New York 1

Financial Advisor & Founder

Mark C. Smith

Mark C. Smith serves as a financial advisor & Senior Vice President at Wells Fargo Advisors. Prior to joining Wells Fargo Advisors in 2021, Mark spent 14 years at UBS, servicing clients of all walks of life. In 2018, Mark was named one of Forbes Top-Next Generation Wealth Advisors. The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

Mark graduated from Fordham University with his B.A in History. He began his professional career in politics, where he managed a campaign for Attorney General for the State of New York. He began his career on Wall Street in 2005 at one of the oldest money managers in the US, Lord Abbett & Co. After serving as a wholesaler at the firm for over a year, he decided to try and build a book of business at UBS Financial Services. In 2006, Mark joined UBS, servicing professional athletes, entertainers, lawyers, doctors, and family offices.

Philanthropically Mark started the Smith Family Economic Empowerment Zone at the Cardinal Shehan Center in his hometown of Bridgeport, CT. He was subsequently named Fairfield County philanthropist of the year 2022.

Director of Engineering

Lorelle Reid

Former runway model, national speaker for Girls Who Code, & active advocate for various empowerment organizations. Currently the Global Director of Engineering at Estée Lauder Companies. Previously served as the Head of Engineering at W. W. Norton & Co, Head of Global Technical Operations at Outbrain & a full-stack software engineer at R/GA, working on Nike, L’Oréal, Verizon, Samsung, Tiffany & Co, Equinox, etc…

Client Service Associate

Bart Paul

Bart serves as administrator for the group and has done so for over a year.
Bart joined UBS full-time in 2020 after interning with his team for over a year. Bart conducts investment research and engages in business development at UBS.
Bart graduated Summa Cum Laude from Fordham University, where he majored in Economics. During his time there, he led a financial literacy initiative at multiple local high schools.

Residential Real Estate, Brooklyn @ Corcoran

Judith Lief

In 17 years selling real estate, my most meaningful client feedback was: “EVERYTHING you said you’d do for us when we first met came to be.” Words like “integrity” & “professionalism” get tossed around; I live by those principles. After 40 years in Brooklyn, I treasure our brownstone communities. I know & love these buildings, gut-renovated or unchanged for generations.

Intellectual Property & Commercial Litigation Attorney

Adam Engel

I am an intellectual property and commercial litigation attorney who focuses first on fully understanding each client’s goals, and then on doggedly and strategically pursuing those – and only those – goals as efficiently as possible.

Real Estate Agent, NYC & California // Compass

Dex Lipovic

Dex Lipovic is one of Manhattan’s premier Real Estate Brokers providing world-class service to buyers, sellers, & investors alike. As a trusted advisor to a broad global network, he has represented clients from every continent around the world. He splits his time between New York City and Los Angeles where is an active Real Estate Investor improving communities across Southern California.

After moving to New York City, he earned degrees in Finance and Entrepreneurship from Fordham University.

Dex has been featured on episodes of Bravo TV’s hit show Million Dollar Listing New York, on the Cover of the Wall Street Journal Real Estate Section, as well as articles in The Real Deal and Entrepreneur.com.

Testimonials

“Dex was my broker of choice for his client-focus approach in the process from start to finish. He took the time to understand what I was looking for in my ideal apartment. His drive to find me my dream space coupled with his deep industry knowledge and contacts far justifies my desire to work with him in the future. Dex added tremendous value in the process by advising me to avoid placing bids on specific properties that were priced inaccurately, and also by highlighting flaws with properties that would go unnoticed to the untrained out. My experience overall was highly positive and would highly recommend him to others who are in the market.”

Residential Real Estate, Queens // Amorelli Realty

Joe Vaccaro

Joe Vaccaro, a NYC native, born and raised in Flushing, Queens has been surrounded and influenced by successful real estate pros his entire life. From a young age he was passionate about real estate and had his sights set on the industry. After graduating college, he got licensed and earned a position at Amorelli Realty, one of the most successful brokerages in Queens for over 40 years. Joe is very knowledgeable on everything Real Estate and makes sure to stay on top of all the latest real estate information, properties and market trends out there. Joe conducts business professionally, with the utmost honesty, and with your best interests at heart. His primary goal is to make clients feel well cared for and well educated throughout the real estate process. From first contact to the closing date and beyond, Joe will relentlessly pursue the right solution for your unique goals with the support of the Amorelli Realty Team.

Dentist

Julian Isaacs

Dr. Julian Isaacs is a New York based Cosmetic and Restorative Dentist. He combines a dedication to providing the highest quality of dental care with a genuine caring for each patient. A born and bred New Yorker, he is a graduate of New York University’s College of Dentistry. He specializes in cutting-edge treatments in esthetic dentistry and implant dentistry.

He continues to keep abreast of the most recent developments in all areas of general and cosmetic dentistry through advanced training in the latest treatments and technologies.
Asked what he most likes about his work, he says, “I really enjoy the interaction with my patients, talking to people from all different walks of life, and helping to improve the health of their teeth and the beauty of their smiles.”

Business Attorney

Judith Weil

I am an experienced business attorney and principal at Epstein & Weil, LLC. I write and review contracts, letters, corporate documents and wide array of agreements, troubleshoot potential problems, and even defend criminal charges. As general counsel, we know our client and can respond quickly and knowledgeably when challenges or opportunities arise.

General Contractor

Paul Stanton

Paul Stanton is the principal of Darby Construction Services, a boutique General Contracting and Construction Management firm. He has experience in building a wide range of projects, including multi-floor office build outs, high end residential, warehouse conversion space, retail, and hospitality spaces. He has worked on complicated projects with both union and open shop work forces and understands the challenges that can arise on a construction project. Paul has over ten years of experience in the New York Construction industry, starting as a laborer, and has spent time as a superintendent, project manager and estimator. He earned his Honors Degree in Civil Engineering from the National University of Ireland, Galway. He is chartered as a Quantity Surveyor by the Royal Institution of Chartered Surveyors and is a certified LEED Accredited Professional (LEED AP).

Asset Protection Attorney

Asher Rubinstein

Mr. Rubinstein provides legal representation to clients on issues including the preservation and protection of assets and private wealth, domestically and offshore, income tax planning, estate planning and asset-protection-related litigation in state and federal courts on the trial and appellate levels. Mr. Rubinstein has represented clients in a range of transactions including cross-border business ventures and investments, banking and finance. He has established domestic and offshore investment funds, partnerships and joint ventures. He has provided advice and consultation regarding U.S. tax, regulatory and other governmental compliance, as well as drafted asset protection legislation for a foreign government.

@ Gallet Dreyer & Berkey, LLP

Interior Design

Judy Sheridan, ASID, CID

“I have a passion for redoing, refurnishing, redecorating—I love helping people discover a new and improved lifestyle, a more beautiful environment to live in.
Being a residential Interior Designer brings that passion face to face with clients who forever fuel the desire. So we collaborate, and together create something
new and exciting—this is what interior design is all about. I am a people person and this is what I do.”

Commercial Litigation

Jonathan Borg

Jonathan Borg is the founder and managing partner of Borg Law LLP. He primarily practices in the field of creditors’ rights litigation in state and federal courts, representing financial institutions, lenders, and other commercial creditors in the recovery of outstanding loans and accounts receivable, and representing companies and individuals in the enforcement of money judgments.

Civil Litigation

Marc Held

Held & Hines, LLP is a boutique law firm with offices located in midtown Manhattan and Brooklyn, New York. Our attorneys and staff share a commitment to provide our clients with competent, comprehensive, goal-oriented, and experienced legal services. We approach each case with our relentless dedication to success and achieving your goals. Our attorneys have achieved numerous recognitions for their accomplishments and devoted service to our clients, and we are ready to fight for you!

We serve clients in New York City, Long Island, Westchester, and across New York by offering sophisticated legal services in a cost-effective manner without sacrificing results or professionalism.

Matrimonial Law

Kenneth S. Glasser

I represent clients in complex matrimonial and family law matters, including divorce, property distribution, custody, support, and child protective proceedings. As part of my practice, I negotiate and draft prenuptial agreements, separation agreements, and settlement agreements. I have lectured and served as a panelist on the subject of family law and trial practice at New York State Bar Association seminars.

Prior to concentrating on the practice of matrimonial and family law, I was a prosecutor for almost 8 years with the Kings County District Attorney’s Office where I prosecuted violent felony offenses and held the position of Deputy Bureau Chief of the Gang Bureau.

Audio/Visual

Joseph Reid

Elixer Solutions is primarily focused on structured, low voltage cabling and related services. Ability to manage large new construction and renovation projects to small renovations and residences. Customer industries include financial services, lawyers, doctors, dentists, education, retail, and small business owners. Services include installation of low voltage cabling (Ethernet, coax, phones, speaker cables, etc.), installation of racks, cable trays, ladder rack, security cameras, door access (card readers, keypads, fingerprint readers, etc.), and other related services. We pride ourselves on strong domain expertise and very professional with a reputation of great customer satisfaction. Based on Long Island servicing the tristate area.