Garden City, NY Franklin Avenue Office

Timothy Denihan is a Series 66-licensed financial advisor at UBS Financial Services with nine years of industry experience. He previously worked at Bank of America and Merrill before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with a range of portfolio management options and other capital markets activities.

Lee Meddin is a CFA® charterholder with 12 years of industry experience. He is currently a financial advisor at UBS Financial Services, where he has worked since 2025, following a decade at Sagacious Capital, LLC. His credentials also include Series 66, Series 63, and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary capital market assumptions and research to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets and lending products.

Josephine Noto is a financial advisor with UBS Financial Services in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her career includes two decades at UBS Financial Services from 1995 to 2019, a two-year period at Morgan Stanley, and a return to UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm’s platform integrates institutional trading capabilities with wealth management services, including fiduciary financial planning and capital markets activities.

Barry Ringelheim is a financial advisor with UBS Financial Services in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been with UBS Financial Services since 2001. Outside of his advisory role, he is involved with the Lawrence Yacht and Country Club Men's Tennis Club and serves as its president, organizing tennis events and tournaments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Richard Morrow is a financial advisor at UBS Financial Services with 32 years of industry experience. He previously worked for Bank of America, N.A. for 13 years and Merrill for 30 years. He holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Daniel Rosenstein is a financial advisor at UBS Financial Services with 13 years of industry experience. He previously worked at Morgan Stanley Private Bank from 2015 to 2022. Rosenstein serves on the advisory board of the Institute for American Police Reform and is a board member of the New York Center for Child Development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and institutional trading capabilities with wealth management offerings.

Kenneth Yager is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Emily Godfrey is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS in 2024, she worked at The Citadel and Ernst and Young. She holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Thomas Asprinio is a financial advisor at UBS Financial Services with 10 years of industry experience. He previously worked at Morgan Stanley for seven years and Merrill for four years. Outside of finance, he was involved with the Rhode Island Football Organization Association for nine years. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management to deliver tailored financial plans.

Michael Branigan is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 63 designation and previously worked for Morgan Stanley Smith Barney LLC for nine years before joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client investment strategies.

David Powers is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Citigroup Global Markets. Outside of his advisory role, he is a member and manager of Paramount Consulting LLC, a passive real estate holding company. 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. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Leo Monahan is a financial advisor at UBS Financial Services with 37 years of industry experience. He has been with UBS since 2004 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a wide range of capital markets and research resources to support its clients.

Kieran Varga is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. Prior to joining UBS in 2022, he worked at Manhattan College and Tappan Zee High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, offering a broad range of products and services supported by proprietary research and a global platform.

Christopher Nix is a financial advisor with UBS Financial Services, holding a Series 63 designation and 42 years of industry experience. He has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and distributes mutual funds and alternative products.

Elizabeth Polizzi is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has held roles at Bank of America, Merrill, and Raymond James Financial Services prior to joining UBS. Outside of advisory work, she is a general partner in LazyHustl, a lifestyle and CrossFit clothing company she operates with family members. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.