Director
Market Director
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.
Let's connect
Director
Market Director
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.
Let's connect
Director
Admin Manager
Director
Admin Manager
Branch Office Administrator
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.
Branch Office Administrator
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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