Sewickley, PA Georgetowne Drive Office

Matthew Christ is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2013. Matthew is based in Sewickley, PA. 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 client plans.

John Sofranko III is a financial advisor with UBS Financial Services in Sewickley, PA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 and offers comprehensive capital markets and fiduciary services.

Christopher Balcerek is a CFP®-credentialed financial advisor at UBS Financial Services with four years of industry experience. Prior to joining UBS, he worked at the Federal Reserve Bank of Dallas and held various roles including positions at Costco Wholesale and the University of Dayton Recreation Center. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and advisory services, utilizing model-based asset allocations and research from its Chief Investment Office and global research division to tailor financial plans aligned with clients’ goals and risk tolerances.

Kelly Harrington is a Series 66-licensed financial advisor at UBS Financial Services with 13 years of industry experience. She has worked with UBS since 2020 and concurrently with Bill Few Securities since 2015. She is based in Sewickley, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including 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 investment strategies.

Perry Ninness is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of New York Mellon and Keller Williams Realty, where he was a sales associate. Perry has also been affiliated with the University of Pittsburgh for ten years. 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 and uses proprietary research and model-based asset allocations to tailor client strategies.

Jameson Viljaste is a financial advisor with UBS Financial Services in Sewickley, PA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with UBS since 2013. 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 using proprietary research and model-based asset allocations to tailor financial plans.

James Marnell is a Series 66 credentialed financial advisor with 13 years of industry experience. He has worked at UBS Financial Services since 2018 and previously spent six years with Nationwide Securities, LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.