Lasting relationships

Understanding what matters most to you

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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.

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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.

  • Andy photo pic

    Andrew Babiak

    Director

    Associate Market Executive

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    • CT

    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.

          One State Street
          Suite 1600
          Hartford, CT 06103
          andrew.babiak@ubs.com
          Andrew Babiak
          One State Street,Hartford,CT,06103
        • Lori Vengruskas

          Lori Vengruskas

          Director

          Team Administrator

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          • CT
          • FL
          • MA
          • NY
          • RI

          Lori began her career at UBS in 2004 in a dual role, performing the functions of both Branch Office Administrator and Client Service Associate. She then took on various roles of increasing responsibility on the management team in both the Supervisory and Administrative areas, before elevating to her current role as Market Supervisory Officer in 2013. As the Market Supervisory Officer, Lori is responsible for ensuring compliance with both regulatory and Firm risk guidelines and policies for the entire Market.  Together with her team, Lori strives to provide a collaborative, proactive approach to risk and supervision.

          Lori graduated with Dean’s Destinction (Summa Cum Laude equivalent) from Eastern Connecticut State University with her 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.

            • Eastern Connecticut State University, Bachelor’s Degree in Business Administration
              One Monarch Place
              Suite 1400
              Springfield, MA 01144
              lori.vengruskas@ubs.com
              Lori Vengruskas
              One Monarch Place,Springfield,MA,01144
            • Tracy picture

              Tracy Ellen Anzalotti

              Director

              Market Administrative Officer

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              • CT
              • FL
              • MA
              • ME
              • NH
              • NJ
              • NY
              • PA
              • RI
              • VT

              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 working 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 State Street
                  Suite 1600
                  Hartford, CT 06103
                  tracy.anzalotti@ubs.com
                  Tracy Ellen Anzalotti
                  One State Street,Hartford,CT,06103
                •  Kathryn Eastwood

                  Kathryn Eastwood

                  Authorized Officer

                  Business Strategist

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                          One State Street
                          Suite 1600
                          Hartford, CT 06103
                          kathryn.eastwood@ubs.com
                          Kathryn Eastwood
                          One State Street,Hartford,CT,06103
                        • Mary photo

                          Mary White

                          Associate Director

                          Admin Manager

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                          • CT
                          • FL
                          • MA
                          • ME
                          • NE
                          • NH
                          • NJ
                          • NY
                          • PA
                          • RI
                          • VT

                          Mary has been with UBS and its legacy firms since 1985. She is FINRA registered and holds her Series 7, 63, 9 & 10 securities licenses.  Her career began as a Branch Service Associate working toward a career in Management where she became an Assistant Operations Manager, Operations Manager as well as working in the Trading Area. And now working in the East Processing Center for the New England and New York State Markets as a Market Service Manager.  Mary has a deep love of Operations and could not see being in another field.  She has had the pleasure of working in large New York Branches and now in Hartford, CT.

                          She was born and raised in Bronx, New York and now resides in Hartford, CT. Mary enjoys quiet time as well as spending time with Family and Friends.

                                One State Street
                                Suite 1600
                                Hartford, CT 06103
                                mary.white@ubs.com
                                Mary White
                                One State Street,Hartford,CT,06103
                              • ryanne

                                Ryann Kilgore

                                Executive Director

                                Market Director

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                                • AK
                                • AL
                                • AZ
                                • CA
                                • CO
                                • CT
                                • DC
                                • DE
                                • FL
                                • GA
                                • HI
                                • IA
                                • ID
                                • IL
                                • IN
                                • KS
                                • KY
                                • LA
                                • MA
                                • MD
                                • ME
                                • MI
                                • MN
                                • MO
                                • MS
                                • MT
                                • NC
                                • NE
                                • NH
                                • NJ
                                • NM
                                • NV
                                • NY
                                • OH
                                • OK
                                • OR
                                • PA
                                • RI
                                • SC
                                • SD
                                • TN
                                • TX
                                • UT
                                • VA
                                • VT
                                • WA
                                • WI
                                • WY

                                Ryann, Executive Director-Wealth Management, is the Market Director of the Coastal New England Market. Ryann has been in the Wealth Management Industry for over 18 years, during which she served as a Financial Advisor and Market Director. Ryann is a dedicated leader, focused on helping wealth management professionals serve clients, their families, companies, and communities. Ryann is passionate about community and serving people in the places we support. Ryann values, integrity, hard work, family, and commitment. Ryann is a volunteer in the community for local charities serving, underprivileged children, and is a mentor to young females interested in growing a career in wealth management.

                                Ryann attended college locally at Providence College and was a scholarship player on the Women’s Basketball team. Ryann attended Eastern Michigan University and earned her BS in Business Management, MS in Organizational Development, and a Master’s in Business Administration.

                                Originally from Michigan, Ryann now resides in southern MA, but spends much of her time in her second home in South County Rhode Island with her Husband, Nick and their daughter, Gabby.

                                 

                                      500 Exchange Street
                                      Providence, RI 02903
                                      ryann.kilgore@ubs.com
                                      Ryann Kilgore
                                      500 Exchange Street,Providence,RI,02903
                                    • 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.

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                                    Women on the rise

                                    Women on the rise

                                    Global Wealth Report 2024

                                    Crafted wealth intelligence

                                    Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                    Gain additional insights into the trends shaping wealth in the US and around the world.

                                    Download the report

                                    A leader in wealth management

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                                    As of 03/31/2024

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                                    More than 160 years

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