Experience

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.

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.

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)

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.