How can you pursue what matters most?

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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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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.

  • Erin

    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
          erin.mcdonald@ubs.com
          Erin McDonald
          8 Wright Street,Westport,CT,06880
        • James-Miller

          Jim Miller

          Executive Director

          Associate Market Executive

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          • CT
          • NJ
          • NY
          • VT

          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.

            • Saint Louis University, Bachelor's of Science in Psychology
            • Iona College, Masters of Business Administration
              3 Manhattanville Rd
              Suite 210
              Purchase, NY 10577
              jim.miller@ubs.com
              Jim Miller
              3 Manhattanville Rd,Purchase,NY,10577
            • Anthony DiPerri

              Anthony DiPerri

              Associate Director

              Admin Manager

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              • CT
              • NY

              As the Complex Admin Manager, Anthony is responsible for hiring, training, developing, and supervising staff, as well as ensuring efficient branch administration and a positive experience for the clients we serve. Prior to this role, Anthony served as a Digital Specialist, focused on training financial advisors and their teams on the utilization of digital tools and technology to create efficiencies in their practice and help grow the business.

              Anthony earned his B.S. in Finance with a concentration in Value Investing from Fordham University. He is also FINRA registered holding his Series 7, 66, 9, and 10.

              Born and raised in Queens, NY, Anthony likes to spend his time outside the office with friends and family, sports (both playing and watching), and exploring New York City.

                    100 West Putnam Ave
                    2nd Floor
                    Greenwich, CT 06830
                    anthony.diperri@ubs.com
                    Anthony DiPerri
                    100 West Putnam Ave,Greenwich,CT,06830
                  • Danielle Fujioka

                    Danielle Fujioka

                    Director

                    Supervisory Officer

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                    • CT
                    • MA
                    • NJ
                    • NY

                          600 Washington Blvd
                          Stamford, CT 06901
                          danielle.fujioka@ubs.com
                          Danielle Fujioka
                          600 Washington Blvd,Stamford,CT,06901

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                        Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                        Gain additional insights into the trends shaping wealth in the US and around the world.

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