Your future. Your legacy.

Aligning your family's vision with a strategic plan.

As a veteran private wealth management team, Walker Wealth Management possesses the knowledge, experience, and resources to fully leverage the extensive capabilities and global reach of UBS. We advise ultra-high net worth clients as a boutique multi-family office environment from the group's UBS Headquarters in New York, NY and Red Bank, NJ.

Together with our UBS Private Wealth Advisory partners, Walker Wealth Management focuses on institutional markets and strategies and provides the group's concierge services for ultra-high-net-worth clients. Beyond sophisticated investment solutions, Walker Wealth Management offers a family office environment that can assume the day-to-day management and administration of your family's affairs. Our mission is to deliver first-class service by taking the time to gain a deep understanding of you and your family. We work closely with you to develop a customized strategy that connects all aspects of your financial life.

Start the conversation

Pursuing your goals together

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

"Our entire practice is dedicated to helping you preserve and grow your wealth, establish your legacy and share your values for generations to come."

- Ira Walker

Andrea Dagnelli, CRPS

Associate Director

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- LA
- MA
- MD
- MI
- NC
- NE
- NH
- NJ
- NY
- PA
- SC
- TX
- VA
- VT
- WA
Andrea Dagnelli is a Financial Advisor with the Walker Wealth Management team and is responsible for client development and implementation of investment solutions for institutional and ultra-high net worth clientele. Andrea is dedicated to the development of concepts promoting Walker Wealth Management’s investment and asset allocation strategies and in advising companies on their 401(k) plans. Andrea has over 30 years of industry experience and holds her Series 7, 63, 66 and SIE FINRA securities licenses as well as NY, NJ and CA insurance licenses #0M32027. Andrea joined Walker Wealth Management in 1994 after graduating from Manhattan College. Andrea is a Chartered Retirement Plans Specialist and has earned the Executive Education certification from The Wharton School of the University of Pennsylvania.
140 Broad Street
Suite 100
Red Bank, NJ 07701

andrea.dagnelli@ubs.com

Andrea Dagnelli, CRPS

140 Broad Street,Red Bank,NJ,07701
Vincent Campasano

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- LA
- MA
- MD
- MI
- NC
- NE
- NH
- NJ
- NY
- PA
- SC
- TX
- VA
- VT
- WA
Vincent Campasano is a Financial Advisor with the Walker Wealth Management team and is responsible for portfolio management trading and asset allocation of our client’s portfolios. Vincent leads the team’s efforts relating to investment management and analysis of client portfolios utilizing Bloomberg analysis. Vincent earned a Bachelor of Science in Finance from Rider University and has over 25 years of industry experience. Vincent holds his Series 7, 66 and SIE FINRA securities licenses and joined the Walker Wealth Management team in 2006.
140 Broad Street
Suite 100
Red Bank, NJ 07701

vincent.campasano@ubs.com

Vincent Campasano

140 Broad Street,Red Bank,NJ,07701
Josette Pelle

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- LA
- MA
- MD
- NC
- NE
- NH
- NJ
- NY
- PA
- SC
- TX
- VA
- VT
- WA
Josette Pelle is a member of the Walker Wealth Management team and is responsible for client development and servicing and administration for institutional and ultra-high net worth clientele. Josette has an expertise in securities trading and portfolio management. Josette has over 30 years of industry experience and holds her Series 7, 63, and SIE FINRA securities licenses. Josette joined Walker Wealth Management in 1991 after graduating from Hunter College.
140 Broad Street
Suite 100
Red Bank, NJ 07701

josette.pelle@ubs.com

Josette Pelle

140 Broad Street,Red Bank,NJ,07701
Mary Walker

Client Associate
View bio
Mary Walker is a member of the Walker Wealth Management team and is responsible for client servicing for our ultra-high net worth clientele. She is dedicated to the development of marketing concepts promoting Walker Wealth Management’s client communications and special events. Mary joined UBS as a part of the Walker Wealth Management in August 2013 after graduating from Villanova University. Mary has earned the Executive Education certification from The Wharton School of the University of Pennsylvania.
140 Broad Street
Suite 100
Red Bank, NJ 07701

mary.a.walker@ubs.com

Mary Walker

140 Broad Street,Red Bank,NJ,07701
Annette Pelo

Client Associate
View bio
Annette Pelo is a member of the Walker Wealth Management team and is responsible for office administration and reception. Annette supports all members of Walker Wealth Management and participates in all of our marketing efforts. Annette has over 35 years of industry experience and joined Walker Wealth Management in 2003.
140 Broad Street
Suite 100
Red Bank, NJ 07701

annette.pelo@ubs.com

Annette Pelo

140 Broad Street,Red Bank,NJ,07701
Michael Walker

Client Associate
View bio
Mike Walker is a member of the Walker Wealth Management team and is responsible for client servicing for our ultra-high net worth clientele. He is dedicated to the development of marketing concepts promoting Walker Wealth Management’s client communications and special events. Mike joined Walker Wealth Management in 2018 after graduating from New York University.
140 Broad Street
Suite 100
Red Bank, NJ 07701

mike.walker@ubs.com

Michael Walker

140 Broad Street,Red Bank,NJ,07701

Mike Giacone

Managing Director–Wealth Management

Senior Portfolio Manager | Private Wealth Advisor

View bio
With more than 35 years of experience navigating clients through a wide range of financial markets, Mike serves as Senior Portfolio Manager and Founder of Giacone Partners. He established and leads the team, guiding its long-term vision while remaining deeply involved in portfolio construction and oversight. Mike leverages his extensive expertise in selecting and monitoring top institutional money managers, hedge funds, and private equity funds. His top priority is risk mitigation—keeping clients’ wealth and legacy at the forefront of every investment decision.

Prior to joining UBS in 2009, Mike worked at Morgan Stanley beginning in 1988. He earned his B.S. in Business from Wagner College and completed the Senior Financial Advisor Program at the Wharton School of the University of Pennsylvania. He holds Series 7, Series 3, Series 63, Series 65, and Series 8 securities licenses, in addition to an insurance license.

Mike lives in Westfield, New Jersey with his wife, Jean. He has two children and, outside the office, is an avid boater with a passion for deep sea fishing.

Mike has been recognized as an industry leader
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
  The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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.

Visit the Giacone Partners website to learn more about Mike Giacone and his team.
R. Christopher Errico

Managing Director

Private Wealth Advisor

View bio
A passion for the markets. Strategic investment management for ultra high net worth clients.

Chris’ passion for the industry began at an early age. In college, he spent his summers as an intern on the floor of the New York Stock Exchange (NYSE). Four years later, after graduating from Le Moyne College with a B.A. in economics, Chris started his career with Lehman Brothers. He later moved to Morgan Stanley, where he ran an advisory team and achieved Chairman’s Club status. Chris joined UBS in 2007, where he attained the Private Wealth Advisor designation and is a senior portfolio manager in the firm’s Portfolio Management Program.

Today, Chris’ main focus is to help guide his clients through both good and bad markets, which is achieved by his passion for the ever-changing market/industry. As the Errico Partners’ principal Private Wealth Advisor, he seeks to provide overall strategic direction for the team and their ultra high net worth clients. He concentrates on the team’s overall investment and stock selection process as well as creating a customized plan for each client in order to help clients achieve their goals.
Chris Errico has been recognized as an industry leader

Forbes America's Top Wealth Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
The 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.

Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
The 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.

Visit the Errico Partners website to learn more about Chris Errico and his team.
Michael Giacone, CIMA®, CEPA®

Financial Advisor

Certified Investment Management Analyst®

View bio

Michael played Division I Football at Boston College, where he graduated from the Wallace E. Carroll School of Management in 2016 with a Bachelor’s Degree in Marketing and Management. Following graduation, he completed his final season with the Eagles while pursuing a Master’s Degree in Leadership & Administration, which he earned in May 2017. Shortly thereafter, he joined UBS.

Before fully integrating into the team, Michael spent nearly a year rotating through UBS Capital Markets, gaining broader exposure to the firm and deepening his understanding of global markets.

Now as a Certified Investment Management Analyst® (CIMA®), Michael focuses on constructing investment strategies, conducting due diligence screenings, and exploring alternative investment solutions. He also holds the Certified Exit Planning Advisor^® (CEPA®) designation, specializing in helping business owners achieve successful transitions and exits.

Michael lives in Westfield, New Jersey with his wife and their two children.

Visit the Giacone Partners website to learn more about Michael Giacone and his team.

Andrea Dagnelli, CRPS

Associate Director

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- LA
- MA
- MD
- MI
- NC
- NE
- NH
- NJ
- NY
- PA
- SC
- TX
- VA
- VT
- WA
Andrea Dagnelli is a Financial Advisor with the Walker Wealth Management team and is responsible for client development and implementation of investment solutions for institutional and ultra-high net worth clientele. Andrea is dedicated to the development of concepts promoting Walker Wealth Management’s investment and asset allocation strategies and in advising companies on their 401(k) plans. Andrea has over 30 years of industry experience and holds her Series 7, 63, 66 and SIE FINRA securities licenses as well as NY, NJ and CA insurance licenses #0M32027. Andrea joined Walker Wealth Management in 1994 after graduating from Manhattan College. Andrea is a Chartered Retirement Plans Specialist and has earned the Executive Education certification from The Wharton School of the University of Pennsylvania.
140 Broad Street
Suite 100
Red Bank, NJ 07701

andrea.dagnelli@ubs.com

Andrea Dagnelli, CRPS

140 Broad Street,Red Bank,NJ,07701
Vincent Campasano

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- LA
- MA
- MD
- MI
- NC
- NE
- NH
- NJ
- NY
- PA
- SC
- TX
- VA
- VT
- WA
Vincent Campasano is a Financial Advisor with the Walker Wealth Management team and is responsible for portfolio management trading and asset allocation of our client’s portfolios. Vincent leads the team’s efforts relating to investment management and analysis of client portfolios utilizing Bloomberg analysis. Vincent earned a Bachelor of Science in Finance from Rider University and has over 25 years of industry experience. Vincent holds his Series 7, 66 and SIE FINRA securities licenses and joined the Walker Wealth Management team in 2006.
140 Broad Street
Suite 100
Red Bank, NJ 07701

vincent.campasano@ubs.com

Vincent Campasano

140 Broad Street,Red Bank,NJ,07701
Josette Pelle

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- LA
- MA
- MD
- NC
- NE
- NH
- NJ
- NY
- PA
- SC
- TX
- VA
- VT
- WA
Josette Pelle is a member of the Walker Wealth Management team and is responsible for client development and servicing and administration for institutional and ultra-high net worth clientele. Josette has an expertise in securities trading and portfolio management. Josette has over 30 years of industry experience and holds her Series 7, 63, and SIE FINRA securities licenses. Josette joined Walker Wealth Management in 1991 after graduating from Hunter College.
140 Broad Street
Suite 100
Red Bank, NJ 07701

josette.pelle@ubs.com

Josette Pelle

140 Broad Street,Red Bank,NJ,07701
Mary Walker

Client Associate
View bio
Mary Walker is a member of the Walker Wealth Management team and is responsible for client servicing for our ultra-high net worth clientele. She is dedicated to the development of marketing concepts promoting Walker Wealth Management’s client communications and special events. Mary joined UBS as a part of the Walker Wealth Management in August 2013 after graduating from Villanova University. Mary has earned the Executive Education certification from The Wharton School of the University of Pennsylvania.
140 Broad Street
Suite 100
Red Bank, NJ 07701

mary.a.walker@ubs.com

Mary Walker

140 Broad Street,Red Bank,NJ,07701
Annette Pelo

Client Associate
View bio
Annette Pelo is a member of the Walker Wealth Management team and is responsible for office administration and reception. Annette supports all members of Walker Wealth Management and participates in all of our marketing efforts. Annette has over 35 years of industry experience and joined Walker Wealth Management in 2003.
140 Broad Street
Suite 100
Red Bank, NJ 07701

annette.pelo@ubs.com

Annette Pelo

140 Broad Street,Red Bank,NJ,07701
Michael Walker

Client Associate
View bio
Mike Walker is a member of the Walker Wealth Management team and is responsible for client servicing for our ultra-high net worth clientele. He is dedicated to the development of marketing concepts promoting Walker Wealth Management’s client communications and special events. Mike joined Walker Wealth Management in 2018 after graduating from New York University.
140 Broad Street
Suite 100
Red Bank, NJ 07701

mike.walker@ubs.com

Michael Walker

140 Broad Street,Red Bank,NJ,07701

Mike Giacone

Managing Director–Wealth Management

Senior Portfolio Manager | Private Wealth Advisor

View bio
With more than 35 years of experience navigating clients through a wide range of financial markets, Mike serves as Senior Portfolio Manager and Founder of Giacone Partners. He established and leads the team, guiding its long-term vision while remaining deeply involved in portfolio construction and oversight. Mike leverages his extensive expertise in selecting and monitoring top institutional money managers, hedge funds, and private equity funds. His top priority is risk mitigation—keeping clients’ wealth and legacy at the forefront of every investment decision.

Prior to joining UBS in 2009, Mike worked at Morgan Stanley beginning in 1988. He earned his B.S. in Business from Wagner College and completed the Senior Financial Advisor Program at the Wharton School of the University of Pennsylvania. He holds Series 7, Series 3, Series 63, Series 65, and Series 8 securities licenses, in addition to an insurance license.

Mike lives in Westfield, New Jersey with his wife, Jean. He has two children and, outside the office, is an avid boater with a passion for deep sea fishing.

Mike has been recognized as an industry leader
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
  The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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.

Visit the Giacone Partners website to learn more about Mike Giacone and his team.
R. Christopher Errico

Managing Director

Private Wealth Advisor

View bio
A passion for the markets. Strategic investment management for ultra high net worth clients.

Chris’ passion for the industry began at an early age. In college, he spent his summers as an intern on the floor of the New York Stock Exchange (NYSE). Four years later, after graduating from Le Moyne College with a B.A. in economics, Chris started his career with Lehman Brothers. He later moved to Morgan Stanley, where he ran an advisory team and achieved Chairman’s Club status. Chris joined UBS in 2007, where he attained the Private Wealth Advisor designation and is a senior portfolio manager in the firm’s Portfolio Management Program.

Today, Chris’ main focus is to help guide his clients through both good and bad markets, which is achieved by his passion for the ever-changing market/industry. As the Errico Partners’ principal Private Wealth Advisor, he seeks to provide overall strategic direction for the team and their ultra high net worth clients. He concentrates on the team’s overall investment and stock selection process as well as creating a customized plan for each client in order to help clients achieve their goals.
Chris Errico has been recognized as an industry leader

Forbes America's Top Wealth Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
The 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.

Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
The 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.

Visit the Errico Partners website to learn more about Chris Errico and his team.
Michael Giacone, CIMA®, CEPA®

Financial Advisor

Certified Investment Management Analyst®

View bio

Michael played Division I Football at Boston College, where he graduated from the Wallace E. Carroll School of Management in 2016 with a Bachelor’s Degree in Marketing and Management. Following graduation, he completed his final season with the Eagles while pursuing a Master’s Degree in Leadership & Administration, which he earned in May 2017. Shortly thereafter, he joined UBS.

Before fully integrating into the team, Michael spent nearly a year rotating through UBS Capital Markets, gaining broader exposure to the firm and deepening his understanding of global markets.

Now as a Certified Investment Management Analyst® (CIMA®), Michael focuses on constructing investment strategies, conducting due diligence screenings, and exploring alternative investment solutions. He also holds the Certified Exit Planning Advisor^® (CEPA®) designation, specializing in helping business owners achieve successful transitions and exits.

Michael lives in Westfield, New Jersey with his wife and their two children.

Visit the Giacone Partners website to learn more about Michael Giacone and his team.

Remembering Ira Walker

In memoriam

We are deeply saddened by the loss of our veteran Managing Director, Ira Walker. For over 40 years, Ira not only built a successful business but a true family environment. His approach to investment management was a blend of deep market expertise, professional excellence, and personal care. Driven by genuine relationships, he consistently strived to deliver the very best for his cherished clients.

Integrated services - Focusing on what matters most to you

Our entire team is dedicated to helping you and your family address the specific and uncommon opportunities that come with exceptional personal and business success. By understanding all aspects of your family's financial world, we help you develop concrete recommendations and implement customized solutions.

Strategic wealth management

Identify resources and objectives
Develop intergenerational wealth transfer plans
Facilitate information flow

Get in touch

Investment planning

Risk tolerance assessment and identification of wealth management solutions
Implement and monitor tactical and strategic investment management
Provide comprehensive performance reporting

Tax and financial planning

Develop tax-efficient strategies and coordinate consultative services
Review personalized financial plans with client

Get in touch

Identify resources and objectives
Develop intergenerational wealth transfer plans
Facilitate information flow

Get in touch

Risk tolerance assessment and identification of wealth management solutions
Implement and monitor tactical and strategic investment management
Provide comprehensive performance reporting

Develop tax-efficient strategies and coordinate consultative services
Review personalized financial plans with client

Get in touch

Family legacy and leadership

Support strategic long-term family vision
Actively guide, promote and support family governance and committee business

Philanthropic giving

Support family philanthropic mission
Develop personal gifting programs
Administer family foundations

Get in touch

Trust and estate services

Provide estate planning evaluation and coordinate consultative services
Develop family wealth plans
Support trustees in fiduciary duties

Support strategic long-term family vision
Actively guide, promote and support family governance and committee business

Support family philanthropic mission
Develop personal gifting programs
Administer family foundations

Get in touch

Provide estate planning evaluation and coordinate consultative services
Develop family wealth plans
Support trustees in fiduciary duties

A Family Office Structure

Beyond our highly customized and integrated wealth management, we offer a family office environment that can assist you with the day-to-day management and administration of your family's affairs.

We take the time to gain a deep understanding of you and your family. We work closely with you to develop a customized strategy that connects all aspects of your financial life.

First Class Service

All the services you need under one roof

Families with significant wealth, like yours, demand a flexible, customizable investment platform, along with a broad array of family office-like services where the highest priority is placed on building confidence in their financial professionals. Our dedicated team organization can bridge the generations within a family in order to create continuity and deliver a structure that is focused on preserving wealth and creating opportunities.

Our promise is to serve you in three essential ways:

We will help guard your family against potential exposure to unnecessary risk. Seeking preservation of capital and keeping your family’s confidence and trust are our highest priorities.

We will serve as your “brain trust” providing financial advisory services that foster collaboration and explore how best to support, educate and advise future generations.

We will help you implement and execute transactions based on your family’s wealth management strategy in compliance with industry rules and regulations, always putting the client’s interests first.

Flexible Structure

A flexible structure for your sophisticated needs

Our family office-like services can help organize and manage your entire financial life.

We will work closely with your family to:

Create a comprehensive wealth strategy designed to prepare each family member to collectively manage, sustain and grow their wealth across multiple generations

Coordinate a wide range of wealth preservation services, including investment management, accountancy, estate and philanthropic planning strategies.

Provide a clearly articulated, efficient family governance framework for investment decision-making as well as family legacy and business leadership succession.

Deliver concierge services that include access to banking, trust services, document management, recordkeeping, expense management, bill payment, family member support, financial education and wealth transfer planning.

Help ensure confidentiality and privacy for all family members, in order to protect the family’s interests and manage numerous risks.

Investment Management

Comprehensive investment management

With direct access to the global resources and open platform of UBS, we offer timely perspectives, customized investment management and a fully integrated suite of financial solutions. Our team provides investment strategies tailored to your family’s needs and objectives.

Personalized portfolio management. With a focus on customized solutions, our team provides a variety of strategies that enable us to build portfolios that help match your objectives and risk preferences. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks.

Prudent asset allocation. Through our comprehensive due diligence and planning process, we determine your family’s goals and tolerance for risk. This allows us to craft an asset allocation that supports your comprehensive plan and seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Personal Attention

Personal attention for simplifying your life

We bring together a boutique office consisting of a team dedicated specifically to your needs with the global resources of one of the world’s largest wealth management firms. Count on us to be:

Collaborative. Our team works closely together, providing regular contact that keeps you informed.

Accessible. Responsive and quick to resolve any issue, we’re here for you for every need, large or small.

Confidential. We build client trust by being discreet and by ensuring confidentiality.

Trends and perspectives

UBS Global Research Weekly

Can the last batch of tech earnings keep the rally going?

What to watch in the week ahead

UBS House View for November 2025

How will the Federal Reserve square a weakening US labor market with rising inflation? Should equity investors look past high valuations and bank on robust earnings growth? Will lower rates and slowing growth override bond market worries about debt sustainability?

Wealth in the time of euphoria

Year-end priority and a preview of 2026

This report highlights a range of year-end retirement and tax planning strategies, and offers an update on key changes—including SECURE 2.0 Act provisions and other developments—that may shape the retirement planning landscape in 2026 and beyond.

Download the report

2025 Planning Guide

An in-depth look at income tax, retirement planning, charitable giving, wealth transfer planning, state tax planning and trust planning.

Download the guide

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Your future. Your legacy.

Walker Wealth Management

Pursuing your goals together

Andrea Dagnelli, CRPS

Vincent Campasano

Josette Pelle

Mary Walker

Annette Pelo

Michael Walker

Mike Giacone

R. Christopher Errico

Michael Giacone, CIMA®, CEPA®

Andrea Dagnelli, CRPS

Vincent Campasano

Josette Pelle

Mary Walker

Annette Pelo

Michael Walker

Mike Giacone

R. Christopher Errico

Michael Giacone, CIMA®, CEPA®

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Education

Credentials

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Education

Credentials

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Remembering Ira Walker

In memoriam

Request your report

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Integrated services - Focusing on what matters most to you

Integrated services - Focusing on what matters most to you

Strategic wealth management

Strategic wealth management

Investment planning

Investment planning

Tax and financial planning

Tax and financial planning

Family legacy and leadership

Family legacy and leadership

Philanthropic giving

Philanthropic giving

Trust and estate services

Trust and estate services

A Family Office Structure

First Class Service

Flexible Structure

Investment Management

Personal Attention

Trends and perspectives

UBS Global Research Weekly

UBS House View for November 2025

Year-end priority and a preview of 2026

2025 Planning Guide

Request your report

Thank you! Your request has been submitted.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Insights

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Start the conversation

Thank you! Your request has been submitted.