A plan for today, tomorrow and generations to come

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Frank joined UBS in 2007 after spending 13 years at Morgan Stanley. He has 21 years of experience and focuses on the development and implementation of estate and wealth transfer strategies. Frank works with high net worth clients to develop a customized strategic wealth plan that includes coordinating the client’s legal, tax and insurance professionals. Frank served as a Member of Mt. Kisco Rotary Club, board member of Mt. Kisco Library Foundation and Rotary International South African Literacy Campaign. Frank along with his wife Melissa and 2 sons Kyle and Zachary live in Pawling,NY.

• Wealth Advisor

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Sev is a CERTIFIED FINANCIAL PLANNER™ who serves the needs of his clients through the UBS office in Purchase, New York. Sev is a graduate of Northeastern University, where he majored in International Business and received a Bachelors of Science in Business Administration. Sev resides in New Fairfield, CT with his wife, Floresha, and their two children, Edona and Feim.

• Northeastern University , Bachelors of Science in Business Administration

• CERTIFIED FINANCIAL PLANNER®

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Robert is a Financial Advisor and Portfolio Manager with the investment firm UBS in Purchase, N.Y. Robert offers both comprehensive and customized financial planning services. Robert has broad-based experience in financial planning, tax planning and money management, with a particular focus on asset allocation and investment strategies. Robert is a member of the New York Bar and his background includes prior work as an attorney in New York. Robert currently lives with his wife, Kari, and two children, Peyton and Aiden, in Somers, N.Y.

• Saint Michael's College, B.A. Political Science, Minors: Biology and Environmental Science: 1995 - 1999
• Eliabeth Haub School of Law at Pace University, J.D., Certificate in Environmental Law: 1999 - 2002

• Portfolio Manager

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Sam joined UBS as a Financial Advisor in 2007 after spending 7 years with Morgan Stanley. Prior to that he spent 15 years as an independent business owner. His role as a partner is to acquire detailed client information, develop a personalized, comprehensive financial plan, and have a clear, on going understanding of every facet of our clients’ financial and personal objectives. Sam has a passion for developing and growing relationships with our clients and their families. Sam, along with his wife Carmelina, and their 2 children Matthew and Sam are residents of northern Westchester.

• Wealth Advisor

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Taylor is a financial advisor at UBS Financial Services based in Purchase, NY with decades of experience in the financial services industry.  He specializes in wealth management and investment strategies tailored for foundations, families and entrepreneurs.   In his role at UBS, Taylor advises on investment strategies and manages portfolios aimed at  balancing expected risk (volatility) and returns to align with the missions and goals of his clients.   He is a Certified Investment Management Analyst® (CIMA®) certificant, further enhancing his advisory practice.

Taylor is known for his volunteer work with a range of local and national nonprofit organizations, offering strategic / knowledge based advice, particularly in helping organizations establish measurable outcomes in support of their missions.   Taylor and his wife Kathy reside in New Rochelle, NY.

• New York University Stern School of Business, Master of Business Administration in Finance and Accounting
• Yale School of Management, Investment Management Theory & Practice (for CIMA®)
• Colgate University, Bachelor of Arts in Economics

• Certified Investment Management Analyst®
• Institutional Consultant, UBS Institutional Consulting Program
• Endowment & Foundation Consultant
• Portfolio Manager

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Ray has been with UBS since 2007 after spending 13 years at Morgan Stanley. Ray earned the CIMA® designation from the Wharton School of Business in 2006 and focuses on managed account relationships, alternative assets and managing client liabilities. Ray is responsible for implementing the UBS asset allocation according to each client’s individual needs. He is a member of IMCA, the Investment Management Consultants Association.

CA Lic #0D10918

• Certified Investment Management Analyst®
• Senior Portfolio Manager

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Neil is the senior member of Vista Wealth Management, having served as a Wealth Advisor since 1987 and with UBS since 2006.  Neil graduated from the School of Management at Syracuse University and has served on the Board of Directors for various not-for-profits.  His father, Seymour, worked on Wall Street for 60 years and taught Neil to always take a personal approach when helping clients with their financial goals.  Neil’s wife, Susanne, is his primary passion, with their two sons, Joshua and Jeremy, coming up a close second.  Composing music is a huge part of Neil’s life, with his most satisfying work being the creation of the musical, Holding On.   

CA Insurance Lic #0G40102

• Syracuse University, BA Business

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John Cirocco has been with UBS since 2000. A graduate of Ithaca College with a degree in Business Administration.  John worked with his father Peter for 25 years.  John’s dad preached prompt customer response and service leads to lasting long-term relationships.

John’s focus is on Retirement Planning and helping clients maintain their lifestyles into retirement.  John is a resident of Brewster NY with his wife Judi. He is the proud father or three boys and has three granddaughters.

John enjoys playing golf and rooting for New York sports teams.

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Rosemary joined UBS Financial Services in 2010 and has over 30 years of financial services experience. In 2010 Rosemary moved with her team from Smith Barney.  Her current role is Senior Registered Client Service Associate with Vista Wealth Management. Throughout her career in the financial services industry Rosemary has worked as research assistant to equity analysts at Smith Barney and registered sales assistant in the retail branch environment.  She enjoys interacting with clients and problem solving.

Rosemary lives in Mamaroneck with her husband Steve and is the proud mother of three adult children John, Steven and Justin.

• Senior Registered Client Associate

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Jill joined UBS Financial Services in 2008 with over 10 years of financial services experience. In 2012 she transitioned from the Greenwich, CT office to Purchase, NY and her current role as a Senior Registered Client Service Associate with Vista Wealth Management. Throughout her career in the financial services industry Jill has worked in various roles within the retail branch environment. This varied experience and the relationships built with clients have helped Jill provide a more efficient atmosphere for both the clients’ financial growth and the teams’ effectiveness in their business approach. Jill and her husband Antonio, along with their 3 children live in Northern Westchester.

Jessica joined UBS in 2018 as a Client Service Associate and brings 8+ years of experience to the Vista Wealth Management team. She previously worked in a client-facing role at Ameriprise Financial and decided to make the move to UBS when the opportunity arose. Jessica is knowledgeable, detail oriented and excels in the fast paced financial industry. She enjoys building relationships with clients and strives to ensure their financial requests are met. Jessica currently resides in Northern Westchester with her husband Jordan, their son Christian, and French Bulldog, Tank.