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.

Connect with us

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
- NC
- NH
- NJ
- NY
- OH
- PA
- PR
- SC
- TN
- TX
- VA
- WA
- WI
“We aim to build a lifelong relationship with our clients and their families. Our goal is to be the first place they call for the most important decisions.”

For over 35 years, Everett has navigated clients through several market cycles. Prior to becoming a Financial Advisor, Everett started his career as an investment banker at Dillon Read, Salomon Brothers, and Deutsche Bank focusing on Mergers & Acquisitions in Latin America. During that time, he received his M.B.A. from Stanford University.

His experience advising corporate clients and his love of investing have provided a solid foundation for delivering comprehensive planning and portfolio management solutions to his clients. Everett advises successful executives, families, and businesses that work in the financial industry, including managing the personal portfolios of several senior individuals at UBS. His clients appreciate the team’s analytical approach when tackling all aspects of their financial life, including asset management, retirement planning, and estate planning.

Previous experience
- Senior Vice President, Merrill Lynch Wealth Management
- Vice President, Corporate Finance: Dillon Read, Salomon Brothers, and Deutsche Bank
Education and credentials
- Stanford University, Graduate School of Business, M.B.A
- Columbia University, A.B., Political Science, magna cum laude
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Certified Investment Management Analyst® (CIMA®)
- Recognized as Forbes Best-In-State Wealth Advisors in NY: 2019 – 2023
- Recognized as Forbes Best-In-State Wealth Management Teams: 2024
Interests
- Everett is the author of Wannabe: A Would-Be Player’s Misadventures in Hollywood.
- He enjoys reading (incl. three newspapers daily), international travel, and gardening.
- He's a member of the University Club.
- Everett is a native New Yorker and splits his time between the Upper West Side and Miami.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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, 2024The 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.
- Columbia University
- 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

everett.weinberger@ubs.com,hollanda.iwanski@ubs.com

Everett Weinberger, CFP, CIMA

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

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NY
- OH
- PA
- PR
- SC
- TN
- TX
- VA
- WA
- WI
“I love helping people strike a balance between navigating the complex, emotional dynamics of investing and staying on track with their financial plan.”

Hollanda works closely with successful executives and families to build financial plans that meet their needs. She started her career as a wealth management analyst at Merrill Lynch in 2011. Fast forward to today, and Hollanda has worked almost 15 years alongside Everett, building decades-long relationships with our clients.

As a female millennial Financial Advisor, Hollanda offers unique perspectives to her team and clients. She holds the CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst® designations to help her clients navigate major life transitions, from delivering the right asset allocation to developing a unique financial planning strategy, as they start their next chapter.

Previous experience
- Client Associate, Merrill Lynch Wealth Management
Education and credentials
- University of Florida, B.S., Finance
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Certified Divorce Financial Analyst® (CDFA®)
- Certified Retirement Planning Counselor℠ (CRPC®)
Interests
- Hollanda is involved in Cycle for Survival and has helped raise over $30,000 since 2018.
- She enjoys skiing and exploring new ski resorts each year.
- She also enjoys running and has completed the New York City and Chicago marathons.
- She is from Fort Lauderdale, FL and lives on the Upper West Side with her husband, Andy, and son, JJ.
- Forbes Best-in-State Wealth Management Teams, 2024The 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.
- University of Florida
- CERTIFIED FINANCIAL PLANNER®
- Certified Divorce Financial Analyst
- 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

hollanda.iwanski@ubs.com

Hollanda Iwanski, CFP, CRPC, CDFA

1285 Avenue Of The Americas,New York,NY,10019
Tara Carabello

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- NH
- NJ
- NY
- OH
- PA
- PR
- SC
- TX
- VA
- WA
- WI
“There’s nothing more rewarding than clients telling you they know they’re in good hands because of how much you care.”

Tara specializes in superior client service and oversees client administration for The Weinberger Group. Tara rejoined the team after three years in Florida, where she worked at Raymond James and Morgan Stanley. Prior to that, Tara worked as a Senior Client Associate with The Weinberger Group for a combined 15 years at UBS and Merrill Lynch.

Tara takes pride in expertly handling client needs and simplifying all aspects of their financial life. Her organization and attention to detail has built trust and close relationships with our clients.

Credentials
- Series 7, 6, 63, and 65 licenses
- NY and FL Life, Health, and Annuity insurance licenses
Previous experience
- Senior Client Associate, Merrill Lynch Wealth Management
- Client Relationship Manager, JP Morgan Chase
Interests
- Tara enjoys traveling, cruises, and hiking.
- She is from Brooklyn, New York and currently lives in West New York, NJ with her chihuahua puppy, Oliver.
Banking

Lending services

Cash management

1285 Avenue Of The Americas
New York, NY 10019

tara.carabello@ubs.com

Tara Carabello

1285 Avenue Of The Americas,New York,NY,10019
Reid Wight

Client Associate
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IA
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- TX
- VA
- VT
- WA
- WY
“Our clients rely on us for advice and service, so we strive to consistently provide them with the highest quality in both.”

Reid delivers white-glove service to our clients by assisting them with all their account management needs, such as requests for capital, account maintenance, and reporting. He joined UBS Private Wealth Management in 2022 and the Weinberger Group in 2023. Prior to UBS, Reid graduated from Syracuse University, magna cum laude, where he studied finance and advertising. He enjoys building long-lasting relationships with clients and helping them find unique solutions to meet their needs.

Education and credentials
- Syracuse University, B.S. Finance and Advertising, magna cum laude
- Series 7 and 66 licenses
Interests
- Reid spends his spare time playing tennis and golf, and enjoys going to concerts.
- He's passionate about Syracuse Basketball.
- He is from Chautauqua, NY and lives on the Upper East Side.
- Syracuse University
1285 Avenue Of The Americas
New York, NY 10019

reid.wight@ubs.com

Reid Wight

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
“For us, there is no such thing as a one-size-fits-all approach.”

Cole was introduced to wealth management at a young age by his father, a UBS Financial Advisor in DC. He followed in his father’s footsteps by joining UBS in 2021 after graduating from Wake Forest University, magna cum laude. As a Wealth Strategy Associate, Cole assists Everett and Hollanda to manage client asset allocation and financial planning.

Prior to joining The Weinberger Group, Cole worked at the UBS Wealth Advice Center where he completed a Financial Advisor Training Program. He assisted clients with their portfolios and implemented wealth planning solutions. He enjoys connecting with clients and their next generation to help them make smart financial moves, and to help protect and grow their assets.

Previous experience
- Financial Advisor, UBS Wealth Advice Center
Education and credentials
- Wake Forest University, B.S. Finance, magna cum laude
- Series 7 and 66 licenses
Interests
- Cole enjoys the outdoors, especially skiing, snowboarding, and surfing.
- He is enjoying getting to know New York City by exploring new restaurants and neighborhoods.
- Cole is from Potomac, MD and lives on the Upper West Side.
- Wake Forest University
1285 Avenue Of The Americas
New York, NY 10019

cole.andreadis@ubs.com

Cole Andreadis

1285 Avenue Of The Americas,New York,NY,10019
Aidan Isaacson

Intern
View bio
1285 Avenue Of The Americas
New York, NY 10019

aidan.isaacson@ubs.com

Aidan Isaacson

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

Gregg Arum, CFP

Executive Director

Structured Solutions Consultant

View bio

Gregg serves as a Structured Solutions Consultant for the New York City and Northern New Jersey Market Areas, and Private Wealth Management; responsible for the positioning of Structured Products across all asset classes. Gregg works closely with Financial Advisors and their clients, helping them understand the risks and rewards of structured products, and how both portfolio and tactical ideas can fit into a client’s overall portfolio strategy.

Professional History
Gregg joined UBS in 1998 and has held a variety of positions in Capital Markets. In his previous role, he served as a Municipal Bond Portfolio Specialist on the Northeast Municipal Bond Desk. Prior to that, he worked in Unit Investment Trusts as a member of the Equity Advisory Group. He has also served as a Financial Advisor in New York City.

Education
Gregg holds a B.A from the University of Florida.

Licenses and Certifications
FINRA Series 7, 63 and 65
CERTIFIED FINANCIAL PLANNER™
Chris Kanavos

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Chris Kanavos joined UBS Bank USA in 2015 and he is currently a Senior Wealth Management Banker covering the Manhattan Market.

Chris has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Chris worked as a Regional Credit Director and Resident Manager at Merrill Lynch, where he partnered with Executive and Divisional Leadership to drive a credit and lending strategy for the NYC and Long Island Market. He began his Banking career in 1991, where he joined Wells Fargo during his last two years of college. Starting as a Credit Analyst, he was promoted to management shortly after graduating. As a District Manager, he was responsible for managing all aspects of the consumer finance business for initially, all of New York State and then for New York City, growing the market exponentially, from a $50MM business to an $800MM business in a 4-year period.

Education and personal information

In Chris’ role as a Senior Wealth Management Banker his NMLS # is 863109. He holds his Series 7, 24, 63 and 65 securities licenses. He also holds a Bachelor’s Degree with a Double Major in Business and Economics from Stony Brook University.

Chris grew up on the Eastern End of Long Island and has lived in Port Washington since 2002, with his wife Coleen and daughters Sarah and Gabrielle. In his free time, Chris enjoys being outdoors with his family camping, hiking, boating and skiing. He also enjoys exercising and running daily.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
Julie Binder

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

View bio

Professional history
As a Senior Strategist with Family Advisory and Philanthropy Services, Julie works with families on understanding money, values and philanthropic intent in the family wealth context and the dynamic overlap of five types of capital—human capital, intellectual capital, social capital, foundational capital, and financial capital. Family and Philanthropy Advisory is a thought partner to advisors and their exceptional client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

Prior to joining UBS Financial Services in 2018, Julie was with Foundation Source, a provider of comprehensive support services for private foundations for nearly a decade. While there, she was responsible for understanding the needs and identifying philanthropic solutions for ultra-high net worth clients and the Private Wealth Advisors who serve them. Julie worked with hundreds of clients to think about the impact of their philanthropy on their families and communities. Before Foundation Source, Julie worked for a boutique consulting firm that specialized in corporate philanthropy, and spent several years in business development for Texas Monthly and New York Magazine.

Education
Julie graduated from the University of Connecticut with a B.S. in Marketing and holds a Fellowship in Charitable Estate Planning from the Charitable Estate Planning Institute. She is an active volunteer with many local community organizations, and lives in Stamford, CT with her husband and two sons.
Andrea Sanft

Executive Director

Senior Wealth Strategist

View bio

Andrea works with ultra-high net worth clients of UBS and their financial advisors on issues involving domestic and international estate and tax planning, business succession, wealth transfer, international cross border issues and philanthropic objectives. She focuses on developing and helping clients implement comprehensive strategies to facilitate the preservation, transfer, and management of wealth. Andrea performs thorough reviews of clients' estate planning documents to ensure that each plan accurately reflects the family's goals and objectives in a tax-efficient manner.

Prior to joining UBS in March of 2024, Andrea was a senior wealth strategist for Morgan Stanley Private Wealth Management. Prior to that, she practiced law in the Private Client department of Paul, Weiss, Rifkind, Wharton and Garrison, LLP for over 15 years.

Education
Andrea has an LL.M. in Tax from Boston University and J.D. from St. John’s University School of Law.

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
- NC
- NH
- NJ
- NY
- OH
- PA
- PR
- SC
- TN
- TX
- VA
- WA
- WI
“We aim to build a lifelong relationship with our clients and their families. Our goal is to be the first place they call for the most important decisions.”

For over 35 years, Everett has navigated clients through several market cycles. Prior to becoming a Financial Advisor, Everett started his career as an investment banker at Dillon Read, Salomon Brothers, and Deutsche Bank focusing on Mergers & Acquisitions in Latin America. During that time, he received his M.B.A. from Stanford University.

His experience advising corporate clients and his love of investing have provided a solid foundation for delivering comprehensive planning and portfolio management solutions to his clients. Everett advises successful executives, families, and businesses that work in the financial industry, including managing the personal portfolios of several senior individuals at UBS. His clients appreciate the team’s analytical approach when tackling all aspects of their financial life, including asset management, retirement planning, and estate planning.

Previous experience
- Senior Vice President, Merrill Lynch Wealth Management
- Vice President, Corporate Finance: Dillon Read, Salomon Brothers, and Deutsche Bank
Education and credentials
- Stanford University, Graduate School of Business, M.B.A
- Columbia University, A.B., Political Science, magna cum laude
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Certified Investment Management Analyst® (CIMA®)
- Recognized as Forbes Best-In-State Wealth Advisors in NY: 2019 – 2023
- Recognized as Forbes Best-In-State Wealth Management Teams: 2024
Interests
- Everett is the author of Wannabe: A Would-Be Player’s Misadventures in Hollywood.
- He enjoys reading (incl. three newspapers daily), international travel, and gardening.
- He's a member of the University Club.
- Everett is a native New Yorker and splits his time between the Upper West Side and Miami.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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, 2024The 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.
- Columbia University
- 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

everett.weinberger@ubs.com,hollanda.iwanski@ubs.com

Everett Weinberger, CFP, CIMA

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

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NY
- OH
- PA
- PR
- SC
- TN
- TX
- VA
- WA
- WI
“I love helping people strike a balance between navigating the complex, emotional dynamics of investing and staying on track with their financial plan.”

Hollanda works closely with successful executives and families to build financial plans that meet their needs. She started her career as a wealth management analyst at Merrill Lynch in 2011. Fast forward to today, and Hollanda has worked almost 15 years alongside Everett, building decades-long relationships with our clients.

As a female millennial Financial Advisor, Hollanda offers unique perspectives to her team and clients. She holds the CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst® designations to help her clients navigate major life transitions, from delivering the right asset allocation to developing a unique financial planning strategy, as they start their next chapter.

Previous experience
- Client Associate, Merrill Lynch Wealth Management
Education and credentials
- University of Florida, B.S., Finance
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Certified Divorce Financial Analyst® (CDFA®)
- Certified Retirement Planning Counselor℠ (CRPC®)
Interests
- Hollanda is involved in Cycle for Survival and has helped raise over $30,000 since 2018.
- She enjoys skiing and exploring new ski resorts each year.
- She also enjoys running and has completed the New York City and Chicago marathons.
- She is from Fort Lauderdale, FL and lives on the Upper West Side with her husband, Andy, and son, JJ.
- Forbes Best-in-State Wealth Management Teams, 2024The 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.
- University of Florida
- CERTIFIED FINANCIAL PLANNER®
- Certified Divorce Financial Analyst
- 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

hollanda.iwanski@ubs.com

Hollanda Iwanski, CFP, CRPC, CDFA

1285 Avenue Of The Americas,New York,NY,10019
Tara Carabello

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- NH
- NJ
- NY
- OH
- PA
- PR
- SC
- TX
- VA
- WA
- WI
“There’s nothing more rewarding than clients telling you they know they’re in good hands because of how much you care.”

Tara specializes in superior client service and oversees client administration for The Weinberger Group. Tara rejoined the team after three years in Florida, where she worked at Raymond James and Morgan Stanley. Prior to that, Tara worked as a Senior Client Associate with The Weinberger Group for a combined 15 years at UBS and Merrill Lynch.

Tara takes pride in expertly handling client needs and simplifying all aspects of their financial life. Her organization and attention to detail has built trust and close relationships with our clients.

Credentials
- Series 7, 6, 63, and 65 licenses
- NY and FL Life, Health, and Annuity insurance licenses
Previous experience
- Senior Client Associate, Merrill Lynch Wealth Management
- Client Relationship Manager, JP Morgan Chase
Interests
- Tara enjoys traveling, cruises, and hiking.
- She is from Brooklyn, New York and currently lives in West New York, NJ with her chihuahua puppy, Oliver.
Banking

Lending services

Cash management

1285 Avenue Of The Americas
New York, NY 10019

tara.carabello@ubs.com

Tara Carabello

1285 Avenue Of The Americas,New York,NY,10019
Reid Wight

Client Associate
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IA
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- TX
- VA
- VT
- WA
- WY
“Our clients rely on us for advice and service, so we strive to consistently provide them with the highest quality in both.”

Reid delivers white-glove service to our clients by assisting them with all their account management needs, such as requests for capital, account maintenance, and reporting. He joined UBS Private Wealth Management in 2022 and the Weinberger Group in 2023. Prior to UBS, Reid graduated from Syracuse University, magna cum laude, where he studied finance and advertising. He enjoys building long-lasting relationships with clients and helping them find unique solutions to meet their needs.

Education and credentials
- Syracuse University, B.S. Finance and Advertising, magna cum laude
- Series 7 and 66 licenses
Interests
- Reid spends his spare time playing tennis and golf, and enjoys going to concerts.
- He's passionate about Syracuse Basketball.
- He is from Chautauqua, NY and lives on the Upper East Side.
- Syracuse University
1285 Avenue Of The Americas
New York, NY 10019

reid.wight@ubs.com

Reid Wight

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
“For us, there is no such thing as a one-size-fits-all approach.”

Cole was introduced to wealth management at a young age by his father, a UBS Financial Advisor in DC. He followed in his father’s footsteps by joining UBS in 2021 after graduating from Wake Forest University, magna cum laude. As a Wealth Strategy Associate, Cole assists Everett and Hollanda to manage client asset allocation and financial planning.

Prior to joining The Weinberger Group, Cole worked at the UBS Wealth Advice Center where he completed a Financial Advisor Training Program. He assisted clients with their portfolios and implemented wealth planning solutions. He enjoys connecting with clients and their next generation to help them make smart financial moves, and to help protect and grow their assets.

Previous experience
- Financial Advisor, UBS Wealth Advice Center
Education and credentials
- Wake Forest University, B.S. Finance, magna cum laude
- Series 7 and 66 licenses
Interests
- Cole enjoys the outdoors, especially skiing, snowboarding, and surfing.
- He is enjoying getting to know New York City by exploring new restaurants and neighborhoods.
- Cole is from Potomac, MD and lives on the Upper West Side.
- Wake Forest University
1285 Avenue Of The Americas
New York, NY 10019

cole.andreadis@ubs.com

Cole Andreadis

1285 Avenue Of The Americas,New York,NY,10019
Aidan Isaacson

Intern
View bio
1285 Avenue Of The Americas
New York, NY 10019

aidan.isaacson@ubs.com

Aidan Isaacson

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

Gregg Arum, CFP

Executive Director

Structured Solutions Consultant

View bio

Gregg serves as a Structured Solutions Consultant for the New York City and Northern New Jersey Market Areas, and Private Wealth Management; responsible for the positioning of Structured Products across all asset classes. Gregg works closely with Financial Advisors and their clients, helping them understand the risks and rewards of structured products, and how both portfolio and tactical ideas can fit into a client’s overall portfolio strategy.

Professional History
Gregg joined UBS in 1998 and has held a variety of positions in Capital Markets. In his previous role, he served as a Municipal Bond Portfolio Specialist on the Northeast Municipal Bond Desk. Prior to that, he worked in Unit Investment Trusts as a member of the Equity Advisory Group. He has also served as a Financial Advisor in New York City.

Education
Gregg holds a B.A from the University of Florida.

Licenses and Certifications
FINRA Series 7, 63 and 65
CERTIFIED FINANCIAL PLANNER™
Chris Kanavos

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Chris Kanavos joined UBS Bank USA in 2015 and he is currently a Senior Wealth Management Banker covering the Manhattan Market.

Chris has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Chris worked as a Regional Credit Director and Resident Manager at Merrill Lynch, where he partnered with Executive and Divisional Leadership to drive a credit and lending strategy for the NYC and Long Island Market. He began his Banking career in 1991, where he joined Wells Fargo during his last two years of college. Starting as a Credit Analyst, he was promoted to management shortly after graduating. As a District Manager, he was responsible for managing all aspects of the consumer finance business for initially, all of New York State and then for New York City, growing the market exponentially, from a $50MM business to an $800MM business in a 4-year period.

Education and personal information

In Chris’ role as a Senior Wealth Management Banker his NMLS # is 863109. He holds his Series 7, 24, 63 and 65 securities licenses. He also holds a Bachelor’s Degree with a Double Major in Business and Economics from Stony Brook University.

Chris grew up on the Eastern End of Long Island and has lived in Port Washington since 2002, with his wife Coleen and daughters Sarah and Gabrielle. In his free time, Chris enjoys being outdoors with his family camping, hiking, boating and skiing. He also enjoys exercising and running daily.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
Julie Binder

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

View bio

Professional history
As a Senior Strategist with Family Advisory and Philanthropy Services, Julie works with families on understanding money, values and philanthropic intent in the family wealth context and the dynamic overlap of five types of capital—human capital, intellectual capital, social capital, foundational capital, and financial capital. Family and Philanthropy Advisory is a thought partner to advisors and their exceptional client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

Prior to joining UBS Financial Services in 2018, Julie was with Foundation Source, a provider of comprehensive support services for private foundations for nearly a decade. While there, she was responsible for understanding the needs and identifying philanthropic solutions for ultra-high net worth clients and the Private Wealth Advisors who serve them. Julie worked with hundreds of clients to think about the impact of their philanthropy on their families and communities. Before Foundation Source, Julie worked for a boutique consulting firm that specialized in corporate philanthropy, and spent several years in business development for Texas Monthly and New York Magazine.

Education
Julie graduated from the University of Connecticut with a B.S. in Marketing and holds a Fellowship in Charitable Estate Planning from the Charitable Estate Planning Institute. She is an active volunteer with many local community organizations, and lives in Stamford, CT with her husband and two sons.
Andrea Sanft

Executive Director

Senior Wealth Strategist

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Andrea works with ultra-high net worth clients of UBS and their financial advisors on issues involving domestic and international estate and tax planning, business succession, wealth transfer, international cross border issues and philanthropic objectives. She focuses on developing and helping clients implement comprehensive strategies to facilitate the preservation, transfer, and management of wealth. Andrea performs thorough reviews of clients' estate planning documents to ensure that each plan accurately reflects the family's goals and objectives in a tax-efficient manner.

Prior to joining UBS in March of 2024, Andrea was a senior wealth strategist for Morgan Stanley Private Wealth Management. Prior to that, she practiced law in the Private Client department of Paul, Weiss, Rifkind, Wharton and Garrison, LLP for over 15 years.

Education
Andrea has an LL.M. in Tax from Boston University and J.D. from St. John’s University School of Law.

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Short Term CDs: Everything to know

Personal planning for start-up founders

As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.

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Planning for the sale of a closely held business

A road map to help facilitate the process

Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.

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Charitable Giving: Rules of the Road

An overview of philanthropic strategies and their impact to help you evaluate different options.

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The right moves for your financial future

Everett Weinberger, CFP, CIMA

Hollanda Iwanski, CFP, CRPC, CDFA

Tara Carabello

Reid Wight

Cole Andreadis

Aidan Isaacson

Gregg Arum, CFP

Chris Kanavos

Julie Binder

Andrea Sanft