The Heart of the Matter

UBS advisor podcasts

The Heart of the Matter is a podcast that explores what truly matters in financial services: relationships, trust, and being authentic. Hosted by Shari Winkelman, each episode features thoughtful conversations with colleagues across UBS about showing up as your real self and building meaningful connections over time. With warmth and curiosity, Shari brings forward stories that highlight the power of connection, candor, and care.

15 Jun 2026

Leadership Beyond the Title: Caring and Respect Reflected in Actions – Follow-Through, Touchpoints, and Mentorship

Julie Fox didn’t set out on a conventional path to wealth management, and that perspective has shaped the leader she is today. In this episode Julie discusses the mentors who took a chance on her, the importance of creating opportunities for others and why real leadership comes down to clarity and accountability.

00:00
23:17
mitch slater discussing raising financially responsible children

15 Jun 2026

Legacy in Action: A Father-Son Approach to Planning and Care

In this episode, UBS Financial Advisors Eric and Joe Rosen explore what it means to build a lasting practice across generations. Together they reflect on work ethic, complementary strengths, holistic planning and the trust that turns client relationships into something far more personal. Join us for an insightful discussion on how legacy is shaped not just by succession, but by showing up with heart, consistency and care.

00:00
16:05
mitch slater discussing raising financially responsible children

02 Jun 2026

All In on Entrepreneurs: Partnership, Insight, and the UBS Edge

Financial advisor Elijah Dornstreich shares how going “all in” on business owners shaped his practice. We discuss how he builds deep partnerships, switches seamlessly between big-picture strategy and detailed execution and embeds himself in every stage of the journey. Leveraging the breadth of UBS capabilities, from M&A insights to cross-border solutions, he delivers a tailored approach that helps entrepreneurs scale, prepare for liquidity events and turn complexity into opportunity.

00:00
31:45

Contact information

Shari Winkelman
307 International Circle
Suite 440
Hunt Valley, MD 21030

UBS On-Air

Tune in to more UBS podcasts for conversations with analysts, influencers and market experts

Market Moves

Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior

In the Now

In the Now examines the events shaping our world as they unfold, with insight and discussions you may not find anywhere else

Conversations

Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere