How can you pursue what matters most?

• CA
• NJ
• NY

Amanda Librizzi is an Executive Director at UBS Financial Services and serves as the Nassau County Branch Manager, responsible for the Jericho and Garden City, NY office(s). As a Branch Manager, Amanda is focused on supporting the growth of the Financial Advisors in her office through ongoing coaching and being their partner in navigating and "delivering the firm" for our High Net Worth and Ultra High Net Worth clients and prospects.

In over a decade with UBS, Amanda has held various roles in the Private Bank, Client Advisory Group, FA Recruiting and Branch Management bringing a background of sales, strategy and talent management to her role. She holds several securities licenses: series 7 (securities representative), 66 (investment advisor), 9 (securities sales supervisor/options) and 10 (general securities sales supervisor), as well as accident and health, variable life insurance and annuities licenses.

Amanda graduated from Syracuse University with a BS in Sociology and a Minor in Communications. She lives on Long Island with her Husband, Joe, their son, Landon and daughter, Ava.

• Syracuse University, BS in Sociology

• AR
• FL
• MA
• NJ
• NY
• UT

John Houlihan joined UBS in 2015 and is a Managing Director and the Long Island Complex Director. 

In his role as Complex Director, John manages over 100 Financial Advisors in five locations and oversees more than $17 billion in assets.   John believes that collaboration and commitment to both his clients and advisors are the keys to retention and growth.  John splits his time between all of the branches in his market.

John has spent his entire career in the Financial Services industry, starting as a Financial Advisor at Morgan Stanley/Dean Witter in 1993.  He moved into branch management in 1997 running the Smithtown, NY office and went on to hold key management positions in NYC, Connecticut and Atlanta, GA.

Prior to joining UBS, John spent three years at Barclays Wealth Management as the Atlanta Regional Manager where he was responsible for all aspects of the Wealth Management business in the region including growing the High Net Worth and Ultra High Net Worth Business.  

In addition to his commitment to his clients and advisors, John takes an active role in his community.

John holds FINRA Series 3, 7, 8, 31, 63 securities licenses.  He received his B.S. in Management from Bentley University.

• Bentley University, B.S. in Management

• FL
• NJ
• NY

Glenn has been in the financial services industry since 1992. He started his career as a Financial Advisor/Registered Representative at TD Ameritrade where he spent the majority of his early career. He also served in various management roles within that organization: Branch Manager of their largest U.S. retail office, manager of their East Coast call center and V.P. of Trade Support and Electronic Trading Units. He eventually became the Senior Compliance Officer for TD’s clearing broker-dealer, National Investor Services Corp. He joined UBS in 2007 as a member of the Compliance Risk Assessment Group and then Control Officer of the 1285 Avenue of the Americas Branch. In 2011, Glenn joined the Garden City Branch as a Complex Administrative Manager and in November 2013 returned to 1285 as the Lead Control Officer. In July 2016 Glenn was promoted to Assistant Complex Director for the Private Wealth Management branch within the 1285 Complex and shortly afterwards he joined the Soundview Market as the Assistant Market Head supporting four branches across Long Island.

• NJ
• NY

Dennis has been in the financial services industry since 1995.  He started his career with TD Ameritrade and held various positions including Registered Representative, Assistant Branch Manager and Branch Manager.  In 2002 Dennis joined Scottrade Financial Services and for 16 years held the title of Senior Branch Manager where he managed all aspects of operations and sales for the Forest Hills Branch.

Dennis joined UBS in 2018 as the Market Service Manager.  He is responsible for managing the daily operational activities and approvals of the five branches across the Long Island Market.  He assists in ensuring compliance with firm operational guidelines and policies and supports the branch operational risk and audit process.  He holds FINRA Series 4, 24, 8, 7, 66 and 63 licenses.

• FL
• NJ
• NV
• NY
• PA
• SC
• WA
• WI

Shari is the Supervisory Officer for the Long Island Complex at UBS. She is tasked with understanding and incorporating UBS and FINRA guidelines for the Complex.  She also resolves account related inquiries from Surveillance, Anti Money Laundering and Compliance. 

Shari has over 30 years of industry experience and joined the management team at UBS Financial Services, Inc. in 2008.   She began her career in the financial services industry at Prudential Securities and then moved to Morgan Stanley, where she had 18 year tenure.  Shari earned her BBA at PACE University, New York City in 1982 with a major in Marketing.  She holds FINRA Series 3, 7, 9, 10, 63 and 65 securities licenses as well as NY State life, accident and health insurance license. 

Shari is a supporter of the Woman's Prison Association (WPA) which is an alternative to incarceration and she enjoys working out in her spare time. She, her husband David and two daughters Ariel and Gabriel call Long Island their home.

• PACE University, BBA