Matthew Klein is a financial advisor at UBS Financial Services with 18 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 65 licenses. 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 uses proprietary research and model-based asset allocations to tailor client plans.

Robert Errico is a financial advisor with UBS Financial Services in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 2007. In addition to his advisory role, he serves as Trustee, Treasurer, and Chair of Finance and Audit for the Boys Club of New York and is a member of the Board of Directors at Memorial Sloan Kettering Cancer Center. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad platform including financial planning, portfolio management, and capital markets services.

Rosa Cherrie is a financial advisor with UBS Financial Services in Greenwich, CT, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, integrating proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Alvaro De Lucas Collantes is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2015. Outside of his advisory role, he is the proprietor of a rental property business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and 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 solutions.

Matthew Buchsbaum is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS since 2015 and holds Series 63 and Series 66 credentials. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 strategies for clients.