Comprehensive solutions for your sophisticated needs

Private Wealth Management

Trident Partners is a team of seasoned Financial Advisors with deep experience guiding affluent families, corporate executives, entrepreneurs and family offices through the complexities of significant wealth. We focus on delivering a boutique investment experience centered around you and your unique needs.

Each member of our team brings specific experience to the table and, by working together, we provide guidance for every aspect of your financial life. We do all of this with the strength and global resources of UBS, one of the world's largest wealth managers.

Start the planning conversation

The proof is in our numbers

$3.9B

Assets under management

As of 03/15/2022

70+

Collective years of experience

6 person

seasoned team

Global Family Office Services

Significant wealth requires an institutional approach

Whether it’s investment strategy guidance and execution, access to institutional capital markets or investment capabilities, we offer a relationship with UBS Global Family Office Services, which combines true wealth management with institutional level service and access.

With a dedicated team of UBS specialists who are experienced in family office requirements, you receive:

Access
Customized institutional offerings and wealth management services

Connectivity
An extensive peer network of like-minded families to exchange insights, share experiences or gain new perspectives

Opportunity
Highly customized solutions designed to align with each dimension of your wealth and life

Comprehensive Wealth Management

Your needs drive the solution

We help corporate executives, business owners and entrepreneurs manage specific aspects of their financial world. From balance sheet management for a general partnership executive to the organization of a trust and estate plan, we design strategies that are completely aligned with your goals and circumstances.

When it comes to meeting the comprehensive wealth management needs of affluent individuals, we address every family financial issue ranging from investing to tax planning and advanced wealth planning. Some of our clients view us as their ”financial quarterback,” looking at the bigger picture of their finances and coordinating all the moving parts of their plan.

Highly responsive client service

Our clients mean everything to us. In every interaction, we focus on exceptional service that is tailored to you. In addition, we build strong relationships with your other professionals, including your tax and legal advisors, so every aspect of your financial world is working together.

We are most proud of the strong client relationships we have built, many lasting for more than 20 years. As personal financial advisors, we are committed to doing what’s best for you today and for the future.

How we work with you

Our wealth management process provides a clear framework that is designed to evolve with your changing life

It all starts with a plan
Frequently, we start the planning conversation with this question: If something were to happen to you tomorrow, do you have a plan for your family to move forward? Only with thoughtful planning can we help ensure that all the pieces of your financial life come together.

Tailored solutions
As dedicated Private Wealth Advisors, we provide access to a broad range of services and opportunities reserved for sophisticated clients. We work with you to design and execute customized investment strategies, drawing on the resources of all our businesses.

We offer customized solutions from across all of UBS Private Wealth Management, including:
Specialized lending, Trust and estate planning strategies, Business succession planning, Liquidity management, Investment banking, Open architecture investment platform

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.

“We’re committed to developing long-lasting relationships by providing the trusted guidance and personal service you need in today’s ever-changing world.”

— Trident Partners

Brian Murphy

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- LA
- MA
- MD
- ME
- NE
- NJ
- NY
- OR
- PA
- SC
- TN
- TX
- VA
- WY
“ We put our clients’ interests first, act with integrity and strive for excellence in every facet of our practice.”

A senior partner and Private Wealth Advisor with UBS Private Wealth team Trident Partners, Brian works closely with successful families, business owners, corporate executives, and their accounting and legal advisors, to provide comprehensive wealth management solutions.

Over the course of his more than 20-year career, Brian has focused on addressing the needs and priorities of affluent investors. He understands the complexities of managing significant wealth and the importance of looking holistically at the big picture. He integrates financial planning, investment management solutions and advice, trust and estate planning, philanthropic resources, and multigenerational family dynamics and legacy planning.

Experience
– Private Wealth Advisor, UBS Private Wealth Management
– Executive Director, Morgan Stanley Private Wealth Management Group

Life
– Outside of work, Brian enjoys coaching youth sports and the outdoors, including fishing, skiing, cycling and yard work.
– He and his wife and their four children live in Cohasset, MA.
- Private Wealth Advisor
1099 Hingham Street
Rockland, MA 02370
Todd Conklin

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- MA
- MD
- ME
- NC
- NJ
- NY
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WY
“ Regardless of our clients’ background or challenges, our goal is to become their lifelong advisor and advocate.”

Todd’s fascination with how the financial markets and client relationships intersect began early on and has continued over the last 27 years. Today, as a UBS Private Wealth Advisor with Trident Partners, Todd is passionate about finding specific solutions to help clients achieve what matters most. Access to deep UBS resources along with his team’s decades of experience managing significant wealth for investors, support him as he strives to be their lifelong advisor.

Todd’s clients include family offices, general partners of private equity firms and hedge funds, entrepreneurs and corporate executives along with their families who have created or inherited substantial wealth. Todd creates an exclusive, hands-on boutique environment to provide complete investment and planning solutions. Given the level of complexity and his clients’ time constraints, he integrates his advice with that of their legal and estate professionals to help streamline that process for them. Todd’s relationships often span decades—a testament to the fact that he and his team always put their clients first and never stop striving to improve upon how they can best serve client needs.

Experience
– Private Wealth Advisor, UBS Private Wealth Management
– Executive director, Morgan Stanley Private Wealth Management Group

Life
– Outside of work, Todd is passionate about skiing, sailing and racquet sports.
– He manages an eight-week youth sailing program.
– Todd also sits on the board of Islesboro Affordable Housing.
– He is the vice chairman of the fine arts committee for the Diplomatic Reception Rooms of the US Department of State.
– Todd lives in Rye, NY with his wife, Claire, and their two children, Olivia and George.
- Private Wealth Advisor
- Chartered Alternative Investment Analyst®
299 Park Avenue
New York, NY 10171
Donald Mahoney

Managing Director–Wealth Management

Private Wealth Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- MA
- MD
- NJ
- NY
- OR
- PA
- SC
- TN
- TX
- VA
- WY
When it comes to wealth management, Don's experience speaks volumes. From trading to private banking to Private Wealth Management, Don has gained invaluable insight by learning the business from the ground up. In particular, his credit, banking and investment training has given him a solid foundation and a solutions-based approach to serve the complex needs of ultra high net worth clients and family offices.

Don strives to bring the vision of his Private Wealth Management team, Trident Partners, to the marketplace by drawing upon the vast resources of UBS to provide solutions customized for the unique needs of clients with significant wealth.

Don Mahoney is a Private Wealth Advisor and Family Office Consultant (FOC)
Don is among a select group of UBS Financial Advisors who have earned the FOC business designation. They have undergone rigorous training to strengthen their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families. Understanding the complexities of intergenerational wealth and the challenges faced by UHNW clients, Don, as a Private Wealth Advisor and FOC, aligns specific needs to the full suite of UBS capabilities. Working together, he strives to help these exceptional clients address critical concerns to pursue their most important goals.

“Trust, communication, transparency and partnership guide my delivery of a holistic wealth management practice.”

Past experience
- Director, Barclays Wealth with Barclays Group
- President, Radnor Trust Wealth Management
- Senior vice president and managing director of Wachovia Bank Wealth Management and Institutional Trust Groups in Philadelphia
- Vice president of sales, Mellon Private Asset Management
- Vice president of new business development, Chase Manhattan, Private Bank
Credentials
- Series 7 and 65 securities licenses
Education
- Villanova University
Life
- A native of Philadelphia, Don is very active in his local community.
- Don sits on the board of the Alliance for Decision Education (formerly How I Decide).
- He is a former board member of the Union League of Philadelphia and now sits on the admissions committee.
- He is also a past board member of the Police Athletic League and the Chamber Orchestra of Philadelphia.
- Don and his wife have three children and two grandchildren. The entire family loves spending summers at the beach.
- Don also enjoys playing golf.
- Private Wealth Advisor
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
Rajas Desai

Associate Director

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- KS
- LA
- MA
- MD
- ME
- NC
- NJ
- NV
- NY
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WY
"No matter how much markets, plans and life changes, it’s the trust we build with clients that helps our relationships last over time.”

Rajas Desai learned the value of wealth management advice at a young age. His parents were educated immigrants who left a great life in another country to come to America. Watching them work hard, save and invest without guidance showed him that they could have achieved so much had they received the planning insight of a wealth advisor.

Though he began his career on the institutional side of the financial industry, private wealth management was Rajas’s calling. Today, as a Senior Wealth Strategy Associate with UBS Private Wealth team Trident Partners, he provides clients—ultra high net worth entrepreneurs, executives and their family offices—with a comprehensive financial plan—their road map for financial wellness. Rajas’s plans integrate investment advice, trust and estate planning strategies, philanthropy and financial education. He often works with entire families to address their needs around multigenerational wealth and legacy planning. His team’s highly personalized service model, combined with the extensive ultra high net worth expertise and resources of UBS, provides Rajas with the support and solutions his clients deserve.

Experience
– Senior Wealth Strategy Associate, UBS Private Wealth Management
– Portfolio Management Associate, Morgan Stanley Private Wealth Management Group
– Global Options Controller, Morgan Stanley Finance

Life
– Rajas and his wife, Natasha, share their home with their mini goldendoodle, Ebbett.
– He enjoys traveling, cooking, hiking, reading and South Asian history.
299 Park Avenue
New York, NY 10171
Karen Moore

Senior Client Associate
View bio
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- LA
- MA
- MD
- NH
- NJ
- NY
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WY
Karen joined UBS Wealth Management Americas in 2011 and joined Trident Partners in 2017. Prior to UBS, she worked at Lehman Brothers for three years within the Private Wealth Management.

As the most senior associate on the team, Karen is responsible for all aspects of client service, operations and account administration.

Karen graduated with a B.S. in Economics from College of Charleston. She currently holds the Series 7, 63 and 65.
Home Worker SC
Home Worker SC, SC 000
Sophia Oliverio

Administrative Officer

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- ME
- NC
- NJ
- NV
- NY
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WY
299 Park Avenue
New York, NY 10171

Brian Murphy

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- LA
- MA
- MD
- ME
- NE
- NJ
- NY
- OR
- PA
- SC
- TN
- TX
- VA
- WY
“ We put our clients’ interests first, act with integrity and strive for excellence in every facet of our practice.”

A senior partner and Private Wealth Advisor with UBS Private Wealth team Trident Partners, Brian works closely with successful families, business owners, corporate executives, and their accounting and legal advisors, to provide comprehensive wealth management solutions.

Over the course of his more than 20-year career, Brian has focused on addressing the needs and priorities of affluent investors. He understands the complexities of managing significant wealth and the importance of looking holistically at the big picture. He integrates financial planning, investment management solutions and advice, trust and estate planning, philanthropic resources, and multigenerational family dynamics and legacy planning.

Experience
– Private Wealth Advisor, UBS Private Wealth Management
– Executive Director, Morgan Stanley Private Wealth Management Group

Life
– Outside of work, Brian enjoys coaching youth sports and the outdoors, including fishing, skiing, cycling and yard work.
– He and his wife and their four children live in Cohasset, MA.
- Private Wealth Advisor
1099 Hingham Street
Rockland, MA 02370
Todd Conklin

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- MA
- MD
- ME
- NC
- NJ
- NY
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WY
“ Regardless of our clients’ background or challenges, our goal is to become their lifelong advisor and advocate.”

Todd’s fascination with how the financial markets and client relationships intersect began early on and has continued over the last 27 years. Today, as a UBS Private Wealth Advisor with Trident Partners, Todd is passionate about finding specific solutions to help clients achieve what matters most. Access to deep UBS resources along with his team’s decades of experience managing significant wealth for investors, support him as he strives to be their lifelong advisor.

Todd’s clients include family offices, general partners of private equity firms and hedge funds, entrepreneurs and corporate executives along with their families who have created or inherited substantial wealth. Todd creates an exclusive, hands-on boutique environment to provide complete investment and planning solutions. Given the level of complexity and his clients’ time constraints, he integrates his advice with that of their legal and estate professionals to help streamline that process for them. Todd’s relationships often span decades—a testament to the fact that he and his team always put their clients first and never stop striving to improve upon how they can best serve client needs.

Experience
– Private Wealth Advisor, UBS Private Wealth Management
– Executive director, Morgan Stanley Private Wealth Management Group

Life
– Outside of work, Todd is passionate about skiing, sailing and racquet sports.
– He manages an eight-week youth sailing program.
– Todd also sits on the board of Islesboro Affordable Housing.
– He is the vice chairman of the fine arts committee for the Diplomatic Reception Rooms of the US Department of State.
– Todd lives in Rye, NY with his wife, Claire, and their two children, Olivia and George.
- Private Wealth Advisor
- Chartered Alternative Investment Analyst®
299 Park Avenue
New York, NY 10171
Donald Mahoney

Managing Director–Wealth Management

Private Wealth Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- MA
- MD
- NJ
- NY
- OR
- PA
- SC
- TN
- TX
- VA
- WY
When it comes to wealth management, Don's experience speaks volumes. From trading to private banking to Private Wealth Management, Don has gained invaluable insight by learning the business from the ground up. In particular, his credit, banking and investment training has given him a solid foundation and a solutions-based approach to serve the complex needs of ultra high net worth clients and family offices.

Don strives to bring the vision of his Private Wealth Management team, Trident Partners, to the marketplace by drawing upon the vast resources of UBS to provide solutions customized for the unique needs of clients with significant wealth.

Don Mahoney is a Private Wealth Advisor and Family Office Consultant (FOC)
Don is among a select group of UBS Financial Advisors who have earned the FOC business designation. They have undergone rigorous training to strengthen their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families. Understanding the complexities of intergenerational wealth and the challenges faced by UHNW clients, Don, as a Private Wealth Advisor and FOC, aligns specific needs to the full suite of UBS capabilities. Working together, he strives to help these exceptional clients address critical concerns to pursue their most important goals.

“Trust, communication, transparency and partnership guide my delivery of a holistic wealth management practice.”

Past experience
- Director, Barclays Wealth with Barclays Group
- President, Radnor Trust Wealth Management
- Senior vice president and managing director of Wachovia Bank Wealth Management and Institutional Trust Groups in Philadelphia
- Vice president of sales, Mellon Private Asset Management
- Vice president of new business development, Chase Manhattan, Private Bank
Credentials
- Series 7 and 65 securities licenses
Education
- Villanova University
Life
- A native of Philadelphia, Don is very active in his local community.
- Don sits on the board of the Alliance for Decision Education (formerly How I Decide).
- He is a former board member of the Union League of Philadelphia and now sits on the admissions committee.
- He is also a past board member of the Police Athletic League and the Chamber Orchestra of Philadelphia.
- Don and his wife have three children and two grandchildren. The entire family loves spending summers at the beach.
- Don also enjoys playing golf.
- Private Wealth Advisor
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
Rajas Desai

Associate Director

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- KS
- LA
- MA
- MD
- ME
- NC
- NJ
- NV
- NY
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WY
"No matter how much markets, plans and life changes, it’s the trust we build with clients that helps our relationships last over time.”

Rajas Desai learned the value of wealth management advice at a young age. His parents were educated immigrants who left a great life in another country to come to America. Watching them work hard, save and invest without guidance showed him that they could have achieved so much had they received the planning insight of a wealth advisor.

Though he began his career on the institutional side of the financial industry, private wealth management was Rajas’s calling. Today, as a Senior Wealth Strategy Associate with UBS Private Wealth team Trident Partners, he provides clients—ultra high net worth entrepreneurs, executives and their family offices—with a comprehensive financial plan—their road map for financial wellness. Rajas’s plans integrate investment advice, trust and estate planning strategies, philanthropy and financial education. He often works with entire families to address their needs around multigenerational wealth and legacy planning. His team’s highly personalized service model, combined with the extensive ultra high net worth expertise and resources of UBS, provides Rajas with the support and solutions his clients deserve.

Experience
– Senior Wealth Strategy Associate, UBS Private Wealth Management
– Portfolio Management Associate, Morgan Stanley Private Wealth Management Group
– Global Options Controller, Morgan Stanley Finance

Life
– Rajas and his wife, Natasha, share their home with their mini goldendoodle, Ebbett.
– He enjoys traveling, cooking, hiking, reading and South Asian history.
299 Park Avenue
New York, NY 10171
Karen Moore

Senior Client Associate
View bio
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- LA
- MA
- MD
- NH
- NJ
- NY
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WY
Karen joined UBS Wealth Management Americas in 2011 and joined Trident Partners in 2017. Prior to UBS, she worked at Lehman Brothers for three years within the Private Wealth Management.

As the most senior associate on the team, Karen is responsible for all aspects of client service, operations and account administration.

Karen graduated with a B.S. in Economics from College of Charleston. She currently holds the Series 7, 63 and 65.
Home Worker SC
Home Worker SC, SC 000
Sophia Oliverio

Administrative Officer

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- ME
- NC
- NJ
- NV
- NY
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WY
299 Park Avenue
New York, NY 10171

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

More than 150 years

offering financial advice

51 countries

Our global footprint

Comprehensive solutions for your sophisticated needs

The proof is in our numbers

Global Family Office Services

Comprehensive Wealth Management

Highly responsive client service

How we work with you

Legacy—Wealth for others

“We’re committed to developing long-lasting relationships by providing the trusted guidance and personal service you need in today’s ever-changing world.”

Brian Murphy

Todd Conklin

Donald Mahoney

Rajas Desai

Karen Moore

Sophia Oliverio

Brian Murphy

Todd Conklin

Donald Mahoney

Rajas Desai

Karen Moore

Sophia Oliverio

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Education

Credentials

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Education

Credentials

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Backed by the strength of UBS

A global leader in wealth management

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