Family. Wealth. For Generations.

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Stewards of Generational Wealth

For over 35 years, The Midtown Group has focused on solving the personal financial challenges faced by executives, business owners, founders, and affluent families. Our primary objective is to help you make work optional while coaching you on how to be a good steward of generational wealth. 

Our wealth management process begins with gaining an understanding of your family's values and priorities, then helping to articulate this into an actionable plan. To accomplish this, we leverage UBS's global resources, our network of specialists, and our own experience to educate you on the risks and benefits of executing specific strategies. A financial plan consists of four areas; wealth enhancement, wealth preservation, intergenerational wealth transfer, and charitable giving.

In addition to offering access to bespoke portfolio solutions, tailored lending, and exclusive investment opportunities, we emphasize the importance of tax & estate planning for your family's long-term success.

  • Paul Gilman

    Paul Gilman

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    Paul has been helping clients effectively manage their financial affairs for over 35 years. His management training at Coca Cola, coupled with his experience in accounting and cost analysis, has served as the foundation for his ability to create financial plans and strategies. Paul's wealth management process is designed to support clients' ability to attain their personal goals. Paul has undergone UBS's rigorous accreditation process to become a designated Portfolio Manager. He oversees the investment decisions for The Midtown Group and immerses himself in all aspects of his clients' lives.

    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • The College at Brockport, State University of New York
    • Portfolio Manager
    Long-term care planning
    Retirement planning
    Legacy planning
    Custom portfolios
    Structured products
    Cash management
    Securities-backed lending
    Multi-generational families
    1285 Avenue Of The Americas
    New York, NY 10019
  • 1234

    Alex Gilman, CFP®, CEPA®

    Vice President–Wealth Management

    Corporate Stock Benefit Consultant

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Within The Midtown Group, Alex focuses on the specific challenges faced by founders, executives, business owners, and affluent families. He emphasizes tax and estate planning as key components of a successful financial plan. Alex helps his clients navigate complex strategies spanning wealth enhancement, wealth protection, intergenerational transfers, and charitable giving.

    Previously, Alex worked at Merrill Lynch Private Wealth in San Francisco and Palo Alto. His time in The Bay Area gave him the unique perspective of working with successful business owners and executives.

    Alex continually seeks new ways to educate himself in order to help his clients maximize their family's wealth and purchasing power. He has completed the rigorous coursework required to earn the CERTIFIED FINANCIAL PLANNER™ mark and has received the accreditation of Certified Exit Planning Advisor® from The Exit Planning Institute. He has also achieved the designation of Portfolio Manager, enabling him to manage tailored investment strategies for UBS clients. Alex earned his BBA with a concentration in Finance from The Leeds School of Business at The University of Colorado.

    Alex lives in Manhattan with his wife, Michelle and their cat, Franklin. In his spare time you can find Alex golfing, traveling, wine tasting, and enjoying all the great restaurants in NYC!

    CA Insurance #: 4055753

    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Leeds School of Business at The University of Colorado at Boulder, Bachelors in Business Administration
    • Corporate Stock Benefit Consultant
    • CERTIFIED FINANCIAL PLANNER™
    • Portfolio Manager
    • Wealth Advisor
    • Certified Exit Planning Advisor
    Financial planning
    Executive compensation
    Philanthropy
    Exit planning
    Business owners
    Alternative investments
    Lending services
    Cash management
    1285 Avenue Of The Americas
    New York, NY 10019
  • Dempsey

    Ryan Dempsey

    Client Associate

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      Ryan joined The Midtown Group in the Spring of 2021. He provides ongoing administrative and operational client service including new client onboarding, account maintenance and client requests. He understands that outstanding client service is key to our practice and enjoys working with our clients to ensure their needs are fulfilled in a seamless and organized manner.

      Ryan was born and raised in Westchester, New York before earning a bachelor’s degree in Finance with a concentration in accounting from The University of Scranton.

      In his free time, Ryan loves to travel and attend a multitude of different sporting events.

        • The University of Scranton, Bachelors in Finance with a concentration in Accounting
          1285 Avenue Of The Americas
          New York, NY 10019
        • Gregg Arum Photo

          Gregg Arum, CFP

          Executive Director

          Structured Solutions Consultant

          Gregg serves as a Structured Solutions Consultant for the New York City and Northern New Jersey Market Areas, and Private Wealth Management; responsible for the positioning of Structured Products across all asset classes. Gregg works closely with Financial Advisors and their clients, helping them understand the risks and rewards of structured products, and how both portfolio and tactical ideas can fit into a client’s overall portfolio strategy.

          Professional History
          Gregg joined UBS in 1998 and has held a variety of positions in Capital Markets. In his previous role, he served as a Municipal Bond Portfolio Specialist on the Northeast Municipal Bond Desk. Prior to that, he worked in Unit Investment Trusts as a member of the Equity Advisory Group. He has also served as a Financial Advisor in New York City.

          Education

          Gregg holds a B.A from the University of Florida.

          Licenses and Certifications

          FINRA Series 7, 63 and 65
          CERTIFIED FINANCIAL PLANNER™
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          Emily Lau

          Director

          Wealth Management Salesperson

        Trends and Perspectives

        #1

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        Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

        Global leader

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        #1

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        Institutional Investor, 2021 Global Rankings

        Connecting you to the deep resources of UBS

        By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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        Executive decisions

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        Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

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