Let's move forward. Together.

What can you expect from your relationship with us?

An experienced team of Private Wealth Advisors
that offers you comprehensive wealth management skills, the global knowledge of investors and the stewardship of complex family wealth. We believe that as a team of men and women spanning four generations, we have the viewpoint necessary to provide the guidance our clients deserve.

A diversity of perspectives, across markets and experiences.
We are a large team with a range of experience. We have actively managed assets through seven bear markets and six recessions. To us, this diversity makes us stronger, more insightful advisors, as we help successful individuals, family offices and institutions navigate markets for their future generations.

Advice tailored to who you are.
As a multigenerational practice, we understand how clients and their financial priorities and challenges evolve and change over time, with every stage of life. Whatever your age or goals, you can expect advice that is truly relevant to you and your future. We believe that is where value begins.

Adult couple on cell phone

Private Wealth Advisors

  • Sharon Sager

    Sharon Sager, FOC

    Managing Director–Wealth Management

    Private Wealth Advisor

    • image
    • image
    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    Defining integrity in Private Wealth Management
    With a career that spans more than three decades—five bear markets and three recessions—Sharon’s insight and experience are reflected in the holistic solutions and clarity she delivers to her clients’ financial lives. Backed by the global resources and partners of UBS, she can be a single point of contact to provide advice on all aspects of financial life

     

    Everyday Sharon is inspired to listen and discover more about her clients’ goals and concerns. She is gratified knowing that she has had the opportunity to impact multiple generations. Integrity is the guiding principle in her career and in life, although collaboration and transparency are also top priorities in her practice.

    Previous experience

    • Kidder, Peabody & Co., which was later acquired by Paine Webber Inc. and UBS
    • Earlier, a career in fashion and textiles

    Accolades, credentials, registrations

    • UBS Chairman’s Circle
    • Contributor to CNBC‘s “Squawk on the Street,“ “Closing Bell,” andon Barrons.com and WSJ.com
    • Certified Investment Management Analyst® (CIMA®)

    Education

    • B.A., the College of Mount Saint Vincent, Riverdale, NY

    Life

    • Sharon is chairman of the board of overseers of the Alzheimer’s Drug Discovery Foundation (ADDF).
    • She is the secretary of the board of directors of the Careers through Culinary Arts Program (C-CAP).
    • She is a Sustaining Angel (SA) of the 100 Women in Finance, a global association of over 13,000 women.
    • She is a member of the Economic Club of New York and in the Chairman’s Council of the James Beard Foundation.
    • She was an original member of the UBS Small Business Advisory Program, a joint venture with the Clinton Global Initiative.
    • She was a former co-chairman and a member of the board of the Women’s Venture Fund.
    • Outside of UBS, Sharon enjoys family, cooking, gardening, golf, fine art, and mentoring and sponsoring young women.
    • She resides in New York City and Remsenburg, Long Island with her husband.
    • Barron’s Top 50 Private Wealth Advisory Teams, 2020The 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, 2009The 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, 2020The 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, 2017, 2018, 2019, 2020, 2021The 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 Best-in-State Wealth Advisors, 2018, 2019, 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.

    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

    • The College of Mount Saint Vincent, Riverdale, NY, B.A.,
    • Private Wealth Advisor
    • Certified Investment Management Analyst®
    • Institutional Consultant, UBS Institutional Consulting
    • Family Office Consultant
    1285 Avenue Of The Americas
    New York, NY 10019
  • Loring Swasey Jr.

    J. Loring Swasey Jr.

    Senior Vice President

    Private Wealth Advisor

    • image
    • image
    • image
    • AR
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    Delivering the historical perspective of seven bear markets and six recessions
    As one of the principal Private Wealth Advisors within ViewPoint Partners, Loring provides customized, holistic wealth management advice to help affluent individuals and families invest and plan for their long-term goals and legacy. His primary focus within the team is portfolio management and asset allocation. Having navigated so many market cycles, Loring brings true historical perspective to his relationships, which helps his clients make more informed, less reactive, decisions.

    “With almost 50 years of experience behind me, I’m truly passionate about this industry and the difference I can make in my clients’ lives.”

    Loring grew up in financial services, having followed in the footsteps of his father. With nearly five decades of experience, his knowledge and passion for this business run deep.

    Previous experience

    • Kidder, Peabody & Co. (later acquired by Paine Webber Inc., which was later acquired by UBS)

    Designations, registrations and education

    • A lifelong financial services career
    • Certified Investment Management Analyst® (CIMA®)
    • Series 3, 4, 7, 12, 24, 53, 63 and 65 securities licenses
    • PC-AMEX Put and Call Exam
    • B.A., University of North Carolina

    Credentials

    • Lieutenant, United States Navy
    • Navy League of the United States

    Life

    • Loring enjoys spending time with family.
    • He is a member of the Chairman’s Circle of the James Beard Foundation.
    • He and his wife live in New York City.

      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

      • University of North Carolina, B.A.
      • Private Wealth Advisor
      1285 Avenue Of The Americas
      New York, NY 10019
    •  Hillary Cullen

      Hillary Cullen, CFP

      Senior Vice President–Wealth Management

      Private Wealth Advisor

      • image
      • image
      • image
      • image
      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IL
      • IN
      • LA
      • MA
      • MD
      • ME
      • MI
      • MO
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI

      A thoughtful, quantitative approach to investment advice
      As a 20 year veteran of UBS Wealth Management, Hillary brings a personalized approach to investing, which incorporates her global macroeconomic background coupled with her quantitative thinking. Hillary helps clients align their investments with their goals, be it family legacy, philanthropic or estate planning.

      “When delivering the resources of our firm as well as our advice, I’m always guided by integrity and our clients’ best interests.”

      Today, as a Private Wealth Advisor, Hillary applies her experience when overseeing all aspects of investing for her distinguished UBS Private Wealth team, ViewPoint Partners. From market strategy and manager selection to performance monitoring and client reviews, Hillary’s insight and process enable her to offer her clients truly tailored advice and solutions that are well-aligned with their goals throughout their lives.

      Previous experience

      • Macroeconomic research, ISI (International Strategy and Investments)
      • Director and finance manager, Charitable Development, Archdiocese of New York
      • Associate, private trust and estate law firm

      Designations, registrations and education

      • CERTIFIED FINANCIAL PLANNER™ (CFP®)
      • Series 7, 63 and 65 securities licenses
      • B.A., mathematics, Wheaton College

      Life

      • Hillary enjoys cooking, skiing and spending time with family and friends.
      • She and her husband live in New York City.
      • Barron’s Top 100 Private Wealth Advisory Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
      • Barron's Top 100 Women Advisors, 2022The Barron's rating is awarded annually in June and is based on information from the Q1 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

      • Wheaton College, B.A., mathematics
      • Private Wealth Advisor
      • CERTIFIED FINANCIAL PLANNER™
      1285 Avenue Of The Americas
      New York, NY 10019
    • Aileen Schruth

      Aileen Farrell Schruth, CFP, CDFA, CRPC

      First Vice President–Wealth Management

      Private Wealth Advisor

      • image
      • image
      • image
      • image
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IL
      • IN
      • LA
      • MA
      • MD
      • ME
      • MI
      • MO
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI

      Planning advice for all aspects of your financial life
      Throughout her career in financial services, Aileen has held a number of roles, and her focus continues to be financial planning. Today, working within the firm’s Private Wealth Management division, she and her colleagues, industry-leading Private Wealth Advisors, serve some of the country’s most successful individuals and families.

      “I take care of my clients like I take care of my family—guiding them, planning with them, and helping them uncover possibilities.”

      Aileen spearheads the advanced financial planning services for her team, which includes complex cash flow projections, customized insurance reviews and solutions, asset allocation strategies, as well as investment manager selection and monitoring. In addition to her planning focus, Aileen also manages her team’s retirement plan business, overseeing relationships with 401(k) and 403(b) plan providers.

      Previous experience

      • Investment Associate, Smith Barney
      • Financial Advisor, Merrill Lynch
      • Associate Director, Element Financial Group

      Education

      • B.A., history, Yale University

      Designations, registrations and accolades

      • CERTIFIED FINANCIAL PLANNER™ (CFP®)
      • Certified Divorce Financial Analyst® (CDFA®)
      • Chartered Retirement Plan CounselorSM (CRPC®)
      • 2017 MVP list of Top Women Advisors by NAPA (National Associate of Plan Advisors)
      • Series 7, 31 and 66 securities licenses

      Life

      • Aileen is involved with the next generation board of ADDF, the Alzheimer’s Drug Discovery Foundation.
      • She lives in New York City 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

        • Yale University, B.A., history
        • Private Wealth Advisor
        • CERTIFIED FINANCIAL PLANNER™
        • Certified Divorce Financial Analyst
        • Chartered Retirement Planning Counselor℠
        1285 Avenue Of The Americas
        New York, NY 10019
      • James Coan

        James Coan

        Associate Director

        Financial Advisor

        • image
        • image
        • image
        • image
        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • IN
        • LA
        • MA
        • MD
        • ME
        • MI
        • MO
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WV

        Jim joined UBS Private Wealth Management in 2008 after several years at Deutsche Bank and before that, Prudential Securities. Today, as a Financial Advisor with the Private Wealth team, Perry Molin Group – now ViewPoint Partners, he focuses on providing affluent clients with strategic asset allocation, investment manager selection, and alternative investment and concentrated stock strategies. His team's four-step process includes the creation of investment policy guidelines, the development of a strategic asset allocation, the selection of appropriate investment vehicles and the monitoring of investment performance.

        Experience

        • Deutsche Bank
        • Prudential Securities

        Education

        • B.A., mathematics, Kean University

        Life

        • Jim lives in Cranford, NJ with his wife and two 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

              51 JFK Parkway
              Suite 303
              Short Hills, NJ 07078
            • image

              Meverette L. Smith

              Associate Director

              Senior Wealth Strategy Associate

              • image
              • image
              • image
              • image
              • AL
              • AR
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • IL
              • IN
              • KY
              • LA
              • MA
              • MD
              • ME
              • MI
              • MO
              • NC
              • NH
              • NJ
              • NV
              • NY
              • OH
              • OR
              • PA
              • RI
              • SC
              • TN
              • TX
              • UT
              • VA
              • VT
              • WA
              • WI

                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

                    299 Park Avenue
                    New York, NY 10171
                  • image

                    Kaitlin O'Riley

                    Client Associate

                    • image
                    • image
                    • image
                    • image

                        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

                        • State University of New York at Oneonta , BS, Communication Studies
                          1285 Avenue Of The Americas
                          New York, NY 10019
                        • image

                          Emily Pistone

                          Client Associate

                          • image
                          • image
                          • image

                              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

                                  299 Park Avenue
                                  New York, NY 10171

                                Connecting families to capabilities that matter

                                A firm-wide integration of Family Office services

                                Tailored advice for your financial life and wealth

                                Shaping exceptional family wealth

                                Legacy—Wealth for others

                                For needs that go beyond your own—to help you improve the lives of others

                                What will your legacy be?
                                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                Learn more at ubs.com/wealthway.

                                Backed by the strength of UBS

                                A global leader in wealth management

                                $2.8 trillion

                                In invested assets globally 
                                As of 06/30/2022

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a world-leading wealth manager