Begin with a plan

For your goals. For your future.

If you consider your good fortune to be a blessing, we think your wealth management should be as well.

We provide a business plan approach that helps our clients make good decisions around their important wealth management goals.

Our background in institutional investing and our deep history with multigenerational families, entrepreneurs, attorneys, and private equity executives gives us the perspective and knowledge you need to unlock opportunities, help preserve wealth and create continuity.

Good decisions are like compound interest. Warm and secure.
- Loren Weiss

Understanding the unique challenges of wealth

Your plan

Your investments

Our experience makes us insightful investors

By listening and aligning with your objectives, we focus on asset allocation strategies that allow for sensible growth and help mitigate risk. Because of our close association with investment managers on UBS's open platform, we communicate regularly and closely track performance, rebalancing and making adjustments for life changes and economic conditions.

Your access

Connecting you to the deep resources of UBS

As UBS Private Wealth Advisors, we provide access to our global platforms and the financial and intellectual strengths of our experts in Wealth Management, Asset Management and our Private and Investment Banks. Our clients trust us to work directly with their accountants and estate attorneys so we can incorporate all perspectives into one integrated approach.

Helping to preserve wealth for future generations

Multigenerational planning

Attuned to preserving the financial independence of your entire family, we can help structure a deliberate and meaningful family legacy and direct capital to reflect your values.

When planning your estate or building your legacy, our team will work with you and family members to provide education on philanthropy and participation strategies for the next generation. In that way, you care for future generations and charitable organizations with the least possible tax impact and expense.

A comprehensive plan includes:

Wealth planning
Trust and estate planning strategies
Corporate executive services
Private banking
Insurance
Liability management

Comprehensive wealth transfer strategies

Estate planning strategies

We can work with your tax and legal advisors to help ensure your assets are preserved and transferred to future generations and charitable organizations in a tax-efficient manner. As an important component of your comprehensive wealth plan, we will address potentially complex tax issues, gifting guidelines and wealth transfer strategies.

Legacy planning
Trust services
College funding strategies
Business succession planning
Investment banking
Strategic or financial buyer

_{Trust services are provided by third-party banks and trust companies. Trust investments are not deposits or other obligations of, or guaranteed by UBS AG or any of their affiliates. Trust investments involve investment risks, including possible loss of the principal.}

For the people and causes that matter most

Philanthropy

Working closely with exceptional families, we collaborate with your tax and legal specialists to achieve your specific legacy planning and charitable giving goals. In that way, we can help you think big, get the most out of the wealth you leave and care for future generations and charitable organizations with the least possible tax impact and expense.

Charitable giving strategies
Family foundation considerations, setup and supervision
Donor advised funds
Gifting guidelines
Trust and philanthropic vehicles

UBS Private Wealth Management

You. Connected.

There are two sides to every dream. When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions.

Dreamers and doers
Intellects and experts
Planners and practitioners

They inform our thinking, fuel our ambitions and help us invest for a better world. And they’re here.

You. Connected.

Start the conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Loren Weiss

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- CA
- CO
- CT
- DE
- FL
- GA
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- VT
- WA
Experience, Acumen, Relationships.

Loren's career on Wall St. started in 1984 on an equity trading and research desk where he worked with world ranked analysts to identify and market investment opportunities. This institutional background provided Loren with the ability to communicate with sophisticated investors who value expertise and common sense.

Over the course of 30 years, Loren has evolved an approach to wealth management that is built on best practices and a business plan process that begins with client goals. As the senior team leader, Loren has built our practice to be a clearing house of holistic ideas, offering clients appropriate strategies around wealth planning, retirement cash flows, estate planning, insurance and philanthropy.

“It is a privilege to be trusted by smart and successful clients. We especially enjoy hearing about our clients' philanthropic goals."

Life
- Loren and his family live in Edgemont, NY
- Executive Board Member, American Friends of Shalva
- Chair of the TriState Regional Committee, American Friends of Yad Vashem
- Tennis, golf, skiing, pickle
- Private Wealth Advisor
299 Park Avenue
New York, NY 10171
Kevin Kitt

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- WA
Working closely with individuals and families, Kevin and The Weiss Group team provide an integrated planning approach specifically tailored around each client’s goals, needs and dreams. Kevin is dedicated to helping clients grow and preserve wealth while planning a legacy to be proud of. He works closely with clients’ estate attorneys, insurance representatives, CPAs, business bankers and philanthropic advisors to develop integrated planning solutions that drive informed financial decisions.

“My father once told me, ‘One of the only things in life you can ruin and not fully repair is your last name. Your soul and spirituality, integrity and family should be what is most important in whatever you do in life and the decisions you make.”

Engaged in all aspects of the team’s relationships, he helps ensure each client has access to the full services of the firm. Appreciated for his moral and ethical approach to managing client relationships, Kevin focuses primarily on market research, portfolio analysis and investment solutions. When developing financial plans, he helps clients see how all aspects of their financial lives fit together, including asset allocation, retirement accounts, education planning, strategic philanthropy and estate plan strategies.

Experience
- 10 years of financial services experience
- Joined The Weiss Group in 2011
- Began at UBS in 2010 after two years as an intern at National Securities
Credentials
- Private Wealth Executive Education Program, The Wharton School
- B.A. degree, marketing, Siena College
- Series 7, 63 and 65 licenses
- Life, accident and health insurance licenses
Life
- Married to wife, Kara
- Volunteer for CityLax Org. and the Alzheimer’s Drug Discovery Foundation (ADDF)
- Member of Siena Lacrosse Alumni Association
- National Eagle Scout Association
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
8 Main Street
Southampton, NY 11968
Michael J. Taylor Jr., CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- VA
- VT
- WA
- WI
- WV
Mike helps deliver the highest quality service to clients by always keeping their best interests at heart. He handles the day-to-day operations of the team and focuses on money manager research and analysis due diligence, market data and portfolio performance.

“We take the time to truly understand our clients’ needs and strive to always do what’s in their best interest.”

Mike understands that the first priority is always risk management. Dedicated to providing holistic wealth management, Mike works with the team and a client’s outside professional advisors to develop a comprehensive financial plan. His focus on financial education aims to help clients feel confident about making informed fiscal decisions.

Experience
- Joined The Weiss Group in 2017
- Client Service Associate
- Five years running operations for a small business in Minnesota
Credentials
- Series 7 and 66 securities licences as well as NY life and accident insurance
- B.A. in economics, Harvard University
Life
- Mike was co-captain of the men’s hockey team at Harvard University and played for two years in the New York Rangers minor league organization
- Enjoys golf, art and hockey
- Minnesota Vikings football fan
- CERTIFIED FINANCIAL PLANNER™
299 Park Avenue
New York, NY 10171
Alexandra Quinn Maounis

Client Associate
View bio
Growing up in a family of financial industry professionals, Lexi quickly developed a passion for pursuing that same profession. She joined the Weiss Group in 2018 managing the team’s operations. Within that role, she simplifies each client’s financial life by organizing accounts, preparing performance summaries, providing education on the firm’s extensive capabilities and ultimately being readily available for all and any requests that may come her way.

“My complete focus is to help simplify our clients’ financial lives—this is what I find most rewarding.”

Credentials
- University of Miami
Life
- Lexi is a nationally ranked equestrian who has been competing since she was seven years old.
299 Park Avenue
New York, NY 10171
Bradford Jeter

Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- MA
- MD
- ME
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- PA
- TN
- WA
1285 Avenue Of The Americas
New York, NY 10019
Ian Harrington

Wealth Strategy Associate
View bio
- CA
- CO
- CT
- FL
- GA
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- WA
Ian joined UBS Private Wealth Management in 2021 after starting his career at Equitable Advisors as a financial consultant. His areas of focus are investment manager due diligence, business development, investment research and client communications. He is a 2019 graduate of Gettysburg College where he was an athlete on the Lacrosse team. Ian currently resides in New York City and holds the SIE, Series 7, Series 66 and New York State Life, Accident and Health Insurance License. Ian grew up in Chadds Ford, Pennsylvania and enjoys Golfing and Fishing in his free time.
299 Park Avenue
New York, NY 10171

Loren Weiss

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- CA
- CO
- CT
- DE
- FL
- GA
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- VT
- WA
Experience, Acumen, Relationships.

Loren's career on Wall St. started in 1984 on an equity trading and research desk where he worked with world ranked analysts to identify and market investment opportunities. This institutional background provided Loren with the ability to communicate with sophisticated investors who value expertise and common sense.

Over the course of 30 years, Loren has evolved an approach to wealth management that is built on best practices and a business plan process that begins with client goals. As the senior team leader, Loren has built our practice to be a clearing house of holistic ideas, offering clients appropriate strategies around wealth planning, retirement cash flows, estate planning, insurance and philanthropy.

“It is a privilege to be trusted by smart and successful clients. We especially enjoy hearing about our clients' philanthropic goals."

Life
- Loren and his family live in Edgemont, NY
- Executive Board Member, American Friends of Shalva
- Chair of the TriState Regional Committee, American Friends of Yad Vashem
- Tennis, golf, skiing, pickle
- Private Wealth Advisor
299 Park Avenue
New York, NY 10171
Kevin Kitt

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- WA
Working closely with individuals and families, Kevin and The Weiss Group team provide an integrated planning approach specifically tailored around each client’s goals, needs and dreams. Kevin is dedicated to helping clients grow and preserve wealth while planning a legacy to be proud of. He works closely with clients’ estate attorneys, insurance representatives, CPAs, business bankers and philanthropic advisors to develop integrated planning solutions that drive informed financial decisions.

“My father once told me, ‘One of the only things in life you can ruin and not fully repair is your last name. Your soul and spirituality, integrity and family should be what is most important in whatever you do in life and the decisions you make.”

Engaged in all aspects of the team’s relationships, he helps ensure each client has access to the full services of the firm. Appreciated for his moral and ethical approach to managing client relationships, Kevin focuses primarily on market research, portfolio analysis and investment solutions. When developing financial plans, he helps clients see how all aspects of their financial lives fit together, including asset allocation, retirement accounts, education planning, strategic philanthropy and estate plan strategies.

Experience
- 10 years of financial services experience
- Joined The Weiss Group in 2011
- Began at UBS in 2010 after two years as an intern at National Securities
Credentials
- Private Wealth Executive Education Program, The Wharton School
- B.A. degree, marketing, Siena College
- Series 7, 63 and 65 licenses
- Life, accident and health insurance licenses
Life
- Married to wife, Kara
- Volunteer for CityLax Org. and the Alzheimer’s Drug Discovery Foundation (ADDF)
- Member of Siena Lacrosse Alumni Association
- National Eagle Scout Association
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
8 Main Street
Southampton, NY 11968
Michael J. Taylor Jr., CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- VA
- VT
- WA
- WI
- WV
Mike helps deliver the highest quality service to clients by always keeping their best interests at heart. He handles the day-to-day operations of the team and focuses on money manager research and analysis due diligence, market data and portfolio performance.

“We take the time to truly understand our clients’ needs and strive to always do what’s in their best interest.”

Mike understands that the first priority is always risk management. Dedicated to providing holistic wealth management, Mike works with the team and a client’s outside professional advisors to develop a comprehensive financial plan. His focus on financial education aims to help clients feel confident about making informed fiscal decisions.

Experience
- Joined The Weiss Group in 2017
- Client Service Associate
- Five years running operations for a small business in Minnesota
Credentials
- Series 7 and 66 securities licences as well as NY life and accident insurance
- B.A. in economics, Harvard University
Life
- Mike was co-captain of the men’s hockey team at Harvard University and played for two years in the New York Rangers minor league organization
- Enjoys golf, art and hockey
- Minnesota Vikings football fan
- CERTIFIED FINANCIAL PLANNER™
299 Park Avenue
New York, NY 10171
Alexandra Quinn Maounis

Client Associate
View bio
Growing up in a family of financial industry professionals, Lexi quickly developed a passion for pursuing that same profession. She joined the Weiss Group in 2018 managing the team’s operations. Within that role, she simplifies each client’s financial life by organizing accounts, preparing performance summaries, providing education on the firm’s extensive capabilities and ultimately being readily available for all and any requests that may come her way.

“My complete focus is to help simplify our clients’ financial lives—this is what I find most rewarding.”

Credentials
- University of Miami
Life
- Lexi is a nationally ranked equestrian who has been competing since she was seven years old.
299 Park Avenue
New York, NY 10171
Bradford Jeter

Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- MA
- MD
- ME
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- PA
- TN
- WA
1285 Avenue Of The Americas
New York, NY 10019
Ian Harrington

Wealth Strategy Associate
View bio
- CA
- CO
- CT
- FL
- GA
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- WA
Ian joined UBS Private Wealth Management in 2021 after starting his career at Equitable Advisors as a financial consultant. His areas of focus are investment manager due diligence, business development, investment research and client communications. He is a 2019 graduate of Gettysburg College where he was an athlete on the Lacrosse team. Ian currently resides in New York City and holds the SIE, Series 7, Series 66 and New York State Life, Accident and Health Insurance License. Ian grew up in Chadds Ford, Pennsylvania and enjoys Golfing and Fishing in his free time.
299 Park Avenue
New York, NY 10171

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Begin with a plan

Understanding the unique challenges of wealth

Your plan

Your investments

Your access

Helping to preserve wealth for future generations

Comprehensive wealth transfer strategies

For the people and causes that matter most

UBS Private Wealth Management

Pursuing your goals together

Loren Weiss

Kevin Kitt

Michael J. Taylor Jr., CFP®

Alexandra Quinn Maounis

Bradford Jeter

Ian Harrington

Loren Weiss

Kevin Kitt

Michael J. Taylor Jr., CFP®

Alexandra Quinn Maounis

Bradford Jeter

Ian Harrington

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Education

Credentials

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Education

Credentials

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Backed by the strength of UBS

A global leader in wealth management

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