Experience

Bill joined UBS in June of 2014 to assume the role of Central New England Complex Director and was later promoted to Market Executive for the Greater New England Market, the role which he currently holds.  Bill started in the industry in 1987 and spent the next 10 years as a Financial Advisor and Assistant Manager at Prudential Securities. In 1997, Bill moved to Advest Inc. where he ultimately became COO and Head of the Private Client Group. In 2005, Advest was acquired by Merrill Lynch and Bill assumed the role of Regional Director in New England. In 2011 he was asked to take on responsibilities as the Head of Capacity and Initiative Management for Merrill Lynch Wealth Management, in New York City.

Bill received his Bachelor of Science from the University of Connecticut in 1985 and was a four year letter winner in Football.

Bill serves on the Board of Directors for the CT Boxing Hall of Fame.

Jad and his team work to help their colleagues achieve their goals in an environment that is supportive, collegial and marked by excellence. While leading the firm's businesses in Northern New England, Jad tries to spend as much of his time as possible focused on his "Why" – "Fostering a culture of passion and empathy so that people feel good about who they are and what they do." Above all else, Jad believes that culture is the most important component to employee satisfaction, and employee satisfaction is the most important component to client satisfaction. With this premise at the forefront of the management team's leadership efforts, the group strives to foster people before business – and good results seem to follow.

Jad developed this "culture first" approach over the course of his 25 year career. His previous roles include Branch Manager for the UBS offices in Bethesda MD and Columbus OH, as well as Head of Field Integration during the firm's acquisition of Piper Jaffray. Prior to joining UBS he held various management positions at Prudential Securities and was a Financial Consultant with Merrill Lynch.

Jad is a graduate of the University of Notre Dame with a Bachelors in Business Administration, and he has an MBA from Wheeling Jesuit University. In addition, he has attended several executive education programs including Harvard's High Potentials Leadership Program and the Authentic Leadership Development Program, Stanford's Interpersonal Dynamics for High Performing Executives, and the Securities Industry Institute at the Wharton School.

He is a past president of the Yarmouth Football Program. He is also a current volunteer for Habitat for Humanity and enjoys supporting members of his office in their fundraising efforts for various causes. He is also a Board Member for Make a Wish Foundation of Maine and Chairman of the Board for Big Brothers-Big Sisters of Southern Maine.

Robert is an Executive Director and Market Director responsible for leading the UBS wealth management businesses in Buffalo and Jamestown, NY. Robert joined UBS in 2006 and held a variety of leadership roles throughout his tenure at the firm. He began his UBS career as an investment analyst in our New York headquarters office working with industry leading Financial Advisors and high net worth clients on investment planning and portfolio construction. Robert then ascended into leadership roles where he served as a Sales Manager and Assistant Complex Director in New York City. In May 2015, Robert was promoted to Branch Manager in Westport, CT and most recently served as the Branch Manager of our Paramus, NJ office.

Prior to UBS, Robert was a regional sales specialist for Dreyfus Investments with responsibilities for mutual fund and separately managed account sales. Originally from Upstate New York, Robert began his career as a Financial Planner at Sagemark Consulting in Rochester, NY. 

Robert received a Bachelor's degree in Economics from the University at Buffalo and a Master of Science in Finance from Simon Business School at the University of Rochester. 

Robert has earned the Certified Financial Planner™ (CFP®), Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) designations. He also holds the Series 3, 7, 9, 10, 63 & 65 securities licenses and state Life & Health Insurance licenses.

Robert lives in Pittsford, NY with his wife, Jaclyn and their two sons. In his free time he enjoys spending time with his family, skiing and golf. Robert also enjoys giving back to the community in various ways. He most recently served as a mentor with the American Corporate Partners organization which provides mentorship and career coaching to transitioning military veterans.

Andy is Director and Associate Market Executive of the Greater New England Market - based in Hartford. Andy has been with UBS since 2005, and in the Wealth Management industry for over 30 years, beginning his career as a Financial Advisor. Andy is a dedicated leader, focused on working with a team of Wealth Management professionals, to help put them in the best possible position to deliver unique solutions to their clients by leveraging the full range of UBS businesses and resources worldwide.

Andy works extensively with his local community. He is in his 6th year as a member of the Board of Directors of New Haven Reads - an organization dedicated to increasing the literacy skills of children. Andy's past community leadership includes founding membership of the Professional Advisory Council of the Community Foundation of New Haven, and founding membership of the New Haven Promise Advisory Council. Andy values mentorship, and his work as a mentor includes the UBS/ACP Veterans Mentoring Program - assisting veterans transitioning from military careers to the private sector workforce, as well as the UBS Global WM Mentoring Program.

Originally from New York City, Andy earned his BS in Business from The State University of New York, and resides in CT with his wife and 3 children.

For over 20 years Patrick has been helping Financial Advisors grow their business.  Today he is leading the UBS businesses in New Hampshire, where he serves as colleague and coach to Financial Advisors to help them provide solutions to clients through a comprehensive wealth management approach.

Patrick began his career with Scudder Investments as Manager of Sales Support and Client Services.  After serving in various sales and service roles at Scudder, he relocated to New England in 2005 and spent 4 years at Smith Barney as Manager of Operations.

Patrick joined the UBS team in 2009 and ran the Operations group for the Northern New England Complex, supporting the UBS offices in Maine, New Hampshire and Vermont.  In 2013 he was promoted to Complex Administrative Manager, where he led the supervision and support teams.  Patrick's group focused on providing the highest level of operational and administrative support to meet the needs of each Financial Advisor's unique business.

Patrick is a graduate of Columbia College Chicago with a degree in Management.  He currently holds the FINRA Series 7, 9, 10, 66 and 24 licenses.  When not working, Patrick and his wife Meredith can be found with their family and friends on ski slopes or at the lake.