Steven Beasley - UBS Financial Services

John O'Leary and Mike Giacone lead a dedicated team of Financial Advisors at UBS Financial Services in New York, committed to providing personalized financial solutions that cater to clients' short-term needs and long-term goals. With over 160 years of experience, UBS stands as a resilient global wealth manager, guiding diverse clients through the complexities of today's markets and economic uncertainties. The UBS Wealth Way approach emphasizes three key dimensions: Liquidity, Longevity, and Legacy, allowing clients to organize their financial lives effectively. Both Enrique Stieglitz and Juan Diez de Bonilla, managing directors with extensive backgrounds in the financial services industry, work collaboratively to develop quality strategies tailored to each client's unique circumstances. Generated from the website

Foundations Investment Group at UBS Financial Services Inc. specializes in guiding endowments and foundations through the complexities of investment management. With a team of experienced practitioners, they offer tailored investment strategies that align with their clients' missions and goals while minimizing risk. As a trusted fiduciary partner, the group provides comprehensive services including the development of Investment Policy Statements, strategic asset allocation studies, and investment performance reporting. Their approach emphasizes real-time strategy implementation, ensuring that nonprofit organizations and foundations remain agile in dynamic investment markets. Generated from the website

Visit our office today located in New York, NY. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.