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Justin T
Series 66
Weehawken, NJ
UBS Financial Services
Justin Trubin is a Series 66-licensed financial advisor with UBS Financial Services in Weehawken, NJ, where he has worked since 2013. He has 15 years of experience in the industry. 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 plans to clients’ goals and risk tolerances.
Frederick G
Series 66
Weehawken, NJ
UBS Financial Services
Frederick Gualario III is a financial advisor with UBS Financial Services and holds a Series 66 designation. He has two years of industry experience, including prior roles at Rockland Reality Inc. and ShopRite of Marlboro. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines wealth management services with institutional trading capabilities and offers a range of products including fee-based planning, portfolio management, and alternative investments.
Charlie R
Series 66
Weehawken, NJ
UBS Financial Services
Charlie Rubin 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 in media and advertising, including roles at Mirriad and Horizon Media. Outside of his advisory work, he performs as a drummer in three local bands, playing paid gigs at bars and venues. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm operates across multiple financial sectors, offering a broad range of wealth management and capital markets services.
Brianna B
Series 66
Weehawken, NJ
UBS Financial Services
Brianna Brown is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has worked at several corporations including FMC Corporation, Chubb Corporation, and Comcast Corporation. 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 employs proprietary capital market assumptions and research to tailor plans and portfolio management aligned with client goals and risk tolerances.
Bryant V
Series 66
Weehawken, NJ
UBS Financial Services
Bryant Villa is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 license and previously worked for six years at Matrix Absence Management, Inc. 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 proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.
Sherrine R
Series 63, Series 66
Weehawken, NJ
UBS Financial Services
Sherrine Robinson is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has been with UBS Financial Services Inc. since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and delivering tailored financial planning and portfolio management through a network of advisors.
John R
Series 66
Weehawken, NJ
UBS Financial Services
John Revis is a Series 66-licensed financial advisor with UBS Financial Services in Weehawken, NJ, where he has worked since 2013. He has 19 years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client solutions.
Olapeju T
CFP®, Series 66
Weehawken, NJ
UBS Financial Services
Olapeju Togunde is a CFP®-certified financial advisor at UBS Financial Services with seven years of industry experience. Prior to joining UBS in 2019, Olapeju held roles at The Vineyard Wine Bar & Trattoria and the University of Richmond, including positions in the Office of Admissions and the Center for Student Involvement. 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 and portfolio management to clients’ goals and risk tolerances.
Jackson K
Series 66
Weehawken, NJ
UBS Financial Services
Jackson Kirsch 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 held positions at firms including Asea Brown Boveri and Fairview Investment Services. His background also includes roles outside finance, such as work with Aptive Environmental and various service and hospitality positions. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering model-based asset allocations and research-driven financial planning through a large network of advisors.
Adriana W
Series 66
Weehawken, NJ
UBS Financial Services
Adriana Winterson is a financial advisor with UBS Financial Services holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining UBS, she worked at Breakaway Wealth Management and LPL Financial. Outside of finance, she has work experience at Lifetime Fitness and has been involved with educational institutions such as Ramapo College and Park Ridge High School. 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 integrates institutional trading capabilities with wealth management, providing a broad range of capital markets services and proprietary research to tailor client solutions.
Ashok E
Series 66
Weehawken, NJ
UBS Financial Services
Ashok Eastman is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and previously worked at Deutsche Bank Securities and Credit Suisse Securities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research from its Chief Investment Office and Global Research teams to tailor financial plans and asset allocations. The firm combines institutional trading capabilities with wealth management services, including principal trading, market-making, and securities-backed lending programs.
Leo D
Series 66
Weehawken, NJ
UBS Financial Services
Leo Danishefsky is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 credential. His background includes various roles at UBS Financial Services, as well as positions in educational and community organizations, such as Yeshiva University and CMEK Basketball Training Camp. 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 plans to clients' goals and risk tolerances. The firm offers a broad range of capabilities, including institutional trading, wealth management, and capital markets services.
Charles D
Series 63, Series 66
Weehawken, NJ
UBS Financial Services
Charles Duffy is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing 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 investment and capital markets solutions.
Eva C
Series 63, Series 65
Weehawken, NJ
UBS Financial Services
Eva Costa Rubio is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at KEMA Partners LLC and Icebreaker Finance, as well as working as a private investor for 15 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.
Kyle M
Series 66
Weehawken, NJ
UBS Financial Services
Kyle Mac Kinnon is a financial advisor with UBS Financial Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Epsilon and Wayfair. 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 market research and model-based asset allocations to tailor investment plans.
Christian C
Series 66
Weehawken, NJ
UBS Financial Services
Christian Camilo is a financial advisor at UBS Financial Services with Series 66 registration and less than one year of industry experience. Prior to joining UBS, he worked at Equitable Advisors and has experience in legal services at Pandya Law Firm LLC. Outside the financial industry, he has held roles in education and food service. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and institutional trading capabilities to deliver tailored financial planning and portfolio management services.
Jeffrey L
Series 66
Weehawken, NJ
UBS Financial Services
Jeffrey Love is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and previously worked at the YMCA. 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 provides research, custody, underwriting, and capital markets services.
James B
Series 66
Weehawken, NJ
UBS Financial Services
James Brady is a Series 66 registered financial advisor with UBS Financial Services, Inc. He has one year of industry experience and joined UBS in 2024. Prior to this, he held positions at Wealthspire Advisors and Principal Wealth Partners and has a background that includes time at Cornell University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.
Alexander C
Series 66
Weehawken, NJ
UBS Financial Services
Alexander Caldwell is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has a diverse work background including roles at Wells Fargo, Uber, and Howard University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.
Ryan G
Series 66
Weehawken, NJ
UBS Financial Services
Ryan Garousi is a financial advisor at UBS Financial Services with a Series 66 designation. He has seven years of experience at R.M. Technologies and five years at Florida State University prior to joining UBS in 2025. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.
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