Jericho, NY Office

Robert Spina Jr. is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. He has been with UBS since 2014. UBS Financial Services Inc. 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 provides access to proprietary research and a broad range of capital markets solutions.

Jonathan Guzman is a financial advisor at UBS Financial Services in Jericho, NY, holding Series 63 and Series 65 designations with 12 years of industry experience. He 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 and portfolio management. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

William Carmody is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform that includes underwriting and securities-backed lending programs.

Joshua Drapkin is a financial advisor at UBS Financial Services with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Stifel Financial Corp., Jefferies LLC, and PricewaterhouseCoopers. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and research-driven solutions.

Joi Generazio is a financial advisor with UBS Financial Services in Jericho, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with UBS since 2015. Outside of her advisory work, she is a notary public involved in nonprofit activities. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Nancy Bohan is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2015 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she is a partner in a pilates studio called LagreeNY. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Tonia Dillon is a financial advisor at UBS Financial Services with 40 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Morgan Stanley. Outside of her advisory work, she manages rental operations for a condominium she owns in Naples, Florida, for part of the year. 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 and research-driven portfolio solutions.

Peter Rosenthal is a financial advisor with UBS Financial Services who holds a Series 63 designation and has 44 years of industry experience. He has been with UBS Financial Services since 2015. Rosenthal serves on the Board of Directors for the Gurwin Jewish Healthcare Foundation, where he is involved in reviewing operations. 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 uses proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances.

Marina Matthews is a financial advisor with UBS Financial Services, holding a Series 66 designation and 18 years of industry experience. She was previously with Morgan Stanley Smith Barney for 17 years before joining UBS in 2026. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory services. The firm employs proprietary research and model-based asset allocations to tailor investment plans and combines institutional trading capabilities with wealth management offerings.

Gerard Bandini is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Christine Muneyyirci is a financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS since 2015 and holds a Series 66 designation. Outside of her advisory role, she is a partner in a note-holding business related to laundromat equipment and is an officer managing a real estate business. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and proprietary research to inform client strategies.

Ryan Tacher is a financial advisor at UBS Financial Services with four years of industry experience. He has been with UBS since 2022 and previously spent four years at the University of Michigan and thirteen years at Syosset High School. He holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Antoinette Wallace is a financial advisor at UBS Financial Services in Jericho, NY, holding a Series 63 designation with 18 years of industry experience. She has been with UBS since 2015. UBS Financial Services Inc. 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Brandon Sobel is a financial advisor with UBS Financial Services, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, Chase Investment Services, and Capital One Financial Advisors. Outside of his advisory work, he is involved in real estate through a personal holding company he co-owns. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a range of capital markets services.

Marianne Minio is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds a Series 63 designation and has been with UBS since 2015. UBS Financial Services Inc. 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 provides research-based investment strategies tailored to clients’ goals and risk tolerances.