Be global. Feel local.

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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.

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Global Capability with Premier Leadership

Recognized as the Best Bank in North America for Wealth Management (source: Euromoney, 2021), UBS has financial advisors who are best-in-class in the industry. Locally in the Soundview Market, our advisor teams enjoy the best of both worlds: the resources of a global wealth management firm – the only true global platform servicing high net worth and ultra high net worth clients – and a strong local leadership team who are focused on what’s important – serving our advisors and our clients in every way, as conveyed in our Soundview hashtag.

#BestTeamBestPeopleBestCulture

  • Mara Glassel

    Mara Glassel

    Managing Director

    Market Executive

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    • AR
    • CT
    • FL
    • MA
    • NJ
    • NY
    • PA
    • UT

    As a Managing Director and Market Executive of the Soundview Market, Mara brings a unique blend of knowledge, experience and advocacy to the hundreds of Financial Advisors and Team Associates she is responsible for across 8 different offices. Due to the combination of Mara’s senior home office career along with over a decade of experience running branch offices, Mara has a perspective, competency and connectivity into the firm that is unique. As a result, Mara has consistently outperformed by building and growing the market of choice for high net worth and ultra-high net worth clients, as well as employees. She is committed to efficiency, developing applicable solutions, and using a wide variety of resources and strategies to support Financial Advisors.

    Outside of her market responsibility, Mara has also taken leadership roles at the firm level. As an active Leadership Council Member and now facilitator of Leading the Future, she proves to focus efforts on strengthening the industry’s leaders in hopes of achieving a premier wealth management experience for all. Mara’s mix of culture, strong sense of client focus, and ability in helping Financial Advisors speaks volumes to her success in the field and the Soundview Market since she took over in 2020.

    Prior to her decade of running field offices, she served as Head of National Sales for Wealth Management Americas. She oversaw the management and coordination of the firm’s sales strategy in partnership with senior leadership, field management and other key stakeholders across UBS AG. Recognized as a leader in the organization, Mara has been the recipient of internal leadership awards as well as being inducted into the YWCA-NYC Academy of Women Achievers.

    Before leading National Sales, Mara served as National Sales Manager for UBS Banking and Transactional Solutions, directing all aspects of the sales organizations within banking, lending, equities, structured products and taxable fixed income.

          709 Westchester Avenue
          Suite 400
          White Plains, NY 10604
        • John Houlihan

          John Houlihan

          Managing Director

          Market Director

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          • FL
          • NJ
          • NY

          John joined UBS in 2015. John is a Market Director and brand ambassador for the entire Soundview Market. 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.

          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
              58 South Service Road
              Suite 310
              Melville, NY 11747
            • Amanda Librizzi

              Amanda Librizzi

              Executive Director

              Market Director

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              • CA
              • NJ
              • NY

              Amanda Librizzi is an Executive Director at UBS Financial Services and serves as the Long Island Market Director, leading the Jericho and Garden City, NY office(s), with additional strategic focus across the entire Long Island Market, including Melville & Southampton. As a Market Director, Amanda is focused on supporting the growth of the Financial Advisors in her offices 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 3 (commodities), 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
                  One Jericho Plaza
                  Jericho, NY 11753
                • Helen Minieristacy

                  Helen Minieri Stacy CFP®

                  Senior Vice President–Wealth Management

                  Executive Director, Branch Manager

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                  • AZ
                  • CA
                  • CO
                  • CT
                  • FL
                  • GA
                  • ID
                  • IN
                  • MA
                  • MD
                  • MI
                  • NJ
                  • NY
                  • OR
                  • PA
                  • RI
                  • SC
                  • TN
                  • TX
                  • VA
                  • WY

                  Helen Minieri Stacy, CFP®, joined the UBS Southampton office in 2004.  She is an Executive Director, Branch Manager and Senior Vice President – Wealth Management.  Her responsibilities include supervising the office, as well as, providing holistic wealth management and retirement planning to high net worth individuals, their families and businesses.

                  Under her leadership, the Southampton office is dedicated to fostering an excellent client experience and partnering with clients to pursue what matters most in their lives through UBS Wealth Way. The branch culture is unique for the financial industry, it focuses on volunteerism and community involvement.

                  Her professional credentials include being  FINRA registered with Series 3,7, 8, 63, and 65 along with life insurance and variable annuity licenses.  Her financial career began in 1988 on Wall Street and she relocated to the Hamptons in 1991.

                  She supports women's initiatives, was the Past President of East End Women's Network (2016-2018) and voted by her peers as 2019 Women of the Year. She supports their annual EEWN Scholarship program.

                  Helen holds a Bachelor of Arts degree in Education from St. Joseph's College, Brooklyn, New York.  Her studies continued at Southampton Campus of Long Island University, where she completed the Certified Financial Planning Program and became a Certified Financial Planner in 2003.

                  She enjoys being outdoors, playing tennis, golf, kayaking and spending time cooking with her husband and family.

                  • Forbes Best-in-State Women Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

                    • Executive Director, Branch Manager
                    • CERTIFIED FINANCIAL PLANNER™
                    • Private Wealth Advisor
                    8 Main Street
                    Southampton, NY 11968
                  • Glenn DePalma

                    Glenn DePalma

                    Executive Director

                    Market Director

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                    • FL
                    • NJ
                    • NY

                    Glenn DePalma is an Executive Director at UBS Financial Services and serves as the Market Director for the Melville, NY office.

                    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 such as 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. Glenn 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 the 1285 Complex 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 what is now known as the Long Island Complex of the Soundview Market. In 2022, Glenn was promoted to his current position as Market Director.

                          58 South Service Road
                          Suite 310
                          Melville, NY 11747
                        • Erin headshot

                          Erin McDonald

                          Executive Director

                          Market Director

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                          • CT
                          • ME
                          • NJ
                          • NM
                          • NV
                          • NY

                          I focus on collaboration by teaming with financial advisors, branch employees and field partners to make a bigger impact on our clients lives and our local community. Whether promoting digital platform adoption, planning UBS wellness challenges, client symposiums or Center-of-Influence networking events, my goal remains the same. Create an environment that cultivates strong thinkers, game changers and a place where people want to work and do business every day

                                8 Wright Street
                                3rd Floor
                                Westport, CT 06880
                              • Jim Miller

                                Jim Miller

                                Executive Director

                                Associate Market Executive

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                                • CT
                                • NJ
                                • NY

                                Jim Miller joined UBS is 2012 and is the Associate Market Executive for the Soundview Market.

                                In his role as Associate Market Executive, Jim is focused on supporting and driving business growth for approximately 200 Financial Advisors in eight locations overseeing more than 30 billion in assets.

                                Prior to joining UBS, Jim’s Financial Services career spanned roles in consulting and management including as a producing Branch Manager at AXA Private Markets and the Director of Compliance and Operations at MetLife Securities.  

                                Jim is NYS Insurance licensed and holds FINRA Series 4, 7, 24, 53, 66 licenses. Jim holds a Bachelor’s of Science in Psychology from Saint Louis University and a Masters of Business Administration from Iona College.

                                Jim lives in New Rochelle, NY with his wife Pam. He is a passionate outdoorsman having spent time as a certified river guide, as well as ski, kayaking, and stand-up paddleboard instructor.

                                  • Saint Louis University, Bachelor's of Science in Psychology
                                  • Iona College, Masters of Business Administration
                                    709 Westchester Avenue
                                    Suite 400
                                    White Plains, NY 10604
                                  • Armando Michelangelo

                                    Director

                                    Market Administrative Officer

                                    Armando is the Market Administrative Officer for the Soundview Market and has over 28 years of financial services related experience. He oversees all administrative and staffing functions while being responsible for 150 Team Associates, 3 Administrative Managers, 3 Branch Office Administrators, and a Market Operations Manager. He joined UBS in 2007 and has been an Operations Manager, Administrative Manager, Complex Administrative Manager, Team Administrative Manager, Assistant Branch Manager and Market Administrative Officer. While working as a Team Administrative Manager, he was responsible for running the day to day operations for a $6 million wealth management team.

                                    In terms of awards, Armando has been recognized with a UBS Leadership Award in 2013 for outstanding service to the firm in creating positive experience for clients. In 2018, he was selected to participate on the UBS AMAC Council, which worked with UBS leadership to help shape the firm’s direction and priorities for the year.

                                    Armando has obtained the CRPC® designation while also holding the Series 3, Series 4, Series 7, Series 9/10, Series 24, and Series 63. In addition, he is also an insurance agent for Life, Accident and Health and Variable Life/Variable Annuities.

                                  • Laura Harlow

                                    Director

                                    Market Supervisory Officer

                                    Laura is the Market Supervisory Officer for the Soundview Market, coordinating supervision across eight offices and four Supervisory Officers.

                                    She began her career at Morgan Stanley in Private Wealth Management in 2005 working with the Sales Management team handling syndicate, compensation, recruiting and onboarding, reporting and events for UHNW clients. From there, she transitioned to a supervisory role as Complex Risk Officer dealing with International, Institutional, DVP/RVP, FX, Futures, Foundation, Family Office, PDP and Individual accounts. Laura brings her experience from both the sales and supervisory roles to work closely with advisors and their teams to find solutions to time-sensitive and complex client issues and requests.

                                    At UBS, she co-chairs the AMAC Council, which works with UBS leadership to help to prioritize the firm's initiatives, and was nominated to the Key Talent Leadership program in 2019.  She received her undergraduate degree from Boston University and her MBA from NYU Stern School of Business.  She maintains her Series 7, 66, 9, 10, 3, and Insurance licenses, and is also a Notary Public.

                                    Originally from Oregon, she lives in Long Island City with her husband and their beagle puppy, and spends as much time as possible on the water during the summer and skiing during the winter months.

                                  • Jim Miller

                                    Associate Market Executive

                                    Jim Miller joined UBS is 2012 and is the Assistant Market Head for the Soundview Market.

                                    In his role as Assistant Market Head Jim is focused on supporting and driving business growth for approximately 200 Financial Advisors in eight locations overseeing more than 30 billion in assets.

                                    Prior to joining UBS, Jim’s Financial Services career spanned roles in consulting and management including as a producing Branch Manager at AXA Private Markets and the Director of Compliance and Operations at MetLife Securities.  

                                    Jim is NYS Insurance licensed and holds FINRA Series 4, 7, 24, 53, 66 licenses. Jim holds a Bachelor’s of Science in Psychology from Saint Louis University and a Masters of Business Administration from Iona College.

                                    Jim lives in New Rochelle, NY with his wife Pam. He is a passionate outdoorsman having spent time as a certified river guide, as well as ski, kayaking, and stand-up paddleboard instructor
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                                    Max Lewin

                                    Digital Specialist

                                  Servant Leadership

                                  We put our advisors and their clients at the center of everything we do. Bound by a culture of servant leadership, our management team is committed on a daily basis to solve your client’s complex problems, while also delivering elegant solutions to help you succeed.

                                  The local team, filled with varied skillsets and unique expertise, combined with a close proximity to our U.S. headquarters and senior leadership, will put you in the best possible position to propel your business forward.Servant Leadership graphic.png

                                  Connecting you to the deep resources of UBS

                                  By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                                  Accessing resources. Delivering solutions.

                                  Accessing resources. Delivering solutions.

                                  A team approach

                                  A team approach

                                  Advice. Beyond investing.

                                  Man looking in VR headset

                                  Making sense of significant wealth

                                  We can help you plan for it.

                                  When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

                                  We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

                                  Backed by the strength of UBS

                                  A global leader in wealth management

                                  Global leader

                                  UBS is a world-leading wealth manager

                                  #1

                                  For Ultra-High Net Worth clients

                                  Euromoney Private Banking and Wealth Management Survey, 2016-2020

                                  World's best bank

                                  for wealth management

                                  Euromoney Award for Excellence, 2020-2022

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