Let's move forward. Together.

Located just a few blocks from Grand Central Terminal in Midtown Manhattan, the Park Avenue Market provides global perspective for clients with sophisticated financial needs. Our team of Financial Advisors, Wealth Management Bankers and Wealth Planning Analysts distinguish themselves not only with decades of broad-based financial experience, but also with exceptional service.

We believe that the best experience begins with the right Financial Advisor. That's why our market leadership team works with our Financial Advisors to create a supportive culture – one that fosters integrity, challenge and collaboration. Our Financial Advisors are consistently recognized as industry leaders and innovators. With access to unparalleled global resources and industry-leading research, they are strongly positioned to help clients pursue their ultimate goals.

Two women in office

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.

  • Elizabeth

    Elizabeth Sieghardt

    Executive Director

    Branch Manager

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    • MA
    • NJ
    • NY
    • VT

    Professional history

    Elizabeth joined UBS in 2005 and has held leadership roles both in our home office and field. She is currently the Branch Manager for our Wealth Management business at 299 Park Avenue.  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 holds her FINRA Series 7, 9, 10, 24, 53, 63, and 66.

    Education and family

    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."

    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.

          299 Park Avenue
          New York, NY 10171
        • Ashleigh

          Ashleigh Alamo

          Director

          Market Administrative Officer

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          • MA
          • NY

          Ashleigh Alamo is a Director and Market Administrative Officer serving the NYC Central Market of UBS Financial Services.  Prior to her current role, Ashleigh was the Complex Administrative Manager (2015-2016), the Business Risk Specialist (2013-2015), and served as the Branch Office Administrator/Executive Assistant (2009-2013). 

          Ashleigh holds her BA in Communications from State University of New York College at Oneonta.  She maintains her Series 7, 63, 9, 10, and 3 securities licenses as well as the New York Life and Health licenses.  Ashleigh currently resides in New York City.  In her free time, she enjoys CrossFit and spending time with her friends and family.

                299 Park Avenue
                New York, NY 10171
              • Stephen

                Stephen Bannon

                Executive Director

                Assistant Market Head

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                • NJ
                • NY

                Stephen joins the NYC Central Market as an Assistant Market Head - tasked with developing business strategy while working with internal and external partners to deliver tools and resources that Advisors (and their teams) need to best grow their business and serve their clients.

                Stephen returns to UBS after spending 2.5 years at Merrill as a Sales Manager in New Jersey.  Prior to his most recent experience, Stephen was with UBS for 5 years, originally joining as a Financial Advisor in the Wealth Advice Center in 2014 and then joining the WMA Training and Development team as the Lead Trainer and Team Integration Specialist for our Next Generation Programs in the Northeast and Private Wealth Management.  Prior to joining UBS in 2014, Stephen worked with Merrill Lynch for 4 years as an Advisor in Hopewell, NJ and Toms River, NJ.

                Stephen earned his BS in Business Management from the University of Central Florida in Orlando, FL.  He holds the Series 7, 66, 9 and 10, has earned his CRPC & AWMA designations, and continues to pursue further designations in support of his professional development.

                Stephen strives to stay active through participating in exercise and sports, loves to travel, and is open to every opportunity to explore new places alongside his wife of 6 years, Christine.  They have two beautiful children Lilliana (3) and Liam (1) and reside in Middletown, NJ.

                      299 Park Avenue
                      New York, NY 10171
                    • Tom

                      Tom Clarkson, CFP

                      Associate Director

                      Assistant Market Head

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                      • NJ

                      Tom joins the NYC Central Market as an Assistant Market Head - tasked with developing business strategy while working with internal and external partners to deliver tools and resources that Advisors (and their teams) need to best grow their business and serve their clients.

                      He joined UBS in 2018 as a member of the Wealth Management Graduate Talent Program, rotating through six different business areas, learning the wealth management business and UBS’ resources. Most recently he was a Business Strategist on the East Divisional Team where he supported of all of the branch offices along the U.S. East Coast, from Maine to Virginia, totaling 12 states, including cities such as Boston, New York City, Philadelphia, Pittsburgh, and Washington D.C.

                      Tom is a CERTIFIED FINANCIAL PLANNER™ and holds his FINRA Series 7, 9, and 66.  

                      Originally from Massachusetts, Tom is a graduate of Boston College with a degree in Mathematics and Economics. He currently lives New York City with his girlfriend Stephanie, In his free time, he enjoys Boston sports, Peloton & WHOOP fitness, golfing, and exploring NYC restaurants.

                            299 Park Avenue
                            New York, NY 10171
                          • Chris

                            Christopher Smith

                            Director

                            Market Supervisory Officer

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                            • NY

                            Chris Smith is a Director and Market Supervisory Officer for the NYC Central Market.

                            Chris leads a team of Supervisory Officers who ensure that all compliance, legal, and regulatory matters for the entire market are adhered to.   

                            He has had various supervisory and operational manager roles with UBS and Merrill Lynch.

                            Chris earned his BS in Business Administration from the University of Scranton. He is FINRA registered and holds Series 3, 4, 7. 24. 53, 63 & 65 as well as the New York Life and Health insurance licenses.

                            Chris currently resides in Manhattan. In his free time he enjoys traveling, exercise, and spending time with his family.

                                  299 Park Avenue
                                  New York, NY 10171
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                                  Fe Bataller-Hall

                                  Director

                                  Supervisory Officer

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                                  • 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

                                  Fe Bataller-Hall is Director and Market Supervisory Officer for the NYC Central Market, GWM Americas. Fe leads a team of Supervisory Officers who ensure that all compliance, legal and regulatory matters for the entire Market are communicated and implemented.

                                  In 1988, Fe joined the Rotan Mosle branch of PaineWebber Inc., now UBS Financial Services, in New York City as a New Accounts Clerk. She has performed various roles, such as Branch Technology Liaison, Sales Assistant and Branch Office Assistant. She was offered the role of Compliance Officer in 1997 and continued to develop as Market Supervisory Officer.

                                  Fe holds a Bachelor’s Degree in Commerce, major in Accounting from University of the Cordilleras in the Philippines. She currently resides in Pennsylvania with her husband Gareth. Fe enjoys gardening and volunteering for church and local community groups.

                                        299 Park Avenue
                                        New York, NY 10171

                                      A focus on personalized access and service

                                      Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                                      US banking sector update: Where we are now

                                      Retirement planning

                                      Retirement planning

                                      Multigenerational planning

                                      Multigenerational planning

                                      Legacy—Wealth for others

                                      For needs that go beyond your own—to help you improve the lives of others

                                      What will your legacy be?
                                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                      Learn more at ubs.com/wealthway.

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                                      As of 06/30/2022

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