Six-Person Advisor Team Joins UBS in New York City
October 22 2021 - 10:00AM
Business Wire
UBS Private Wealth Management today announced that Financial
Advisors Matthew (“Matt”) T. Leone, Kevin M. Heck and Emily Barbe,
have joined the firm in New York City, NY. Also joining UBS are
Client Service Associates Anthony D’Anton, Rosalina Perez-Palombini
and Annika Kelshiker.
Co-founded and led by Matt and Kevin, the team, The Leone-Heck
Group, has almost 40 years of collective experience delivering
comprehensive wealth management solutions to individuals, families
and businesses. Together, they manage $890 million in client
assets.
“We continue to focus on recruiting and retaining the most
productive financial advisors in the industry,” said John Alex,
1285 Avenue of the Americas Branch Manager at UBS Wealth Management
USA. “We believe we have one of the strongest platforms for Private
Wealth Advisors in the Americas, and with our suite of
Ultra-High-Net-Worth capabilities, advisors like Matt, Kevin and
Emily will be able to deliver the full power of UBS to their
clients.”
Matt began his career in financial services in 1997 at Merrill
Lynch Wealth Management and co-founded the Leone-Heck Group in 2004
alongside Kevin. Along with providing wealth management advice,
Matt also helps clients manage concentrated stock positions, trust
and estate planning, and transition events like retirement,
inheritance, or the sale of a business. Matt holds the Certified
Financial Planner™ certification and graduated magna cum laude from
Villanova University with a bachelor’s degree. He later went on to
receive his master’s degree at New York University. Matt lives in
Wyckoff, NJ with his wife and three daughters.
Kevin joined Merrill Lynch Wealth Management in 2004 and
co-founded the team together with Matt. Kevin focuses on developing
investment strategies for high-net-worth individuals and business
owners. As a qualified Portfolio Advisor, he also helps clients
construct tailored portfolios to help them reach their financial
goals. Kevin holds the Certified Financial Planner™ certification
and graduated from the University of Pennsylvania.
Emily has nine years of experience in the financial services
industry and joined the team while at Merrill Lynch Wealth
Management in 2013. Her focus is on developing strategies and
providing advice for individuals, families and businesses on areas
including retirement planning, estate planning, lending, and impact
investing. Emily holds the Certified Financial Planner™
certification and graduated Indiana University with a bachelor’s
degree in Spanish and Communications. She serves on the Board of
Advisors to EDsnaps Inc. and is a member of the New York Junior
League.
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth
Management provides comprehensive advice, solutions and services to
wealthy families and individuals around the world. Clients who work
with UBS benefit from a fully integrated set of wealth management
capabilities and expertise, including wealth planning, investment
management, capital markets, banking, lending and institutional and
corporate financial advice.
About UBS
UBS provides financial advice and solutions to wealthy,
institutional and corporate clients worldwide, as well as private
clients in Switzerland. UBS's strategy is centered on our leading
global wealth management business and our premier universal bank in
Switzerland, enhanced by Asset Management and the Investment Bank.
The bank focuses on businesses that have a strong competitive
position in their targeted markets, are capital efficient, and have
an attractive long-term structural growth or profitability
outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 30% in Switzerland, 19% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people around the
world. Its shares are listed on the SIX Swiss Exchange and the New
York Stock Exchange (NYSE).
© UBS 2021. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS.
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Media Contact: Laura Hastings laura.hastings@ubs.com +1
212 882-5705 https://www.ubs.com
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