Todd Kauffmann is a financial advisor at UBS Financial Services with 32 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves on the advisory council of the HCST Foundation, contributing to the creation of learning opportunities for students. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and market-making activities through its platform.

Kirsten Gabbett is a financial advisor at UBS Financial Services with six years of industry experience. She has held positions at Wells Fargo Clearing Services and The Vanguard Group prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary market research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets services.

Reeya Shah is a financial advisor at UBS Financial Services with a Series 66 credential and three years of industry experience. Her previous roles include positions at Group One Trading, Goldman Sachs & Co., Susquehanna International Group, and Atticus Capital. Outside of finance, she has been involved with Drexel University for several years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services to support client strategies.

Whitney Birtwell is a Series 66 licensed financial advisor with 14 years of industry experience. He has worked at Credit Suisse Securities (USA) LLC since 2011. He is currently affiliated with UBS Financial Services in New York, NY. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and utilizes proprietary research and model-based asset allocations to tailor solutions to client goals.

Megan Mahoney is a financial advisor at UBS Financial Services with two years of industry experience. She previously worked at UBS Securities LLC and Rockefeller Capital Management. She holds a Series 66 designation and is based in New York, NY. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based strategies to tailor plans to client goals and risk tolerances. The firm combines wealth management with institutional trading and capital markets services.

Ronald Alcott is a CFP®-certified financial advisor with five years of industry experience. He is currently with UBS Financial Services and previously worked at Morgan Stanley and Morgan Stanley Private Bank. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored to clients’ goals and risk tolerances.

Edward Foley Jr. is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he serves on the boards of Ferncliff Cemetery and Family Services of Westchester. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Scott Rappaport is a financial advisor at UBS Financial Services in New York, NY, with 19 years of industry experience. He holds a Series 63 designation and has worked previously at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. from 2009 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Vanessa Wagner is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 credential with 18 years of industry experience. She has been with UBS since 2007, including roles at UBS International and UBS AG. Wagner serves on the board of directors for Hispanic Brotherhood Inc., a nonprofit organization supporting Hispanic residents in Nassau County through educational and community services. UBS Financial Services provides brokerage and investment advisory solutions to individual, corporate, and institutional clients, combining proprietary research with model-based asset allocations to customize financial plans. The firm offers a range of services including portfolio management, fee-based financial planning, and capital markets activities, operating as both a broker-dealer and investment adviser.

Michael Poppo is a financial advisor at UBS Financial Services in New York, NY, with 37 years of industry experience. He has been with UBS since 1986 and holds Series 63 and Series 65 designations. Poppo serves on the Dean's Advisory Board for the business school at the University at Albany, his alma mater. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

Wilson Lee is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored using proprietary research and model-based asset allocations.

Emily Klotz is a financial advisor with UBS Financial Services and holds a Series 66 designation. She has three years of industry experience, having worked at UBS and previously at the Anxiety Institute and Westchester Food Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services across a broad range of financial products.

Eleanor Tomashoff is a Series 66-licensed financial advisor at UBS Financial Services with 14 years of industry experience. She has been with UBS since 2016. Outside of her advisory role, she serves on the endowment committee of Girls Preparatory School, where she monitors investment performance and conducts due diligence on behalf of the institution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor solutions based on proprietary research and model-based asset allocations.

Isabelle Lipinski is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and previously held roles at Iona University, New York Life Insurance, and Franklin Pierce University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Thomas Mckelvey is a CFP® professional at UBS Financial Services with 40 years of experience in the financial industry. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Cooper Hancock is a financial advisor at UBS Financial Services with two years of industry experience and holds a Series 66 designation. Prior to joining UBS in 2023, Cooper held various short-term roles across different sectors, including positions at Investorcom and the New York Post. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services such as fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Erinn Kane is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 designations and with 12 years of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Daniel Shepler is a financial advisor at UBS Financial Services in New York, NY, holding a Series 63 designation with 32 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market assumptions and research to tailor investment plans to clients’ goals and risk tolerances.

Cole Mc Michael is a financial advisor at UBS Financial Services with eight years of industry experience. He has held roles at UBS Securities LLC and Performance Trust Capital Partners, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocation to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

Thomas Conigatti is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with 16 years of industry experience. He has been with UBS since 2013 in various capacities. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment plans according to clients’ goals and risk tolerances. The firm combines wealth management services with institutional trading capabilities and provides a broad range of capital markets and advisory services.