Lasting relationships. For all that matters

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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How UBS empowers our financial advisors

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.

Explore if UBS is the right fit for you

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.

Helen Minieri Stacy CFP®

Senior Vice President–Wealth Management

Executive Director, Branch Manager
View bio Industry recognition
- 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
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- 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 Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025, 2026The 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

helen.minieristacy@ubs.com

Helen Minieri Stacy CFP®

8 Main Street,Southampton,NY,11968
Anthony DiPerri

Director

Associate Market Executive
View bio
- 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
3 Manhattanville Rd
2nd Floor
Purchase, NY 10577

anthony.diperri@ubs.com

Anthony DiPerri

3 Manhattanville Rd,Purchase,NY,10577
Chrysanthe Pietramala

Assistant Vice President

Senior Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- MA
- MD
- ME
- MI
- NJ
- NV
- NY
- PA
- TN
- TX
- WY
Chrys began her career in the financial services industry as a Branch Manager Assistant with E F Hutton. In 1985 she joined UBS Financial Services Inc., formerly PaineWebber, in the same capacity. Prior to becoming the Senior Branch Office Administrator, Chrys was the Operations Manager. She holds the Series 7, 8, 63, and Insurance Licenses. Chrys dedicates her time to providing an excellent client experience. She attended Suffolk County Community College and resides in Rocky Point, NY with her husband and three sons. Chrys enjoys spending time outdoors camping with her family.
- Suffolk County Community College
8 Main Street
Southampton, NY 11968

chrys.pietramala@ubs.com

Chrysanthe Pietramala

8 Main Street,Southampton,NY,11968
Dennis Doherty

Director

Admin Manager
View bio
- 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
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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.
1055 Franklin Avenue
Garden City, NY 11530

dennis.doherty@ubs.com

Dennis Doherty

1055 Franklin Avenue,Garden City,NY,11530
Shari Eidlitz

Director

Supervisory Officer
View bio
- 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.
58 South Service Road
Suite 310
Melville, NY 11747

shari.eidlitz@ubs.com

Shari Eidlitz

58 South Service Road,Melville,NY,11747

Helen Minieri Stacy CFP®

Senior Vice President–Wealth Management

Executive Director, Branch Manager
View bio Industry recognition
- 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
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- 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 Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025, 2026The 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

helen.minieristacy@ubs.com

Helen Minieri Stacy CFP®

8 Main Street,Southampton,NY,11968
Anthony DiPerri

Director

Associate Market Executive
View bio
- 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
3 Manhattanville Rd
2nd Floor
Purchase, NY 10577

anthony.diperri@ubs.com

Anthony DiPerri

3 Manhattanville Rd,Purchase,NY,10577
Chrysanthe Pietramala

Assistant Vice President

Senior Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- MA
- MD
- ME
- MI
- NJ
- NV
- NY
- PA
- TN
- TX
- WY
Chrys began her career in the financial services industry as a Branch Manager Assistant with E F Hutton. In 1985 she joined UBS Financial Services Inc., formerly PaineWebber, in the same capacity. Prior to becoming the Senior Branch Office Administrator, Chrys was the Operations Manager. She holds the Series 7, 8, 63, and Insurance Licenses. Chrys dedicates her time to providing an excellent client experience. She attended Suffolk County Community College and resides in Rocky Point, NY with her husband and three sons. Chrys enjoys spending time outdoors camping with her family.
- Suffolk County Community College
8 Main Street
Southampton, NY 11968

chrys.pietramala@ubs.com

Chrysanthe Pietramala

8 Main Street,Southampton,NY,11968
Dennis Doherty

Director

Admin Manager
View bio
- 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
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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.
1055 Franklin Avenue
Garden City, NY 11530

dennis.doherty@ubs.com

Dennis Doherty

1055 Franklin Avenue,Garden City,NY,11530
Shari Eidlitz

Director

Supervisory Officer
View bio
- 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.
58 South Service Road
Suite 310
Melville, NY 11747

shari.eidlitz@ubs.com

Shari Eidlitz

58 South Service Road,Melville,NY,11747

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.

Turn possibilities into a plan

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.}

House View Monthly

Watch the replay of the CIO House View monthly livestream for a conversation with David Lefkowitz, Head of US Equities; Kurt Reiman, Head of Fixed Income; and Jay Dobson, US Energy & Utilities Strategist; where they discussed the latest developments of the Middle East escalation, AI disruption, updates on tariffs, and the market implications of these topics as well as what it all means for your portfolio. The discussion was hosted by Nadia Lovell, Head of Global Equity Strategy & Management.

March 05, 2026

A leading global wealth manager

A new era of wealth is underway

And this is your time to define success on your terms.

Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Lasting relationships. For all that matters

How UBS empowers our financial advisors

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Pursuing your goals together

Helen Minieri Stacy CFP®

Anthony DiPerri

Chrysanthe Pietramala

Dennis Doherty

Shari Eidlitz