Neil Jairath is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and over 20 years of industry experience. He has worked at UBS Financial Services for multiple periods since 2004, totaling 17 years at the firm. Outside of his advisory role, Jairath is involved in several business activities including co-ownership of a technology app development company and serving on the board of his residential condominium. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, leveraging proprietary market assumptions and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services, operating also as a futures commission merchant and underwriter.

John Errico is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has been with UBS since 2022. 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 provides a range of capital markets, custody, and research resources.

David Wardrop is a financial advisor with UBS Financial Services in New York, NY, holding Series 65 and Series 66 licenses and 18 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients with 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.

Alexandra Swerz is a financial advisor at UBS Financial Services in New York, NY, with 12 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. Outside of her advisory role, Alexandra was a licensed notary public from 2014 to 2019. 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 and provides a broad range of capital markets services.

Nichole Chiusano is a Series 63 licensed financial advisor with UBS Financial Services in New York, NY. She has 19 years of industry experience and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Robert Kennedy is a financial advisor at UBS Financial Services with 43 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 66 designations. He also serves as co-trustee of the Catherine B. Kennedy Residuary Trust. 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 provides fee-based financial planning, discretionary and non-discretionary portfolio management, and distributes mutual funds and alternative products.

Chisomaga Obioha is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, Obioha worked at Morgan Stanley and has experience in academic and community roles related to the University of Southern California and local election administration. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and research-driven portfolio management.

Sinead Faughnan is a Certified Financial Planner (CFP®) with 21 years of industry experience, all spent at UBS Financial Services. She is based in New York, NY. Outside of her advisory role, she is a proprietor and owner of a family bar business in Yonkers, New York. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored financial plans via a network of advisors using proprietary research and model-based asset allocations.

Marcel Venere is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services since 2019, with prior experience at Castle Wealth Management and academic roles at the University of Florida and Palm Beach State College. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering access to proprietary research, capital markets services, and diversified investment products.

Cameron Mc Curry is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and nine years of industry experience. He has been with UBS since 2017 and previously worked at Morgan Stanley in 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of products including fee-based planning, portfolio management, and capital markets services.

William Cerf is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Cerf has been involved with Montclair State University's School of Business as a director and adjunct professor, and he served on the advisory board for Cornell Outdoor Education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory functions.

Donna Martorelli is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2007 and holds a Series 63 designation. Based in New York, NY, she has spent nearly two decades at a major global financial institution. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management services, offering a range of products including fee-based financial planning, discretionary and non-discretionary portfolio management, and market-making activities.

Kenneth Gunsberger is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 credentials and having 38 years of industry experience. He previously worked at Morgan Stanley and has been with UBS since 2008. Outside of his advisory role, he is a partner in a manufacturing and sales business, owns a mobile advertising platform, and serves on the board of a real estate cooperative. UBS Financial Services serves individual, corporate, and institutional clients by offering a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Matthew Masseo is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2011. 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

Rudolf Greiner is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and 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, utilizing proprietary research and model-based asset allocations to tailor strategies for clients.

Andrew Dipaola is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with 14 years of industry experience. He previously worked at Bank of America, N.A. and Merrill before joining UBS in 2022. 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 range of capital markets functions.

Jacqueline Moran is a financial advisor at UBS Financial Services with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets, HSBC Securities, and J.P. Morgan. 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 financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Sherezada Polanco is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2008 and holds a Series 63 designation. 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 provides a broad range of capital markets and research resources to support client strategies.

Nancy Matta is a CFP® with 46 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2009. She holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Albert Niu is a financial advisor with UBS Financial Services in New York, NY, holding a Series 63 designation and 32 years of industry experience. He has been with UBS since 2001. Outside of his advisory role, he is a partner at NY M&A, where he evaluates potential real estate assets for personal investment. 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 client plans.