UBS Series Trust

Boccia Quinn Wealth Management Group is a multigenerational family advisory team based in New York, NY, with decades of experience in providing comprehensive financial planning services to affluent families and successful young professionals. With a deep knowledge of the industry and a passion for planning, their team is committed to helping clients pursue their financial goals, whether it's growing wealth, preparing for retirement, or creating a legacy. They offer personalized strategies tailored to individual needs and leverage the extensive resources of UBS, one of the world's largest wealth managers. Led by Leonard Boccia, CRPC, and Steven Quinn, CFP, CRPC, the team at Boccia Quinn Wealth Management Group brings insights grounded in experience to help clients navigate complex investment challenges. Leonard specializes in structuring Municipal bond portfolios that generate tax-free income, while Steve focuses on comprehensive financial planning and portfolio construction. Recognized by Barron's and Forbes for their expertise, the team is dedicated to building long-term relationships with clients and providing quality client service.Generated from the website

UBS Investment Bank is one of the leading financial firms located in New York City. It is a global wealth and asset management and securities firm. The firm s wealth management section provides various investment services, such as asset management, estate planning, corporate finance and art banking services. It offers a wide range of investment management solutions to private, institutional and corporate clients. The firm s investment capabilities include traditional assets, such as equities, fixed-income and asset allocation services. Its capabilities also include alternative and quantitative investments, including multimanager and hedge funds. The firm s investment banking and securities businesses provide various securities products and research in several areas, such as equities, fixed-income, rates, foreign exchange, energy and metals.