Michael Foggia is a financial advisor at UBS Financial Services in New York, NY, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2012. Outside of his advisory role, he is a partner and strategic investor in Wild Logs, LLC, a company that manufactures and sells premium cooking wood and firewood. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and various capital markets services.

Thomas Cammarata is a Series 66-licensed financial advisor with UBS Financial Services in New York, NY, where he has worked since 2012. He has 12 years of industry experience and serves as a FINRA arbitrator, participating on panels that hear arbitration claims. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and research with a broad platform that includes discretionary portfolio management, financial planning, and capital markets services.

Stephen Juter is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as president and a board member of the Municipal Bond Club of New York and is involved in sports education through partnerships in Coach Sports LLC and proprietorship of a lacrosse coaching business. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client solutions.

James Paolucci is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with 17 years of industry experience. His career includes seven years at UBS Securities LLC prior to joining UBS Financial Services in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

Grace Doern is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at KPMG and the Larchmont Shore Club. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities.

Christopher Infante is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses and with 19 years of industry experience. His prior roles include positions at LevelX Advisers, Cygnus Advisors, Global Research Advisor LLC, and Global Strategic Investments LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research with institutional trading capabilities and wealth management services.

Matthew Gannon is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. He is based in New York, NY. 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, leveraging proprietary research and model-based asset allocations to tailor financial plans.

Alejandro Cabezas is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and four years of industry experience. His background includes roles at UBS since 2019 and prior employment at the University of Richmond and Trader Joe’s. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocation to tailor solutions. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial and capital markets products.

John Tan is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Wells Fargo Securities and Wells Fargo Prime Services. He has been with UBS Financial Services since 2019. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client solutions.

Chase Johnson is a financial advisor at UBS Financial Services with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at the City of Fayetteville Municipal Government and The George Washington University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

Komala Jakkur Patalappa is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. She has worked at UBS Financial Services since 2021 and previously worked at UBS Securities LLC and Citibank NA. 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 and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Brandon Velasquez Gutierrez is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has previously worked at Polaris MEP, RMR Wealth Management, and has been involved with several organizations including the University of Rhode Island. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through its extensive platform and proprietary research.

Andrew Rodrigues is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017. Prior to joining UBS, he was affiliated with Loyola University Maryland from 2013 to 2017. 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, supported by proprietary research and a broad platform of capital markets and lending resources.

Michael Lowinger is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as an industry expert for Guidepoint Global and is a certified pyrotechnician for Fireworks By Grucci. 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 leverages proprietary capital market assumptions and research from its Chief Investment Office to tailor financial plans aligned with clients’ goals and risk tolerances.

Javier Ruiz is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with UBS since 2006. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Vania Marques is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 licenses and has 17 years of industry experience. She has been with UBS since 2012. 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 plans to clients’ goals and risk tolerances.

Anthony Kos is a financial advisor at UBS Financial Services in New York, NY, with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2011. Outside of his advisory role, he serves as treasurer for the Commack Youth Lacrosse League. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances.

Caitlin Watson is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining UBS in 2020, she worked at J.P. Morgan Securities and Jpmorgan Chase Bank NA since 2014. Outside of her advisory work, she has been involved with the Wild Harbor Yacht Club since 2004. UBS Financial Services serves individual, corporate, and institutional clients through a combination of 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 to tailor plans to clients’ goals and risk tolerances.

Elliott Appel is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with 10 years of industry experience. He has been with UBS Financial Services since 2016. 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 utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Jean Guilhem Dessirier is a financial advisor at UBS Financial Services with two years of industry experience. He previously worked at UBS from 2017 to 2024 and attended ESCP Business School. 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 offers a broad range of capital markets and research resources.