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.

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.

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.

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.

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.

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.

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!