Let's move forward. Together.

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

William Wright

Managing Director–Wealth Management

Financial Advisor
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
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- MS
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- NC
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- OK
- OR
- PA
- RI
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- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
William Wright joined UBS from J.P. Morgan Private Bank as a Managing Director and Private Wealth Advisor. Will has more than 18 years of industry experience and began his career in financial services with Goldman Sachs in 2006. He serves a select circle of families whose significant wealth creates ongoing and often complex considerations. Through a deep understanding of each client’s balance sheet and expected cash flows, Will strives to provide clients with the clarity and guidance to make smart decisions. Will earned a Master of Business Administration from Duke University’s Fuqua School of Business and holds a bachelor’s degree from Syracuse University. He is also holds the Certified Public Accountant (CPA) designation. Will lives in New York City with his husband and dog. His interests include history, dogs, gardening in pots, wine collecting, music and fitness, as well as traveling to the mountains for skiing and hiking.
1285 Avenue Of The Americas
16th Floor
New York, NY 10019

william.wright@ubs.com

William Wright

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

Senior Vice President–Wealth Management

Financial Advisor
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
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Matt joined UBS from J.P. Morgan Private Bank as a Private Wealth Advisor. He began his career in financial services in 2015 and advises a limited number of C-suite executives, entrepreneurs and high-earning professionals with multigenerational wealth.

By understanding clients' long-term objectives, Matt is able to provide objective advice around clients' balance sheets and cash flows.

Matt earned a Bachelor of Arts in Economics from the University of Michigan. He resides in New York City where his interests include golf, tennis, and NY sports. Matt enjoys getting out of the city on the weekends to hike and fish.
1285 Avenue Of The Americas
16th Floor
New York, NY 10019

matthew.e.hoffman@ubs.com

Matthew Hoffman

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

Senior Vice President–Wealth Management

Financial Advisor
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
Lin joined UBS from J.P. Morgan Private Bank where she most recently served as an Executive Director and Private Banker, working with global family offices and wealthy individuals. At UBS, she will be responsible for advising ultra-high-net-worth and next gen clients on a variety of matters including asset allocation, investment portfolio construction, customized lending and liquidity strategies, and wealth transfer implementation.

Lin has over nine years of experience working with global families and wealthy individuals. She began her career in wealth management covering founders and family offices predominantly based in Asia, and then focused on working closely with business owners, wall street executives, and hedge fund and real estate principals in New York.

Prior to her career in wealth management, Lin completed JPM Chase’s Leadership Development Program, where she rotated through different lines of businesses within the bank, including Macro Economic Research, Corporate Risk Management & Strategy, and Mortgage Banking Credit Risk.

Lin received her Bachelor of Arts in Sociology and Economics from Lake Forest College and obtained a Master’s in Economics from American University. Born and raised in Chengdu, China, she is fluent in Mandarin. She currently resides in Greenwich, CT with her husband, daughter, son and two dogs.
1285 Avenue of the Americas
New York, NY 10019

lin.reynolds@ubs.com

Lin Reynolds

1285 Avenue of the Americas,New York,NY,10019
Audrey Kaus

Authorized Officer

Senior 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
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Audrey joined UBS from J.P. Morgan Private Bank as a Senior Wealth Strategy Associate. In her role, she will be responsible for managing all team operations and client requests, while supporting overall business development for the team.

Since beginning her career in 2022 at J.P. Morgan, Audrey has led with a client-centric mindset, centered around delivering a personalized experience that is both effective and tailored to each client’s individual goals.

Audrey earned a Bachelor of Arts in Business-Economics and a Bachelor of Arts in Spanish from The University of Chicago. She lives in New York City, and her interests include fitness, country music, cooking, animals, and travel.
1285 Avenue Of The Americas
16th Floor
New York, NY 10019

audrey.kaus@ubs.com

Audrey Kaus

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

William Wright

Managing Director–Wealth Management

Financial Advisor
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
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
William Wright joined UBS from J.P. Morgan Private Bank as a Managing Director and Private Wealth Advisor. Will has more than 18 years of industry experience and began his career in financial services with Goldman Sachs in 2006. He serves a select circle of families whose significant wealth creates ongoing and often complex considerations. Through a deep understanding of each client’s balance sheet and expected cash flows, Will strives to provide clients with the clarity and guidance to make smart decisions. Will earned a Master of Business Administration from Duke University’s Fuqua School of Business and holds a bachelor’s degree from Syracuse University. He is also holds the Certified Public Accountant (CPA) designation. Will lives in New York City with his husband and dog. His interests include history, dogs, gardening in pots, wine collecting, music and fitness, as well as traveling to the mountains for skiing and hiking.
1285 Avenue Of The Americas
16th Floor
New York, NY 10019

william.wright@ubs.com

William Wright

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

Senior Vice President–Wealth Management

Financial Advisor
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
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Matt joined UBS from J.P. Morgan Private Bank as a Private Wealth Advisor. He began his career in financial services in 2015 and advises a limited number of C-suite executives, entrepreneurs and high-earning professionals with multigenerational wealth.

By understanding clients' long-term objectives, Matt is able to provide objective advice around clients' balance sheets and cash flows.

Matt earned a Bachelor of Arts in Economics from the University of Michigan. He resides in New York City where his interests include golf, tennis, and NY sports. Matt enjoys getting out of the city on the weekends to hike and fish.
1285 Avenue Of The Americas
16th Floor
New York, NY 10019

matthew.e.hoffman@ubs.com

Matthew Hoffman

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

Senior Vice President–Wealth Management

Financial Advisor
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
Lin joined UBS from J.P. Morgan Private Bank where she most recently served as an Executive Director and Private Banker, working with global family offices and wealthy individuals. At UBS, she will be responsible for advising ultra-high-net-worth and next gen clients on a variety of matters including asset allocation, investment portfolio construction, customized lending and liquidity strategies, and wealth transfer implementation.

Lin has over nine years of experience working with global families and wealthy individuals. She began her career in wealth management covering founders and family offices predominantly based in Asia, and then focused on working closely with business owners, wall street executives, and hedge fund and real estate principals in New York.

Prior to her career in wealth management, Lin completed JPM Chase’s Leadership Development Program, where she rotated through different lines of businesses within the bank, including Macro Economic Research, Corporate Risk Management & Strategy, and Mortgage Banking Credit Risk.

Lin received her Bachelor of Arts in Sociology and Economics from Lake Forest College and obtained a Master’s in Economics from American University. Born and raised in Chengdu, China, she is fluent in Mandarin. She currently resides in Greenwich, CT with her husband, daughter, son and two dogs.
1285 Avenue of the Americas
New York, NY 10019

lin.reynolds@ubs.com

Lin Reynolds

1285 Avenue of the Americas,New York,NY,10019
Audrey Kaus

Authorized Officer

Senior 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
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Audrey joined UBS from J.P. Morgan Private Bank as a Senior Wealth Strategy Associate. In her role, she will be responsible for managing all team operations and client requests, while supporting overall business development for the team.

Since beginning her career in 2022 at J.P. Morgan, Audrey has led with a client-centric mindset, centered around delivering a personalized experience that is both effective and tailored to each client’s individual goals.

Audrey earned a Bachelor of Arts in Business-Economics and a Bachelor of Arts in Spanish from The University of Chicago. She lives in New York City, and her interests include fitness, country music, cooking, animals, and travel.
1285 Avenue Of The Americas
16th Floor
New York, NY 10019

audrey.kaus@ubs.com

Audrey Kaus

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

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Let's move forward. Together.

William Wright

Matthew Hoffman

Lin Reynolds

Audrey Kaus