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.

  • Anthony DiPerri

    Anthony DiPerri

    Associate Director

    Associate Market Executive

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    • AL
    • AR
    • CT
    • DC
    • FL
    • HI
    • IN
    • MA
    • MD
    • ME
    • MI
    • MT
    • NE
    • NH
    • NJ
    • NY
    • OK
    • OR
    • PA
    • SD
    • UT
    • VT

    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.

          3 Manhattanville Rd
          2nd Floor
          Purchase, NY 10577
          anthony.diperri@ubs.com
          Anthony DiPerri
          3 Manhattanville Rd,Purchase,NY,10577
        • 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
              Three generations in apple orchard

              Turn possibilities into a plan

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              A leading global wealth manager

              Fausto

              Tariffs, volatility and your portfolio

              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.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $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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