Lasting relationships. For all that matters

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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.

  • Mara Glassel

    Mara Glassel

    Managing Director

    Market Executive

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    • AR
    • CT
    • FL
    • MA
    • NJ
    • NY
    • PA
    • UT

    As a Managing Director and Market Head 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.

          709 Westchester Avenue
          Suite 400
          White Plains, NY 10604
          mara.glassel@ubs.com
          Mara Glassel
          709 Westchester Avenue,White Plains,NY,10604
        • 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
            • Tami Ellen Schlossberg

              Tami-Ellen Schlossberg

              Director

              Supervisory Officer

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              • CT
              • FL
              • NC
              • NJ
              • NY
              • TX

              Tami Schlossberg is the Supervisory Officer in the White Plains, NY branch. Tami joined UBS White Plains in 2012 from Morgan Stanley where she spent 12 years serving first as a Client Service Associate, Branch Office Administrator, Service Manager and Complex Risk Officer. Tami's background on both the operations and compliance sides of the business makes her effective in her role of ensuring the complex is in compliance with Firm risk management and policies.

              Tami studied at the University of Copenhagen ,Denmark and graduated from SUNY Oneonta with a BS in Economics. She is an avid theater goer and enjoys traveling. Tami holds her series 3, 7, 63, 65, 9, 10 and insurance license(s).

                • SUNY Oneonta, BS in Economics
                  3 Manhattanville Rd
                  Suite 210
                  Purchase, NY 10577
                  tami-ellen.schlossberg@ubs.com
                  Tami-Ellen Schlossberg
                  3 Manhattanville Rd,Purchase,NY,10577
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                  Mary Famularo

                  Branch Office Administrator

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                          3 Manhattanville Rd
                          Suite 210
                          Purchase, NY 10577
                          mary.famularo@ubs.com
                          Mary Famularo
                          3 Manhattanville Rd,Purchase,NY,10577

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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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