Lasting relationships

Understanding what matters most to you

Empty office

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.

Mother and children laughing

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.

  • Kathy

    Kathleen Ferraro

    Executive Director

    Market Director

    • 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

    Kathleen "Kathy" Ferraro serves as Market Director and Executive Director for the UBS Greater New York Market. Kathy oversees the Greenwich CT and Stamford CT Wealth Management and Private Wealth Management offices.  She has extensive experience in the financial services industry. Prior to joining UBS in May of 2025, Kathleen was the Market Manager for Morgan Stanley for the South Shore of Boston and the Cape. Prior to Morgan Stanley she was at Gruntal & Company in Stamford CT and The First National Bank of Chicago in New York City.  Kathleen was a President’s Council Advisor at Smith Barney before she changed course and joined the management team.

     Her main objective is to be a partner with her advisors and employees to deliver world-class service to their High Net Worth and Ultra High Net Work clients and prospects. She is an advocate for her people and growth minded.  In 2020, she was inducted into Morgan Stanley's MAKER's Class of 2020. She is a passionate advocate for authenticity, diversity, and inclusion.

    Kathleen holds a degree in Business and Marketing from The University of Tampa. She and her husband, Anthony, have three children, Vincent; Gabriella; and Anthony, Jr. live in Greenwich CT.

    Kathleen supports numerous charitable organizations, including Cooley’s Anemia Foundation, The American Cancer Society, St. Jude’s Children’s Hospital, The Gravinese Mutual Aid Society, and others. Lifting up the next generation of female professionals is a passion of Kathleen’s. She is involved with Invest in Girls and Power to Fly, both of which promote financial literacy for girls and help them prepare for the workplace through mentoring, coaching and resume assistance.

          100 West Putnam Ave
          2nd Floor
          Greenwich, CT 06830
          kathleen.ferraro@ubs.com
          Kathleen Ferraro
          100 West Putnam Ave,Greenwich,CT,06830
        • Anthony DiPerri

          Anthony DiPerri

          Associate Director

          Associate Market Executive

          • image
          • image
          • 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

                Danielle Fujioka

                Director

                Supervisory Officer

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

                      600 Washington Blvd
                      Stamford, CT 06901
                      danielle.fujioka@ubs.com
                      Danielle Fujioka
                      600 Washington Blvd,Stamford,CT,06901
                    • Alex

                      Alexander Gunn

                      Associate Director

                      Admin Manager

                      • 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

                      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!

                            8 Wright Street
                            3rd Floor
                            Westport, CT 06880
                            alexander.gunn@ubs.com
                            Alexander Gunn
                            8 Wright Street,Westport,CT,06880
                          • Headshot

                            Faith Logan

                            Branch Office Administrator

                            • image
                            • image
                            • 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
                              • image

                                Danny Lui

                                Trade & Processing Specialist

                                • image
                                • image

                                        600 Washington Blvd
                                        Stamford, CT 06901
                                        danny.lui@ubs.com
                                        Danny Lui
                                        600 Washington Blvd,Stamford,CT,06901
                                      Three generations in apple orchard

                                      Turn possibilities into a plan

                                      House View Monthly

                                      Mountain climbers on peak at sunrise

                                      A leading global wealth manager

                                      Fausto

                                      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

                                      Insights

                                      This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

                                      Go to privacy settings