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$5+ trillion
In invested assets globally
As of 11/07/2023
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Vice President–Wealth Management
Portfolio Manager
Peter Maroney is a Portfolio Manager with UBS in New York and member of the UBS Advisor Allocation Program (AAP), a select group of advisors who undergo a rigorous screening process to manage discretionary client investment portfolios.
After more than a decade of national political experience at the most senior levels, including serving as National Finance Chairman for John Kerry’s presidential campaign at the Democratic National Committee, Peter has spent the last 17 years in the financial services industry in strategic and advisory roles.
In his role as an investment advisor, he works closely with entrepreneurs, attorneys, entertainers, professional athletes, family offices and foundations to understand their investment needs, their goals and their values.
Peter's investment process reflects a deep understanding of equities, fixed income and alternative assets gained while working for over a decade in the private equity and hedge fund industries. Peter draws from these unique experiences, and from an extensive national network, to provide a comprehensive financial plan. He holds series 66, 7 and 31 securities licenses.
In addition to his career in financial services, Peter provides assistance to the homeless in New York City through his volunteer efforts for New York Cares, a local non-profit, and also serves on the advisory boards of The Common Good and Run For America.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Vice President–Wealth Management
Portfolio Manager
Peter Maroney is a Portfolio Manager with UBS in New York and member of the UBS Advisor Allocation Program (AAP), a select group of advisors who undergo a rigorous screening process to manage discretionary client investment portfolios.
After more than a decade of national political experience at the most senior levels, including serving as National Finance Chairman for John Kerry’s presidential campaign at the Democratic National Committee, Peter has spent the last 17 years in the financial services industry in strategic and advisory roles.
In his role as an investment advisor, he works closely with entrepreneurs, attorneys, entertainers, professional athletes, family offices and foundations to understand their investment needs, their goals and their values.
Peter's investment process reflects a deep understanding of equities, fixed income and alternative assets gained while working for over a decade in the private equity and hedge fund industries. Peter draws from these unique experiences, and from an extensive national network, to provide a comprehensive financial plan. He holds series 66, 7 and 31 securities licenses.
In addition to his career in financial services, Peter provides assistance to the homeless in New York City through his volunteer efforts for New York Cares, a local non-profit, and also serves on the advisory boards of The Common Good and Run For America.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
$5+ trillion
In invested assets globally
As of 11/07/2023
#1
Serving the next generation
Euromoney Private Banking and Wealth Management Survey, 2020-2022
