$6 trn
UBS Group invested assets
As of 12/31/2024
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.
UBS Advisors are among the top in the industry. They’re backed by a wealth management leader with insights into key global markets and 160 years’ experience providing best-in-class advice and solutions to some of the world’s wealthiest individuals and families.
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.
Thomas Conigatti is an Executive Director and Market Director for the 299 Park Avenue 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.
Demie Kommatas is an Executive Director and Associate Market Executive for the 299 Park Avenue office.
Demie guides more than 60 Financial Advisors through training, coaching, and mentoring to help sole practitioners and teams grow their practices, achieve their business goals, and deliver service designed to exceed clients' expectations. Through coaching and development, the advisors that she serves are ultimately better positioned to help UBS clients successfully navigate each phase of their financial lives. Demie also 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.
Steven Kuzmanoski is an Associate Market Executive in the Manhattan Market. Prior to joining the Manhattan Market, Steven was on the Financial Advisor Recruiting and Retention Team as a Deal Structurer. He provided insights, advice and guidance on recruiting and retaining top talent. Prior to this role, Steven was part of WM USA Client Advisor Group CFO supporting the West Division as well as National Sales, Field Development & Productivity, Business and Change Management and US CIO. As a finance business partner, he provided advice on business activities, performance, and strategy to optimize the use of the firm's financial resources to drive profitability and shareholder value.
Steven joined UBS in March 2017. Prior to UBS, Steven was at Hightower Advisors where he spent 3 years as a Financial Advisor and Senior Analyst after a transition with his team from Merrill Lynch. Steven's main priorities included P&L management, overseeing daily operations, and managing client portfolios. Prior to Hightower, Steven worked at Merrill Lynch as a Financial Advisor servicing the financial needs of affluent families, businesses, and nonprofit organizations.
Steven earned his B.S. in Global Business Studies from William Paterson University in Wayne, NJ. He holds the Series 7, 66, 9, and 10. He and his wife Valentina live in New Jersey and have two beautiful children Elliana and Noah.
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.
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.
Carolyn started in the industry in the early 80’s at Kidder Peabody in Buffalo, NY. Hired as a Client Service Associate, she was promoted to Operations Manager a short time later. Having taken time off to get married and raise a family, she returned to the industry as a margin clerk at Prudential Securities. While at Prudential, she was one of eight employees asked to participate in a manager training program. Shortly after joining the program Carolyn was promoted to Operations Manager and relocated to Binghamton, NY. After two years in Binghamton, Carolyn was relocated to Prudential’s Stamford, Connecticut office where she continued to serve as Operations Manager. In 1998 Carolyn moved to PaineWebber, now UBS, in NYC as Administrative/Compliance manager where she is currently performing duties as a Supervisory Officer in the 299 Park Avenue branch.
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.
Emma serves as Branch Office Administrator for the 299 Park Avenue office, joining UBS in April 2025. She works with all members of the 299 Park Avenue office primarily assisting with day-to-day administrative tasks. Prior to UBS, she worked as an Engineering Recruiter outside of the financial services sector.
Emma graduated from Villanova University with a bachelor’s degree in Psychology. Emma is from Ocean Township and enjoys the beach, reading and Villanova Basketball. She is enthusiastic about philanthropy, and she was a proud member of Alpha Phi Omega, which is a service and philanthropy-based fraternity.
Thomas Conigatti is an Executive Director and Market Director for the 299 Park Avenue 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.
Demie Kommatas is an Executive Director and Associate Market Executive for the 299 Park Avenue office.
Demie guides more than 60 Financial Advisors through training, coaching, and mentoring to help sole practitioners and teams grow their practices, achieve their business goals, and deliver service designed to exceed clients' expectations. Through coaching and development, the advisors that she serves are ultimately better positioned to help UBS clients successfully navigate each phase of their financial lives. Demie also 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.
Steven Kuzmanoski is an Associate Market Executive in the Manhattan Market. Prior to joining the Manhattan Market, Steven was on the Financial Advisor Recruiting and Retention Team as a Deal Structurer. He provided insights, advice and guidance on recruiting and retaining top talent. Prior to this role, Steven was part of WM USA Client Advisor Group CFO supporting the West Division as well as National Sales, Field Development & Productivity, Business and Change Management and US CIO. As a finance business partner, he provided advice on business activities, performance, and strategy to optimize the use of the firm's financial resources to drive profitability and shareholder value.
Steven joined UBS in March 2017. Prior to UBS, Steven was at Hightower Advisors where he spent 3 years as a Financial Advisor and Senior Analyst after a transition with his team from Merrill Lynch. Steven's main priorities included P&L management, overseeing daily operations, and managing client portfolios. Prior to Hightower, Steven worked at Merrill Lynch as a Financial Advisor servicing the financial needs of affluent families, businesses, and nonprofit organizations.
Steven earned his B.S. in Global Business Studies from William Paterson University in Wayne, NJ. He holds the Series 7, 66, 9, and 10. He and his wife Valentina live in New Jersey and have two beautiful children Elliana and Noah.
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.
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.
Carolyn started in the industry in the early 80’s at Kidder Peabody in Buffalo, NY. Hired as a Client Service Associate, she was promoted to Operations Manager a short time later. Having taken time off to get married and raise a family, she returned to the industry as a margin clerk at Prudential Securities. While at Prudential, she was one of eight employees asked to participate in a manager training program. Shortly after joining the program Carolyn was promoted to Operations Manager and relocated to Binghamton, NY. After two years in Binghamton, Carolyn was relocated to Prudential’s Stamford, Connecticut office where she continued to serve as Operations Manager. In 1998 Carolyn moved to PaineWebber, now UBS, in NYC as Administrative/Compliance manager where she is currently performing duties as a Supervisory Officer in the 299 Park Avenue branch.
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.
Emma serves as Branch Office Administrator for the 299 Park Avenue office, joining UBS in April 2025. She works with all members of the 299 Park Avenue office primarily assisting with day-to-day administrative tasks. Prior to UBS, she worked as an Engineering Recruiter outside of the financial services sector.
Emma graduated from Villanova University with a bachelor’s degree in Psychology. Emma is from Ocean Township and enjoys the beach, reading and Villanova Basketball. She is enthusiastic about philanthropy, and she was a proud member of Alpha Phi Omega, which is a service and philanthropy-based fraternity.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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.
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.
A lot has changed since President Trump took office. His administration has initiated policy changes and markets have reacted. The Chief Investment Office (CIO) anticipates further volatility amid tariff concerns but continues to expect gains for the S&P 500 by year-end. A solid US economy and healthy corporate earnings growth should support the rally.
06 March 2025
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
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.
$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
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