New York, NY Office

Elizabeth Schiowitz is a financial advisor at UBS Financial Services with eight years of industry experience. She has held positions at Merrill and Digitech Computer prior to joining UBS in 2017. She holds a Series 66 designation and is based in New York, NY. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.

Elizabeth Marshall is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation. She joined UBS in 2025 and has a background that includes roles in academia and youth education, including positions at Washington and Lee University and RJ Reynolds High School. Outside of her advisory work, she is involved with University Tees, assisting with apparel design and managing campus-related orders. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor strategies. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment products and capital markets services.

Justin Mendelson is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining UBS, he worked at John Wiley & Sons and The Washington Post. 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 strategies to clients’ goals and risk tolerances.

Luke Madden is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at UBS since 2019. Prior to his advisory role, he held positions at Pfizer and attended the College of the Holy Cross. UBS Financial Services serves individual, corporate, and institutional clients through a wide range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Meverette Smith is a financial advisor at UBS Financial Services with 21 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 66 designations. 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, utilizing proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Rylee Callan is a financial advisor at UBS Financial Services with six years of industry experience. Rylee holds the Series 66 designation and has been with UBS Financial Services since 2018, with prior work experience at Houzz and California Polytechnic State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering fee-based financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Charles A. Lore is a financial advisor at UBS Financial Services in New York, NY, with 37 years of industry experience. He has been with UBS since 1993 and holds Series 63 and Series 65 licenses. 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 and offers a broad range of capital markets services.

Wolfgang Doerr is a financial advisor at UBS Financial Services in New York, NY, with 25 years of industry experience. He has held roles at UBS since 2018 and previously worked at Deutsche Bank Securities Inc. for 13 years. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes research from its Chief Investment Office and UBS Global Research to tailor investment strategies.

Libby Stantial is a financial advisor at UBS Financial Services with nine years of industry experience. She holds the Series 66 designation and has worked at UBS in various capacities since 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and integrates proprietary research and model-based asset allocation in its client offerings.

Ryan Troy is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and over 10 years of industry experience. He previously worked at J.P. Morgan Chase Bank NA from 2015 to 2020 before joining UBS in 2020. 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, supported by proprietary research and a broad platform of capital markets solutions.

Yevgeniy Katkovsky is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at UBS since 2018, following previous roles at Merrill and Bank of America. 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 integrates proprietary research and model-based asset allocations in client planning.

Rajas Desai is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with 15 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, providing services such as 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 utilizes proprietary research and model-based asset allocations to tailor client strategies.

Christine Govan is a financial advisor at UBS Financial Services with 41 years of industry experience, including 31 years at UBS. She holds Series 63 and Series 65 designations. Outside of her advisory role, she serves as Treasurer on the Board of Directors for both the Jack and Jill of America Foundation and the Single Parent Resource Center, where she also chairs finance and audit committees. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets and financial services.

Bryan Romano is a CFA® charterholder with 28 years of industry experience. He has worked at UBS Financial Services since 2008 and was previously with Morgan Stanley & Co. LLC from 2006 to 2008. He is based in New York, NY. UBS Financial Services Inc. 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 and offers comprehensive research and capital markets solutions.

Alexandra Maounis is a financial advisor with UBS Financial Services in New York, NY, holding seven years of industry experience. She has worked at UBS since 2018 and previously was involved with Bruce Bierman Design. Alexandra also spent five years at the University of Miami. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, 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 strategies to client goals and risk tolerances.