Kevin Martin is a financial advisor with UBS Financial Services, holding a Series 66 designation and five years of industry experience. His career includes roles at Morgan Stanley and UBS Financial Services, along with prior positions outside finance such as work with New Aim Realty LLC, J.Crew, and Newark Natural Foods Co-Op. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, utilizing proprietary market research and model-based asset allocations to tailor strategies to client goals. The firm combines institutional trading capabilities with wealth management services, including financial planning, portfolio management, and capital markets activities.

Orketa Meta is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch for nine years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with wealth management and institutional trading capabilities.

Christopher Dial is a Series 66 licensed financial advisor with UBS Financial Services in New York, NY, where he has worked since 2018. He has eight years of industry experience, including three years at Standish prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary market research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial planning, portfolio management, and capital markets services.

Matthew Alfano is a Series 66 licensed financial advisor with UBS Financial Services in New York, NY, bringing five years of industry experience. Prior to joining UBS in 2021, he worked at Morningstar and was involved with Fordham University both as a student and more recently as a sailing team chaperone for competitive events. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management and providing tailored financial planning based on proprietary research and market analysis.

Howard Shore is a financial advisor at UBS Financial Services with 19 years of industry experience. He has held roles at UBS since 2017 and previously worked at Oppenheimer for 10 years. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and lending programs as part of its comprehensive platform.

John Mccombe is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and bringing 10 years of industry experience. He has been with UBS Financial Services since 2016. Outside of his advisory role, he serves on the junior board of directors for Hearts to Homes, a charity focused on engaging young professionals and organizing fundraising events. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 investment plans.

Elliot Metviner is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with two years of industry experience. Prior to joining UBS Securities LLC in 2026, he worked at Belle Haven Investments, L.P. and DHL Real Estate Solutions. UBS Financial Services 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 uses proprietary capital market assumptions and model-based asset allocations supported by research from UBS Global Research to tailor financial plans and portfolio management.

Loic Collin is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with UBS Securities LLC since 2016. 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 and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Stephen Cucchiarelli is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and 17 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research.

Lily Coyne is a financial advisor at UBS Financial Services with one year of industry experience and holds the Series 66 designation. She has been with UBS since 2023. 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 research, custody, underwriting, and capital markets services.

Geoffrey Dennehy is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services across multiple financial markets.

Katherine Lee is a Series 66 licensed financial advisor with UBS Financial Services in New York, NY. She began her career at UBS in 2024 after working in educational roles at Cornell University, Vanderbilt University, Phillips Exeter Academy, and Northville High School. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and a range of capital markets activities.

John Madson III is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2012. Based in New York, NY, Madson has spent over a decade advising clients through the firm’s platform. UBS Financial Services serves individual, corporate, and institutional clients with 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 delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations.

Olivia Dembiec is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and eight years of industry experience. Her career includes multiple roles at UBS Financial Services and prior experience at Bank of America Merrill Lynch, as well as a period affiliated with Lafayette College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings, including futures commission merchant activities and affiliated banking and lending programs.

Stephen Colantino is a financial advisor with UBS Financial Services in New York, NY. He holds a Series 66 designation and has 17 years of industry experience. He has been with UBS since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets offerings.

Miguel Maquet Diafouka is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at UBS since 2019, following positions at Intelligration and WPS Advisor. He serves as Chairman of the Board for The College Foundation of the University of Virginia, which supports initiatives of the Dean of the College of Arts and Sciences. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management, offering a broad range of services including financial planning, portfolio management, and capital markets activities.

Maria Angeles Bonany Munoz is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds the Series 66, Series 63, and Series 65 designations. Her prior roles include positions at Santander Private Banking International, Morgan Stanley Private Bank, and J.P. Morgan Securities Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

Clarisa Herrera is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with three years of industry experience. Her background includes roles at the University of Florida and the College of the Holy Cross. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including financial planning and portfolio management, supported by research from its Chief Investment Office and UBS Global Research. The firm combines institutional trading capabilities with wealth management services and offers a broad platform of capital markets and lending products.

Brian Hepburn is a financial advisor with UBS Financial Services in New York, NY. He holds a Series 66 designation and has nine years of industry experience. He has been with UBS Financial Services since 2007. 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 and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Erica Zheng is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has a background that includes roles at Carnegie Mellon University and NBCUniversal Inc. Outside of finance, she was involved in the operation of a sushi restaurant for three years. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.