Experience

As the Market Director for Virginia, Matt is responsible for leading the McLean, Richmond, Norfolk/VA Beach and Roanoke offices.

In this role Matt is inspired to collaborate, challenge, and deliver for clients, financial advisors and team associates. 

Matt believes in creating a culture where integrity, empathy, growth and excellence guide every decision and action. He knows first-hand that the capabilities at UBS are global, however our culture is local. We listen, we respond, we act and most importantly, we care. Bound by a culture of servant leadership, our management team is committed to solving our clients’ complex problems while delivering solutions to help advisors succeed

Matt’s experience positions him well to navigate the firm's resources and capabilities enabling UBS Financial Advisors in the Virginia market to best serve their clients' needs.

He started his UBS career in our wealth management headquarters in Weehawken, NJ and has spent time in the UBS Singapore office, Capital Markets Trading & Sales organization and most recently as the Market Director for the UBS offices in Southern Virginia.

Matt is from Alexandria, VA. He and his wife, Carla, are proud alumni of Villanova University. They stay busy trying to keep up with their two daughters and black lab. Matt enjoys spending time with family and friends, golfing, reading, traveling and staying active.

Matt has FINRA licenses 7, 66, 9, 10 and 3.

Ann Marie started her career at UBS as Financial Advisor in the late 90s.  She then moved into Field leadership in the early 2000s as the Operations Manager and then Administrative Manager for the Bethesda branch.  From there she held Mid Atlantic Market Administrative Officer (MAO) and Regional Administrative Officer (RAO) roles for many years.  After almost 2 decades in the field, she took her field expertise to home office, where she worked as a subject matter expert and training lead for the digital transformation project previously known as WMAP.   

Ann Marie was very active with the Employee Network groups and helped plan various national workshops such as the DEI and Women's Summit.  She was also  Co-Chair of the Family Connections Network, and is is very passionate about Season of Service and has organized many UBS local and National Cards for Hospitalized Kids card making events over the years. 

Ann Marie majored in Psychology at the College of the Holy Cross in Worcester, MA.  She and her husband Joe live in Bethesda, MD. They have 17 year old girl-boy twins Alex and Joey as well as two dogs Dewey and Dex.  Ann Marie enjoys spending her free time in a baseball hat banging on the boards and cheering loudly at Joey and Alex's high school ice hockey games and cross country/track events.  Ann Marie also loves baking and spending time in New England. 

Responsibilities

I am the Market Operations Manager for this market. I have a team of two Assistant Operations Managers and four Service Associates. We are responsible for insuring that all industry rules, regulations and requirements are followed for most non-trade related transactions. 

Professional History

I’ve been with UBS since 2006 and have been in this industry since I got my first job out of college working at Alex Brown and Sons, Inc. I have also worked at Morgan Stanley. Most of my time has been spent in various departments within Operations, but I did spend several years working in Stock Loan and a year in Government Trading.

Education

I have a Bachelor of Science degree from Towson University.

Licenses & Certifications

I  have the Series 7, 9, 10 and Series 66 FINRA licenses.

Personal

I live with my wife just north of Baltimore, Maryland. We have three kids and two grandchildren. I enjoy great music (if you need tips, just ask), photography and fantasy sports. I am diehard Liverpool Football Club (Premier League Soccer), Baltimore Orioles and Baltimore Ravens fan as well as rooting for the Penguins and Flyers in hockey. I am trying to become a published author, writing suspense and thrillers.

Grace comes to UBS with an understanding that every financial decision can have far-reaching implications for your future and she takes a holistic approach to planning your wealth. This approach begins with a conversation about where you are today and all you want to accomplish in the future. Then she puts her knowledge and experience to work on your behalf, bringing you the expertise and solutions that make sense for your particular situation—so that you can move
forward with confidence.

Grace plays a key role with helping to create the financial and estate plans that serve as the cornerstone of the clients’ financial lives. She anchors planning in a deep understanding of what each client wants to accomplish over the near and long term. She works closely with clients to build a comprehensive financial plan and then carefully tracks progress—ensuring that the plan remains aligned with their overall goals and objectives over time.

Lynn joined UBS in 2017 as a receptionist for the McLean, Virginia branch. Within the year, she moved into the BSA role in which she was responsible for entering daily deposits, maintaining correspondence, and records management.

Lynn currently holds the role of Branch Office Administrator in which she assists Administrative Management, the Virginia Market Director, and the Market Executive Management team with new hire onboarding, expense reporting, invoicing, facilities management, and audit preparation.

Additionally, as a Branch Technology Liaison, she provides entitlements and troubleshooting for the branch employees and equipment.

Lynn received a Bachelor of Arts in English/Writing from George Mason University. She is a native of Northern Virginia.