John O Hara 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, he worked at Collins Brothers Moving Co and has educational ties to Providence College and New Canaan High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Sydney Polivka is a Financial Advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, Polivka attended the University of Florida and held various roles, including at Sands Harbor Resort and Marina and educational institutions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans.

Elizabeth Quinn is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining UBS in 2021, she spent eight years in full-time education. 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 strategies aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including fiduciary financial planning and a broad range of capital markets activities.

Kevin Mc Alister is a financial advisor at UBS Financial Services with 4 years of experience at the firm and 12 years prior experience at McAlister Advisors/Shiftpoint Consulting. He holds a Series 66 designation and is based in New York, NY. UBS Financial Services Inc. 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 and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

John Casey is a financial advisor at UBS Financial Services in New York, NY, holding Series 66 and Series 65 licenses with 18 years of industry experience. Prior to joining UBS in 2022, he worked at J.P. Morgan Securities for eight years. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management through proprietary research and a range of capital markets services.

Joshua Steuerman is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Based in New York, NY, he has been with UBS since 2022. UBS Financial Services serves individual, corporate, and institutional clients through 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 financial products and services.

Virginia Gerstley is a financial advisor at UBS Financial Services in New York, NY, holding a Series 63 designation with 46 years of industry experience. She has been with UBS Financial Services since 1992. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of solutions including portfolio management, financial planning, and access to proprietary research and capital markets services.

Michael Taylor is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC. In addition to his advisory role, he is the proprietor of MJT Fine Art LLC, an art business through which he creates and sells artwork. UBS Financial Services serves individual, corporate, and institutional clients with 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 financial plans to clients’ goals and risk tolerances.

Sean Kilduff is a financial advisor at UBS Financial Services with 32 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he has served on the board of directors for the Chaminade High School Alumni Association and is an advisory board member of MedPower LLC, a provider of cloud-hosted e-learning solutions for the healthcare industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm also operates with institutional trading capabilities and offers wealth management, custody, underwriting, and capital markets services.

Lauren Castan is a financial advisor at UBS Financial Services in New York, NY, with 10 years of industry experience. She has been with UBS since 2014 and holds a Series 66 designation. Outside of her advisory role, she has also worked as an Uber driver since 2020. UBS Financial Services serves individual, corporate, and institutional clients with a mix of 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 strategies to client goals.

Isabelle Saurer is a financial advisor at UBS Financial Services with a Series 66 credential and two years of industry experience. Prior to joining UBS in 2024, she held roles at Equinox, Bain Capital, LP, and Standish Management LLC. 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 capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances.

Laini Sweifach is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has held prior roles at SCS Financial, Crunch Fitness, and The Human Factor. 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 financial plans aligned with clients’ goals and risk tolerances.

Padraig McBrien is a financial advisor at UBS Financial Services with 35 years of industry experience. He previously worked at Stifel for eight years before joining UBS in 2023. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a non-family trustee. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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 provides research and capital markets solutions through its platform.

Owen Lillis is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with approximately one year of industry experience. His prior roles include positions at Knighthead Capital Management LLC and involvement with country clubs, as well as educational experience at St. Lawrence University and Wilton High School. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering portfolio management, financial planning, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and provides research-driven, tailored financial strategies through a large network of advisors.

Mellany Bagtas is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill and Morgan Stanley Private Bank. 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 employs proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances.

Mark Boutros is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 credential with eight years of industry experience. His prior experience includes roles at Morgan Stanley, Thrivent Investment Management, and Knights of Columbus. Outside of his advisory work, he is involved with the First Contact Film Festival in an administrative and artistic director capacity. 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 strategies to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial products and capital markets services.

Alexander Hewit is a financial advisor with UBS Financial Services in New York, NY, holding Series 65 and Series 66 licenses and bringing 15 years of industry experience. He worked at AB Bernstein for four years before joining UBS in 2020. Outside of his advisory role, Hewit serves as co-trustee of a spousal access trust. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Charles Day is a financial advisor with UBS Financial Services in Hampton Bays, NY, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, Day serves as a member of the board of directors for Women in Need, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and research from its Chief Investment Office and UBS Global Research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

William Noonan is a financial advisor at UBS Financial Services in New York, NY, with 12 years of industry experience. He holds the Series 66 designation and has been with UBS since 2011. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and capital markets operations.

Adam Mustafic is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and three years of industry experience. He has previously worked at Rockefeller Financial LLC, Bank of America, Merrill, Mirae Asset Securities, and other firms. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and banking solutions.