$2 Billion Advisor Team Joins UBS in Paramus, New Jersey
February 09 2024 - 12:00PM
Business Wire
UBS Private Wealth Management today announced that Financial
Advisors Matthew Foley, Lawrence DeLuise and Christopher Butler
have joined the firm. Together with their team, Foley, DeLuise
& Associates, they manage more than $2 billion in client assets
for ultra-high net worth individuals and families. Matt, Larry, and
Chris are also joined by team members Jason Lipp, Deanna Wilson,
Lori Macaluso, Greg Romano, Linsey Serafino and Emily Buske.
Foley, DeLuise, & Associates joins the UBS Manhattan Market,
which is managed by Market Executive Christopher DiMuria, alongside
Market Directors Robert Sorrentino and Thomas Conigatti. The team
will be located in the Paramus, New Jersey Private Wealth
Management office of UBS, managed by Market Director Adam Kamm.
“Matt, Larry, and Chris are pillars of their community, and we
are proud to welcome their team to UBS,” said Christopher DiMuria,
Market Executive for Manhattan at UBS Wealth Management USA. “For
decades, they have served high net worth and ultra-high net worth
clients with distinction, helping them navigate complex financial
decisions and generational family wealth management. We look
forward to supporting the team as they continue to grow and deliver
the full power of UBS to their clients.”
Foley, DeLuise & Associates offers a limited number of
individuals and families boutique-like service, broad global
resources and customized strategies to help them simplify life and
spend more time pursuing what matters most to them. The team offers
access to opportunities that go beyond day-to-day portfolio
management, including next generation education programs,
innovative philanthropic and legacy planning strategies, and family
office experiences that incorporate lifestyle services.
Matthew L. Foley, CPWA®, CIMA®, CEPA®, joins UBS as a
Managing Director and Private Wealth Advisor. Matt has more than 29
years of industry experience and began his career in financial
services with Merrill Lynch in 1996. He serves a select circle of
families whose significant wealth creates ongoing and often complex
considerations. Matt holds the Certified Private Wealth Advisor®
(CPWA®) and Certified Investment Management Analyst® (CIMA®)
designations. A graduate of Villanova University, he also holds a
bachelor’s degree in marketing. Matt is a board member of Eva’s
Village in Paterson, New Jersey, and a former volunteer with the
Jesuit Volunteer Corp in Salem, Oregon.
Lawrence M. DeLuise, CFP®, CPWA®, CIMA®, joins UBS as a
Managing Director and Private Wealth Advisor. Larry has more than
27 years of industry experience and began his career in financial
services with Merrill Lynch in 1997. He advises a limited number of
C-suite executives, entrepreneurs, professional investors and
affluent families with multigenerational wealth. After earning his
bachelor’s degree in business from Ramapo College, Larry became a
CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, and taught in
conjunction with Fairleigh Dickinson University. He also holds the
Certified Investment Management Analyst® (CIMA®) and Certified
Private Wealth Advisor® (CPWA®) designations.
Christopher M. Butler, CEPA®, joins UBS as a Financial
Advisor. Chris has worked in the financial services industry since
2009 and joins UBS from Merrill Lynch Wealth Management. He serves
as the primary advisor for the team’s wealth management and wealth
planning activities, focused most closely on next-generation and
executive-track clients. Chris also manages the team’s Corporate
Services platform. Chris graduated from Iona College with a
master’s degree in business administration. He holds the Certified
Exit Planning Advisor® designation from the Exit Planning
Institute™.
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading
universal bank in Switzerland. It also provides diversified asset
management solutions and focused investment banking capabilities.
With the acquisition of Credit Suisse, UBS manages 5.5 trillion
dollars of invested assets as per second quarter 2023. UBS helps
clients achieve their financial goals through personalized advice,
solutions and products. Headquartered in Zurich, Switzerland, the
firm is operating in more than 50 markets around the globe. UBS
Group shares are listed on the SIX Swiss Exchange and the New York
Stock Exchange (NYSE).
https://www.ubs.com
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among the registered and unregistered trademarks of UBS. For
press use only.
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Media: Christina Aquilina Christina.aquilina@ubs.com
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