Lasting relationships

Understanding what matters most to you

Hartford Skyline

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Young woman sitting with iPad

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Bill photo

    William Cholawa

    Managing Director

    Market Head

    • image
    • image
    • CT
    • MA
    • NJ
    • NY
    • RI
    • VT

    Bill joined UBS in June of 2014 to assume the role of CNE Complex Director. 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 volunteers his time with Foster Buddies in Hartford, Connecticut.

        • Andy photo pic

          Andrew Babiak

          Director

          Assistant Market Head

          • image
          • image
          • image
          • CT

          Andy is a 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 25 years, beginning his career as a Financial Advisor. Andy is a dedicated leader, focused on partnering with a team of Wealth Management professionals putting them in the best possible position to deliver the personalized advice, unique solutions and thought leadership that today’s clients need.


          Andy partners extensively with his local community. He is in his 5th 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 Greater NH, and founding membership of the NH 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, and the UBS Global WM Mentoring Program.

          Additionally, Andy is a member of several CT based non-profit organizations including The Hundred Club of CT. Andy values his membership in UBS organizations devoted to Diversity, Equity and Inclusion, including MOSAIC and the UBS Veterans Network.

          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 Helen, and they have 3 children, Erin, Ryan and Drew.

                1 Century Tower
                4th and 6th Floors, 265 Church Street
                New Haven, CT 06510
              • Weisner pic

                Weisner Perez

                Associate Director

                Assistant Market Head

                • image
                • image
                • image
                • CT
                • MA
                • NJ
                • NY
                • RI

                Current Role and Professional History

                 Weisner Perez is the Assistant Market Head at UBS Financial Services for the Central New England New York State Market. In his role, he helps deliver the open architecture of the firm to financial advisors to help them keep growing their business. He also helps in the day to day management of the Hartford Branch.  Prior to this role, he served in numerous managerial roles within UBS Home Office. He currently hold his FINRA SIE, Series 7, 66, 9, and 10 licenses.

                 

                Education and Personal Information

                 Weisner grew up in Berwyn, IL and attended Morton West high school. He graduated from Harvard University with a bachelor's degree in Sociology and minor in Economics while also being a member of the men’s basketball program. He currently lives in Hartford, CT and enjoys spending time boxing on his free time.  

                      One State Street
                      Suite 1600
                      Hartford, CT 06103
                    • Lori Vengruskas

                      Lori Vengruskas

                      Director

                      Market Supervisory Officer

                      • image
                      • image
                      • image
                      • CT
                      • MA
                      • NY
                      • RI

                      Lori Vengruskas is the Central New England Market Supervisory Officer at UBS Financial Services, Inc. for the Hartford Market. She is responsible for performing supervisory functions for the Market and ensuring compliance with firm risk management guidelines and policies. Lori joined UBS in 2004 as a Client Service Associate and Branch Office Administrator progressing to the role of Market Supervisory Officer. Lori graduated from Eastern Connecticut State University with a bachelor’s degree in Business Administration. She maintains Series 7, 9, 10 and 66 securities licenses. She is also licensed in life and health insurance.

                      Lori is a Board Member and active volunteer for Wishes on Wheels, which raises money for the Make A Wish Connecticut Chapter.

                        • Eastern Connecticut State University, Bachelor’s Degree in Business Administration
                          One State Street
                          Suite 1600
                          Hartford, CT 06103
                        • Tracy picture

                          Tracy Ellen Anzalotti

                          Director

                          Market Administrative Officer

                          • image
                          • image
                          • CT
                          • MA
                          • NY
                          • RI

                          Tracy Anzalotti is the Market Administrative Officer for UBS Financial Services, Inc. for the Greater New England Market. She is responsible for fulfilling AML Risk management, educating and communicating operational efficiencies processes and procedures, overseeing Operational Personnel and partnering with the Market Management Team, FAs and CSAs.  Tracy has been with UBS and its legacy firms for 30+ years.  She maintains Series 7, 63, 9 & 10 securities licenses.   Tracy graduated Summa Cum Laude from Bay Path University in Longmeadow, Massachusetts with a B.S. in Business /Executive Management .

                          Tracy resides in East Longmeadow, MA with her husband Robert.

                            • Bay Path University in Longmeadow, Massachusetts, B.S. in Business /Executive Management
                              One Monarch Place
                              Suite 1400
                              Springfield, MA 01144
                            •  Kathryn Eastwood

                              Kathryn Eastwood

                              Authorized Officer

                              Executive / Team Assistant

                              • image
                              • image
                              • image

                                      One State Street
                                      Suite 1600
                                      Hartford, CT 06103
                                    • Dan Olson, CRPC®

                                      Associate Director

                                      Digital Specialist

                                      Dan is a field-based Digital Specialist, providing training and support of the WMA technology platform to our financial advisors, field management and support staff; and/or external clients. In addition to one-on-one coaching Dan conducts presentations and seminars to educate and showcase the features, functionality, and benefits of our technology platform; thereby increasing awareness and utilization. Dan functions as a Subject Matter Expert (SME) on applications such the Investment Proposal Tool, My Total Picture, Smart Email and other UBS Wealth Management applications. A primary focus of Dan's work is to leverage Advisor Marketing Central on behalf of advisors, to strengthen and promote their individual or team brand.

                                      Previous Financial Services Industry experience include roles as a Market Sales Manager at Merrill Edge from 2012-2016, Financial Solutions Advisor at Merrill Edge from 2011-2012 and Financial Advisor, Merrill Lynch 2007-2010Dan has earned the Chartered Retirement Planning Counselor designation, and holds Series 7, 9,10, 31, 63, 65 securities licenses.  Dan has a Bachelor of Science in Anthropology from the University of Oregon.

                                    Connecting you to the deep resources of UBS

                                    By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                                    US banking sector update: Where we are now

                                    Retirement planning

                                    Retirement planning

                                    Women on the rise

                                    Women on the rise

                                    Legacy—Wealth for others

                                    For needs that go beyond your own—to help you improve the lives of others

                                    What will your legacy be?
                                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                    Learn more at ubs.com/wealthway.

                                    Backed by the strength of UBS

                                    A global leader in wealth management

                                    $2.8 trillion

                                    In invested assets globally 
                                    As of 06/30/2022

                                    51 countries

                                    Our global footprint

                                    More than 150 years

                                    offering financial advice

                                    Insights