Jacob Kirkpatrick is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation. Prior to joining UBS, his work history includes multiple roles in education and hospitality. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with customized financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad array of financial products and services.

Jared Rosegarten is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation. Prior to joining UBS, he worked at All Roads Travel and has experience in education through roles at Indiana University, Beacon High School, and Manhattan Academy of Technology. 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 employs proprietary research and model-based asset allocations to tailor client strategies.

Jeremy Leon is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining UBS, he worked at Fidelity Investments and JP Morgan Chase, among other firms. 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 financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and fiduciary solutions.

Phillip Thompson is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2004. 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, portfolio management, and access to proprietary research to tailor strategies to clients’ goals and risk tolerances.

Philip Talamo is a financial advisor at UBS Financial Services in Weehawken, NJ, holding a Series 66 designation with three years of industry experience. He has been with UBS since 2010. 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 access to proprietary research and a range of capital markets solutions.

Anderson Boursiquot is a financial advisor at UBS Financial Services with three years of industry experience. He previously worked at Morgan Stanley and held a position at Lockheed Martin - Sikorsky Aircraft. He holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and offers a broad range of financial products and capital markets services.

Amritansh Tewary is a CFA® charterholder with 16 years of industry experience currently serving as a financial advisor at UBS Financial Services. His prior experience includes roles at Morgan Stanley, Zeke Capital Advisors, and Lincoln Financial Group. He holds Series 63, Series 65, and Series 66 licenses. 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. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, leveraging proprietary research and model-based asset allocation to tailor client solutions.

Steven Hoverson is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. 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 provides access to proprietary research and a broad service platform.

Evan Yeaw is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has been with UBS since 2009. 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 client strategies.

John Pacetti is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at Tony's of Cincinnati and has academic experience at the University of Cincinnati and Moeller High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services delivered by a network of Financial Advisors using proprietary research and model-based asset allocations.

Ryan Angerthal is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at zCap Equity Fund, PIMCO Investments, and Manatuck Hill Partners. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of solutions such as 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 client strategies.

Jared Ibelli 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 in 2022, he worked at Raymond James & Associates and Equitable Advisors, among other roles. 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 plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

David Kelly is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 licenses. He has 35 years of industry experience, including multiple roles within UBS and UBS Asset Management over the past decade. 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, utilizing proprietary research and model-based asset allocations to tailor client portfolios.

Caesar Abed is a financial advisor with UBS Financial Services in Weehawken, NJ. He holds the Series 63 and Series 66 designations and has been in the industry since 2025. His prior experience includes roles at Charles Schwab & Co., Inc. and Beach City Capital, as well as three years at Chapman University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals, combining institutional trading capabilities with wealth management services.

Jayna Kim is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and previously worked at Shinhan Bank America and Woori America Bank. 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 solutions. The firm employs proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research to tailor investment plans based on clients’ goals and risk tolerances.

Christopher Fallon is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. His prior work includes positions at Soundwatch Capital and Alliant Retirement Consulting. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and provides a range of capital markets services.

Joel Guzman is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has previously worked at American Express and AmeriCorps. His background also includes roles at Rutgers University and Best Buy Co. Inc. 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 and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Jose Campa 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 2023. Outside of his advisory role, he is involved with Bentley University as a camera operator. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Joseph Phelps is a Series 66-licensed financial advisor with one year of industry experience, currently serving clients at UBS Financial Services in Weehawken, NJ. His prior experience includes roles at JP Morgan Chase Bank and J.P. Morgan Securities, as well as a background involving multiple positions at Tulane University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk profiles.

Nathan Duchene is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at ESCP, Palm Beach Sailing Club, and El Corte Ingles. 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 tailored financial planning and portfolio management using proprietary research and model-based asset allocations.