Lasting relationships

• 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.

• 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.

• 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.  

• 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

• 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