UBS Private Wealth Management announced that Private Wealth Advisors William Wright and Matthew Hoffman will join the firm in its New York City office, along with Senior Wealth Strategy Associate Audrey Kaus.
Upon the conclusion of their respective notice periods, William and Matthew will join the UBS Manhattan Market in New York City. The team will be located in the firm’s 1285 Avenue of the Americas Private Wealth Management office and report to Market Directors Thomas Conigatti and Neal Cooper.
William and Matthew advise high-net-worth individuals, entrepreneurs, business owners, and corporate executives on various aspects of their wealth, including trust and estate planning, philanthropic giving, and asset management advice. And the team offers access to opportunities beyond day-to-day portfolio management, such as next-generation education programs, innovative philanthropic and legacy planning strategies, and family office experiences incorporating lifestyle services.
Wright will join UBS from J.P. Morgan Private Bank as a Managing Director and Private Wealth Advisor. Wright has over 18 years of industry experience and began his career in financial services with Goldman Sachs in 2006. And he serves a select circle of families whose significant wealth creates ongoing and often complex considerations. With an understanding of each client’s balance sheet and expected cash flows, Wright strives to provide clients with the clarity and guidance to make intelligent decisions. Wright earned a Master of Business Administration from Duke University’s Fuqua School of Business and holds a bachelor’s degree from Syracuse University. He also holds the Certified Public Accountant (CPA) designation. Wright lives in New York City with his husband and dog. His interests include history, dogs, pot gardening, wine collecting, music and fitness, and traveling to the mountains for skiing and hiking.
Matthew Hoffman will join UBS from J.P. Morgan Private Bank as a Private Wealth Advisor. Hoffman started his career in financial services in 2015 and advised a limited number of C-suite executives, entrepreneurs, and high-earning professionals with multigenerational wealth. By understanding clients’ long-term objectives, Hoffman can provide objective advice about clients’ balance sheets and cash flows. Hoffman earned a Bachelor of Arts in Economics from the University of Michigan. He resides in New York City, where his interests include golf, tennis, and NY sports. Hoffman enjoys getting out of the city on the weekends to hike and fish.
Audrey Kaus will join UBS from J.P. Morgan Private Bank as a Senior Wealth Strategy Associate. In her role, Kaus will manage all team operations and client requests while supporting the team’s overall business development. Since beginning her career in 2022 at J.P. Morgan, Kaus has led with a client-centric mindset centered around delivering a personalized experience that is effective and tailored to each client’s goals. Kaus earned a Bachelor of Arts in Business-Economics and a Bachelor of Arts in Spanish from The University of Chicago. She lives in New York City and interests include fitness, country music, cooking, animals, and travel.
KEY QUOTES:
“We’re thrilled that Will, Matt and Audrey will be joining our team, and we look forward to supporting them as they build and grow their careers here at UBS. Their combined talents and dedication to client success make them a great addition to our culture and will help us to continue delivering unparalleled financial advice to our clients.”
– Tom Conigatti, Market Director at UBS Private Wealth Management
“Will and Matt have extensive experience and deeply understand their clients’ sophisticated financial needs. With our firm’s global resources and capabilities now at their disposal, I’m confident that they will be able to provide even greater value for clients throughout their financial journeys.”
– Neal Cooper, Market Director at UBS Private Wealth Management
