Matthew Holden is a Series 66-licensed financial advisor with UBS Financial Services in New York, NY, where he has worked since 2023. He has two years of industry experience, including prior roles at Northrop Grumman and teaching positions at Loyola University of Maryland and Fairfield Warde High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of services including portfolio management, financial planning, and capital markets activities.

Lorenz Lobsiger is a financial advisor at UBS Financial Services in New York, NY, with 25 years of industry experience. He holds the Series 66 designation and has worked with UBS and its affiliates since 1998. Lobsiger serves on the board of directors and the investment committee of the Swiss Benevolent Society of New York, a nonprofit providing social services and scholarships. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and tailored investment strategies.

Gail Hefferen is a financial advisor with UBS Financial Services in New York, NY, holding a Series 63 designation and 26 years of industry experience. She has been with UBS since 1997. Outside of her advisory role, she serves as an executor and trustee of a personal will. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management services.

Carlota Machado is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds a Series 66 designation and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Allison Tilden is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to joining UBS, she held roles at Apex Systems and LeapFrog Systems. UBS Financial Services Inc. 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, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Scott Olsen is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Olsen is involved in charitable and community organizations, serving as President and Trustee of the Rising Star Equestrian Foundation, a board member for Adopt a Golden Atlanta, and trustee for the Cathy D Perry Trust. 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 employs proprietary research and model-based asset allocations in its advisory approach.

Marco N Calabro is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. Calabro is also a member of the New Member Committee for the Salem NH Chamber of Commerce. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management and offers research-driven, tailored investment solutions.

William Smith is a financial advisor with UBS Financial Services in Linville, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at UBS since 2009. Outside of his advisory role, Smith serves as an advisor on the Permanent Endowment Team for Hayes Barton United Methodist Church, assisting with the review of the church's endowment investments. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities to deliver tailored financial planning and portfolio management.

Christopher H Ohmstede is a financial advisor with UBS Financial Services in Beaumont, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with UBS Financial Services Inc. since 2012. UBS Financial Services Inc. 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 provides a broad range of capital markets services through its platform.

Ira Kravitz is a financial advisor with UBS Financial Services in Plano, Texas, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is involved in estate planning through entities such as The Tobster Irrevocable Trust and Tobster Limited Partnership. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocation to tailor financial plans to clients’ goals and risk tolerances.

Markus Herr is a financial advisor at UBS Financial Services in New York, NY, with eight years of industry experience. He holds a Series 66 designation and has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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.

Sullivan Higson is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. His prior work includes roles at The O'Brien Tate Group and Jeter Hrubala Wealth Strategies LLC. He attended Wofford College and Providence High School. UBS Financial Services serves individual, corporate, and institutional clients with 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 financial plans and portfolio management to client goals and risk tolerances.

David Morrison is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at Merrill from 2015 to 2021 before joining UBS Financial Services Inc. in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Martin Schwartz is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses and with 12 years of industry experience. Prior to joining UBS in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2015 to 2022. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining wealth management with institutional trading capabilities and proprietary research to tailor plans aligned with clients’ goals and risk tolerances.

Stephen Darby 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 since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research to tailor strategies to client goals and risk profiles.

Sophia Tashie Williams is a financial advisor with UBS Financial Services in Memphis, TN. She holds the Series 63 and Series 66 designations and has four years of industry experience. Her prior roles include positions at Fidelity Investments and Shred 415, as well as work at the University of Memphis. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Irina Vazquez is a Series 66-licensed financial advisor with UBS Financial Services in Beverly Hills, CA, where she has worked since 2010. She has 17 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and fiduciary services.

Anne Sun is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at TD Ameritrade and in roles with The Fellowship of Catholic University Students and the Archdiocese of Milwaukee. 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’s approach includes proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor client plans.

James Boullion is a financial advisor with UBS Financial Services in Phoenix, AZ, holding a Series 63 designation and bringing 33 years of industry experience. He has been with UBS Financial Services since 2001. 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 offerings to tailor solutions based on proprietary research and capital market assumptions.

Nestor Mendez Gallione is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley and Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm leverages proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.