Julie Vanderveen is a Series 66 licensed financial advisor with 13 years of industry experience, currently with UBS Financial Services in Weehawken, NJ since 2012. She serves on the Board of Directors for the Global Equity Organization, a nonprofit focused on advancing knowledge of employee equity compensation worldwide. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and market-making activities.

Blake Burchill is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, he held roles at 22V Research and Discovery Land Company. He also has a background in education, having worked at Bucknell University, Brunswick School, and Fairfield Country Day. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocation and proprietary research to tailor plans to clients’ goals and risk tolerances. The firm offers a broad platform that includes trading capabilities, wealth management, and affiliated banking services.

William Reilly is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with UBS since 2009. 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, leveraging proprietary research and model-based asset allocations to tailor investment strategies.

Ronald Goldgewert is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and 12 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 to tailor plans to clients’ goals and risk tolerances.

Kimberlyann Higgins is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services 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 uses proprietary research and model-based asset allocations to tailor client plans.

William Bjerke is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with UBS Financial Services since 2005. 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, leveraging proprietary research and model-based asset allocations to tailor financial plans.

Angelesia Ma is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS, she worked at FTI Consulting and has held academic roles at Vanderbilt University and Santa Clara University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering portfolio management, financial planning, and a range of investment products supported by proprietary research and institutional trading capabilities.

Karen Robbins is a financial advisor at UBS Financial Services with 30 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 65 designations. Outside of her advisory role, Robbins serves as president and a member of the board of directors for the Women's Animal Center, an animal shelter and hospital. She is also a partner in Compass North Associates, LLC, involved in coordination of payroll and tax-related work for a grocery market. 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, leveraging proprietary research and asset allocation models to tailor strategies to clients' goals and risk tolerances.

Peter Kong is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 63 designation and has been with UBS since 2015. 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 leverages proprietary research and model-based asset allocations to tailor investment strategies.

James Jack is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 18 years of industry experience. He has been with UBS Financial Services since 2018 and previously worked at UBS Bank USA for 12 years. Jack serves as a board member and backup treasurer for the Bronx Letters Foundation, a nonprofit supporting a public school in the Bronx through mentorship and fundraising. 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 combines institutional trading capabilities with wealth management, offering proprietary research and a range of capital markets services.

Matthew Condon is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked at BNY Pershing for two years and has held various roles in education and athletics at Rutgers University and other organizations. 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 and proprietary research to tailor plans according to clients’ goals and risk tolerances.

James Birkins is a financial advisor at UBS Financial Services with 15 years of industry experience. He has held prior roles at Eaton Vance Management and Eaton Vance Distributors, Inc. from 2011 to 2020. He holds the Series 63 and Series 66 designations and is based in Weehawken, NJ. 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 research-driven, tailored investment strategies.

David Najem is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at UBS since 2022. Outside of his advisory role, Najem is involved with the Euro Football Academy as a soccer coach and trainer. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a broad platform of capital markets services and proprietary research.

Owen Stryker is a financial advisor at UBS Financial Services with a Series 66 designation. He has prior experience at the University of Delaware, Dick's Sporting Goods, and Montgomery Township School District. He has been with UBS in various roles since 2022. 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, using proprietary research and model-based asset allocations to tailor solutions for clients.

Ichiro Kubozono is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has held roles at multiple organizations, including Connecticut College and VinaCapital. Kubozono also spent time involved with the Toor Cummings Center of International Studies and the Liberal Arts. UBS Financial Services serves individual, corporate, and institutional clients through 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 and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Fangyun Lin is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Merrill from 2004 to 2009 and Citigroup Global Markets from 2002 to 2003. 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 a broad range of capital markets and research resources.

Jeffery Rivas is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has previously worked at PNC Bank and Capgemini America, Inc. from 2023 to 2025. 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 advice to clients’ goals and risk tolerances.

Antonia Babbio is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has previously worked in a variety of roles at institutions including Loyola University Maryland and Molson Coors Beverage Company. 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 provides tailored financial planning and portfolio management supported by in-house research and proprietary capital market assumptions.

Michael Teel is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked previously at firms including Merrill, JPMorgan Chase Bank, and Apollon Wealth Management. Outside of his advisory role, he serves as a color analyst for Rutgers Football Radio broadcasts during the fall season. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, combining wealth management with institutional trading capabilities and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Jack Payne is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at UBS since 2022. Prior to his advisory role, he has experience in various industries including pest control, automotive sales, and media. Outside of his advisory work, he is a partner in House of Payne Enterprises LLC, where he is involved in locating and analyzing real estate properties for college housing. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and institutional trading capabilities.