Experience

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.

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. 

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.