5 Advisors Managing $1.3 Billion Be a part of UBS in New York Metropolis and Paramus, NJ – Enterprise Wire
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NEW YORK–(BUSINESS WIRE)–UBS Wealth Administration USA introduced in the present day that 5 Monetary Advisors managing $1.3 billion in shopper property have joined within the agency’s New York Metropolis Central and Northern NJ Wealth Administration Markets. The advisors are Peter E. Murray, David W. Peeler, Andrew V. DiPaola, Gregory J. Amerkanian, and Michael C. Gogliormella.
“We proceed to deal with recruiting and retaining the most efficient Monetary Advisors within the trade,” mentioned Elizabeth Sieghardt, Department Supervisor of 299 Park Avenue at UBS Wealth Administration USA. “We imagine we’ve got the strongest platform for Monetary Advisors, and with our suite of high-net-worth capabilities, these gifted professionals will be capable of ship the complete energy of UBS to their shoppers.”
Peter, David and Andrew might be based mostly within the agency’s 299 Park Avenue, NYC department workplace, and Gregory and Michael might be based mostly within the Paramus, New Jersey department workplace.
“On behalf of UBS, we’re extremely excited to welcome Greg, Mike, Peter, David, Andrew and their workforce to the agency,” mentioned Adam Kamm, Department Supervisor of the Paramus, NJ workplace at UBS Wealth Administration USA. “Our agency prides itself on a tradition of collaboration between Monetary Advisors and their shoppers. After we can deliver collectively the trade’s finest expertise and mix that with the capabilities of UBS, we’re capable of create a really differentiated expertise for shoppers.”
Peter E. Murray is a founding member of the MPD Park Avenue Group and brings greater than 40 years of wealth administration trade expertise to UBS. He focuses on offering personal and institutional shoppers with personalised options that handle their distinctive objectives and funding goals. Previous to becoming a member of UBS, Peter spent the final 24 years at Merrill Wealth Administration. He holds a bachelor’s diploma from Georgetown College.
David W. Peeler is a founding member of the MPD Park Avenue Group and is accountable for the workforce’s strategic course and enterprise improvement for each institutional and personal shoppers. He oversees the workforce’s strategy to non-public fairness, portfolio firms, and hedge funds. Previous to UBS, David spent the final 11 years at Merrill Wealth Administration. He earned the C(okay)P® Licensed 401(okay) Skilled Designation, and holds an MBA from Northwestern College’s Kellogg Faculty of Administration and a bachelor’s diploma from Northeastern College.
Andrew V. DiPaola is a founding member of the MPD Park Avenue Group. He’s accountable for the workforce’s funding due diligence and asset allocation fashions. Andrew focuses on offering profitable enterprise homeowners and shoppers with options that assist obtain their objectives with a premium positioned on their monetary and emotional capital. He additionally helps workers join their life priorities to their funds, permitting them to pursue what issues most to them. Previous to becoming a member of UBS, Andrew spent the final 13 years at Merrill Wealth Administration. He’s a Chartered Monetary Analyst (CFA) Charterholder and holds the Licensed Retirement Plans Specialist (CRPS®) designation, in addition to a bachelor’s diploma from Fordham College’s Gabelli Faculty of Enterprise.
Gregory J. Amerkanian is a founding member of AG & Associates and has almost three many years of expertise advising high-net-worth households and people. He focuses on offering shoppers with retirement forecasting, asset allocation modeling, asset preservation and property tax minimization methods. He additionally counsels small-to-medium-sized firms, not-for-profit organizations, and charitable endowments in money administration, investments, and retirement plans. Previous to UBS, Gregory spent the final 29 years at Merrill Wealth Administration. He’s a delegated CERTIFIED FINANCIAL PLANNER™, Licensed Funding Administration Analyst®, and Chartered Retirement Planning Counselor (CRPC®). He holds a bachelor’s diploma from the College of the Holy Cross.
Michael C. Gogliormella is a founding member of AG & Associates and brings greater than 20 years of trade expertise to UBS. He gives high-net-worth people and households with personalised consideration and options that handle every shopper’s distinctive priorities, following a personalized, goals-based wealth administration course of that helps them obtain the monetary life-style that’s most significant to them. Previous to UBS, Gregory spent the final 19 years at Merrill Wealth Administration. He holds a bachelor’s diploma from Quinnipiac College.
The MPD Park Avenue Group contains Senior Wealth Technique Affiliate Joseph DeLasho, Senior Registered Consumer Service Affiliate Jane Ward, and Registered Consumer Service Affiliate Drew Hanff.
AG & Associates contains Senior Registered Consumer Service Affiliate Christine Matos and Consumer Service Affiliate Kristin Favaloro.
Notes to Editors
About UBS
UBS convenes the worldwide ecosystem for investing, the place folks and concepts are linked and alternatives delivered to life, and gives monetary recommendation and options to rich, institutional and company shoppers worldwide, in addition to to non-public shoppers in Switzerland. UBS gives funding options, merchandise and impactful thought management, is the main world wealth supervisor, gives large-scale and diversified asset administration, targeted funding banking capabilities, and private and company banking providers in Switzerland. The agency focuses on companies which have a robust aggressive place of their goal markets, are capital environment friendly and have a gorgeous long-term structural progress or profitability outlook.
UBS is current in all main monetary facilities worldwide. It has workplaces in additional than 50 areas and places, with about 30% of its workers working within the Americas, 29% in Switzerland, 20% in the remainder of Europe, the Center East and Africa and 21% in Asia Pacific. UBS Group AG employs greater than 72,000 folks around the globe. Its shares are listed on the SIX Swiss Alternate and the New York Inventory Alternate (NYSE).
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