Find your Consultant

Anchorage The Head Wealth Management Group	Tammy Head Financial Advisor 907-261-5900 tammy.head@ubs.com
Little Rock The Gutierrez Group	Roy Gutierrez Senior Vice President - Wealth Management 501-221-5121 roy.gutierrez@ubs.com http://financialservicesinc.ubs.com/team/gutierrezgroup/meetourteam.html?start=/team/gutierrezgroup

Phoenix High Desert Institutional Consulting	Michael J DiGrazia Director 602-957-5133 michael.digrazia@ubs.com
Scottsdale High Desert Institutional Consulting	Michael J. DiGrazia Director 480-443-5443 michael.digrazia@ubs.com
Scottsdale Scottsdale Wealth Management Group	William Sobers Account Vice President 480-922-6022 bill.sobers@ubs.com

Beverly Hills Henderson Wealth Management	Brett Henderson Vice President–Wealth Management 310-281-4627 brett.henderson@ubs.com
Century City Renee Fourcade	Renee Fourcade Senior Vice President–Wealth Management 310-772-7058 renee.fourcade@ubs.com
Century City Endeavor Financial Group	Andrew Hutcheson Vice President–Wealth Management 310-772-7044 andrew.hutcheson@ubs.com Royce Bergman Vice President–Wealth Management 310-772-7006 royce.bergman@ubs.com Glen Titan Senior Vice President – Wealth Management 310-772-7012 glen.titan@ubs.com
Irvine Pacifica Wealth Management	C. Scott Sutcliff First Vice President–Wealth Management 949-453-5170 scott.sutcliff@ubs.com
Irvine Meridian Wealth Management	Steven Hocking Account Vice President 949-453-5169 steven.hocking@ubs.com
Los Angeles The Spinner Group	Harlan Spinner Senior Vice President–Wealth Management 310-734-3880 harlan.b.spinner@ubs.com
Los Angeles Giordano Wealth Management Group	James Giordano Senior Vice President–Wealth Management 213-253-5236 james.giordano1@ubs.com
Los Angeles The Roger Stephens and Dan Rothenberg Group	Roger Stephens Managing Director–Investments 213-253-5240 roger.stephens@ubs.com Daniel Rothenberg Managing Director – Investments 213-253-5241 dan.rothenberg@ubs.com
Menlo Park UBS Institutional Consulting - Menlo Park Team	Kathleen Snodgrass Senior Vice President–Wealth Management 650-289-7052 kathleen.snodgrass@ubs.com Michael Scandalios First Vice President–Wealth Management 650-289-7048 mike.scandalios@ubs.com
San Diego KMBA Investment Consulting Group	Douglas Kincart Senior Vice President–Wealth Management 619-557-2443 douglas.kincart@ubs.com Darin Beeghley Vice President–Wealth Management 619-557-2445 darin.beeghley@ubs.com
San Diego David Harris	David Harris Vice President–Wealth Management 619-557-4899 david.harris@ubs.com
San Francisco Alpha+ Group	Victor Villagracia Vice President–Wealth Management 415-954-6700 victor.villagracia@ubs.com Michael Yochum First Vice President – Wealth Management 415-954-6700 michael.yochum@ubs.com John Brunello Financial Advisor 415-954-6700 john.brunello@ubs.com
San Jose Gamboa Galbraith Wealth Management Group	Richard Gamboa Senior Vice President–Wealth Management 408-282-8432 rich.gamboa@ubs.com
Walnut Creek Towers/Schneider Group	Robert Schneider Senior Vice President–Wealth Management 925-746-0268 robert.m.schneider@ubs.com

Denver
Rocky Mountain Wealth Management Consulting Group

Antony Pougnet
First Vice President–Wealth Management
303-820-5118
antony.pougnet@ubs.com
Colin Murphy
First Vice President-Wealth Management
303-820-5117
colin.murphy@ubs.com

Hartford Ellovich Mendoza Group	Greg Mendoza Senior Vice President–Wealth Management 860-275-8059 greg.mendoza@ubs.com
Stamford The FDG Group	Stephen DesRochers Senior Vice President - Wealth Management 203-602-6933 stephen.desrochers@ubs.com

Washington
The Capitol Group Institutional Consulting

Sandra Cunningham
Senior Vice President–Wealth Management
202-585-5348
sandy.cunningham@ubs.com

Gayle Dilla
Financial Advisor
202-585-5496
gayle.dilla@ubs.com

Ft. Lauderdale The Ross Group	Ross Cammarata Vice President–Wealth Management 954-356-5465 ross.cammarata@ubs.com
Tampa The Gulf Coast Group	John Benitoa Vice President–Wealth Management 813-903-6694 john.benitoa@ubs.com Michael Carelli Vice President–Wealth Management michael.carelli@ubs.com
Tampa The Parker Group	Samantha Parker-Hopkins First Vice President–Wealth Management 800-877-6355 samantha.hopkins@ubs.com
Winter Haven Mark Williams	Mark Williams Vice President–Wealth Management 863-295-9052 mark.d.williams@ubs.com

Atlanta Hyde/Moran Team	William Hyde Managing Director–Wealth Management 404-479-6130 william.hyde@ubs.com
Atlanta The Wright-Thelen Consulting Group	J. Allen Wright Senior Vice President–Wealth Management 404-760-3370 allen.wright@ubs.com Kristi Thelan Vice President–Wealth Management 404-760-3370 kristi.thelen@ubs.com
Atlanta Wile Consulting Group	Harris Gignilliat First Senior Vice President–Wealth Management 404-760-3094 harris.gignilliat@ubs.com
Atlanta Buckhead Consulting Group	Scott Olsen Senior Vice President–Wealth Management 404-848-8526 scott.olsen@ubs.com Raymond Vuicich Jr. Senior Vice President–Wealth Management 404-848-8526 ray.vuicich@ubs.com
Atlanta The Dodd Consulting Team	W. Earl Dodd III Senior Vice President–Wealth Management 404-760-3200 earle.dodd@ubs.com
Atlanta The LeDoyen Price Group	Vandyke 'Van' Price Managing Director – Wealth Management 404-479-6080 vandyke.price@ubs.com

Honolulu

Barrington Barrington Institutional Consulting Group	Thomas Kret Senior Vice President–Wealth Management 847-277-2123 thomas.kret@ubs.com
Chicago Rita Fiumara	Rita Fiumara First Vice President–Wealth Management 312-525-4593 rita.fiumara@ubs.com
Chicago The Banas - Yu Wealth Management Group	Robert Banas First Vice President–Wealth Management 312-525-4188 bob.banas@ubs.com Limei Yu First Vice President–Wealth Management 312-525-4189 limei.yu@ubs.com
Naperville Coyner Wealth Management Group	Paul Coyner First Vice President–Wealth Management 630-753-1270 paul.coyner@ubs.com

Indianapolis
Promus Wealth Management Group

Daniel P. Chillemi
First Vice President - Wealth Management
317-816-1875
daniel.chillemi@ubs.com

IA - West Des Moines Alpha Wealth Consulting Group	James Spooner Senior Vice President – Wealth Management 515-237-3724 james.spooner@ubs.com
West Des Moines Jared Clauss	Jared Clauss Account Vice President 515-237-3732 jared.clauss@ubs.com

Lexington
Alpha Financial Group

Marc Cobane
First Vice President–Wealth Management
859-335-8149
marc.cobane@ubs.com

New Orleans Bickham-Tabb Group	Robert Bickham Managing Director–Wealth Management 713-654-0391 robert.bickham@ubs.com Harold Tabb Vice President–Wealth Management 504-595-5472 hal.tabb@ubs.com
New Orleans John Ellis	John Ellis Non-Officer 504-584-5616 john.c.ellis@ubs.com

Portland
Goffin Dolloff Wealth Management Group

John Dolloff
Vice President–Wealth Management
207-774-1008
john.dolloff@ubs.com

Peabody Mark Paone	Mark Paone Vice President–Wealth Management 617-439-8132 mark.paone@ubs.com
Rockland The Vierra Group	Roger Vierra Senior Vice President–Wealth Management 781-982-3627 roger.vierra@ubs.com
Springfield Anthony Montemagni	Anthony Montemagni Senior Vice President–Wealth Management 413-731-2314 anthony.montemagni@ubs.com

Birmingham Mario A. Lapore II	Mario A. Lepore II First Vice President–Wealth Management 248-645-7036 mario.lepore@ubs.com
Birmingham Sterling Institutional Consulting Group	Louise Emerson Senior Vice President–Wealth Management 248-645-3935 louise.emerson@ubs.com Craig Brass First Vice President–Wealth Management 248-645-3936 craig.brass@ubs.com

Bloomington The Jorgenson / Creydt Wealth Management Group	Jacob Creydt Senior Vice President–Wealth Management 952-921-7944 jacob.d.creydt@ubs.com Wayne Jorgenson Senior Vice President–Wealth Management 952-921-7922 wayne.d.jorgenson@ubs.com
Wayzata The Wipperfurth Group	Herman Wipperfurth Managing Director–Wealth Management 952-475-9448 herman.wipperfurth@ubs.com Jonathan Bottema Senior Vice President–Wealth Management 952-475-9448 jonathan.bottema@ubs.com

Kansas City Jefferies/Bret Wealth Management Group	Michael Jefferies Managing Director–Wealth Management 800-821-5625 michael.jefferies@ubs.com
St. Louis King Wealth Management	Timothy Torretta Financial Advisor 314-746-4168 timothy.torretta@ubs.com

MT – Billings
Montana Wealth Advisors

William Royer
Senior Vice President – Wealth Management
406-238-1750
william.royer@ubs.com

Todd H. Vralsted
Senior Vice President – Wealth Management
406-238-1756
todd.h.vralsted@ubs.com

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

Florham Park Soos-Horky Wealth Management Group	Eric Soos Managing Director – Wealth Management 973-360-4201 eric.soos@ubs.com Steven Horky Vice President – Wealth Management 973-360-4301 steven.horky@ubs.com
Princeton Princeton Investment Consulting	Marc Shegoski Senior Vice President–Wealth Management 609-919-2331 marc.shegoski@ubs.com David Sears Vice President-Wealth Management 609-919-2332 david.sears@ubs.com
Princeton Chad Goerner	Chad Goerner First Vice President–Wealth Management 609-919-3636 chad.goerner@ubs.com
Westfield Spierer/Zangari Financial Group	Alan Spierer Senior Vice President–Wealth Management 908-789-3178 alan.spierer@ubs.com Christopher Zangari Senior Vice President–Wealth Management 908-789-3177 christopher.zangari@ubs.com

Albuquerque
High Desert Institutional Consulting

C.B. Pete Edmonds
Senior Vice President–Wealth Management
505-881-1700
claude.edmonds@ubs.com

Jericho Gerald L. Chasin	Gerald L Chasin Senior Vice President–Wealth Management 516-745-8964 gerry.chasin@ubs.com
Melville Oddo Wealth Management Group	Charles S. Oddo Senior Vice President–Wealth Management 631-454-3247 charles.oddo@ubs.com Vania Markarian Financial Advisor 631-454-3241 vania.markarian@ubs.com
New York Modico-Holbrook Institutional Consulting Team	Linda Modico Managing Director–Wealth Management 212-333-8998 linda.modico@ubs.com Gregory Holbrook Senior Vice President–Wealth Management 212-333-8968 gregory.holbrook@ubs.com
New York Katz Wealth Management	Jason Katz Managing Director–Wealth Management 212-713-9201 jason.m.katz@ubs.com
New York The Cristiano Group	Anthony Cristiano First Vice President–Wealth Management 212-626-8527 anthony.cristiano@ubs.com Vincent Luongo Account Vice President 212-626-8526 vincent.luongo@ubs.com
New York The Saunders Investment Group	Allen Saunders Managing Director–Investments 212-713-3389 allen.saunders@ubs.com
Rochester The D'Aiutolo Institutional Consulting Team	Paul D'Aiutolo First Vice President–Wealth Management 585-218-4532 paul.daiutolo@ubs.com
Rochester	James K. Merkley Vice President – Wealth Management 585-218-2500 james.k.merkley@ubs.com

Chapel Hill
The Cornerstone Group

Timothy Rauwald
Senior Vice President–Wealth Management
919-918-2351
tim.rauwald@ubs.com

Cincinnati Rinehart Sussli Financial Group	Ken Rinehart Senior Vice President–Wealth Management 513-786-7900 ken.rinehart@ubs.com Michael Sussli Senior Vice President–Wealth Management 800-543-2884 mike.sussli@ubs.com
Cleveland Hardy Wealth Management Group	Sean Hardy Senior Vice President–Wealth Management 216-736-2876 sean.w.hardy@ubs.com
Dublin Muirfield Wealth Partners	Ozzie Fishman First Vice President–Wealth Management 614-793-3160 ozzie.fishman@ubs.com
Hudson TPG Wealth Management	James Yurak Vice President–Wealth Management 330-655-8320 james.yurak@ubs.com
Kenwood Tad Lawrence	Tad Lawrence Senior Vice President–Wealth Management 513-792-2139 john.lawrenceiii@ubs.com
Kenwood Family Wealth Management	Kevin Shepherd Senior Vice President–Wealth Management 513-792-5161 kevin.shepherd@ubs.com
Sylvania Findley Wise Wealth Management	Craig Findley Managing Director–Wealth Management 419-318-5510 craig.findley@ubs.com Brian Funkhouser First Vice President–Wealth Management 419-318-5500 brian.funkhouser@ubs.com
Westlake G2 Financial Group	Daniel Gaertner First Senior Vice President–Wealth Management 440-414-2747 daniel.gaertner@ubs.com
Westlake The Holland/Cahill Investment Consulting Group	Brian Cahill First Vice President–Wealth Management 440-414-2745 brian.cahill@ubs.com

Philadelphia The Catanella Institutional Consulting Group	Ken Catanella Managing Director–Wealth Management 215-972-6800 ken.catanella@ubs.com Brian Catanella Vice President–Wealth Management 215-972-6824 brian.catanella@ubs.com
Philadelphia Eisen-Sessa Institutional Consulting Group	David Eisen Senior Vice President–Wealth Management 215-496-2396 david.eisen@ubs.com Charles Sessa Senior Vice President–Wealth Management 215-496-2395 charles.sessa@ubs.com
Pittsburgh Rimmel Mehaffey Pessy Stager Wealth Consulting Group	James Rimmel Managing Director–Wealth Management 412-562-6875 james.rimmel@ubs.com

Nashville

The Greer Eidson Financial Group

Austin Greer
Financial Advisor
615-750-8158
austin.greer@ubs.com

Dallas M3 Investment Consultants	Matt Lasko Senior Vice President–Wealth Management 214-965-6129 matt.lasko@ubs.com
Dallas	Piers Hurley Senior Vice President–Wealth Management 214-965-6128 piers.hurley@ubs.com
Dallas Megan Smith	Megan Smith Financial Advisor 214-965-6129 megan.l.smith@ubs.com
Houston Robert Craig Rathjen	Robert Craig Rathjen Managing Director–Wealth Management 713-957-7040 craig.rathjen@ubs.com
Sugar Land Keith Weidemann	Keith Weidemann Senior Vice President – Wealth Management 281-263-6201 keith.weidemann@ubs.com
The Woodlands The Willhite Institutional Consulting Group	Jon P. Willhite Senior Vice President–Wealth Management 281-362-2250 jon.willhite@ubs.com Robert Vaughan Financial Advisor 281-362-2250 robert.vaughan@ubs.com
The Woodlands The Atherton - Meischen Team at UBS	Donald Atherton Vice President–Wealth Management 281-362-6363 don.atherton@ubs.com Danford Meischen Financial Advisor 281-362-6362 dan.meischen@ubs.com
Waco Calao Wealth Management Group	Joe Calao Senior Vice President–Wealth Management 254-751-5050 joe.calao@ubs.com

Salt Lake City	Benjamin Driggs Vice President–Wealth Management 801-524-1853 ben.driggs@ubs.com
Salt Lake City The Bowen/Pferdner Financial Group	Barry Bowen Senior Vice President–Wealth Management 801-521-8840 barry.bowen@ubs.com

Norfolk
The Bailey Financial Group

Willcox Bailey
Managing Director – Wealth Management
757-624-3375
willcox.bailey@ubs.com

Seattle
UBS Institutional Consulting Group - Northwest

Frank Gallo
Senior Vice President–Wealth Management
206-628-8500
frank.gallo@ubs.com

Shawn Hintz
Senior Vice President–Wealth Management
206-628-6535
shawn.hintz@ubs.com

Trent Sanden
Senior Vice President–Wealth Management
206-628-6501
trent.sanden@ubs.com

Kirsten Schubring
Financial Advisor
206-628-8510
kirsten.schubring@ubs.com
http://financialservicesinc.ubs.com/team/ubsicnw/index.html

Spokane
Laureate Wealth Management

John Kamprath
Account Vice President
509-622-0613
john.r.kamprath@ubs.com
http://financialservicesinc.ubs.com/team/laureate/index.html

Brookfield Kelly Ramus Retirement Plan Consulting Group	Michael J. Kelly Director 262-794-0800 michael.j.kelly@ubs.com Paul K. Ramus Account Vice President Financial Advisor 262-794-0863 paul.ramus@ubs.com
Milwaukee	Bruce Lanser First Vice President–Wealth Management 414-289-3817 bruce.lanser@ubs.com

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