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Ryan G
Series 66
Weehawken, NJ
UBS Financial Services
Ryan Gant 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 LPL Financial and in various roles outside the financial sector, including positions at Turning Point of Blue Bell and Panache Woodfire Grill. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.
Melanie W
Series 63, Series 66
Weehawken, NJ
UBS Financial Services
Melanie Woods is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at UBS Bank USA and UBS Financial Services, Inc. since 2016, and briefly at TD Ameritrade. Outside of her advisory role, she owns and manages a residential rental property. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.
Michael A
Series 66
Weehawken, NJ
UBS Financial Services
Michael Acar is a financial advisor at UBS Financial Services with nine years of industry experience. He has been with UBS since 2016 and holds the Series 66 designation. UBS Financial Services 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 offers research-driven, model-based asset allocations tailored to client goals and risk tolerances.
Nadine S
Series 66
Weehawken, NJ
UBS Financial Services
Nadine Smith is a financial advisor with UBS Financial Services, holding a Series 66 designation and beginning her industry career in 2024. Prior to joining UBS, she worked at Nisivoccia Wealth Advisors and held roles outside of finance, including positions at Mars Inc., BASF Corp, Garden State Urology, Fairleigh Dickinson University, Roma Pizzeria, and Boonton High School. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities and wealth management services to deliver tailored financial plans through a network of advisors.
Lucas D
Series 66
Weehawken, NJ
UBS Financial Services
Lucas Dieterle is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and previously worked at Wake Forest University and Hayden and Bros. Home Maintenance. 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 provides a broad range of offerings including discretionary portfolio management, fee-based financial planning, and capital markets services.
Hugh N
Series 63, Series 66
Weehawken, NJ
UBS Financial Services
Hugh Nevin is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Nevin is involved with the Lowcountry Land Trust, serving in an investment oversight capacity to protect ecologically and historically significant lands in South Carolina. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.
Mark H
Series 66
Weehawken, NJ
UBS Financial Services
Mark Haefele is a financial advisor at UBS Financial Services in Weehawken, NJ, holding a Series 66 license with 11 years of industry experience. He has been with UBS AG since 2011. Haefele is a proprietor of family-owned investment entities used for estate planning purposes in Texas. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and advisory services.
Jake P
Series 66
Weehawken, NJ
UBS Financial Services
Jake Piccinich is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS in 2025, he spent five years at Indiana University and four years at Northern Valley Old Tappan High School. 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 integrates institutional trading capabilities with wealth management services and leverages proprietary research to tailor investment strategies to clients’ goals and risk tolerances.
Sabrina P
Series 66
Weehawken, NJ
UBS Financial Services
Sabrina Portnoy is a financial advisor with UBS Financial Services, holding a Series 66 designation. She has experience working at UBS in multiple roles since 2023 and was previously employed at Muriel Network and Superior Paralegal Services LLC. Sabrina’s background also includes several years in education. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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, operating as a broker-dealer, investment adviser, and futures commission merchant.
Nicholas R
Series 66
Weehawken, NJ
UBS Financial Services
Nicholas Rundella is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has previously been involved in ventures including Viral Marketing and Rundy Commerce. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor strategies aligned with clients’ goals and risk tolerances.
Melanie D
Series 66
Weehawken, NJ
UBS Financial Services
Melanie Desma Mcfedries is a Series 66-licensed financial advisor at UBS Financial Services with 20 years of industry experience. She has been with UBS since 2005. 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 supports its advisory work with proprietary research and model-based asset allocations.
Laura S
Series 66
Weehawken, NJ
UBS Financial Services
Laura Suarez Forero is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and six years of industry experience. Prior to joining UBS, she has worked at Topcon Medical Systems and Flight Centre Travel Group USA Inc. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans.
Brianna Jo T
Series 66
Weehawken, NJ
UBS Financial Services
Brianna Jo Thompson is a financial advisor at UBS Financial Services with six years of industry experience. She holds the Series 66 designation and has worked at UBS since 2018, following three years at Morley. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.
Bruce O
Series 63, Series 65
Weehawken, NJ
UBS Financial Services
Bruce Orenstein is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has been with UBS since 1999. Orenstein serves as an adjunct professor at Thomas Aquinas College and is a member of the board of directors for the Rutgers Center for Innovation Education. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to customize client plans.
Ryan B
Series 66
Weehawken, NJ
UBS Financial Services
Ryan Brennan is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and having one year of industry experience. His prior roles include positions at RBC Wealth Management and various organizations outside finance, such as Five Points Saloon and Pedigree Ski Shop. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory services, combining proprietary research and model-based asset allocations to tailor investment strategies. The firm offers a range of capabilities including fiduciary financial planning, discretionary portfolio management, and institutional trading functions.
Alix T
Series 66
Weehawken, NJ
UBS Financial Services
Alix Talkow is a financial advisor at UBS Financial Services with four years of industry experience. They hold a Series 66 designation and have worked at UBS since 2022. Prior to their financial services career, Alix spent time at Lafayette College and Montclair Kimberley Academy. 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 based on clients’ goals and risk tolerances. The firm operates with institutional trading capabilities alongside wealth management services.
Robert B
Series 66
Weehawken, NJ
UBS Financial Services
Robert Buzzini is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and joined UBS in 2025. His prior work experience includes roles at United Parcel Service, Lowe's Home Improvement, Babson College, Darling's Auto Group, and Hampden Academy. UBS Financial Services 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 and provides a broad range of capital markets services.
Brian L
Series 66
Weehawken, NJ
UBS Financial Services
Brian Longley is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing, and LPL Financial. He is also associated with a business operating under the name Taylor Financial Group. 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 model-based asset allocations and proprietary research to tailor plans aligned with clients’ goals and risk tolerances.
Amir P
Series 66
Weehawken, NJ
UBS Financial Services
Amir Pasha is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and 16 years of industry experience. He has been with UBS Financial Services since 2007. 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 and uses proprietary research and model-based asset allocations to tailor investment strategies.
Anthony G
Series 66
Weehawken, NJ
UBS Financial Services
Anthony Giannattasio is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Harley Capital LLC and Fairfield University. 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-based, tailored investment strategies through its network of Financial Advisors.
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