Alexander Williams is a financial advisor with UBS Financial Services in New York, NY, holding Series 63, 65, and 66 licenses. He has 31 years of industry experience, including 17 years at UBS. He has served on the boards of several educational and cultural institutions, including as a trustee and finance committee member at Proctor Academy and as head of the investment committee at the George Eastman House Museum of Photography. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing 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 capital markets services.

Connor Gustafson is a financial advisor at UBS Financial Services in New York, NY, with 10 years of industry experience. He holds the Series 66 designation and 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 combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Garrick Montenegro is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. Outside of his advisory role, he is a partner in a real estate LLC managing property rentals and maintenance. UBS Financial Services 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 provides a broad range of capital markets and custody services.

Erik Dahlquist is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Based in New York, NY, he works within a large institutional firm serving a diverse client base. 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 client solutions.

Adam Galaburda is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2009. Based in New York, NY, he has spent the majority of his career at UBS Financial Services. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Frank Coiro Jr. is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves as a condo board member for the Barbizon Condo Association. 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

Teresa Di Lorenzo Waldron is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with UBS since 2023. Outside of her advisory role, she is a fractional owner of a unit at Whiteface Lodge in Lake Placid, occasionally receiving rental income from the hotel's rental pool. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions to tailor plans based on proprietary research and model-based asset allocations.

A Olivetti is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and 12 years of industry experience. Olivetti has been with UBS Financial Services since 2013. 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 provides research and capital markets services.

Sue Sullivan is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds the Series 63 and Series 65 registrations and previously worked at J.P. Morgan Securities from 2015 to 2021. 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 utilizes proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Samuel Harris is a financial advisor at UBS Financial Services with seven years of industry experience. He previously worked at Morgan Stanley for eight years before joining UBS in 2023. Harris holds a Series 63 designation and 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 and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Eric Falkenheim is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with UBS since 2009. 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 services and supports its advisors with proprietary research and model-based asset allocations.

Scott Blankman is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at UBS since 2018 and was previously with Next Capital Management, LLC from 2013 to 2018. UBS Financial Services Inc. 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 provides research and capital markets solutions through its global platform.

Karen Ng is a financial advisor with UBS Financial Services in New York, NY, holding Series 65 and Series 66 licenses and 17 years of industry experience. She has been with UBS Financial Services since 2006. 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 combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Armand Del Medico is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and 26 years of industry experience. He has been with UBS since 2009. Outside his advisory role, he serves as a trustee for the Kips Bay Boys and Girls Club, contributing to the organization's governance and fundraising efforts. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Margaux Yawn is a financial advisor at UBS Financial Services in New York, NY, with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS since 2018. Prior to her advisory role, she attended Fordham University from 2014 to 2018. UBS Financial Services 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 investment strategies.

Cara Fazio is a financial advisor at UBS Financial Services in New York, NY, with nine years of industry experience. She holds the Series 66 designation and has been with UBS since 2016. UBS Financial Services Inc. 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 proprietary research, banking, and securities-backed lending programs.

Christopher Amo is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2011. Amo serves as a panelist on the NYSE Hearing Board, reviewing contested cases. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based 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.

Avery Melville is a financial advisor at UBS Financial Services with five years of industry experience. Prior to joining UBS in 2023, Melville worked at Stifel Nicolaus and McAdam LLC. Their background also includes roles outside finance, such as work with the Department of Public Works in the City of Cambridge and experience in garden design and resort operations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, delivering advice supported by proprietary research and model-based asset allocations.

Karen Kurrasch is a financial advisor at UBS Financial Services in New York, NY, with 44 years of industry experience. She has been with UBS since 2003 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients with 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, underwriting, and capital markets solutions.

Jake Zisa is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation and having one year of industry experience. Prior to joining UBS in 2024, he worked at Bloomberg LP from 2022 to 2024. 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 advice to clients’ goals and risk tolerances.