The right moves for your financial future

Private Wealth Management

Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

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A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Advice for business owners and entrepreneurs

Investment management

Money management that puts your best interests first

Our disciplined planning process drives a highly personalized investment strategy. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.

A focus on asset allocation and risk management. By listening and aligning with your objectives, we can craft an asset allocation based on your family’s goals, growth and income needs. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Your personalized portfolio. Many clients prefer to delegate the day-to-day management of their assets. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks. When we take on discretionary management of your portfolio, we are transparent about our fiduciary responsibility.

Open access and analysis. Through our open platform, we can offer premium financial solutions both within and outside of UBS. This access, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.

Insights for each generation. We offer timely perspectives that drive a fully integrated suite of financial solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations and we will work with your tax and legal advisors to develop tax-advantaged solutions.

Multigenerational planning

Your primary source for financial advice

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.

Everett Weinberger, CFP, CIMA

Managing Director–Wealth Management

CERTIFIED FINANCIAL PLANNER™
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NY
- OH
- PA
- PR
- SC
- TX
- VA
- WA
- WI
Everett is the proud leader of The Weinberger Group and has over 30 years of experience advising clients. Prior to joining UBS in 2011, Everett worked at Merrill Lynch Wealth Management for over 10 years. Before that, he was an investment banker at Merrill Lynch, Dillon Read and Deutsche Bank. Everett is a Certified Financial Planner™ (CFP®), a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also has a Certified Investment Management Analyst® (CIMA®) designation, which is awarded after completing coursework and examinations at the Wharton School of the University of Pennsylvania.

Everett graduated from Columbia University, magna cum laude, and received an M.B.A. from Stanford University. He is a member of The University Club and is the author of Wannabe: A Would-Be Player’s Misadventures in Hollywood. Everett is fluent in Spanish and Hebrew. He lives in Manhattan and Miami Beach, and enjoys movies, gardening and traveling with family and friends.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The 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.
- Columbia University, magna cum laude
- Stanford University, M.B.A.
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
- Senior Portfolio Manager
- Private Wealth Advisor
Financial planning

Retirement planning

Custom portfolios

Multi-generational families

Women investors

Business owners

Entrepreneurs

Corporate executives

1285 Avenue Of The Americas
New York, NY 10019
Hollanda Iwanski, CFP, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- NC
- NJ
- NY
- OH
- PA
- PR
- SC
- TX
- VA
- WA
- WI
Hollanda focuses on financial plans, portfolio reviews and client coverage. She joined The Weinberger Group in 2011 at Merrill Lynch and is a Certified Financial Planner™ (CFP^®) professional.

Hollanda graduated from the University of Florida with a B.S. in finance and is fluent in Portuguese. She lives in Manhattan and enjoys playing volleyball, exploring NYC’s diverse neighborhoods and volunteering.
- University of Florida
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor℠
Financial planning

Education planning

Long-term care planning

Retirement planning

Estate planning strategies

Philanthropy

Business succession

Custom portfolios

1285 Avenue Of The Americas
New York, NY 10019
Ann Fredlin

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
1285 Avenue Of The Americas
New York, NY 10019
Owen Fessick

Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TX
- VA
- WA
- WY
Banking

Lending services

Cash management

1285 Avenue Of The Americas
New York, NY 10019
Cole Andreadis

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
1285 Avenue Of The Americas
12th Floor
New York, NY 10019

Everett Weinberger, CFP, CIMA

Managing Director–Wealth Management

CERTIFIED FINANCIAL PLANNER™
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NY
- OH
- PA
- PR
- SC
- TX
- VA
- WA
- WI
Everett is the proud leader of The Weinberger Group and has over 30 years of experience advising clients. Prior to joining UBS in 2011, Everett worked at Merrill Lynch Wealth Management for over 10 years. Before that, he was an investment banker at Merrill Lynch, Dillon Read and Deutsche Bank. Everett is a Certified Financial Planner™ (CFP®), a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also has a Certified Investment Management Analyst® (CIMA®) designation, which is awarded after completing coursework and examinations at the Wharton School of the University of Pennsylvania.

Everett graduated from Columbia University, magna cum laude, and received an M.B.A. from Stanford University. He is a member of The University Club and is the author of Wannabe: A Would-Be Player’s Misadventures in Hollywood. Everett is fluent in Spanish and Hebrew. He lives in Manhattan and Miami Beach, and enjoys movies, gardening and traveling with family and friends.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The 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.
- Columbia University, magna cum laude
- Stanford University, M.B.A.
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
- Senior Portfolio Manager
- Private Wealth Advisor
Financial planning

Retirement planning

Custom portfolios

Multi-generational families

Women investors

Business owners

Entrepreneurs

Corporate executives

1285 Avenue Of The Americas
New York, NY 10019
Hollanda Iwanski, CFP, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- NC
- NJ
- NY
- OH
- PA
- PR
- SC
- TX
- VA
- WA
- WI
Hollanda focuses on financial plans, portfolio reviews and client coverage. She joined The Weinberger Group in 2011 at Merrill Lynch and is a Certified Financial Planner™ (CFP^®) professional.

Hollanda graduated from the University of Florida with a B.S. in finance and is fluent in Portuguese. She lives in Manhattan and enjoys playing volleyball, exploring NYC’s diverse neighborhoods and volunteering.
- University of Florida
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor℠
Financial planning

Education planning

Long-term care planning

Retirement planning

Estate planning strategies

Philanthropy

Business succession

Custom portfolios

1285 Avenue Of The Americas
New York, NY 10019
Ann Fredlin

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
1285 Avenue Of The Americas
New York, NY 10019
Owen Fessick

Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TX
- VA
- WA
- WY
Banking

Lending services

Cash management

1285 Avenue Of The Americas
New York, NY 10019
Cole Andreadis

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
1285 Avenue Of The Americas
12th Floor
New York, NY 10019

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

Global leader

UBS is a world-leading wealth manager

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2022

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The right moves for your financial future

A focus on personalized access and service

Advice for business owners and entrepreneurs

Investment management

Multigenerational planning

Your primary source for financial advice

Everett Weinberger, CFP, CIMA

Hollanda Iwanski, CFP, CRPC

Ann Fredlin

Owen Fessick

Cole Andreadis

Everett Weinberger, CFP, CIMA

Hollanda Iwanski, CFP, CRPC

Ann Fredlin

Owen Fessick

Cole Andreadis

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