Matthew Yoffredo is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has worked at UBS since 2019, previously spending three years with Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research with both fee-based and transactional services. The firm integrates institutional trading capabilities with wealth management, providing a broad range of capital markets and advisory solutions.

Harrison Rottman is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and fee-based financial planning, supported by proprietary research and institutional trading capabilities.

Gabriella Pia is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Stifel Financial Corp. and in the Hamilton College Economics Department. Gabriella has also been involved with Long Branch Ocean Rescue. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to provide tailored financial plans and portfolio management.

Jason De Jesus is a financial advisor with UBS Financial Services, holding a Series 66 designation and 20 years of industry experience. He has been with UBS Financial Services Inc. since 2008. 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 uses proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Ryan Kimiadi is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has prior experience at Equitable and as a self-employed professional. He has also held roles in academic and food service settings. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Clea Loci is a financial advisor at UBS Financial Services with two years of industry experience and holds a Series 66 designation. Her background includes roles at UBS Securities LLC and she studied at New York University. UBS Financial Services Inc. 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 capital markets services, integrating institutional trading capabilities with wealth management.

Tess Mayo is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 65 and Series 66 licenses and nine years of industry experience. Prior to joining UBS in 2019, she worked at Perspecta Trust LLC and Vodia Capital, LLC. She is an author of legal publications focused on trusts and private trust companies published by Globe Law and Business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored to clients' goals and risk tolerances.

Daniel Maloney is a financial advisor at UBS Financial Services with 21 years of industry experience. He has worked at UBS Financial Services since 2018, with a brief tenure at Morgan Stanley in 2020, and prior experience at Wells Fargo Clearing and Wells Fargo Advisors. He 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. 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.

Daniel Gomes is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has prior work experience at Merck and Chint Power Systems, as well as involvement in educational roles from middle school through college. Outside of advisory work, he has experience related to a business called Spain inn 2. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Tenzing Dekyong is a financial advisor at UBS Financial Services with the Series 66 designation and less than one year of industry experience. Prior to joining UBS, Dekyong held roles at Wingspan Legacy Partners, SRO Advisors, and High Peaks Marketing, and has an academic background with positions at Washington University in St. Louis, Bard High School Early College Queens, and The Renaissance Charter School. 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 operates as a broker-dealer, investment adviser, and futures commission merchant, providing a broad range of wealth management and capital markets services.

Julian Torres is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has prior experience at Citigroup Inc. and UBS Bank USA. Outside of finance, he was involved with the Vassar Student Activities Resource Center and the Vassar Department of Athletics during his time at Vassar College. 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 combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Qiaoqiao Xie is a financial advisor at UBS Financial Services with six years of industry experience. Prior to joining UBS in 2020, Xie served four years in the U.S. Army. She holds a Series 66 designation. 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 plans to clients’ goals and risk tolerances.

Patrick Campion is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has prior experience at RMG Advisors and Bethesda Country Club. Campion’s background also includes time at Ohio State University. UBS Financial Services 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, leveraging proprietary research and market-making activities.

Ryan Finley is a Series 66 licensed financial advisor with three years of industry experience. He is currently with UBS Financial Services and has previous experience at Americorps, Cadaret, Grant & Co., Inc., and Wellesly Financial Planners. 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, supported by proprietary research and a broad range of capital markets activities.

Peter Leibowitz is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with UBS Financial Services since 2008. 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.

Edrix Paradizo is a financial advisor with UBS Financial Services in Weehawken, NJ. He holds Series 63 and Series 65 licenses and began his advisory career in 2025. His prior work experience includes roles at PNC Bank and several other organizations across different industries. 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 services, offering a wide range of capital markets and investment solutions.

Thomas Cooke is a CFA® charterholder with 11 years of industry experience. He currently works at UBS Financial Services and has previously been with firms including USI Advisors, M Holdings Securities, and Chernoff Diamond. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services with institutional trading capabilities. The firm offers a range of financial planning and portfolio management solutions supported by research from its Chief Investment Office and UBS Global Research.

John De Felice is a financial advisor at UBS Financial Services holding a Series 66 designation. He has less than one year of industry experience, with previous roles including positions at Ciocca Dealerships and Premier Product Resources. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment plans.

Yohan Sivakumar is a CFP® professional with five years of industry experience currently with UBS Financial Services. He has held roles at The Vanguard Group and has administrative responsibilities at the Neuromuscular Research Center. UBS Financial Services serves individual, corporate, and institutional clients with a wide range of brokerage and advisory services, combining institutional trading capabilities and wealth management through proprietary research and tailored portfolio management.

Reilly Dennehy is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has held prior roles at Hays Recruitment, The Prudential Insurance Company of America, and Pruco Securities LLC. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management services, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets resources.