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The importance of choosing the right advisor

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As Institutional Consultants, we take the time to fully understand your organization, leadership, employees and culture. With our comprehensive platform of industry-leading corporate services and solutions, we provide a proven process that can help deliver a customized benefits plan. Talk to us about how our experience, resources and industry longevity can contribute to your company’s success today and in the future.

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Insights

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UBS Wealth Way

Wealth from your point of view

An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • M. valenti

    Michael T. Valenti

    Senior Vice President–Wealth Management

    Senior Institutional Consultant, UBS Institutional Consulting Program

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    • CA
    • FL
    • IN
    • MO
    • NY
    • OH
    • PA
    • SC

    Michael joined UBS in the Fall of 2021, he brings with him more than 20 years of investment experience most recently as a Senior Vice President and Institutional Consultant at Graystone Consulting, a division of Morgan Stanley. Prior to joining Graystone, Mike spent 15 years at Manning & Napier Advisors managing a $1.7bn franchise of both ultra-high net worth individuals and institutional clients, including endowments and foundations, Taft-Hartley DB and DC plans, religious organizations, municipal plans, and corporate or family office 401k and profit-sharing plans. He began his career in Institutional Equity Sales at Lehman Brothers in New York City.

     

    Michael brings his extensive experience to bear to develop tailored and adaptable investment solutions for sophisticated clients. He employs a cash-flow and liability-based consulting approach, with a particular expertise in multi-employer Taft-Hartley benefit plans. Michael is relationship-focused, working to attain a true and long-lasting partnership with clients.

     

    Michael graduated cum laude from Williams College, and is Series 63, 65, and 7 licensed. Michael grew up in Pittsford, NY and married his high-school sweetheart Carolyn. Michael and Carolyn live in Pittsford and have two children: their son Avery is an all-around athlete, playing lacrosse, football, soccer, and basketball, and their daughter Mairyn loves competitive cheerleading, gymnastics, and horseback riding. Michael and Carolyn spend most of their free time attending their children’s sporting events and loving every minute of it! Michael loves connecting with clients on the golf course, although his golf advice doesn’t technically fall under the “fiduciary” umbrella.

      • Williams College, B.A.
      • Senior Institutional Consultant, UBS Institutional Consulting Program
      Institutional consulting
      Alternative investments
      Asset allocation
      Custom portfolios
      Business owners
      Retirement Plan consulting
      Business succession
      Exit planning
      400 Linden Oaks
      Rochester, NY 14625
      michael.valenti@ubs.com
      Michael T. Valenti
      400 Linden Oaks,Rochester,NY,14625
    • S.maley

      Samantha Maley

      Vice President–Wealth Management

      Institutional Consultant, UBS Institutional Consulting Program

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      • CA
      • CT
      • FL
      • IN
      • MO
      • NY
      • OH
      • PA
      • SC

      Joining UBS in 2021, Samantha brings 8 years of experience in the Financial Services Industry. The first 6 years of her career were spent at Manning & Napier Advisors as a Relationship Manager for both leveraged distribution and direct sales. Most recently she spent 2 years at Graystone Consulting, a division of Morgan Stanley, focusing on Institutional clients within the Taft-Hartley construction trades.

      At UBS, Samantha will work to deliver a truly exceptional investment consulting experience for Institutional Clients, and uses the same sophisticated institutional approach to serve high net worth individuals and families. This means working in partnership with clients to gain a deep understanding of their unique needs and connecting them with the extensive resources of the firm to implement a truly holistic investment management solution. Her experience with multi-employer plans, endowments and foundations, and ultra-high net worth generational wealth planning means she is well-equipped to provide the high-caliber service all UBS clients expect.

      Samantha holds her Series 6, 7, 63, and 65 licenses. She graduated summa cum laude with a B.A. in Communication Studies and English Literature from St. John Fisher College. Originally from Jamestown, NY she now lives in Fairport with her husband Rob and two children, William and Norah. Their free time is spent at their house on Cuba Lake, growing Rob’s screen-printing business, attending their children’s baseball games or dance recitals, and watching the latest buzz-worthy streaming TV series. Her educational background means she loves giving television, podcast, and book recommendations!

        • St. John Fisher College, B.A.
        • Institutional Consultant, UBS Institutional Consulting Program
        Exit planning
        Business succession
        Custom portfolios
        Asset allocation
        Alternative investments
        Institutional consulting
        Retirement Plan consulting
        Business owners
        400 Linden Oaks
        Rochester, NY 14625
        Michael.valenti@ubs.com,samantha.maley@ubs.com
        Samantha Maley
        400 Linden Oaks,Rochester,NY,14625

      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.

      Institutional consulting

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      Investment Management

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      $5.8+ trn

      UBS Group invested assets
      As of 03/31/2024

      More than 160 years

      offering financial advice