Christopher Shaw is a financial advisor at UBS Financial Services with 31 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 14 years and at Sanctuary Advisors LLC and Sanctuary Securities, Inc. for three years each. Shaw serves on the Board of Trustees at Monmouth University, participating in the Athletic and Student Life Councils. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Eric B. Soos is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is involved with the Morristown Beard School, providing general oversight for the 7-12 grade school. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Beatriz Mas is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked at UBS since 2013 and has also been affiliated with Santander Securities and Banco Santander Central Hispano International since 2002. Outside of her advisory role, she is a representative for Amway. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Rafael Andres Gomez is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has worked previously at Truist Investment Services Inc. and Truist Advisory Services Inc. Prior to his advisory career, he was involved in business activities related to USA Cinema Services LLC and JAGTO Enterprises LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans for clients.

Camile Infante is a financial advisor with UBS Financial Services in Miami, FL, holding Series 65 and Series 63 licenses. Camile has one year of industry experience, with prior roles at Sanctuary Securities, Azimut Investment Advisors, and TD Bank. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Dominick Daniele is a Certified Financial Planner® with 10 years of industry experience. He is currently with UBS Financial Services, where he has worked since 2021. Prior to that, he held positions at Morgan Stanley and Northwestern Mutual Investment Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of financial planning and portfolio management solutions supported by proprietary research and capital market insights.

Alan Perlberg is a financial advisor with UBS Financial Services in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2013. Perlberg has served as a notary public and has acted as a financial advisor and executor for a private estate. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management, and utilizing proprietary research and model-based asset allocations to tailor client strategies.

George Kolodka is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of investment products and research resources.

Kendal Young is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, Kendal worked at Doordash, Bbot, and Europe Express. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Arnoldo Trionfi is a financial advisor at UBS Financial Services in San Francisco, holding a Series 66 designation. He joined UBS in 2025 and has prior experience at Citi Bank, Shared Studio, Pizzeria Delfina, and has an academic background from U.C. Santa Cruz and International High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and affiliated banking programs.

Andrew Kimm is a financial advisor with UBS Financial Services in Chatham, NJ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he pursues photography as a hobby and has attempted to sell his work through a personal website. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Natalie Lambrecht is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 1999. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s approach includes model-based asset allocations informed by proprietary research and provides both fee-based planning and discretionary portfolio management.

Mateo Borja is a Series 66 licensed financial advisor at UBS Financial Services with seven years of industry experience. He has worked at UBS since 2022 and previously held roles at Jefferies LLC and Credit Agricole. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering research-driven, model-based asset allocations and a broad range of capital markets services.

Georgette Richards is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2000 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Rishi Oad is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2022 before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a range of capital markets services and proprietary research to support client strategies.

Kevin Phillip is a financial advisor with UBS Financial Services in San Pedro, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Painewebber Inc and UBS Financial Services since 1995. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing services such as principal trading, market-making, and proprietary research to support client investment strategies.

Shawn Meneely is a Series 66 licensed financial advisor with UBS Financial Services, where he has worked since 2000, accumulating 26 years of industry experience. He serves as vice president of Quarter K Inc., a family-associated entity involved in quarter horse racing and breeding. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

William D. Mills is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has been with UBS since 2011. Mills serves on the board of directors for the Bradley-Sigma Phi Preservation Fund, a foundation focused on preserving a fraternity house in Madison, WI. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and capital market insights to tailor investment strategies.

Sang Oh is a financial advisor at UBS Financial Services with 17 years of industry experience. He has held positions at Auerbach Grayson & Co LLC and Knight Execution & Clearing Services LLC prior to joining UBS in 2019. He holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Julia James is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to joining UBS, she worked at Lululemon for two years and has experience in childcare services. Julia studied at the University of Washington from 2016 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.