Insight for lifelong wealth management

Private Wealth Management

Thoughtful financial planning and disciplined investing are key to helping you align your wealth, life and your most important goals—to us, the essence of navigating toward your “True North.”

As Private Wealth Advisors with access to deep global resources and solutions across all of UBS, we are passionate about helping you grow and preserve the success you have achieved. From strategically planning a business sale to pursuing an upcoming real estate venture to preparing a multi-generational wealth transfer strategy, you should be working with professionals who understand the complexity of your wealth in each area of your financial world.

We believe that the diversity of our team across experience, gender, age and focus provides you that range of problem-solving perspective. With the dedication and service of a boutique team, we offer you the insight to help inform your decisions, the resources to deliver truly tailored solutions and the commitment to your financial well-being throughout your journey today and for many years to come.

The proof is in our numbers

$4.35B

Assets under management

9 person

seasoned team

140

Collective years of experience

Private Wealth Management

From global access to personal opportunity

As members of the exclusive Private Wealth Management division of UBS, we access the vast global resources of UBS, one of the world’s largest wealth managers, to address the many complex issues our sophisticated clients face. Collaborating with specialists across all of UBS—Private Wealth Management, Investment Banking, Capital Markets and Asset Management divisions—we integrate all of your complex investing, planning and financing priorities to tailor solutions to the life you lead and all you’d like your wealth to accomplish.

Henry "Hank" Ludwicki

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- TX
- UT
- VA
“Working hard to help our clients build a strong financial future brings me the greatest satisfaction. My goal is to help clients confidently navigate the road ahead”

Hank provides financial insight and guidance to wealthy individuals, families, business owners and their corporate investments. He also has extensive experience managing assets for select insurance companies and captives.

Hank is well versed in delivering solutions tailored for complex wealth. He also has a unique perspective on comprehensive financial planning and asset management, particularly fixed-income strategies

Experience
- More than 35 years of investment management experience
- Joined UBS Private Wealth Management in 2004
- Held several positions at J.P. Morgan Private Bank; was a credit and lending securities manager, then promoted to head up a trading desk
Life
- Hank and his wife, Angela, live in Lloyd Neck, NY, and he loves spending his personal time with his five children.
- Through the Huntington Breast Cancer Association, Hank is actively involved in promoting and funding breast cancer awareness initiatives.
- Hank supports the Caumsett Foundation, which is dedicated to the environmental preservation of Caumsett State Historic Park Preserve as a unique and historic environment on Long Island’s north shore.
- He has made a long-standing commitment to working with the Boy Scouts of America and has coached both boys’ and girls’ basketball.
- In his free time, he is passionate about skiing, boating and mountain biking.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Hofstra University, B.A.A.
- Wharton Executive Education program
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019
Jason E. Latos

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- TX
- UT
- VA
“There’s nothing more important to me than helping clients understand complex topics well enough to then make smarter financial decisions. With this knowledge, our clients embrace the future with confidence.”

For the past 23 years, Jason has been helping wealthy individuals and families understand and organize all aspects of their financial lives. As a Private Wealth Advisor, he offers access to a distinctive level of sophisticated advice and service. Jason is highly regarded for his thoughtful and direct approach to providing insights and education, from basic financial concepts to complex strategies. His primary focus on investment strategy—specifically strategic and tactical asset allocation—leverages his expertise in equity, fixed income, foreign exchange, alternative and derivative strategies. He has also expanded his focus as team leader within ESG, sustainable and impact investing.

Previous Experience
- Sales Trader at J.P. Morgan Private Bank for 10 years
- Joined UBS Private Wealth Management in 2004
Life
- Jason resides in Brooklyn, NY.
- He is a long-time supporter of the Surfrider Foundation.
- Hobbies and interests include surfing, skiing, golf, tennis, NYC restaurants and international travel.
- Priority project is being a change agent within ESG, sustainable and impact investing.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Delaware - Alfred Lerner College of Business and Economics, B.S. Finance and Marketing
- Private Wealth Advisor
Home Worker SC
Home Worker SC, SC 000
Patricia Merritt, CFP® CDFA

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- TN
- TX
- UT
- VA
“I have a passion for truly understanding the complexities our clients face and what they hope to achieve. Clients count on me for personalized advice and guidance for any wealth matter.”

Over her 30-year career, Patty has combined her background as a legal professional with her expertise in financial planning to help ultra high net worth clients grow and preserve their wealth and establish their legacy. As a Private Wealth Advisor, she offers clients access to a distinctive level of sophisticated advice and service.

Patty provides comprehensive multigenerational wealth planning, specializing in estate planning strategies, investment solutions and liability management. With a passion for helping women in transition, she focuses on meeting the unique needs of clients through the entire process of divorce, from pre-divorce planning and negotiating to post-divorce financial management.

Experience
- Spent 17 years with J.P. Morgan, serving in corporate finance and with the Private Bank
- Joined UBS Private Wealth Management in 2004
Life
- Patty and her husband live in West Nyack, NY, and enjoy adventure travel to such culturally exotic locales as Bhutan, Tanzania, Patagonia, Laos, Cambodia, Greenland and many other regions.
- She is a former board member of the Student Conservation Association.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Yale School of Management, M.B.A.
- Smith College, B.A.
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER™
- Certified Divorce Financial Analyst
1285 Avenue Of The Americas
New York, NY 10019
Brent T. Barnhart

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- TX
- UT
- VA
“I always put client interests first—while remaining objective and diligent with my approach to wealth management. Integrity, trust and discretion are the cornerstones of my practice.”

Individuals and families with significant wealth require a customizable investment solution that is tailored to their specific goals and objectives—which often change over time. Brent Barnhart and his team, True North Partners, are focused on preserving wealth and uncovering investment opportunities across multiple generations.

As a UBS Private Wealth Advisor, Brent is part of an exclusive, boutique division within UBS Wealth Management that provides a distinctive level of sophisticated advice and service. Accessing the global platforms across all of UBS Private Wealth Management and the Family Office Solutions Group, Brent delivers tailored credit, estate planning, asset management and investment banking strategies to entrepreneurs, family offices, business owners and real estate principals who often require bespoke solutions to address the complexity of their financial lives.

Experience
- Portfolio management analyst at Twin Focus Capital Partners—Multi Family Office
- Research analyst at La Fayette Investment Management—Fund of Hedge Funds
- Joined UBS Wealth Management in 2010
Life
- Originally from Bloomfield Hills, MI, Brent now lives in New York City.
- Brent is a board member of the Lincoln Center Young Patrons.
- He also supports the LUNGevity Foundation, serving as Vice Chair of the annual Celebration of Hope Gala in New York City.
- Brent’s interests include horology, adventurous travel, great restaurants, health and fitness.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Boston University Questrom School of Business, B.S.B.A. Finance
- London School of Economics
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019
Maria Farhat Tanzola

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
Maria Farhat Tanzola, Senior Vice President joined UBS in 2012 culminating 30+ years in Private Wealth Management. Maria leads the team in delivering all aspects of wealth management and planning to ultra high net worth families. She provides insightful execution helping to relieve her clients of the worries and burdens of their wealth. Maria is a founding member of UBS Sustainable Investment Advisory Council and was the creator of ImpactNJ, an investment strategy focused on supporting the rebuild efforts of New Jersey communities.

A very committed member of the community, Maria spends much of her personal time involved with many non-profit organizations such as the Foodbank of Monmouth & Ocean County, Monmouth Park Charity Fund, Council of New Jersey Grantmakers and was most recently honored as a Woman of Distinction of the Girl Scouts of America.

Experience
- Joined UBS in 2012
- Private Wealth Advisor, U.S. Trust, 2005-2012
- Private Wealth Advisor, PNC, 1981-2005
Personal & Community
- Creator, Impact NJ - an investment strategy focused on supporting the rebuild efforts of New Jersey communities
- Member, Financial Women's Association of New York
- Board Member, Girl Scouts of the Jersey Shore
- Board Vice President, Monmouth Park Charity Fund
- Founding member, UBS Sustainable Investment Advisory Council
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Cannon Financial Institute
- Aresty Institute of Executive Education - Private Wealth Management, The Wharton School
- Moravian College
- Private Wealth Advisor
2310 Route 34 Suite 2A
Manasquan, NJ 08736
Jake W. Huff, CFA

Senior Vice President–Wealth Management

Portfolio Manager
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WY
“I help to ensure a family’s wealth does not crumble between generations.”

Having started his career in his own family office, Jake is uniquely positioned in the ultra high net worth market. Since joining UBS, he focuses his time on the needs of select millennials, entrepreneurs, executives and family offices. Jake specializes in building customized portfolios and has an innate ability to come up with innovative solutions to the challenges that come with exceptional wealth.

Jake graduated from Duke University with a bachelor of science in economics, concentrating in finance, and earned a certification in markets and management. He subsequently earned a master of science in finance from IE Business School in Madrid, a program consistently ranked among the top three worldwide. Additionally, Jake has a M.B.A. from Columbia University.

Experience
- Began his career in his own family office, W.R. Huff Asset Management
- Worked for Morgan Stanley Private Wealth Management in 2013
- Joined UBS Private Wealth Management in 2015
Life
- He is a member of the International Academic Salon, which promotes international cultural, scientific and business ties through its events around the world.
- Jake serves on the Lincoln Center Young Patrons leadership board.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Duke University, B.S. Economics
- IE Business School, M.S. Finance
- Columbia University , M.B.A.
- Portfolio Manager
- Chartered Financial Analyst®
- CERTIFIED FINANCIAL PLANNER™
- Certificate in Investment Performance Measurement
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

Allison Wisniewski

Associate Director

Investment Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
“The personal relationships I build with our clients allow me to truly understand their goals. I focus on answering the tough questions and assisting with whatever a client may need.”

With more than 17 years of financial services industry experience, Allison delivers a highly personalized service experience focused on the unique needs of private wealth management clients. By handling operations for the team and serving as the point of contact for trading, lending and banking inquiries, she is wholly dedicated to making our clients’ lives easier.

In addition, Allison is committed to providing financial education for any issue or challenge our clients face. She is especially well-versed in helping clients understand cybersecurity and the importance of safeguarding personal and account information.

Experience
- Started her career as a financial advisor trainee at American Express Financial Advisors in 2002
- Worked as a client service associate in the Private Bank at Morgan Stanley and Lehman Brothers
- Joined UBS in 2008
Life
- Allison resides in Brooklyn, NY, and is a proud WVU Mountaineer fan.
- She is committed to environmental causes and is an animal lover.
- A seasoned traveler who has been to countries such as Iceland and Australia, she is on a mission to visit all 50 states.
- Private Wealth Management Program at the University of Pennsylvania’s Wharton School
- West Virginia University, B.A. Finance
1285 Avenue Of The Americas
New York, NY 10019
Susan Daly, CFP, CDFA

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- AR
- AZ
- CA
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
“Our clients look to us to provide solutions that address their overall financial wellness. We get to these solutions after we clarify their goals and create a clear financial road map for the future.”

Since 2005, Susan has provided ultra-high net worth individuals and families with financial organization and solutions focused on building a solid foundation for success. Bringing together financial modeling, asset allocation and risk/return strategies, she works with clients in all phases of their financial lives.

Susan’s primary focus is the delivery of comprehensive financial planning. Working one-on-one during changing life circumstances, she makes a real impact on the financial well-being of her clients. With a special interest in guiding women through challenging times, Susan advises on the financial complexities associated with divorce, the death of a spouse and business transition planning.

Experience
- Started her career at Smith Barney Global Wealth Management in 2005
- Joined UBS Private Wealth Management in 2006 and became a member of True North Partners in 2011
Life
- Susan is an active volunteer for many local charity initiatives and raises money for Irish cultural efforts.
- She is an executive board member of the Mothers’ Club of St. Joseph School in Bronxville, NY.
- Susan, her husband and three young children reside in Westchester, NY, where she enjoys giving back to her community and teaching her children how to do the same.
- Concordia College, M.S. Business Leadership
- Berkeley College, B.A. International Business
- CERTIFIED FINANCIAL PLANNER™
- Certified Divorce Financial Analyst
1285 Avenue Of The Americas
New York, NY 10019
Charlie Kim

Client Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
“At the end of the day, I’m here to do whatever I can to help our clients. That’s what makes the difference for me.”

Charlie has spent his financial services career focused on relationship management. He prides himself on building strong connections with clients, so they feel secure and organized.

Charlie specializes in implementing wealth management strategies as well as daily operations and maintenance. He is also responsible for equity and fixed income transactions, performance analytics and account processing.

Experience
- Started his career in 2010, working at J.P. Morgan Private Bank and Alliance Bernstein
- Joined UBS in 2015
Life
- Charlie lives in New Jersey with his wife and child.
- He enjoys playing golf, snowboarding and travelling.
- University of Delaware, B.S. Finance
1285 Avenue Of The Americas
New York, NY 10019
Lauren Healey

Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
Lauren has focused her career around client service and relationship management. She finds it extremely rewarding to build personal relationships to truly understand client’s goals and make their lives easier.

Lauren’s primary focus is to handle daily operational items for the team including implementing new account strategies, transaction processing, account opening, and assisting clients with all aspects of their financial lives.

Experience
- Started her career in client service management in 2012 working in commercial real estate
- Joined UBS Private Wealth Management in 2015
Accomplishments
- Series 7 and 63 securities licenses
- B.A., Communication Studies, Northeastern University
Life
- Lauren and her husband live in upstate New York
- Her hobbies and interests include tennis, interior design, travel and yoga
1285 Avenue Of The Americas
New York, NY 10019

Henry "Hank" Ludwicki

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- TX
- UT
- VA
“Working hard to help our clients build a strong financial future brings me the greatest satisfaction. My goal is to help clients confidently navigate the road ahead”

Hank provides financial insight and guidance to wealthy individuals, families, business owners and their corporate investments. He also has extensive experience managing assets for select insurance companies and captives.

Hank is well versed in delivering solutions tailored for complex wealth. He also has a unique perspective on comprehensive financial planning and asset management, particularly fixed-income strategies

Experience
- More than 35 years of investment management experience
- Joined UBS Private Wealth Management in 2004
- Held several positions at J.P. Morgan Private Bank; was a credit and lending securities manager, then promoted to head up a trading desk
Life
- Hank and his wife, Angela, live in Lloyd Neck, NY, and he loves spending his personal time with his five children.
- Through the Huntington Breast Cancer Association, Hank is actively involved in promoting and funding breast cancer awareness initiatives.
- Hank supports the Caumsett Foundation, which is dedicated to the environmental preservation of Caumsett State Historic Park Preserve as a unique and historic environment on Long Island’s north shore.
- He has made a long-standing commitment to working with the Boy Scouts of America and has coached both boys’ and girls’ basketball.
- In his free time, he is passionate about skiing, boating and mountain biking.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Hofstra University, B.A.A.
- Wharton Executive Education program
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019
Jason E. Latos

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- TX
- UT
- VA
“There’s nothing more important to me than helping clients understand complex topics well enough to then make smarter financial decisions. With this knowledge, our clients embrace the future with confidence.”

For the past 23 years, Jason has been helping wealthy individuals and families understand and organize all aspects of their financial lives. As a Private Wealth Advisor, he offers access to a distinctive level of sophisticated advice and service. Jason is highly regarded for his thoughtful and direct approach to providing insights and education, from basic financial concepts to complex strategies. His primary focus on investment strategy—specifically strategic and tactical asset allocation—leverages his expertise in equity, fixed income, foreign exchange, alternative and derivative strategies. He has also expanded his focus as team leader within ESG, sustainable and impact investing.

Previous Experience
- Sales Trader at J.P. Morgan Private Bank for 10 years
- Joined UBS Private Wealth Management in 2004
Life
- Jason resides in Brooklyn, NY.
- He is a long-time supporter of the Surfrider Foundation.
- Hobbies and interests include surfing, skiing, golf, tennis, NYC restaurants and international travel.
- Priority project is being a change agent within ESG, sustainable and impact investing.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Delaware - Alfred Lerner College of Business and Economics, B.S. Finance and Marketing
- Private Wealth Advisor
Home Worker SC
Home Worker SC, SC 000
Patricia Merritt, CFP® CDFA

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- TN
- TX
- UT
- VA
“I have a passion for truly understanding the complexities our clients face and what they hope to achieve. Clients count on me for personalized advice and guidance for any wealth matter.”

Over her 30-year career, Patty has combined her background as a legal professional with her expertise in financial planning to help ultra high net worth clients grow and preserve their wealth and establish their legacy. As a Private Wealth Advisor, she offers clients access to a distinctive level of sophisticated advice and service.

Patty provides comprehensive multigenerational wealth planning, specializing in estate planning strategies, investment solutions and liability management. With a passion for helping women in transition, she focuses on meeting the unique needs of clients through the entire process of divorce, from pre-divorce planning and negotiating to post-divorce financial management.

Experience
- Spent 17 years with J.P. Morgan, serving in corporate finance and with the Private Bank
- Joined UBS Private Wealth Management in 2004
Life
- Patty and her husband live in West Nyack, NY, and enjoy adventure travel to such culturally exotic locales as Bhutan, Tanzania, Patagonia, Laos, Cambodia, Greenland and many other regions.
- She is a former board member of the Student Conservation Association.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Yale School of Management, M.B.A.
- Smith College, B.A.
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER™
- Certified Divorce Financial Analyst
1285 Avenue Of The Americas
New York, NY 10019
Brent T. Barnhart

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- TX
- UT
- VA
“I always put client interests first—while remaining objective and diligent with my approach to wealth management. Integrity, trust and discretion are the cornerstones of my practice.”

Individuals and families with significant wealth require a customizable investment solution that is tailored to their specific goals and objectives—which often change over time. Brent Barnhart and his team, True North Partners, are focused on preserving wealth and uncovering investment opportunities across multiple generations.

As a UBS Private Wealth Advisor, Brent is part of an exclusive, boutique division within UBS Wealth Management that provides a distinctive level of sophisticated advice and service. Accessing the global platforms across all of UBS Private Wealth Management and the Family Office Solutions Group, Brent delivers tailored credit, estate planning, asset management and investment banking strategies to entrepreneurs, family offices, business owners and real estate principals who often require bespoke solutions to address the complexity of their financial lives.

Experience
- Portfolio management analyst at Twin Focus Capital Partners—Multi Family Office
- Research analyst at La Fayette Investment Management—Fund of Hedge Funds
- Joined UBS Wealth Management in 2010
Life
- Originally from Bloomfield Hills, MI, Brent now lives in New York City.
- Brent is a board member of the Lincoln Center Young Patrons.
- He also supports the LUNGevity Foundation, serving as Vice Chair of the annual Celebration of Hope Gala in New York City.
- Brent’s interests include horology, adventurous travel, great restaurants, health and fitness.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Boston University Questrom School of Business, B.S.B.A. Finance
- London School of Economics
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019
Maria Farhat Tanzola

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
Maria Farhat Tanzola, Senior Vice President joined UBS in 2012 culminating 30+ years in Private Wealth Management. Maria leads the team in delivering all aspects of wealth management and planning to ultra high net worth families. She provides insightful execution helping to relieve her clients of the worries and burdens of their wealth. Maria is a founding member of UBS Sustainable Investment Advisory Council and was the creator of ImpactNJ, an investment strategy focused on supporting the rebuild efforts of New Jersey communities.

A very committed member of the community, Maria spends much of her personal time involved with many non-profit organizations such as the Foodbank of Monmouth & Ocean County, Monmouth Park Charity Fund, Council of New Jersey Grantmakers and was most recently honored as a Woman of Distinction of the Girl Scouts of America.

Experience
- Joined UBS in 2012
- Private Wealth Advisor, U.S. Trust, 2005-2012
- Private Wealth Advisor, PNC, 1981-2005
Personal & Community
- Creator, Impact NJ - an investment strategy focused on supporting the rebuild efforts of New Jersey communities
- Member, Financial Women's Association of New York
- Board Member, Girl Scouts of the Jersey Shore
- Board Vice President, Monmouth Park Charity Fund
- Founding member, UBS Sustainable Investment Advisory Council
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Cannon Financial Institute
- Aresty Institute of Executive Education - Private Wealth Management, The Wharton School
- Moravian College
- Private Wealth Advisor
2310 Route 34 Suite 2A
Manasquan, NJ 08736
Jake W. Huff, CFA

Senior Vice President–Wealth Management

Portfolio Manager
View bio Industry recognition
- AR
- AZ
- CA
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- DC
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- FL
- GA
- HI
- IL
- KS
- MA
- MD
- MI
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- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
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- TX
- UT
- VA
- VT
- WY
“I help to ensure a family’s wealth does not crumble between generations.”

Having started his career in his own family office, Jake is uniquely positioned in the ultra high net worth market. Since joining UBS, he focuses his time on the needs of select millennials, entrepreneurs, executives and family offices. Jake specializes in building customized portfolios and has an innate ability to come up with innovative solutions to the challenges that come with exceptional wealth.

Jake graduated from Duke University with a bachelor of science in economics, concentrating in finance, and earned a certification in markets and management. He subsequently earned a master of science in finance from IE Business School in Madrid, a program consistently ranked among the top three worldwide. Additionally, Jake has a M.B.A. from Columbia University.

Experience
- Began his career in his own family office, W.R. Huff Asset Management
- Worked for Morgan Stanley Private Wealth Management in 2013
- Joined UBS Private Wealth Management in 2015
Life
- He is a member of the International Academic Salon, which promotes international cultural, scientific and business ties through its events around the world.
- Jake serves on the Lincoln Center Young Patrons leadership board.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Duke University, B.S. Economics
- IE Business School, M.S. Finance
- Columbia University , M.B.A.
- Portfolio Manager
- Chartered Financial Analyst®
- CERTIFIED FINANCIAL PLANNER™
- Certificate in Investment Performance Measurement
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019
Allison Wisniewski

Associate Director

Investment Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- ME
- MI
- MN
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- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
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- UT
- VA
“The personal relationships I build with our clients allow me to truly understand their goals. I focus on answering the tough questions and assisting with whatever a client may need.”

With more than 17 years of financial services industry experience, Allison delivers a highly personalized service experience focused on the unique needs of private wealth management clients. By handling operations for the team and serving as the point of contact for trading, lending and banking inquiries, she is wholly dedicated to making our clients’ lives easier.

In addition, Allison is committed to providing financial education for any issue or challenge our clients face. She is especially well-versed in helping clients understand cybersecurity and the importance of safeguarding personal and account information.

Experience
- Started her career as a financial advisor trainee at American Express Financial Advisors in 2002
- Worked as a client service associate in the Private Bank at Morgan Stanley and Lehman Brothers
- Joined UBS in 2008
Life
- Allison resides in Brooklyn, NY, and is a proud WVU Mountaineer fan.
- She is committed to environmental causes and is an animal lover.
- A seasoned traveler who has been to countries such as Iceland and Australia, she is on a mission to visit all 50 states.
- Private Wealth Management Program at the University of Pennsylvania’s Wharton School
- West Virginia University, B.A. Finance
1285 Avenue Of The Americas
New York, NY 10019
Susan Daly, CFP, CDFA

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- AR
- AZ
- CA
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
“Our clients look to us to provide solutions that address their overall financial wellness. We get to these solutions after we clarify their goals and create a clear financial road map for the future.”

Since 2005, Susan has provided ultra-high net worth individuals and families with financial organization and solutions focused on building a solid foundation for success. Bringing together financial modeling, asset allocation and risk/return strategies, she works with clients in all phases of their financial lives.

Susan’s primary focus is the delivery of comprehensive financial planning. Working one-on-one during changing life circumstances, she makes a real impact on the financial well-being of her clients. With a special interest in guiding women through challenging times, Susan advises on the financial complexities associated with divorce, the death of a spouse and business transition planning.

Experience
- Started her career at Smith Barney Global Wealth Management in 2005
- Joined UBS Private Wealth Management in 2006 and became a member of True North Partners in 2011
Life
- Susan is an active volunteer for many local charity initiatives and raises money for Irish cultural efforts.
- She is an executive board member of the Mothers’ Club of St. Joseph School in Bronxville, NY.
- Susan, her husband and three young children reside in Westchester, NY, where she enjoys giving back to her community and teaching her children how to do the same.
- Concordia College, M.S. Business Leadership
- Berkeley College, B.A. International Business
- CERTIFIED FINANCIAL PLANNER™
- Certified Divorce Financial Analyst
1285 Avenue Of The Americas
New York, NY 10019
Charlie Kim

Client Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
“At the end of the day, I’m here to do whatever I can to help our clients. That’s what makes the difference for me.”

Charlie has spent his financial services career focused on relationship management. He prides himself on building strong connections with clients, so they feel secure and organized.

Charlie specializes in implementing wealth management strategies as well as daily operations and maintenance. He is also responsible for equity and fixed income transactions, performance analytics and account processing.

Experience
- Started his career in 2010, working at J.P. Morgan Private Bank and Alliance Bernstein
- Joined UBS in 2015
Life
- Charlie lives in New Jersey with his wife and child.
- He enjoys playing golf, snowboarding and travelling.
- University of Delaware, B.S. Finance
1285 Avenue Of The Americas
New York, NY 10019
Lauren Healey

Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
Lauren has focused her career around client service and relationship management. She finds it extremely rewarding to build personal relationships to truly understand client’s goals and make their lives easier.

Lauren’s primary focus is to handle daily operational items for the team including implementing new account strategies, transaction processing, account opening, and assisting clients with all aspects of their financial lives.

Experience
- Started her career in client service management in 2012 working in commercial real estate
- Joined UBS Private Wealth Management in 2015
Accomplishments
- Series 7 and 63 securities licenses
- B.A., Communication Studies, Northeastern University
Life
- Lauren and her husband live in upstate New York
- Her hobbies and interests include tennis, interior design, travel and yoga
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.

Entrepreneurial ventures

Business owners

Whether you’re exploring a sale or launching your third company, we can be a valuable resource. Our process begins with critical pre-liquidity planning and continues through execution and closing. While we help you develop a personalized strategy that includes important estate planning considerations that can impact your long-term goals and the next generation, post-sale, our advice addresses the entire selling cycle, including: structure and timing; valuation opportunities; risk management; liquidity planning and estate and tax planning strategies.

Executive compensation management

Executives

Intergenerational wealth preservation, transfer and education

Multigenerational families

Whether your goal is to preserve your assets or business, reduce your estate tax exposure or transfer wealth to your heirs, we collaborate with your tax and legal advisors to ensure your plan addresses your short- and long-term goals and your family commitments. Working with you and your loved ones, we’ll also help educate and prepare the next generation for financial responsibility.

Planning for a lifetime

Liquidity. Longevity. Legacy.

When it comes to pursuing your most important goals, we believe planning should always be your starting point. Depending on where you are in your life, the priorities you have and the complexity of your needs, our planning conversations may center on liquidity management, advanced estate planning strategies, trusts and philanthropic vehicles, cash flow or asset replacement solutions such as insurance.

Our process begins with questions and discussions that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expense, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.}

Strategies for women in transition

A boutique experience for family offices

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

^$3.9 trillion

In invested assets globally
As of 12/31/2022

Global leader

UBS is a world-leading wealth manager

ESG/Impact Investing

Euromoney Private Banking and Wealth Management Survey, 2015-2022

Insight for lifelong wealth management

Private Wealth Management

The proof is in our numbers

Private Wealth Management

Henry "Hank" Ludwicki

Jason E. Latos

Patricia Merritt, CFP® CDFA

Brent T. Barnhart

Maria Farhat Tanzola

Jake W. Huff, CFA

Allison Wisniewski

Susan Daly, CFP, CDFA

Charlie Kim

Lauren Healey

Henry "Hank" Ludwicki

Jason E. Latos

Patricia Merritt, CFP® CDFA

Brent T. Barnhart

Maria Farhat Tanzola

Jake W. Huff, CFA

Allison Wisniewski

Susan Daly, CFP, CDFA

Charlie Kim

Lauren Healey

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Education

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Connecting you to the deep resources of UBS

Entrepreneurial ventures

Executive compensation management

Intergenerational wealth preservation, transfer and education

Planning for a lifetime

Strategies for women in transition

A boutique experience for family offices

Legacy—Wealth for others

Backed by the strength of UBS

A global leader in wealth management

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