Experience

That inspires confidence

Everett Weinberger, CFP, CIMA

Managing Director–Wealth Management

CERTIFIED FINANCIAL PLANNER®

“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. 

 

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

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

Education

  • Columbia University
  • Stanford University, M.B.A.

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Investment Management Analyst®
  • Senior Portfolio Manager
  • Private Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

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

“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.

 

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

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

Education

  • University of Florida

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Divorce Financial Analyst
  • Chartered Retirement Planning Counselor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

hollanda.iwanski@ubs.com
Hollanda Iwanski, CFP, CRPC, CDFA
1285 Avenue Of The Americas,New York,NY,10019

Tara Carabello

Senior Client Associate

“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.

Registered States:
  • 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

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Lending services
Cash management
1285 Avenue Of The Americas
New York, NY 10019

Email Me

tara.carabello@ubs.com
Tara Carabello
1285 Avenue Of The Americas,New York,NY,10019

Reid Wight

Client Associate

“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.
     

Registered States:
  • 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

Education

  • Syracuse University
1285 Avenue Of The Americas
New York, NY 10019

Email Me

reid.wight@ubs.com
Reid Wight
1285 Avenue Of The Americas,New York,NY,10019

Cole Andreadis

Wealth Strategy Associate

“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. 

Registered States:
  • 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

Education

  • Wake Forest University
1285 Avenue Of The Americas
New York, NY 10019

Email Me

cole.andreadis@ubs.com
Cole Andreadis
1285 Avenue Of The Americas,New York,NY,10019

Aidan Isaacson

Intern

1285 Avenue Of The Americas
New York, NY 10019

Email Me

aidan.isaacson@ubs.com
Aidan Isaacson
1285 Avenue Of The Americas,New York,NY,10019