Lasting relationships

Understanding what matters most to you

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Start the conversation

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.

Kathleen Ferraro

Executive Director

Market Director
View bio
- 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
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

kathleen.ferraro@ubs.com

Kathleen Ferraro

100 West Putnam Ave,Greenwich,CT,06830
Anthony DiPerri

Associate Director

Associate Market Executive
View bio
- AL
- AR
- CT
- DC
- FL
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NE
- NH
- NJ
- NY
- OK
- OR
- PA
- SD
- UT
- VT
As the Complex Admin Manager, Anthony is responsible for hiring, training, developing, and supervising staff, as well as ensuring efficient branch administration and a positive experience for the clients we serve. Prior to this role, Anthony served as a Digital Specialist, focused on training financial advisors and their teams on the utilization of digital tools and technology to create efficiencies in their practice and help grow the business.

Anthony earned his B.S. in Finance with a concentration in Value Investing from Fordham University. He is also FINRA registered holding his Series 7, 66, 9, and 10.

Born and raised in Queens, NY, Anthony likes to spend his time outside the office with friends and family, sports (both playing and watching), and exploring New York City.
3 Manhattanville Rd
2nd Floor
Purchase, NY 10577

anthony.diperri@ubs.com

Anthony DiPerri

3 Manhattanville Rd,Purchase,NY,10577
Danielle Fujioka

Director

Supervisory Officer
View bio
- CT
- MA
- NJ
- NY
600 Washington Blvd
Stamford, CT 06901

danielle.fujioka@ubs.com

Danielle Fujioka

600 Washington Blvd,Stamford,CT,06901
Alexander Gunn

Associate Director

Admin Manager
View bio
- 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
As the Administrative Officer, Alex is responsible for hiring, training, developing, and supervising staff, as well as ensuring efficient branch administration and a positive experience for the clients we serve. Prior to this role, Alex spent 7 years at Fidelity Investments in a multitude of positions. Starting as a Credit Risk Analyst, he than transitioned to a Financial Representative for Fidelity’s Personal Investing Unit, and then most recently served as a Service Specialist in Fidelity’s Wealth Management Service Group.

Alex earned his B.A. in Political Science from Miami University (OH). He is also FINRA registered holding his Series 7, 66, and 9 Licenses.

Born and raised in Darien. CT, Alex enjoys spending time either on the water or on the golf course. His hobbies include playing Chess and spending time with his siblings/family who still live in the area. One of Alex’s goals is to try and visit every national park in the USA!
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

alexander.gunn@ubs.com

Alexander Gunn

100 West Putnam Ave,Greenwich,CT,06830
Faith Logan

Branch Office Administrator
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WI
- WY
Prior to joining UBS Financial Services, Faith Logan previously worked at Merrill Lynch Wealth Management, Morgan Stanley, JPMorgan Chase, and David Lerner Associates. She holds the SIE, Series 7, Series 63, and Series 66 investment licenses.

Faith obtained her Bachelor of Arts Degree in Music Business (with a minor in Italian) from Manhattanville University, and has earned two Master's Degrees from Universidad Isabel I (MBA, 2020; International Trade, 2023).

She is also multilingual. In addition to her native English, she speaks French, Italian, Spanish, Portuguese, and German. She is currently learning Danish.

Faith holds strong ties to the entertainment industry, having worked as an actress, model, and classically-trained opera singer. She is also a certified makeup artist, sports nutritionist, and personal trainer. She is a proud union member of SAG-AFTRA, Actors' Equity Association (AEA), and the American Guild of Musical Artists (AGMA).

In addition to her union memberships, Faith is a member of the Junior League of Greenwich and a Global Member of 100 Women in Finance. In her spare time, she is an avid sports fan and athlete, enjoys traveling, spending time with family and friends, volunteering, reading, and cooking.
- Universidad Isabel I, Master's Degree - International Trade: 2023
- Universidad Isabel I, Master's Degree - Business Administration: 2020
- Manhattanville University, B.A. Music Business: 2015
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

faith.logan@ubs.com

Faith Logan

100 West Putnam Ave,Greenwich,CT,06830
Danny Lui

Trade & Processing Specialist
View bio
600 Washington Blvd
Stamford, CT 06901

danny.lui@ubs.com

Danny Lui

600 Washington Blvd,Stamford,CT,06901

Kathleen Ferraro

Executive Director

Market Director
View bio
- 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
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

kathleen.ferraro@ubs.com

Kathleen Ferraro

100 West Putnam Ave,Greenwich,CT,06830
Anthony DiPerri

Associate Director

Associate Market Executive
View bio
- AL
- AR
- CT
- DC
- FL
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NE
- NH
- NJ
- NY
- OK
- OR
- PA
- SD
- UT
- VT
As the Complex Admin Manager, Anthony is responsible for hiring, training, developing, and supervising staff, as well as ensuring efficient branch administration and a positive experience for the clients we serve. Prior to this role, Anthony served as a Digital Specialist, focused on training financial advisors and their teams on the utilization of digital tools and technology to create efficiencies in their practice and help grow the business.

Anthony earned his B.S. in Finance with a concentration in Value Investing from Fordham University. He is also FINRA registered holding his Series 7, 66, 9, and 10.

Born and raised in Queens, NY, Anthony likes to spend his time outside the office with friends and family, sports (both playing and watching), and exploring New York City.
3 Manhattanville Rd
2nd Floor
Purchase, NY 10577

anthony.diperri@ubs.com

Anthony DiPerri

3 Manhattanville Rd,Purchase,NY,10577
Danielle Fujioka

Director

Supervisory Officer
View bio
- CT
- MA
- NJ
- NY
600 Washington Blvd
Stamford, CT 06901

danielle.fujioka@ubs.com

Danielle Fujioka

600 Washington Blvd,Stamford,CT,06901
Alexander Gunn

Associate Director

Admin Manager
View bio
- 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
As the Administrative Officer, Alex is responsible for hiring, training, developing, and supervising staff, as well as ensuring efficient branch administration and a positive experience for the clients we serve. Prior to this role, Alex spent 7 years at Fidelity Investments in a multitude of positions. Starting as a Credit Risk Analyst, he than transitioned to a Financial Representative for Fidelity’s Personal Investing Unit, and then most recently served as a Service Specialist in Fidelity’s Wealth Management Service Group.

Alex earned his B.A. in Political Science from Miami University (OH). He is also FINRA registered holding his Series 7, 66, and 9 Licenses.

Born and raised in Darien. CT, Alex enjoys spending time either on the water or on the golf course. His hobbies include playing Chess and spending time with his siblings/family who still live in the area. One of Alex’s goals is to try and visit every national park in the USA!
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

alexander.gunn@ubs.com

Alexander Gunn

100 West Putnam Ave,Greenwich,CT,06830
Faith Logan

Branch Office Administrator
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WI
- WY
Prior to joining UBS Financial Services, Faith Logan previously worked at Merrill Lynch Wealth Management, Morgan Stanley, JPMorgan Chase, and David Lerner Associates. She holds the SIE, Series 7, Series 63, and Series 66 investment licenses.

Faith obtained her Bachelor of Arts Degree in Music Business (with a minor in Italian) from Manhattanville University, and has earned two Master's Degrees from Universidad Isabel I (MBA, 2020; International Trade, 2023).

She is also multilingual. In addition to her native English, she speaks French, Italian, Spanish, Portuguese, and German. She is currently learning Danish.

Faith holds strong ties to the entertainment industry, having worked as an actress, model, and classically-trained opera singer. She is also a certified makeup artist, sports nutritionist, and personal trainer. She is a proud union member of SAG-AFTRA, Actors' Equity Association (AEA), and the American Guild of Musical Artists (AGMA).

In addition to her union memberships, Faith is a member of the Junior League of Greenwich and a Global Member of 100 Women in Finance. In her spare time, she is an avid sports fan and athlete, enjoys traveling, spending time with family and friends, volunteering, reading, and cooking.
- Universidad Isabel I, Master's Degree - International Trade: 2023
- Universidad Isabel I, Master's Degree - Business Administration: 2020
- Manhattanville University, B.A. Music Business: 2015
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

faith.logan@ubs.com

Faith Logan

100 West Putnam Ave,Greenwich,CT,06830
Danny Lui

Trade & Processing Specialist
View bio
600 Washington Blvd
Stamford, CT 06901

danny.lui@ubs.com

Danny Lui

600 Washington Blvd,Stamford,CT,06901

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Lasting relationships

Pursuing your goals together

Kathleen Ferraro

Anthony DiPerri

Danielle Fujioka

Alexander Gunn

Faith Logan

Danny Lui