It's not just your money; it's your future

Private Wealth Management

A personalized, hands-on relationship

We live in a world where nothing stands still. The Internet gives us the tools to find virtually any fact that we need 24/7. When it comes to making financial decisions for our families, however, this wealth of information can seem overwhelming. That’s where we can help. We will work with you to clarify where you want to go and discuss how best to get there. We know that it’s your future, and we don’t rest until we know that you’re sleeping well.

What does “value added” mean to you?

We want to be your resource for any matter that touches on your financial life. 

Recognized as industry leaders

  • Harold D. Elish

    Harold D. Elish, CFP, CPWA

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
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    • DC
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    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
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    Harry joined UBS in 2006, but has been a financial advisor for 40 years. Shortly after graduating from Princeton University, he joined one of Smith Barney’s predecessor firms, where he spent 25 years building his practice and helping clients realize their financial and personal goals. He moved his team to UBS’s New York headquarters because it offers a robust degree of support for its private clients.

    On the personal side, he loves spending time with his family. He is also a bit of a health nut and finds that exercise is a great stress reducer. When he can find the time, he reads historical novels and enjoys the cultural beat of New York City. He is also energized by the work he does with nonprofit educational groups in New York City.

    Personal & Community

    • Board Member: Academy of the City, a New York charter school; The Tuttle Fund, a New York organization that assists senior citizens & the Kaplan Educational Foundation, which helps promising students in the CUNY junior college system.
    • Married with two sons, ages 31 and 34.
    • Barron’s Top 100 Private Wealth Management Teams, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
    • Barron's Top 1,000 Financial Advisors, 2010The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America's Top Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

        1285 Avenue Of The Americas
        New York, NY 10019
        harold.elish@ubs.com
        Harold D. Elish, CFP, CPWA
        1285 Avenue Of The Americas,New York,NY,10019
      • Kevin M. O'Leary

        Kevin M. O'Leary, CFA, CFP

        Managing Director–Wealth Management

        Financial Advisor

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        • AK
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        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
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        • OR
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        • RI
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        • VA
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        • WY

        Kevin has spent over 20 years in the financial services industry. After graduating from the University of Vermont, he started his career at Marsh and McLennan as an insurance broker. He made a big change in 2000 when he joined Sanford Bernstein as a financial advisor, helping families and individuals pursue their goals. Like Harry, he saw a better chance to take care of his clients at UBS and moved his practice here in 2009. Along the way, he earned his Chartered Financial Analyst® and Certified Financial Planner™ certifications.

        Outside of work, he enjoys staying active. He and his wife have three children, so many weekends are spent cheering on their soccer, lacrosse or swim teams. When not on the sidelines, some of his favorite activities include skiing, biking, running and playing platform tennis. He also values the time he spends volunteering as the treasurer for a local charity that works to help underprivileged children in New York City.

        Personal & Community

        • Member of the Financial Planning Association
        • New York Society of Securities Analysts
        • Married with three children - Ryan (17), Kiera (15) and Kylie (12)
        • Barron’s Top 100 Private Wealth Management Teams, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.
        • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
        • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

            1285 Avenue Of The Americas
            New York, NY 10019
            kevin.oleary@ubs.com
            Kevin M. O'Leary, CFA, CFP
            1285 Avenue Of The Americas,New York,NY,10019
          • Timothy Turpin

            Timothy Turpin

            Senior Vice President–Wealth Management

            Financial Advisor

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            • IA
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            • IN
            • KS
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
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            • NC
            • NH
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            • RI
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            Tim took a roundabout path to the world of financial planning. After getting an M.B.A., he sat on a number of Wall Street trading desks, executing transactions with corporate and mortgage-backed bonds. The last of those positions was on UBS’s Premier Fixed Income Trading Desk. There, he was given the chance to have direct client contact. It has been over 10 years that he has spent devising financial plans for families and helping them execute those plans, and he could not be happier.

            When Tim is not in the office, you can find him near water, riding waves on the Jersey shore or fly fishing in a local river. He also works with American Corporate Partners, helping veterans make the transition from the armed forces to fulfilling careers.

            • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
            • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                1285 Avenue Of The Americas
                New York, NY 10019
                timothy.turpin@ubs.com
                Timothy Turpin
                1285 Avenue Of The Americas,New York,NY,10019
              • Nicholas Landy

                Nicholas Landy, CFP®

                Senior Vice President–Wealth Management

                Financial Advisor

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                • DC
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                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MS
                • MT
                • NC
                • NH
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                • NM
                • NV
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                • OH
                • OR
                • PA
                • RI
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                • WY

                Nicholas started his career in the financial services industry in 2008, having earned a B.A. in economics from the University of Delaware. Over the years, he has worn many hats at UBS. He is grateful to have found a home as one of the team’s Certified Financial Planner™ professionals. At the end of a long day, there is nothing more satisfying than helping a family orchestrate a comprehensive game plan to pursue their life goals.

                When Nicholas is not in the office, he and his fiancé make it a point of spending as much time as possible in the great outdoors. He loves to fly fish, and he enjoys exploring the Jersey City neighborhood into which they just moved.

                • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
                • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The 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.

                Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                    1285 Avenue Of The Americas
                    New York, NY 10019
                    nick.landy@ubs.com
                    Nicholas Landy, CFP®
                    1285 Avenue Of The Americas,New York,NY,10019
                  • Ryan William Karl

                    Ryan William Karl, CFP

                    Wealth Strategy Associate

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                    • MN
                    • MO
                    • NC
                    • NH
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                    • NM
                    • NY
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                    • RI
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                    • VT
                    • WA

                    Ryan joined our team in 2017, where he assists in a variety of areas. Ryan contributes his expertise in everything from the monitoring of client portfolios to providing financial education for the team's emerging affluent and millennial client base.

                    Ryan received his B.S. in Applied Economics and Management from Cornell University where he was an Academic and First Team All-Ivy baseball player. He continues to enjoy staying physically active with flag football, basketball and weight lifting. He looks forward to summers spent in Long Beach Island, NJ with his family and friends. Ryan currently resides in Hoboken, NJ.

                      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                          1285 Avenue Of The Americas
                          New York, NY 10019
                          ryan.karl@ubs.com
                          Ryan William Karl, CFP
                          1285 Avenue Of The Americas,New York,NY,10019
                        •  Sarah Wilson

                          Sarah Wilson

                          Financial Advisor

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                          • WY

                          Sarah began her career in 2004 working with Kevin at Sanford Bernstein and transitioned to UBS in 2009. She oversees our client service effort in all aspects of account administration, operations and portfolio maintenance.

                          Sarah received her B.A. in Art History from Williams College where she was an All-American swimmer. She currently resides in Greenwich with her husband and two young children.

                            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                1285 Avenue Of The Americas
                                New York, NY 10019
                                sarah.wilson@ubs.com
                                Sarah Wilson
                                1285 Avenue Of The Americas,New York,NY,10019
                              • Alexis Michelle Colon

                                Alexis Michelle Colon

                                Client Associate

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                                • AZ
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                                • FL
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                                • IA
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                                • IN
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                                • MD
                                • ME
                                • MI
                                • MN
                                • MO
                                • NC
                                • NH
                                • NJ
                                • NM
                                • NY
                                • OH
                                • OR
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                                • RI
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                                • TN
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                                • UT
                                • VA
                                • VT
                                • WA

                                Lexi started with us in 2019, but she comes to us with years of financial services experience. Lexi assists in all client service and operational responsibilities for the team, ensuring that your accounts never miss a beat! Lexi is passionate about reducing the stress of managing your finances.

                                Lexi received her B.A. in Sociology from The University of Texas in Austin. In her free time, Lexi enjoys being outdoors and exploring the city, as well as volunteering at her local church. She currently resides in Manhattan.

                                  Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                      1285 Avenue Of The Americas
                                      New York, NY 10019
                                      alexis.colon@ubs.com
                                      Alexis Michelle Colon
                                      1285 Avenue Of The Americas,New York,NY,10019
                                    • corey vita

                                      Corey Vita

                                      Client Associate

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                                      • AK
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                                      • GA
                                      • HI
                                      • IA
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                                      • IN
                                      • KS
                                      • KY
                                      • LA
                                      • MA
                                      • MD
                                      • ME
                                      • MI
                                      • MN
                                      • MO
                                      • MS
                                      • MT
                                      • NC
                                      • NH
                                      • NJ
                                      • NM
                                      • NV
                                      • NY
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                                      • OR
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                                      • RI
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                                      • WY

                                      Corey started his career with us in 2022 following his tenure as an intern in our office. He brings a passion for delivering great client service and cultivating strong relationships. In addition to his operational responsibilities, Corey collaborates with our portfolio managers to implement investment strategies for our clients.

                                      Corey received his B.S. in Business Administration from Fordham’s Gabelli School of Business. Before his transfer to Fordham, he ran track and field at the College of the Holy Cross. In his free time, Corey can be found honing his golf swing, spending time with family and friends, and perusing the latest market data. Corey currently resides in Hoboken, NJ.

                                        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                            1285 Avenue Of The Americas
                                            New York, NY 10019
                                            corey.vita@ubs.com
                                            Corey Vita
                                            1285 Avenue Of The Americas,New York,NY,10019
                                          • natalie jacobs

                                            Natalie Jacobs

                                            Client Associate

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                                              Prior to joining UBS, Natalie played college lacrosse at a high level and spent her first post-graduate years as an assistant coach. Like many people, the pandemic caused Natalie to rethink her life, prompting a decision to bring her discipline and problem-solving skills to the world of finance.  In her free time, she enjoys staying active and volunteering with youth lacrosse players. During the summer, you can find her at the Jersey Shore with family and friends. Natalie currently resides in South Brunswick, NJ.

                                                Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                    1285 Avenue Of The Americas
                                                    New York, NY 10019
                                                    natalie.jacobs@ubs.com
                                                    Natalie Jacobs
                                                    1285 Avenue Of The Americas,New York,NY,10019
                                                  • John DeAngelis VAP Headshot

                                                    John DeAngelis

                                                    Client Associate

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                                                      John is one of the newest additions to our administrative team.  Before joining Value Added Partners, John received his BS from Boston College Carroll School of Management, where he studied Finance and received a minor in Philosophy. At Boston College, John was involved in the Kairos Retreat Program and Club Baseball. Previously, John worked for PwC as an Audit intern in the Healthcare group where he developed financial analysis and teamwork skills. John is from Tuckahoe, New York where he has lived his entire life. In his spare time, John enjoys playing a round of golf, attending concerts for his favorite musicians, and going on runs all over Westchester.

                                                        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                            1285 Avenue Of The Americas
                                                            New York, NY 10019
                                                            john.deangelis@ubs.com
                                                            John DeAngelis
                                                            1285 Avenue Of The Americas,New York,NY,10019
                                                          • Jacob Kluger Headshot

                                                            Jacob Kluger

                                                            Client Associate

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                                                              Jacob is starting his career in financial services by helping our clients with all elements of the administration of their assets.  Prior to joining UBS, Jacob studied at the University of Michigan where he received a BA in Sports Management, a minor in Sociology and was involved in the Michigan Real Estate Club and the Sport Business Association. He spent the summer before his senior year working at Sands Capital Management as a Client Relations Intern, where he developed a passion for providing exceptional service to clients.

                                                              Jacob is originally from Santa Cruz, California and currently resides in Manhattan. In his free time, Jacob enjoys exploring different parts of the City, playing recreational basketball, spending time with family and friends, and cheering on his alma mater. If you have an administrative question or need a shooting guard for a game of five-on-five, please do not hesitate to reach out to Jacob!

                                                                Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                    1285 Avenue Of The Americas
                                                                    New York, NY 10019
                                                                    jacob.kluger@ubs.com
                                                                    Jacob Kluger
                                                                    1285 Avenue Of The Americas,New York,NY,10019

                                                                  Defining your priorities. Pursuing what matters.

                                                                  Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                                                                  We start by listening

                                                                  We help you plan

                                                                  We monitor

                                                                  We anticipate

                                                                  What you can expect

                                                                  There’s a lot about the economy and direction of the financial markets that will always be uncertain. Here are the principles that guide us in helping our clients enjoy, rather than worry about, their money.

                                                                  What you can expect

                                                                  1. Planning is more than a good idea—it’s critical

                                                                  1. Planning is more than a good idea—it’s critical

                                                                  2. Diversification can be your best defense*

                                                                  2. Diversification can be your best defense*

                                                                  3. Integrity and openness are paramount

                                                                  3. Integrity and openness are paramount

                                                                  We believe individuals who have a financial plan are far more likely to reach their goals than those who shoot from the hip; they also may have more confidence about the future.

                                                                  The right asset allocation—not placing too many eggs in any one basket—can be effective in managing market volatility.

                                                                  * Asset allocation/diversification neither assures a profit nor protects against loss in declining markets.

                                                                  When it comes to investing, honesty never goes out of style. You always deserve a clear explanation of what is being done with your money and the rationale for doing it.

                                                                  4. Emotional decisions may be bad decisions

                                                                  4. Emotional decisions may be bad decisions

                                                                  5.It isn't easy to go it alone

                                                                  5.It isn't easy to go it alone

                                                                  6. The better the communication, the better the relationship.

                                                                  6. The better the communication, the better the relationship.

                                                                  It’s easy to get sidetracked by the ups and downs of the financial markets. An objective voice can help you to avoid making emotional decisions, which you may later regret.

                                                                  Most of us need help creating, implementing and reviewing a plan. You did not work hard to earn money so that you would have to spend your time worrying about it.

                                                                  Good two-way communication is especially important in successful investing. Changes in your personal circumstances might affect your need for liquidity or how you feel about risk. We want to be the advisors you call first.

                                                                  What does “value added” mean to you?

                                                                  We want to be your resource for any matter that touches on your financial life.