Peter Murray is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and 27 years of industry experience. He previously worked at Bank of America and Merrill, with a combined tenure spanning over two decades. Murray has been with UBS since 2022. 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 integrates institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Tyler Kunkel is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018, following a 15-year tenure at Informa Investment Solutions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and relies on proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances.

Michael Zaccaro Jr is a financial advisor at UBS Financial Services with 10 years of industry experience and holds a Series 66 designation. He previously worked at Merrill and Bank of America, N.A. before joining UBS in 2023. Zaccaro is a limited partner in Eagle Health and Hospitality Investors, LLC, an investment vehicle focused on hospitality projects, and Ashdown MN Investments, LLC, which owns real estate in Park City, Utah, with no active management role in either. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Madison Barich is a financial advisor at UBS Financial Services in New York, NY, with seven years of industry experience. Prior to joining UBS in 2025, Madison worked at BlackRock Investments and Morgan Stanley. Madison holds Series 66 and Series 63 licenses. 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 utilizes proprietary research and model-based asset allocations to tailor client solutions.

Jennifer Fragetti is a Series 66-licensed financial advisor with UBS Financial Services in New York, NY, where she has worked since 1998. She has 25 years of industry experience. UBS Financial Services Inc. 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 client strategies.

Judy Lin is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds the CFP®, CFA®, and Series 66 designations. Prior to joining UBS in 2020, she worked at Bank of America and Merrill from 2016 to 2020. 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 utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

William Jaenicke is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has previous work experience that includes roles at John Zaborskis Tutoring Company and ShopRite. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Jack Dennehy is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. His background includes roles at UBS Financial Services and various other organizations, including Asado Wing & Taco Co. and the College of the Holy Cross. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm also offers institutional trading capabilities alongside wealth management services.

Iliana Martinez is a financial advisor at UBS Financial Services with 17 years of industry experience, all of which she has spent at UBS since 2009. She is based in New York, NY. 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, offering a broad range of capital markets and advisory solutions.

Craig Beresin is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he is chairman and executive director of The Concept Group, a longstanding monthly investment dinner forum focused on sharing investment ideas among its members. He is also an author coordinating the publication of his book. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research with model-based asset allocations. The firm integrates institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

John Scally is a Series 66-licensed financial advisor at UBS Financial Services in New York, NY, with 14 years of industry experience, all spent at UBS since 2012. He is involved with the Junior Society of Morristown Medical Center, serving on a committee that helps engage young members and raises awareness for the medical center. 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 services, supported by proprietary research and a broad platform of capital markets activities.

Michael Visciano is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with three years of industry experience. He has been with UBS since 2020 and previously worked at Robert Defalco Realty for four years. Prior to his advisory career, he spent nine years in full-time education. 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 leverages proprietary research and model-based asset allocations to tailor investment strategies.

Allison Weprin is a financial advisor with UBS Financial Services in New York, NY, holding the Series 66 designation and one year of industry experience. Her prior work includes roles at American Eagle Outfitters and involvement with The Ohio State University and Saint Andrew's School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with a range of financial planning and portfolio management services.

Elizabeth Finan is a financial advisor at UBS Financial Services with 39 years of industry experience. She has been with UBS since 1986 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Zachary Sehgal is a financial advisor at UBS Financial Services in New York, NY, holding Series 63 and Series 65 credentials with two years of industry experience. Prior to joining UBS in 2024, he worked at BGC Partners from 2022 to 2024 and has academic experience at Wake Forest University and Stanford University. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services supported by proprietary research and model-based asset allocation.

Howard Blum Jr. is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 designations and 54 years of industry experience. He has worked at UBS since 1998. Blum serves as a cooperative apartment building board member and is an independent trustee for a grantor trust. He also holds a director position at an organization abbreviated as SIA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Jacqueline Huvane is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and six years of industry experience. Her work history includes roles at UBS Financial Services since 2018 and prior experience at SAP and Saint Joseph's University. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial solutions.

Vincent Aquino is a financial advisor with UBS Financial Services in New York, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Goldman Sachs & Co LLC, JPMorgan Securities LLC, and Saepio Capital Management LLC, among others. Aquino also worked in a family office setting before rejoining UBS in 2026. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Alon Plitt is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary capital market assumptions and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Michael Tucker is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sanford C. Bernstein for 10 years before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.