Conshohocken, PA Office

Pieter Nova is a financial advisor at UBS Financial Services with 10 years of industry experience and holds the Series 66 designation. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

James Nastasi is a financial advisor with UBS Financial Services in Conshohocken, PA, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2015. 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 operates as a broker-dealer, investment adviser, and futures commission merchant.

John Rufo is a financial advisor with UBS Financial Services in Conshohocken, PA, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with UBS since 2015. 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 financial plans and provides a broad range of capital markets and fiduciary services.

Robert Angeline is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Adam Roberts is a financial advisor with UBS Financial Services in Conshohocken, PA, holding a Series 66 designation and 23 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for 13 years before joining UBS in 2022. Outside of his advisory role, Roberts operates WeBeJam, a sole proprietorship that designs and sells collectibles on Etsy. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Benjamin Valdes is a financial advisor with UBS Financial Services in Conshohocken, PA, holding a Series 66 designation and five years of industry experience. His work history includes multiple roles at UBS Financial Services and teaching positions at Lehigh University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and research-driven, model-based asset allocations.

Edward Mcdevitt III is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with UBS since 2016. Outside of his advisory role, he serves on the finance committee of Bridge House, a nonprofit providing transitional support to the homeless and working poor in Boulder, CO, and he also participates on the board and finance committee of Springside Chestnut Hill Academy, a K-12 educational institution. 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 access to proprietary research and a broad range of capital markets services.

Anthony Raieta is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. His prior work includes positions at the Federal Home Loan Bank of San Francisco and Wells Fargo Bank, NA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and custody solutions.

Matthew Clark is a financial advisor with UBS Financial Services in Conshocken, PA, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2002. Outside of his advisory role, he is involved with charitable and community organizations focused on cancer support and serves on investment and coaching committees within local institutions. 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 according to clients’ goals and risk tolerances. The firm also integrates institutional trading capabilities with wealth management services.

John Weilnau is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds a Series 66 designation and has been with UBS since 2009. Outside of his advisory role, he is involved in freelance musical performance and provides private music education. He is also active in managing farmland as part of a family business. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory services, offering financial planning, portfolio management, and access to capital markets. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations.

Jonathon Leib is a financial advisor with UBS Financial Services in Conshohocken, PA, holding a Series 66 designation and 15 years of industry experience. He previously worked at Bank of America, N.A. and Merrill Lynch. Outside of his advisory role, he is involved in managing multiple residential rental properties in the Philadelphia area. 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 investment plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Sara Moyer is a financial advisor with UBS Financial Services in Conshohocken, PA, holding a Series 66 designation and 17 years of industry experience. She has worked at UBS since 2019 and was previously with Morgan Stanley beginning in 2012. 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 provides research and a broad range of capital markets and lending activities.

Matthew Mehallick is a Series 66-credentialed financial advisor with 11 years of industry experience, currently with UBS Financial Services since 2014. He is based in Conshohocken, PA. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Rose Defalco is a financial advisor at UBS Financial Services with 36 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley for eight years. UBS Financial Services Inc. 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 utilizes proprietary research and model-based asset allocations to tailor client strategies.

Stephen Bradley is a financial advisor with UBS Financial Services in Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 client goals and risk tolerances.