New York, NY 299 Park Avenue Office

Seth Schulder is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds Series 65 and Series 63 licenses and 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 leverages proprietary research and model-based asset allocations in its advisory approach.

Nathan Berkoff is a CFP®-credentialed financial advisor with 25 years of industry experience, currently with UBS Financial Services in New York, where he has worked since 2014. He serves as Chairman of the Board for Bernie's Services, a nonprofit providing free High Holy Day services for students and veterans, and is also an ambassador for the Boca Raton Police Foundation, supporting local law enforcement. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

Leo Asada Johnson is a Series 66-licensed financial advisor with six years of industry experience, currently with UBS Financial Services since 2019. Before joining UBS, he worked at Citigroup Inc. from 2012 to 2019. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to a wide range of investment products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Bonnie Wong Van Vliet is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has been with UBS since 2015. UBS Financial Services Inc. 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 and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Ioanna Prasinos is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with 11 years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a broad platform of investment products and research-driven strategies.

John Mills Pierre III is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Bank of America and Merrill for nine years. Outside of his advisory role, he is involved as a limited partner in theatrical productions and commercial ventures, and serves as an officer in a Manhattan neighborhood association organizing community events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes proprietary research to tailor strategies aligned with clients’ goals and risk tolerances.

Alexander Kohn is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2008, following a brief period at Morgan Stanley in 2007 and 2008. Kohn holds a Series 66 designation and is based in New York, NY. UBS Financial Services serves individual, corporate, and institutional clients with 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 advice to client objectives.

Pirunporn Gordon is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS, she held roles at ConfidentBirth LLC and Inca Territories Co., Ltd., as well as Gaysorn Property Co., Ltd. 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 supported by proprietary research and model-based asset allocations.

Brent Barnhart is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with 16 years of industry experience. He has been with UBS since 2010. Barnhart serves on a steering committee for the Lincoln Center for the Performing Arts, contributing to fundraising and event participation efforts. 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, using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Noah Friedman is a financial advisor at UBS Financial Services in New York, NY, with 16 years of industry experience. He has held his current position at UBS since 2015 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

David Peeler is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and 15 years of industry experience. Prior to joining UBS in 2022, he worked at Bank of America and Merrill from 2011 to 2022. 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 and leverages proprietary research and model-based asset allocations to tailor client strategies.

Susan Perlaki is a financial advisor at UBS Financial Services in New York, NY, with 33 years of industry experience. She has been with UBS since 2006 and holds a Series 63 designation. 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 research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Christopher Lash is a financial advisor at UBS Financial Services in New York, NY, with 11 years of industry experience. He holds a Series 63 designation and has been with UBS since 2004. Outside of his advisory role, Lash serves as the chairperson for the annual golf outing fundraiser for Parkers Army, a nonprofit that awards scholarships to young athletes in memory of a child who died from leukemia. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities to tailor investment solutions.

Nicholas Dailey is a financial advisor at UBS Financial Services with Series 63 and Series 66 credentials and one year of industry experience. He joined UBS in 2025 after completing his education at Adelphi University and Indiana University. Prior to his advisory role, he held a position at TileBar for one year. 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 proprietary research and a broad range of capital markets services.

Matthew Hoffman is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining UBS in 2021, he worked at J.P. Morgan Securities LLC for ten years. 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 delivers advisory work using proprietary research and model-based asset allocations.