Global access of Private Wealth Management

Abstract rendering

Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

Adult couple on cell phone

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Kellie Brady Photo

    Kellie Brady

    Managing Director

    Market Director

    • image
    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Kellie Brady is a Managing Director and Market Director for the 1285 Avenue of the Americas office. 

    Kellie has spent her entire 27-year career at UBS, beginning with predecessor firm PaineWebber. Following the merger of PaineWebber with UBS Financial Services Inc. in 2000, Kellie opted to pursue a career in management. She quickly ascended to a number of key field leadership positions, including Complex Director of the Columbus, OH branch – a position she held from 2006-2008.

    Since her return to New York City in 2008, Kellie has focused her efforts on strengthening the industry's leading wealth management office. As a Private Wealth Management leader, Kellie combines the client focus of a boutique with the footprint, strength and expertise of the world's only truly global wealth manager. This approach has led to the 1285 Avenue of the Americas office as becoming the branch of choice for high net worth and ultra-high net worth clients and the Private Wealth Advisors who serve them.

    Kellie holds her Executive MBA from Fordham University and a Bachelor of Science in Finance from St. John's University. Kellie is passionate about inspiring and igniting the next generation of female entrepreneurs. To that end, she has served on several panels for UBS, St. John's University and Queens College, speaking to young women about their professional aspirations and careers in wealth management. An active member of the community, Kellie is an ardent supporter of a number of philanthropic organizations, including St. Jude's Children's Research Hospital, Alzheimer's Drug Discovery Foundation, No Greater Sacrifice, and the American Corporate Partners Mentorship Program, a nationwide nonprofit organization that assists veterans transitioning from meaningful military careers to the civilian workforce.

    • Barron's Hall of Fame, 2019
      The Barron's rating is awarded annually in June/July based on Barron's ratings received over the prior 10 years.

        1285 Avenue Of The Americas
        New York, NY 10019
        kellie.brady@ubs.com
        Kellie Brady
        1285 Avenue Of The Americas,New York,NY,10019
      • Neal Cooper Photo

        Neal Cooper

        Executive Director

        Branch Manager

        • image
        • image

          Neal Cooper is an Executive Director and Market Director for the 1285 Avenue of the Americas office. 

          Neal began his career in a business development role at PaineWebber in 1995. Neal went on to become a Financial Advisor and was selected to participate in the UBS Management Development and Field Leadership Program in 2001. Over the next several years, Neal held various sales management roles in Melville, New York City, as well as the Regional Sales Manager for Southern Atlantic. In 2007, Neal was offered the opportunity to be the Assistant Branch Manager at Smith Barney and was later named Branch Manager of the 101 Park Avenue Office in 2012. He was also recognized on Wall Street as one of the 100 leading Branch Managers nationwide in 2012, 2013, and 2014. In 2015, Neal joined the 1285 Headquarters office of UBS as Branch Manager and is responsible for sales, middle market equity and fixed income. Neal works diligently with Financial Advisors to help them overcome obstacles they face with growing their business and delivering the firm to their clients.  

          Neal was born and raised in Riverdale, NY and currently resides with his wife Hyla, their daughter Ava, and son Eli on the East side of Manhattan. He enjoys spending time with his family, skiing, running marathons, tennis and traveling.

                1285 Ave of the Americas
                15th, 16th,17th, + 18th Floors
                New York, NY 10019
                neal.cooper@ubs.com
                Neal Cooper
                1285 Ave of the Americas,New York,NY,10019
              • Thomas Conigatti Photo

                Thomas Conigatti

                Executive Director

                Market Director

                • image
                • image
                • image
                • image
                • AK
                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MS
                • MT
                • NC
                • ND
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • PR
                • RI
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • VI
                • VT
                • WA
                • WI
                • WV
                • WY

                Thomas Conigatti is an Executive Director and Market Director for the 1285 Avenue of the Americas office.

                Tom began his career in the financial services industry in 2009 as a banker with JPMorgan Chase. In 2010, Tom joined Merrill Lynch as a Financial Advisor, guiding individual, institutional, and corporate clients to achieve their most important financial goals with confidence and purpose. 

                Tom quickly ascended and was selected to participate in the firm’s Leadership Development Program, after which he opted to pursue a career in management.

                In 2013, Tom joined UBS as Sales Manager of the Wealth Advice Center (WAC). In this role, Tom led a diverse team of 115 Financial Advisors and Associate Managers in New Jersey and North Carolina. Since its founding, the WAC has grown into a national platform delivering hybrid, digital advice to 300k+ clients with $18 billion in AUM.

                Tom returned to his native New York in 2017 to serve as Assistant Market Head and Branch Manager for industry-leading Private Wealth Management offices in New York, New Jersey, and Connecticut.

                Tom graduated Cum Laude from Loyola University Maryland with a Bachelor of Arts in Communication. He maintains his Series 7, 66, 9, 10, and insurance licenses.

                In addition, Tom holds the Certified Private Wealth Advisor® designation from the Investments & Wealth Institute™ and University of Chicago Booth School of Business; the Chartered Retirement Planning Counselor® designation from the College for Financial Planning®; and the Certified Exit Planning Advisor® designation from the Exit Planning Institute™.

                Tom is proudly born and raised in New York City and currently resides in Fair Haven, New Jersey with his wife, Megan. Tom is passionate about inspiring and igniting the next generation of leaders; he is an ardent supporter of organizations focused on those who serve, veterans, and their families — including No Greater Sacrifice, American Corporate Partners, and the Tunnel to Towers Foundation.

                      1285 Avenue Of The Americas
                      New York, NY 10019
                      thomas.conigatti@ubs.com
                      Thomas Conigatti
                      1285 Avenue Of The Americas,New York,NY,10019
                    • Elizabeth Sieghardt Photo

                      Elizabeth Sieghardt

                      Executive Director

                      Market Director

                      • image
                      • image
                      • image
                      • MA
                      • NJ
                      • NY

                      Elizabeth Sieghardt is an Executive Director and Market Director for the 1285 Avenue of the Americas office. 

                      Elizabeth joined UBS in 2005 and has held leadership roles both in our home office and the field organization. Prior to joining the 1285 Avenue of Americas, she led advisors at the 299 Park Avenue and 1251 Avenue of Americas locations. Her previous roles at UBS include Divisional Business Manager, Branch Manager, Divisional Administrative Officer, Regional Sales Manager, and Desk Head - Fixed Income Sales. Elizabeth started her career at UBS as a Client Service Associate in Wellesley, MA. Before joining UBS, Elizabeth spent time working in the not for profit sector at the Boston Ballet.

                      Elizabeth is a graduate of College of the Holy Cross and continues to live life with the Jesuit philosophy of homines pro aliis, "men and women for others" and holds her FINRA Series 7, 9, 10, 24, 53, 63, and 66.

                      Originally from Staten Island, New York she is thrilled to be in her hometown of NYC. She is the proud mom of Cecilia Anne. Elizabeth enjoys golfing, skiing, travel, and singing with a rock/blues band.

                            1285 Avenue Of The Americas
                            New York, NY 10019
                            elizabeth.sieghardt@ubs.com
                            Elizabeth Sieghardt
                            1285 Avenue Of The Americas,New York,NY,10019
                          • Demie Kommatas Photo

                            Demie Kommatas

                            Executive Director

                            Associate Market Executive

                            • image
                            • image
                            • image
                            • CT
                            • NJ
                            • NY
                            • PA

                            Demie Kommatas is an Executive Director and Associate Market Executive for the 1285 Avenue of the Americas office. 

                            Demie is responsible for assisting financial advisors with customized portfolio solutions for their clients. She provides guidance to financial advisors and clients on separately managed accounts, mutual funds and ETFs, and has focused her attention to continuing the growth of the branch's investment advisory business as well as delivering the firm. Prior to her current role, Demie served as Administrative Manager where she was responsible for the oversight of over 70 support staff employees on all items relating to supervision, human resources, coaching and development and general business administration. She has held various roles at UBS including Client Service Associate, Branch Office Administrator and Control Analyst. Prior to joining UBS in 2008, Demie began her career at Smith Barney. 

                            Demie graduated from Middlebury College with a B.A. in International Politics and Economics. She maintains her Series 3, 7, 9/10 and 66 securities licenses as well as the New York State life and health insurance licenses. Demie was born and raised in New York City and resides on Roosevelt Island, NY.  In her free time, Demie enjoys running, traveling, and spending time with family and friends.

                                  1285 Avenue Of The Americas
                                  New York, NY 10019
                                  demie.kommatas@ubs.com
                                  Demie Kommatas
                                  1285 Avenue Of The Americas,New York,NY,10019
                                • Brian Longley Photo

                                  Brian Longley

                                  Director

                                  Sales Manager WMAG

                                  • image
                                  • image
                                  • AZ
                                  • CA
                                  • CO
                                  • CT
                                  • DC
                                  • FL
                                  • IN
                                  • MA
                                  • MD
                                  • MI
                                  • NJ
                                  • NY
                                  • PA
                                  • RI
                                  • SC
                                  • TX
                                  • VA

                                  Brian Longley is a Director and Associate Market Executive for the 1285 Avenue of the Americas office. 

                                  Brian’s primary responsibilities include working with financial advisors and their clients on a daily basis to build portfolio allocations that help meet each client's need. In addition to building portfolio allocations, he is responsible for working with our 3rd party partners and helping the advisors learn about the different strategies and investment solutions that are available. Prior to joining the 1285 Headquarters office in 2013, Brian worked on the Advisory Sales desk where he provided investment recommendations to financial advisors on mutual funds, separately managed accounts and ETFs. Additionally, he spent three years at Wachovia and nine years at Merrill Lynch in a variety of sales and product support roles.

                                  Brian graduated from Moravian College in Bethlehem, PA where he received a B.A. in Business Management. He holds the Series 7, 9, and 66 licenses. Brian resides with his wife and three children in Montclair, NJ.

                                        1285 Avenue Of The Americas
                                        New York, NY 10019
                                        brian.longley@ubs.com
                                        Brian Longley
                                        1285 Avenue Of The Americas,New York,NY,10019

                                      Connecting you to the deep resources of UBS

                                      By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                                      Why does A.I. in space matter?

                                      Outlook on interest rates

                                      Tree

                                      UBS and Credit Suisse—stronger than ever

                                      Global Wealth Report 2024

                                      Crafted wealth intelligence

                                      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                      Gain additional insights into the trends shaping wealth in the US and around the world.

                                      Download the report

                                      A leader in wealth management

                                      Backed by the strength of our parent company, UBS AG

                                      $5.8+ trn

                                      UBS Group invested assets
                                      As of 03/31/2024

                                      51 countries

                                      Our global footprint

                                      Global leader

                                      UBS is a leading and truly global wealth manager

                                      Insights