Managing Director–Wealth Management
Financial Advisor
Zachary joined UBS in 2024 and is a Managing Director in the Wealth Management division. Zachary works with high net-worth individuals, multi-generational families and Institutions. He focuses on advising his clients on financial planning, trust and estate planning, risk management and creative lending solutions.
Zachary earned his Bachelor’s in Business Administration from Fordham University, where he majored in Finance with a minor in Economics. He currently resides in Garden City with his wife and 3 children.
Managing Director–Wealth Management
Financial Advisor
Zachary joined UBS in 2024 and is a Managing Director in the Wealth Management division. Zachary works with high net-worth individuals, multi-generational families and Institutions. He focuses on advising his clients on financial planning, trust and estate planning, risk management and creative lending solutions.
Zachary earned his Bachelor’s in Business Administration from Fordham University, where he majored in Finance with a minor in Economics. He currently resides in Garden City with his wife and 3 children.
Client Associate
Tara provides timely and accurate answers to our clients' questions and makes sure their needs are always her first priority. She also helps in preparing client reports and the daily administrative duties.
Before joining UBS in January 2024, Tara was a senior client service associate at Raymond James, a senior private client service associate at JP Morgan Chase, and a sales assistant and operations associate at Smith Barney. She attended LaGuardia Community College.
In her free time, Tara enjoys cooking, traveling and spending time with friends and family. Originally from Middle Village, New York, she resides in Bethpage with her husband, Patrick, and their two children.
Client Associate
Tara provides timely and accurate answers to our clients' questions and makes sure their needs are always her first priority. She also helps in preparing client reports and the daily administrative duties.
Before joining UBS in January 2024, Tara was a senior client service associate at Raymond James, a senior private client service associate at JP Morgan Chase, and a sales assistant and operations associate at Smith Barney. She attended LaGuardia Community College.
In her free time, Tara enjoys cooking, traveling and spending time with friends and family. Originally from Middle Village, New York, she resides in Bethpage with her husband, Patrick, and their two children.
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
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
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