Managing Director–Wealth Management
Financial Advisor
Zachary joined UBS in 2024 as a Managing Director within the Wealth Management division. He works closely with high-net-worth individuals, multi-generational families, and institutions, providing strategic advice tailored to their evolving needs. His practice is built around a holistic approach, with a strong emphasis on financial planning, trust and estate strategies, risk management, and customized lending solutions.
With a deep understanding of the complexities that come with wealth, Zachary helps clients make well-informed decisions to preserve and grow their assets over time. Whether addressing long-term legacy planning or short-term liquidity needs, he brings creativity, insight, and a high level of personal attention to every relationship. Clients appreciate his thoughtful perspective and ability to coordinate with other trusted advisors to ensure a cohesive and forward-looking strategy.
Zachary earned his Bachelor’s degree in Business Administration from Fordham University, where he majored in Finance and minored in Economics. He currently resides in Garden City, New York, with his wife and their three children.
Managing Director–Wealth Management
Financial Advisor
Zachary joined UBS in 2024 as a Managing Director within the Wealth Management division. He works closely with high-net-worth individuals, multi-generational families, and institutions, providing strategic advice tailored to their evolving needs. His practice is built around a holistic approach, with a strong emphasis on financial planning, trust and estate strategies, risk management, and customized lending solutions.
With a deep understanding of the complexities that come with wealth, Zachary helps clients make well-informed decisions to preserve and grow their assets over time. Whether addressing long-term legacy planning or short-term liquidity needs, he brings creativity, insight, and a high level of personal attention to every relationship. Clients appreciate his thoughtful perspective and ability to coordinate with other trusted advisors to ensure a cohesive and forward-looking strategy.
Zachary earned his Bachelor’s degree in Business Administration from Fordham University, where he majored in Finance and minored in Economics. He currently resides in Garden City, New York, with his wife and their three 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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