A plan for today, tomorrow and generations to come

Vista2023

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Two people talking overhead

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Frank-Castro

    Frank Castro

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • LA
    • MA
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WA

    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
        Home Worker CO
        Home Worker CO, CO 000
        frank.castro@ubs.com
        Frank Castro
        Home Worker CO,Home Worker CO,CO,000
      • JohnC

        John Cirocco

        First Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IA
        • IL
        • LA
        • MA
        • MD
        • MI
        • MN
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • WA

        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.

              3 Manhattanville Rd
              Suite 210
              Purchase, NY 10577
              john.cirocco@ubs.com
              John Cirocco
              3 Manhattanville Rd,Purchase,NY,10577
            • Sev Dauti

              Sev Dauti

              Senior Vice President–Wealth Management

              Financial Advisor

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              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • IL
              • LA
              • MA
              • MD
              • MI
              • MN
              • NC
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OR
              • PA
              • RI
              • SC
              • TN
              • TX
              • VA
              • WA

              Sev is a CERTIFIED FINANCIAL PLANNER™ who serves the needs of his clients through the UBS office in White Plains, 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™
                3 Manhattanville Rd
                Suite 210
                Purchase, NY 10577
                sev.dauti@ubs.com
                Sev Dauti
                3 Manhattanville Rd,Purchase,NY,10577
              • Robert DiSiena

                Robert DiSiena

                Vice President–Wealth Management

                Financial Advisor

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                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • IL
                • MA
                • MD
                • MI
                • NC
                • NJ
                • NV
                • NY
                • OH
                • PA
                • SC
                • VA

                Robert is a Financial Advisor and Portfolio Manager with the investment firm UBS in White Plains, 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
                  709 Westchester Avenue
                  20th Floor
                  White Plains, NY 10604
                  robert.disiena@ubs.com
                  Robert DiSiena
                  709 Westchester Avenue,White Plains,NY,10604
                • Sam-Giliberti

                  Sam Giliberti

                  Senior Vice President–Wealth Management

                  Financial Advisor

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                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • IL
                  • LA
                  • MA
                  • MD
                  • MI
                  • MN
                  • NC
                  • NJ
                  • NM
                  • NV
                  • NY
                  • OH
                  • OR
                  • PA
                  • RI
                  • SC
                  • TN
                  • TX
                  • VA
                  • WA

                  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
                      3 Manhattanville Rd
                      Suite 210
                      Purchase, NY 10577
                      sam.giliberti@ubs.com
                      Sam Giliberti
                      3 Manhattanville Rd,Purchase,NY,10577
                    • Raymond-Hart

                      Raymond Hart, CIMA

                      Senior Vice President–Wealth Management

                      Financial Advisor

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                      • AZ
                      • CA
                      • CO
                      • CT
                      • DC
                      • DE
                      • FL
                      • GA
                      • IL
                      • LA
                      • MA
                      • MD
                      • MI
                      • MN
                      • NC
                      • NJ
                      • NM
                      • NV
                      • NY
                      • OH
                      • OR
                      • PA
                      • RI
                      • SC
                      • TN
                      • TX
                      • VA
                      • WA

                      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
                          3 Manhattanville Rd
                          Suite 210
                          Purchase, NY 10577
                          raymond.hart@ubs.com
                          Raymond Hart, CIMA
                          3 Manhattanville Rd,Purchase,NY,10577
                        • Neil Headshot

                          Neil Klein

                          Senior Vice President–Wealth Management

                          Financial Advisor

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                          • AZ
                          • CA
                          • CO
                          • CT
                          • DC
                          • DE
                          • FL
                          • GA
                          • IL
                          • LA
                          • MA
                          • MD
                          • MI
                          • MN
                          • NC
                          • NJ
                          • NM
                          • NV
                          • NY
                          • OH
                          • OR
                          • PA
                          • RI
                          • SC
                          • TN
                          • TX
                          • VA
                          • WA

                          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
                              3 Manhattanville Rd
                              Suite 210
                              Purchase, NY 10577
                              neil.klein@ubs.com
                              Neil Klein
                              3 Manhattanville Rd,Purchase,NY,10577
                            • Rosemary Headshot

                              Rosemary Fusco

                              Senior Client Associate

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                              • CT
                              • FL
                              • NJ
                              • NY

                              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
                                  3 Manhattanville Rd
                                  Suite 210
                                  Purchase, NY 10577
                                  rosemary.fusco@ubs.com
                                  Rosemary Fusco
                                  3 Manhattanville Rd,Purchase,NY,10577
                                • Jill-Marino

                                  Jill Marino

                                  Associate Director

                                  Team Administrator

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                                  • CT
                                  • FL
                                  • NJ
                                  • NM
                                  • NY
                                  • PA

                                  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 White Plains, 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.

                                   

                                        3 Manhattanville Rd
                                        Suite 210
                                        Purchase, NY 10577
                                        jill.marino@ubs.com
                                        Jill Marino
                                        3 Manhattanville Rd,Purchase,NY,10577
                                      • Jessica Headshot

                                        Jessica Rossi

                                        Client Associate

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                                          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.

                                                3 Manhattanville Rd
                                                Suite 210
                                                Purchase, NY 10577
                                                jessica.rossi@ubs.com
                                                Jessica Rossi
                                                3 Manhattanville Rd,Purchase,NY,10577

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                                              Global Wealth Report 2024

                                              Crafted wealth intelligence

                                              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                              Gain additional insights into the trends shaping wealth in the US and around the world.

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