Daniel Burnham is a Series 66-registered financial advisor at UBS Financial Services with experience beginning in 2024. Prior to joining UBS, he was involved with Timberpoint Golf Course and held positions at Georgian Court University and East Islip High School. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans.

Craig Campbell is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held roles at Derchin Airline Research, Sidoti & Company, and was affiliated with several other organizations. 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 through a broad range of products and proprietary research.

Baran Koksal is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and 10 years of industry experience. He has been with UBS AG since 2008. Outside of his advisory role, he teaches woodworking classes and manages studio rentals through BBK Creations LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and capital market models to customize client investment strategies.

Jared Cruciani 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. His prior roles include positions at Mendes and Mount and Big Snow American Dream, as well as work at Rutgers University and other organizations. 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 services supported by proprietary research and a broad platform of capital markets and banking services.

Eileen Wong is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 66 registrations. Wong has worked with UBS in various roles since 2009, including positions within UBS Asset Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering a broad range of services including fee-based financial planning, portfolio management, and capital markets activities.

Michail Angelis is a financial advisor at UBS Financial Services with Series 66 credentials. He has previous experience working at Alma Bank and Signature Bank, with a total of 10 years in the financial industry. 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 uses proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Kaitlin Lebow is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS since 2020, with prior roles at Von Berg Wealth Management Group and Bloomberg LP. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Ira Black is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He spent 34 years at TIAA-CREF before joining UBS in 2021. 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 integrates institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Jennifer Kasker is a Series 66 licensed financial advisor with UBS Financial Services in Weehawken, NJ, where she has worked since 2018. She has eight years of industry experience, including three years of service in the U.S. Army prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of products and capital markets services.

Elizabeth Hanley is a financial advisor at UBS Financial Services with a Series 66 designation. She has been with UBS since 2025 and previously worked at the Institute of International Finance from 2022 to 2024. Hanley also has academic experience at the University of Virginia McIntire School of Commerce from 2022 to 2026. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including portfolio management, mutual fund distribution, and capital markets activities.

Kartik Challa is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. He joined UBS following a decade of schooling from 2015 to 2025. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through proprietary research and a diverse platform of capital markets services.

Christina Argento is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2011. Outside of her advisory work, she operates an online Etsy shop specializing in children’s apparel. 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 uses proprietary research and model-based asset allocation to tailor client solutions.

Alex Eshmoili is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Morgan Stanley, TD Bank, NA, and JPMorgan Chase. Outside of his advisory work, he owns and manages rental properties in Brooklyn, New York. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital market assumptions.

Mary Ampong is a financial advisor at UBS Financial Services with Series 66 registration and one year of industry experience. Prior to joining UBS, she held roles at Temple University and served in the Executive Office of the President. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research to tailor investment strategies to client goals and risk profiles.

Alexander Fishbone is a financial advisor with UBS Financial Services in Weehawken, NJ. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS in 2025, he spent four years at the University of Miami and has experience working in educational settings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of alternative products. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations in its advisory process.

Zachary Bishara is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at UBS since 2017 and previously spent two years at Laidlaw and Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor financial plans. The firm operates with capabilities across trading, underwriting, and custody services, integrating institutional resources with wealth management.

Clifton Carragher is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held roles at SailGP and was affiliated with Connecticut College and the Shelter Island Yacht Club. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and asset allocation models to tailor client plans.

Alexia Cusano is a financial advisor at UBS Financial Services with two years of industry experience. She holds the Series 66 designation and previously worked at Commonwealth Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm also combines institutional trading capabilities with wealth management services, including principal trading, underwriting, and securities-backed lending programs.

Analia Gallagher is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, she held roles in various sectors including retail and maintenance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and provides additional capital markets solutions through its platform.

Christopher Shaw is a financial advisor at UBS Financial Services with 31 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 14 years and at Sanctuary Advisors LLC and Sanctuary Securities, Inc. for three years each. Shaw serves on the Board of Trustees at Monmouth University, participating in the Athletic and Student Life Councils. 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 plans aligned with clients’ goals and risk tolerances.