William Imeson is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include positions at Brown Advisory and Signature Financial Management, Inc. He serves as an Officer and Secretary-Treasurer for The BIPIS Foundation, which supports the preservation and protection of tropical rainforests in Costa Rica. 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 uses proprietary research and model-based asset allocations to tailor investment plans according to clients’ goals and risk tolerances.

Peter J. Hall is a financial advisor at UBS Financial Services in New York, NY, with 25 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a managing member of a family vacation property LLC. 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 offers a range of capital markets, underwriting, and custody solutions.

Maria Farhat Tanzola is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and 25 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, she serves on the boards of the Girl Scouts of The Jersey Shore and the Monmouth Park Charity Fund. 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 plans to client goals. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and investment products.

Sean Tintle is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Aflac. Tintle has also been affiliated with the Port Washington Yacht Club. UBS Financial Services Inc. 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, offering proprietary research, underwriting, and capital markets services.

Luis Tavares is a financial advisor at UBS Financial Services with eight years of industry experience. He previously worked at Signature Securities Group Corp. and Signature Bank before joining UBS in 2021. He holds the Series 66 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 uses proprietary research and model-based asset allocations to tailor client plans.

Gabriel Cooperman is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with UBS since 2015. Cooperman serves as a non-voting advisory member to the board of Children’s Rights, an organization that investigates and combats violations of children’s rights nationwide. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerance.

Jason Kubica is a financial advisor at UBS Financial Services with 20 years of industry experience. He has worked at UBS since 2008 and holds the Series 66 designation. Outside of his advisory role, he serves as a general business advisor to his wife’s home textiles business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor plans based on clients’ goals and risk tolerances.

Kaitlin Weaver is a Series 66-credentialed financial advisor at UBS Financial Services with three years of industry experience. She previously worked at Morgan Stanley and has held roles at G.H. Bass & Co and Fishkill Farms. 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, providing clients access to proprietary research and a broad range of capital markets services.

Alexandre Zilkha is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Blanc et Rouge, Zilkha Investments, and Boyar Value Group. Outside of finance, he has experience in the restaurant industry as part of Lil' Birdie Restaurant. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations. The firm combines wealth management with institutional trading capabilities and offers additional services such as custody, underwriting, and securities-backed lending.

Peter Read III is a financial advisor with UBS Financial Services in New York, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS in 2022, he worked at Johnson & Johnson and has experience with Dune and Salt, Fairfield University, Style Rocket, and Christian Brothers Academy. 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, offering a range of capital markets and research resources.

John Gaffney is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked at Goldman Sachs for four years and has professional credentials including Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research, model-based asset allocations, and institutional trading capabilities to deliver tailored financial planning and portfolio management services.

Sean Sampson is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Jordan Mahaffey is a financial advisor at UBS Financial Services in New York, NY, with 18 years of industry experience. He holds Series 65 and Series 66 credentials and has been with UBS since 2015. Mahaffey serves on the board of directors for The Centurion Foundation, which supports the NYPD through gift donations and related activities. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligning with clients’ goals and risk tolerances.

Jamal Davis is a financial advisor at UBS Financial Services with 11 years of industry experience. He has been with UBS since 2016 and holds Series 63 and Series 66 designations. In addition to his advisory work, he serves on the board of Compass Charter School in Brooklyn, New York. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities and wealth management services.

Alexandra Burton is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has worked at UBS since 2017, following a year at Journelle. 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 proprietary research and model-based asset allocations to tailor client plans and offers a combination of institutional trading capabilities and wealth management services.

Leland Harris is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 2001 to 2024. Harris also serves as an arbitrator for FINRA. 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 plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including portfolio management, underwriting, and capital markets functions.

Spencer Pearson is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including discretionary and non-discretionary portfolio management, fee-based financial planning, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and capital market resources.

Steven Quinn is a CFP®-designated financial advisor with UBS Financial Services in New York, NY, with 22 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves as a trustee for multiple family trusts and is involved with the board of Brooklyn Jesuit Prep, a Catholic middle school serving low-income families in Brooklyn, NY. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, incorporating proprietary capital market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial products and services.

George Kolodka is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of investment products and research resources.

Catherine Brown is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 credentials and with 46 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves as the executrix and co-trustee for the estate and trust under the will of her late aunt, Pauline Bomzer. 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 integrates institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.