Experience

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.

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.

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.

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.

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.

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

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.