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A

Name

Name

Contact

Contact

Name

Atherton, Donald

Contact

Vice President–Wealth Management
281-362-6363
don.atherton@ubs.com
https://advisors.ubs.com/mainstreet/link to Main street wealth

B

Name

Name

Contact

Contact

Name

Bailey, Janson

Contact

Senior Vice President - Wealth Management
404-760-3135
jansen.bailey@ubs.com
https://financialservicesinc.ubs.com/team/bailey/meetourteam.html

Name

Banas, Robert

Contact

First Vice President–Wealth Management
312-525-4188
bob.banas@ubs.com
http://financialservicesinc.ubs.com/team/banasyu/meetourteam.html

Name

Beeghley, Darin

Contact

Vice President–Wealth Management
619-557-2445
darin.beeghley@ubs.com
http://financialservicesinc.ubs.com/team/kmba/index.html?start=/team/kmba

Name

Benitoa, John

Contact

Vice President–Wealth Management
813-903-6694
john.benitoa@ubs.com
http://financialservicesinc.ubs.com/team/thegulfcoastgroup/index.html?start=/team/thegulfcoastgroup

Name

Bickham, Robert

Contact

Managing Director–Wealth Management
713-654-0391
robert.bickham@ubs.com
http://financialservicesinc.ubs.com/team/bickhamtabbgroup/meetourteam.html

Name

Bishop, Leland B.

Contact

Financial Advisor
202-585-4044
leland.bishop@ubs.com
http://financialservicesinc.ubs.com/team/capitolgroup/meetourteam.html

Name

Bishop, Thomas

Contact

Senior Vice President - Wealth Management
201-556-2827
thomas.bishop@ubs.com
https://financialservicesinc.ubs.com/team/thebcdgroup/meetourteam.html

Name

Bottema, Jonathan

Contact

Senior Vice President–Wealth Management
952-475-9448
jonathan.bottema@ubs.com
http://financialservicesinc.ubs.com/team/wipperfurth/index.html?start=/team/wipperfurth

Name

Brass, Craig

Contact

First Vice President–Wealth Management
248-645-3936
craig.brass@ubs.com
https://financialservicesinc.ubs.com/team/penniman/

Name

Brunello, John

Contact

First Vice President – Wealth Management
415-954-6700
john.brunello@ubs.com
http://financialservicesinc.ubs.com/team/alphagroup/index.html?start=/team/alphagroup

Name

Butcher, Jonathan

Contact

First Vice President - Wealth Management
502-420-7639
jonathan.butcher@ubs.com

http://financialservicesinc.ubs.com/fa/jonathanbutcher/index.html

C

Name

Name

Contact

Contact

Name

Cahill, Brian

Contact

First Vice President–Wealth Management
440-414-2745
brian.cahill@ubs.com

Name

Calao, Joe

Contact

Senior Vice President–Wealth Management
254-751-5050
joe.calao@ubs.com
http://financialservicesinc.ubs.com/team/calaowealthmgmtgroup/index.html?start=/team/calaowealthmgmtgroup

Name

Cammarata, Ross

Contact

Vice President–Wealth Management
954-356-5465
ross.cammarata@ubs.com

http://financialservicesinc.ubs.com/team/trgf/index.html?start=/team/trgf

Name

Carelli, Michael

Contact

Vice President–Wealth Management
813-903-6694
michael.carelli@ubs.com
http://financialservicesinc.ubs.com/team/thegulfcoastgroup/index.html?start=/team/thegulfcoastgroup

Name

Carey, Michael

Contact

Vice President–Wealth Management
813-227-2837
michael.carey@ubs.com
http://financialservicesinc.ubs.com/team/twmg/meetourteam.html

Name

Catanella, Ken

Contact

Managing Director–Wealth Management
215-972-6800
ken.catanella@ubs.com
http://financialservicesinc.ubs.com/team/401kpa/meetourteam.html

Name

Catanella, Brian

Contact

Vice President–Wealth Management
215-972-6824
brian.catanella@ubs.com
http://financialservicesinc.ubs.com/team/401kpa/meetourteam.html

Name

Clauss, Jared

Contact

Account Vice President
515-237-3732
jared.clauss@ubs.com

Name

Cobane, Marc

Contact

First Vice President–Wealth Management
859-335-8149
marc.cobane@ubs.com
https://financialservicesinc.ubs.com/branch/lexingtonlc/ourmanagementteam.html

Name

Coyner, Paul

Contact

First Vice President – Wealth Management
630-753-1270
Paul.coyner@ubs.com
http://financialservicesinc.ubs.com/fa/paulcoyner/

Name

Creydt, Jacob

Contact

Senior Vice President–Wealth Management
952-921-7944
jacob.d.creydt@ubs.com
http://financialservicesinc.ubs.com/team/jcwmg/index.html?start=/team/jcwmg

Name

Cristiano, Anthony

Contact

First Vice President–Wealth Management
212-626-8527
anthony.cristiano@ubs.com
http://financialservicesinc.ubs.com/team/daybreak/index.html

Name

Cunningham, Sandra

Contact

Senior Vice President–Wealth Management
202-585-5348
sandy.cunningham@ubs.com
http://financialservicesinc.ubs.com/team/capitolgroup/meetourteam.html

D

Name

Name

Contact

Contact

Name

D'Aiutolo, Paul

Contact

First Vice President–Wealth Management
585-218-4532
paul.daiutolo@ubs.com
http://financialservicesinc.ubs.com/team/daiutoloicteam/meetourteam.html?start=/team/daiutoloicteam

Name

DiGrazia, Michael J.

Contact

Director
602-957-5133
michael.digrazia@ubs.com
http://financialservicesinc.ubs.com/team/digraziatenney/meetourteam.html

Name

Dodd III, W. Earl

Contact

Senior Vice President–Wealth Managements
404-760-3200 
earle.dodd@ubs.com 
http://financialservicesinc.ubs.com/team/doddconsulting/

Name

Dolloff, John

Contact

Vice President–Wealth Management
207-774-1008
john.dolloff@ubs.com
http://financialservicesinc.ubs.com/team/goffindolloff/meetourteam.html

E

Name

Name

Contact

Contact

Name

Edmonds, C.B. Pete

Contact

Senior Vice President–Wealth Managements
505-881-1700
claude.edmonds@ubs.com
http://financialservicesinc.ubs.com/team/highdesertgroup/index.html?start=/team/highdesertgroup

Name

Emerson, Louise

Contact

Senior Vice President–Wealth Management
248-645-3935
louise.emerson@ubs.com
https://financialservicesinc.ubs.com/team/penniman/

F

Name

Name

Contact

Contact

Name

Fiscus, Kevin J.

Contact

Vice President – Wealth Management
406-238-1716
kevin.fiscus@ubs.com
http://financialservicesinc.ubs.com/team/montanawealthadvisors/index.html

Name

Fiumara, Rita

Contact

First Vice President–Wealth Management
312-525-4593
rita.fiumara@ubs.com
http://financialservicesinc.ubs.com/fa/ritafiumara/

Name

Fourcade, Renee

Contact

Senior Vice President–Wealth Management
310-772-7058
renee.fourcade@ubs.com
www.ubs.com/fa/reneefourcade

Name

Faircloth, John

Contact

First Vice President - Wealth Management
813-227-2892
john.j.faircloth@ubs.com
https://financialservicesinc.ubs.com/team/twmg/meetourteam.html

G

Name

Name

Contact

Contact

Name

Gaertner, Daniel

Contact

Senior Vice President–Wealth Management
440-414-2747
daniel.gaertner@ubs.com
http://financialservicesinc.ubs.com/team/gaertner/meetourteam.html

Name

Galbraith, Joe

Contact

First Vice President–Wealth Management
408-282-8418
joseph.galbraith@ubs.com
www.ubs.com/team/pfg

Name

Gamboa, Richard

Contact

Senior Vice President–Wealth Management
408-282-8432
rich.gamboa@ubs.com
www.ubs.com/team/pfg

Name

Greer, Austin

Contact

Financial Advisor
615-750-8158
austin.greer@ubs.com
http://financialservicesinc.ubs.com/team/greer/meetourteam.html

Name

Gignilliat, Harris

Contact

Senior Vice President–Wealth Management
404-760-3094
harris.gignilliat@ubs.com
https://financialservicesinc.ubs.com/team/trillium/

Name

Giordano, James

Contact

Senior Vice President–Wealth Management
213-253-5236
james.giordano1@ubs.com

Name

Gutierrez, Roy

Contact

Senior Vice President - Wealth Management
501-221-5121
roy.gutierrez@ubs.com
http://financialservicesinc.ubs.com/team/gutierrezgroup/meetourteam.html?start=/team/gutierrezgroup

H

Name

Name

Contact

Contact

Name

Harris, David

Contact

Vice President–Wealth Management
619-557-4899
david.harris@ubs.com
http://financialservicesinc.ubs.com/fa/davidharris/biography.html?start=/fa/davidharris

Name

Heller, Mark H.

Contact

Senior Vice President - Wealth Management
Financial Advisor
504-595-5494
mark.heller@ubs.com

Visit my personal page

Name

Hintz, Shawn

Contact

Senior Vice President–Wealth Management
206-628-6535
shawn.hintz@ubs.com
http://financialservicesinc.ubs.com/team/ubsicnw/meetourteam.html

Name

Head, Tammy

Contact

Financial Advisor
907-261-5900
tammy.head@ubs.com
https://advisors.ubs.com/tammy.head/

Name

Hocking, Jennifer Lynn

Contact

Financial Advisor
949-453-5110
jennifer.hocking@ubs.com
http://financialservicesinc.ubs.com/team/hocking/meetourteam.html

Name

Hocking, Steven

Contact

Vice President – Wealth Management
949-453-5169
steven.hocking@ubs.com
http://financialservicesinc.ubs.com/team/hocking/meetourteam.html

Name

Horky, Steven

Contact

Vice President – Wealth Management
973-360-4301
steven.horky@ubs.com
http://financialservicesinc.ubs.com/team/sooshorky/meetourteam.html

Name

Holbrook, Gregory

Contact

Senior Vice President–Wealth Management
212-333-8968
gregory.holbrook@ubs.com

Name

Hyde, William

Contact

Managing Director–Wealth Management
404-479-6130
william.hyde@ubs.com

J

Name

Name

Contact

Contact

Name

Jefferies, Michael

Contact

Managing Director–Wealth Management
800-821-5625
michael.jefferies@ubs.com
www.Ubs.com/team/jbg

Name

Jermine, Robert S., Jr.

Contact

Financial Advisor
860-275-8075
robert.jermine@ubs.com
http://financialservicesinc.ubs.com/team/emg/meetourteam.html

K

Name

Name

Contact

Contact

 

 

Name

Katz, Jason

Contact

Managing Director–Wealth Management
212-713-9201
jason.m.katz@ubs.com
http://financialservicesinc.ubs.com/team/katz/meetourteam.html?start=/team/katz

 

 

Name

Kincart, Douglas

Contact

Senior Vice President–Wealth Management
619-557-2443
douglas.kincart@ubs.com
http://financialservicesinc.ubs.com/team/kmba/index.html?start=/team/kmba

 

 

Name

Kret, Thomas

Contact

Senior Vice President–Wealth Management
847-277-2123
thomas.kret@ubs.com
http://financialservicesinc.ubs.com/team/barringtoninstitutionalconsulting/meetourteam.html

 

 

L

Name

Name

Contact

Contact

Name

Lanser, Bruce

Contact

First Vice President–Wealth Management
414-289-3817
bruce.lanser@ubs.com
http://financialservicesinc.ubs.com/fa/brucelanser/

Name

Lasko, Matt

Contact

Senior Vice President–Wealth Management
214-965-6129
matt.lasko@ubs.com
http://financialservicesinc.ubs.com/team/flagship/meetourteam.html

Name

Lepore II, Mario A.

Contact

First Vice President–Wealth Management
248-645-7036
mario.lepore@ubs.com
http://financialservicesinc.ubs.com/fa/mariolepore/biography.html?start=/fa/mariolepore

Name

Lowy, Jason

Contact

Senior Vice President - Wealth Management
410-771-3272
jason.lowy@ubs.com
http://financialservicesinc.ubs.com/team/themurraygroup/meetourteam.html

M

Name

Name

Contact

Contact

Name

Markarian, Vania

Contact

Financial Advisor
631-454-3241
vania.markarian@ubs.com
http://financialservicesinc.ubs.com/team/oddowlthmgtgrp/meetourteam.html

Name

Mehta, Manish

Contact

Managing Director - Wealth Management
919-918-2329
m.mehta@ubs.com
http://financialservicesinc.ubs.com/fa/mmehta/index.html

Name

Merkley, James K.

Contact

Vice President – Wealth Management
585-218-2500
james.k.merkley@ubs.com

Name

Mendoza, Greg

Contact

Senior Vice President–Wealth Management
860-275-8059
greg.mendoza@ubs.com
http://financialservicesinc.ubs.com/team/emg/index.html?start=/team/emg

Name

Minicucci , Dominick 

Contact

Senior Vice President - Wealth Management
Financial Advisor
212-626-8937
dominick.minicucci@ubs.com
http://financialservicesinc.ubs.com/team/daybreak/index.html

Name

Modico, Linda

Contact

Managing Director–Wealth Management
212-333-8998
linda.modico@ubs.com

Name

Montemagni, Anthony

Contact

Senior Vice President–Wealth Management
413-731-2314
anthony.montemagni@ubs.com
http://financialservicesinc.ubs.com/fa/anthonymontemagni/biography.html?start=/fa/anthonymontemagni

Name

Mumford, Mike

Contact

First Vice President - Wealth Management
509-744-3301
mike.mumford@ubs.com
http://financialservicesinc.ubs.com/team/laureate/index.html

Name

Murphy, Colin

Contact

First Vice President – Wealth Management
303-820-5117
colin.murphy@ubs.com
http://financialservicesinc.ubs.com/team/rmwcg/index.html?start=/team/rmwcg

Name

Molina, Alex 

Contact

Financial Advisor
212-626-8662
alex.molina@ubs.com
https://financialservicesinc.ubs.com/team/molinagroup/meetourteam.html

N

Name

Name

Contact

Contact

Name

Noone, Peter

Contact

Financial Advisor
206-447-2403
peter.noone@ubs.com
https://advisors.ubs.com/peter.noone/

O

Name

Name

Contact

Contact

Name

Oddo, Charles S.

Contact

Senior Vice President–Wealth Management
631-454-3247
charles.oddo@ubs.com
http://financialservicesinc.ubs.com/team/oddowlthmgtgrp/meetourteam.html

Name

Olsen, Scott

Contact

Senior Vice President–Wealth Management
404-848-8526
scott.olsen@ubs.com  
http://financialservicesinc.ubs.com/team/buckhead/

P

Name

Name

Contact

Contact

Name

Parker-Hopkins, Samantha

Contact

First Vice President–Wealth Management
800-877-6355
samantha.hopkins@ubs.com
https://www.ubs.com/team/theparkergroup

Name

Paone, Mark

Contact

Vice President–Wealth Management
617-439-8132
mark.paone@ubs.com
http://financialservicesinc.ubs.com/fa/markpaone/

Name

Pougnet, Antony

Contact

First Vice President – Wealth Management
303-820-5118
antony.pougnet@ubs.com
http://financialservicesinc.ubs.com/team/rmwcg/index.html?start=/team/rmwcg

Name

Price, A. Kelli

Contact

Account Vice President
502-420-7654
kelli.price@ubs.com

http://financialservicesinc.ubs.com/fa/kelliprice/index.html

Name

Price, Vandyke 'Van'

Contact

Managing Director – Wealth Management
404-479-6080
vandyke.price@ubs.com
http://financialservicesinc.ubs.com/team/ledoyenprice/index.html

R

Name

Name

Contact

Contact

Name

Ramus, Paul K.

Contact

Account Vice President Financial Advisor
262-794-0863
https://financialservicesinc.ubs.com/fa/paulramus/index.html

Name

Rauwald, Timothy

Contact

Senior Vice President–Wealth Management
919-918-2351
tim.rauwald@ubs.com
http://financialservicesinc.ubs.com/team/cornerstonegroup/meetourteam.html?start=/team/cornerstonegroup

Name

Rinehart, Ken

Contact

Senior Vice President–Wealth Management
800-543-2284
ken.rinehart@ubs.com
www.ubs.com/team/rsfg

Name

Royer, William

Contact

Senior Vice President – Wealth Management
406-238-1750
william.royer@ubs.com
http://financialservicesinc.ubs.com/team/montanawealthadvisors/index.html

S

Name

Name

Contact

Contact

Name

Sanden, Trent

Contact

Senior Vice President–Wealth Management
206-628-6501
trent.sanden@ubs.com
http://financialservicesinc.ubs.com/team/ubsicnw/meetourteam.html

Name

Saunders, Allen

Contact

Managing Director – Investments
212-713-3389
allen.saunders@ubs.com
http://financialservicesinc.ubs.com/team/saunders/index.html?start=/team/saunders

Name

Scandalios, Michael

Contact

Vice President–Wealth Management
650-289-7048
mike.scandalios@ubs.com
http://financialservicesinc.ubs.com/team/icmenlopark/meetourteam.html

Name

Schneider, Robert

Contact

Senior Vice President–Wealth Management
925-746-0268
robert.m.schneider@ubs.com
https://financialservicesinc.ubs.com/team/sentinel/meetourteam.html

Name

Sears, David

Contact

Vice President–Wealth Management
609-919-2332
david.sears@ubs.com
http://financialservicesinc.ubs.com/team/pic/meetourteam.html

Name

Shegoski, Marc

Contact

Senior Vice President–Wealth Management
609-919-2331
marc.shegoski@ubs.com
http://financialservicesinc.ubs.com/team/pic/meetourteam.html

Name

Shepherd, Kevin

Contact

Senior Vice President–Wealth Management
513-792-5161
kevin.shepherd@ubs.com
http://financialservicesinc.ubs.com/team/familywealth/meetourteam.html

Name

Shui, Daniel

Contact

Senior Vice President - Wealth Management
808-526-6968
daniel.shiu@ubs.com
http://financialservicesinc.ubs.com/team/msgroup/meetourteam.html

Name

Smith, Megan L

Contact

Financial Advisor
214-965-6126
megan.l.smith@ubs.com
http://financialservicesinc.ubs.com/team/flagship/meetourteam.html

Name

Snodgrass, Kathleen

Contact

Senior Vice President–Wealth Management
650-289-7052
kathleen.snodgrass@ubs.com
http://financialservicesinc.ubs.com/team/icmenlopark/meetourteam.html

Name

Sobers, William

Contact

Account Vice President
480-922-6022
bill.sobers@ubs.com
http://financialservicesinc.ubs.com/fa/billsobers/

Name

Soos, Eric

Contact

Managing Director – Wealth Management
973-360-4201
eric.soos@ubs.com
http://financialservicesinc.ubs.com/team/sooshorky/meetourteam.html

Name

Spierer, Alan

Contact

Senior Vice President–Wealth Management
908-789-3178
alan.spierer@ubs.com
https://financialservicesinc.ubs.com/team/northeastfinancialgroup/meetourteam.html

Name

Spinner, Harlan

Contact

Senior Vice President–Wealth Management
310-734-3880
harlan.b.spinner@ubs.com
http://financialservicesinc.ubs.com/team/spinner/meetourteam.html?start=/team/spinner

Name

Spooner, James

Contact

Senior Vice President – Wealth Management
515-237-3724
james.spooner@ubs.com
http://financialservicesinc.ubs.com/team/alphawealthconsultinggroup/index.html

Name

Springer, Lief

Contact

Financial Advisor
202-585-5362
leif.springer@ubs.com
http://financialservicesinc.ubs.com/team/capitolgroup/meetourteam.html

Name

Steil, Justin Cole

Contact

Account Vice President
757-624-3390
justin.steil@ubs.com
https://financialservicesinc.ubs.com/fa/justinsteil/index.html

T

Name

Name

Contact

Contact

Name

Tabb, Harold

Contact

Vice President–Wealth Management
504-595-5472
hal.tabb@ubs.com
http://financialservicesinc.ubs.com/team/bickhamtabbgroup/meetourteam.html

Name

Tenney, Thomas

Contact

Account Vice President
602-957-5152
thomas.tenney@ubs.com
http://financialservicesinc.ubs.com/team/digraziatenney/meetourteam.html

Name

Thelan, Kristi

Contact

Vice President–Wealth Management
404-760-3370
kristi.thelen@ubs.com

Name

Torretta, Timothy

Contact

Financial Advisor
314-746-4168
timothy.torretta@ubs.com
http://financialservicesinc.ubs.com/team/kwmgroup/meetourteam.html

V

Name

Name

Contact

Contact

Name

Vaughan, Robert

Contact

Financial Advisor
281-362-2250
robert.vaughan@ubs.com
http://financialservicesinc.ubs.com/team/wicg/meetourteam.html?start=/team/wicg

Name

Vierra, Roger

Contact

Senior Vice President–Wealth Management
781-982-3627
roger.vierra@ubs.com
http://financialservicesinc.ubs.com/team/vierragroup/meetourteam.html?start=/team/vierragroup

Name

Villagracia, Victor

Contact

Vice President–Wealth Management
415-954-6700
victor.villagracia@ubs.com
http://financialservicesinc.ubs.com/team/alphagroup/index.html?start=/team/alphagroup

Name

Vralsted, Todd H.

Contact

Senior Vice President – Wealth Management
406-238-1756
todd.h.vralsted@ubs.com
http://financialservicesinc.ubs.com/team/montanawealthadvisors/index.html

Name

Vuicich Jr., Raymond

Contact

Senior Vice President–Wealth Management
404-848-8526
ray.vuicich@ubs.com  
http://financialservicesinc.ubs.com/team/buckhead/

W

Name

Name

Contact

Contact

Name

Weisberg, Richard J.

Contact

Vice President - Wealth Management
Wealth Advisor
239-254-7102
richard.weisberg@ubs.com

Visit my personal page

Name

Willhite, Jon P.

Contact

Senior Vice President–Wealth Management
281-362-2250
jon.willhite@ubs.com
http://financialservicesinc.ubs.com/team/wicg/meetourteam.html?start=/team/wicg

Name

Williams, Mark

Contact

Vice President–Wealth Management
863-295-9052
mark.d.williams@ubs.com
http://financialservicesinc.ubs.com/fa/markdwilliams/associates.html?start=/fa/markdwilliams

Name

Wright, J.Allen

Contact

Senior Vice President–Wealth Management
404-760-3370
allen.wright@ubs.com

Y

Name

Name

Contact

Contact

Name

Yochum, Michael

Contact

First Vice President – Wealth Management
415-954-6700
michael.yochum@ubs.com
http://financialservicesinc.ubs.com/team/alphagroup/index.html?start=/team/alphagroup

Name

Yu, Limei

Contact

First Vice President–Wealth Management
312-525-4189
limei.yu@ubs.com
http://financialservicesinc.ubs.com/team/banasyu/meetourteam.html

Name

Yoshikawa, Kenji

Contact

Senior Vice President - Wealth Management
212-713-9248
kenji.yoshikawa@ubs.com
http://financialservicesinc.ubs.com/fa/kenjiyoshikawa/index.html

Z

Name

Name

Contact

Contact

Name

Zangari, Christopher

Contact

Senior Vice President–Wealth Management
908-789-3177
christopher.zangari@ubs.com
https://financialservicesinc.ubs.com/team/northeastfinancialgroup/meetourteam.html

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