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.

  • James-Miller

    Jim Miller

    Executive Director

    Associate Market Executive

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    • CT
    • ME
    • 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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        • 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.

              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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                  Turn possibilities into a plan

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                  A leading global wealth manager

                  UBS Year Ahead 2025

                  Roaring 20s: The next stage

                  Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                  A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                  Read the report

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $5.9+ trn

                  UBS Group invested assets
                  As of 06/30/2024

                  51 countries

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                  UBS is a leading and truly global wealth manager

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