as an Operations Analyst in the Retail Client Margin Department at Lehman Brothers and as a Branch Service Associate within UBS Private Wealth Management. He is a graduate of the University of Miami, with a degree in finance and a minor in accounting. He received his MBA  from the University of Miami in August, 2019.

Registered States:
  • AZ
  • CA
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NJ
  • NY
  • OH
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT

Education

  • University of Miami, Finance, Minor in Accounting
  • University of Miami, M.B.A.
1285 Avenue Of The Americas
New York, NY 10019

Email Me

william.lezama@ubs.com
William Lezama
1285 Avenue Of The Americas,New York,NY,10019

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