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.

 

Recognized as industry leaders

Private Wealth Advisors

  • Harold D. Elish

    Harold D. Elish, CFP, CPWA

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • 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
    • OH
    • OR
    • PA
    • RI
    • SC
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    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    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 Advisory Teams, 2022The Barron's rating is awarded annually in March and is 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
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.

    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
      • Christiane Olsen

        Christiane Olsen

        Managing Director–Wealth Management

        Financial Advisor

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        • AK
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        • AZ
        • 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
        • OH
        • OR
        • PA
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WV
        • WY

        Christiane is about to celebrate the 20th anniversary of her move to UBS, but she has worked in financial services since the early 1980s. In all of those years, the most meaningful aspect of her work has been the relationships which she has created and nurtured with both clients and colleagues. She is incredibly proud of the folks who make up Value Added Partners and of the trust that clients place in the team.

        Christiane spends some of her leisure time serving on the Financial Women’s Association of New York, the Women’s Municipal Bond Club, the Economic Club of New York and the Estee Lauder Global Pension Investment Committee. When she wants to forget Wall Street, she and her husband, Greg, love to travel or watch a sunset on the Jersey Shore.

        • Barron’s Top 100 Private Wealth Advisory Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
        • Barron's Hall of Fame, 2019
          The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.
        • Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013The 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, 2019, 2020, 2021, 2022
          The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
        • Barron's Top 100 Women Advisors, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
        • Forbes America’s Top Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
        • Forbes America's Top Wealth Advisors, 2020, 2021The 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, 2019, 2020, 2021, 2022The 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 Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September 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 M. O'Leary

            Kevin M. O'Leary, CFA, CFP

            Managing Director–Wealth Management

            Financial Advisor

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            • AK
            • AL
            • AZ
            • 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
            • OH
            • OR
            • PA
            • RI
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • VT
            • WA
            • WI
            • WV
            • 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 Advisory Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
            • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The 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.

            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

                Timothy Turpin

                Financial Advisor

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                • AK
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                • AZ
                • 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
                • OH
                • OR
                • PA
                • RI
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • VT
                • WA
                • WI
                • WV
                • WY

                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.

                  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
                    • Nicholas Landy

                      Nicholas Landy, CFP®

                      Financial Advisor

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                      • AK
                      • AL
                      • AZ
                      • 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
                      • OH
                      • OR
                      • PA
                      • RI
                      • SC
                      • SD
                      • TN
                      • TX
                      • UT
                      • VA
                      • VT
                      • WA
                      • WI
                      • WV
                      • 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.

                        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 William Karl

                            Ryan William Karl, CFP

                            Wealth Strategy Associate

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                            • AZ
                            • CA
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                            • DC
                            • DE
                            • FL
                            • GA
                            • IA
                            • IL
                            • IN
                            • LA
                            • MA
                            • MD
                            • ME
                            • MI
                            • MN
                            • MO
                            • NC
                            • NH
                            • NJ
                            • NM
                            • NY
                            • OH
                            • OR
                            • PA
                            • RI
                            • SC
                            • SD
                            • TN
                            • TX
                            • UT
                            • VA
                            • 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
                                •  Sarah Wilson

                                  Sarah Wilson

                                  Investment Associate

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                                  • AZ
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                                  • IN
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                                  • MD
                                  • ME
                                  • MI
                                  • MN
                                  • NC
                                  • NH
                                  • NJ
                                  • NM
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                                  • OR
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                                  • RI
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                                  • TN
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                                  • UT
                                  • VA
                                  • VT
                                  • WA

                                  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
                                      • Ivonne Rivera

                                        Ivonne Rivera

                                        Client Associate

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                                        • CA
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                                        • NJ
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                                        • SD

                                        Ivonne brings over 25 years of experience in the financial services industry to her current position as a Senior Client Service Associate. She has been working with Harry for over 20 years, where she oversees our service efforts to ensure that clients can manage the nuts and bolts of their financial lives with the least amount of effort and stress.

                                          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 Michelle Colon

                                              Alexis Michelle Colon

                                              Client Associate

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                                              • AZ
                                              • CA
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                                              • DC
                                              • DE
                                              • FL
                                              • GA
                                              • IA
                                              • IL
                                              • IN
                                              • LA
                                              • MA
                                              • MD
                                              • ME
                                              • MI
                                              • MN
                                              • MO
                                              • NC
                                              • NH
                                              • NJ
                                              • NM
                                              • NY
                                              • OH
                                              • OR
                                              • PA
                                              • RI
                                              • SC
                                              • SD
                                              • TN
                                              • TX
                                              • 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
                                                  • vinessa christian

                                                    Vinessa Christian

                                                    Team Administrator

                                                    Team Business Manager

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                                                    • CA
                                                    • CT
                                                    • FL
                                                    • NH
                                                    • NJ
                                                    • NY
                                                    • PA
                                                    • VA
                                                    • VT

                                                    Vinessa provides comprehensive client service in all aspects of account administration and operations, onboarding new clients, performance reporting, building and maintaining long-lasting client relationships. Her dedication to taking meticulous care of the concerns of individuals and families and her breadth of experience in the financial services industry enables her to offer comprehensive personal service to our clients and invaluable support to our team.

                                                    Vinessa became interested in the financial services industry while attending Baruch College. She has been with UBS for over 16 years and has worked in the financial industry over 25 years.

                                                    Vinessa lives in Montclair, NJ. She loves volunteering, fitness and traveling, but most importantly spending time with family.

                                                      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

                                                        • Team Business Manager
                                                        1285 Avenue Of The Americas
                                                        New York, NY 10019
                                                      • Ali Broms

                                                        Alexandra Broms

                                                        Senior Client Associate

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                                                        • NY

                                                        Ali started her career in 2005 after having graduated from the University of Virginia with a BA in Psychology.  While at UVA she was a member of their nationally ranked swim team!  

                                                        Ali brings deep knowledge of our industry and commitment to each client relationship. With Ali on our team, we’ve never been better positioned to deliver the advice you need today to pursue the goals that matter to you.

                                                          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

                                                              Corey Vita

                                                              Client Associate

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                                                                Corey joined the team following his tenure as an intern in our office and his graduation from Fordham University. Prior to transferring to Fordham’s Gabelli School of Business, Corey ran track and field at the College of the Holy Cross, where he made the Patriot League Academic Honor Roll. He brings an energetic passion for delivering great client service. 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
                                                                    • 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

                                                                            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. Here are some of the questions that clients have posed to us in the past year. We welcome your queries.

                                                                            • How much do I need to save annually in order to be able to stop working at 65?

                                                                            • How do I educate my children to handle their money responsibly?

                                                                            • What is the most effective way for me to set up a retirement plan for my company?

                                                                            • Does it make sense for me to take advantage of the current gift tax laws to transfer money to my children?

                                                                            • How can I help my parents prepare for their long-term care needs?