New Rochelle, NY Office

Andrea Rothberg is a financial advisor with UBS Financial Services in New Rochelle, NY, holding a Series 66 designation and having 17 years of industry experience. She has been with UBS since 1989. Outside of her advisory work, Rothberg is involved in guiding decision-making activities at the Pelham Jewish Center, focusing on synagogue management and community programming. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of products and services including portfolio management, financial planning, and capital markets solutions.

Anthony Sneag is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Carret Asset Management, Mackay Shields, and New York Life Investments. Outside of his advisory role, he serves as Co-President and a member of the Board of Directors for Kings Bay YM-YWHA, a nonprofit community organization in Brooklyn. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary capital market research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.