Lasting relationships

Understanding what matters most to you

Office lobby

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.

Retired couple

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.

  • Julie Fox Headshot

    Julie Fox

    Managing Director

    Market Executive

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      Julie is the Market Executive in our Private Wealth Management business. She is responsible for running the Wealth Management and Private Wealth Management businesses in Philadelphia, Washington D.C. and surrounding areas, as well as the Private Wealth Management business across the Mid Atlantic Market.

      Previously, she served as National Sales Manager and led our sales effort for both the Field Sales team and the sales organization. She was responsible for the sales strategy and direction of all field-facing resources both internally and externally to ensure consistency across our sales efforts in how we deliver products and solutions to Financial Advisors and clients.

      A 20-year veteran of UBS, Julie was instrumental in launching the UBS Global Family Office Group, a unique offering in the industry serving the needs of UHNW clients and their Advisors. Julie spent five years in the field in key branch roles including the Metro Regional Sales Manager. She also has seven years of experience in our Capital Markets group leading an array of teams and businesses. Additionally, Julie served as the management liaison between the FA Advisory Council and home office, and is a former co-chair for the firm's Diversity Network (All Bar None) in the Americas.

      Julie led the efforts to start a 100 Women in Finance location in Philadelphia where she is the Co-chair. She also sits on the board of the Philadelphia Holocaust Remembrance Foundation. She was selected to be one of the Makers@ Community Class of 2020 on behalf of UBS. Julie is also a member of the Philadelphia chapter of CEOs Against Cancer.

      Julie played collegiate Division I tennis at Lehigh University. She holds her executive M.B.A. from Fordham University. Julie, her husband Stephen, and sons Mason and Logan live in Villanova, Pennsylvania.

            julie.fox@ubs.com
            Julie Fox
          • E Frenzel

            Emily Frenzel, CPWA

            Executive Director

            Associate Market Executive

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            Associate Market Executive – Philadelphia DC Charlotte Market Executive Director

            Professional History

            With over 15 years of experience at UBS, Emily Frenzel brings her energy, creativity and passion for the wealth management business as the Associate Market Executive for the Philadelphia DC Charlotte Wealth Management & Private Wealth Market.

             

            Emily has held a variety of roles at UBS and started her career in the home office as part of the Graduate Talent Program, a two-year rotational program designed to provide broad exposure to various business areas throughout UBS. In January 2010, she became the Chief of Staff for the Head of the Wealth Management Advisor Group before joining the White Plains Complex as their sales manager in August 2011. In 2014, Emily was named the Assistant Market Head for the Pennsylvania Market before she was promoted to become the Branch Manager of the Newtown, PA office in March 2017 and Complex Director for the Suburban Philadelphia Wealth Management region in January 2021. She transitioned to her current role in January 2023.

            Emily is a member of the UBS Leadership Advisory Council, a national field leader advisory council guiding UBS in its aim to be the most client-focused wealth management firm in the Americas. In addition, she is the proud recipient of the 2019 inaugural Field Leadership Meeting Diversity Award and a member of the 2022 Leadership Council. 

            Personal

            Emily graduated cum laude from Bucknell University, where she was a 4-year starter on the women's golf team.

            Emily recently moved to Charlotte, North Carolina where her husband Zach will completing his fellowship in Acute Care Surgery.  

              • Bucknell University
                6100 Fairview Road
                Suite 900
                Charlotte, NC 28210
                emily.frenzel@ubs.com
                Emily Frenzel, CPWA
                6100 Fairview Road,Charlotte,NC,28210
              • D

                David Lojpersberger

                Managing Director

                Market Director

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                David is a highly accomplished Senior Manager in the field of Wealth Management, with an impressive 30-year career characterized by a consistent record of success. For the past 26 years, David has dedicated his expertise to Wells Fargo Wealth Management & its predecessor firms. David held key positions in Private Client Management in prominent locations such as New York City, Stuart, Florida, Yardley, PA, and Philadelphia.

                Before joining UBS, David served as the Market Leader for Wells Fargo in the Philadelphia area. In this pivotal role, he skillfully led a team of eight Managers & 250 Financial Advisors, driving their collective success and ensuring exceptional client service. David's strategic direction, mentorship, & unwavering support have been instrumental in fostering excellence among his team members.

                David possesses an in-depth understanding of the intricate nuances of Wealth Management. He believes in empowering advisors to deliver comprehensive financial planning & investment strategies that address the unique needs of each client. By prioritizing client-centric solutions, he consistently achieves outstanding & outcomes client satisfaction.

                Beyond his professional achievements, David is a passionate advocate for community engagement & philanthropic initiatives. In 2022, he actively participated in a house building initiative in North Philadelphia, demonstrating his commitment to improving the lives of others. He is involved in organizations such as the Ronald McDonald House & the Methodist Home for Children, contributing time & resources to support their valuable work. Additionally, he has volunteered extensively at Philabundance, furthering his dedication to combating hunger & poverty in the community.

                In his personal life, he resides in King of Prussia & enjoys spending weekends in Brigantine, NJ, alongside wife, Regina, his six grandkids, & his trusty bird dog, Sienna. He finds joy in boating, hunting, & cheering on the Villanova basketball team.

                      101 West Elm Street
                      Suite 200
                      Conshohocken, PA 19428
                      david.lojpersberger@ubs.com
                      David Lojpersberger
                      101 West Elm Street,Conshohocken,PA,19428
                    • John Rufo Head shot

                      John Rufo

                      Director

                      Supervisory Officer

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                      • CA
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                            1735 Market Street
                            Mellon Bank Center
                            Philadelphia, PA 19103
                            john.rufo@ubs.com
                            John Rufo
                            1735 Market Street,Philadelphia,PA,19103
                          • SB

                            Sean Blevins

                            Director

                            Market Supervisory Officer

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                            Sean Blevins

                            Before joining UBS in 2021, I spent 17 years at Merrill Lynch. The last 10 of those years at Merrill, I was one of the Office Management Team members responsible for the day to day business oversight and supervision performed by registered associates in the Charlotte & Associates Market.

                            Before Merrill,  I served 12 years in the U. S. Army and VA ARNG. After my first stent in the Army, I graduated from Radford University with a BBA.

                            I am big Virginia Tech and Dallas Cowboy football fan. I am married to Caresse Blevins, she has a daughter and a son, both of whom are in college. I have a 14 year old son attending Ft. Mill High School. We reside in Ft. Mill where we enjoy outdoor activities like fishing, hunting, hiking, skiing/snowboarding, and camping. I also enjoy Brazilian Jiu Jitsu.

                                  6100 Fairview Road
                                  Suite 900
                                  Charlotte, NC 28210
                                  sean.blevins@ubs.com
                                  Sean Blevins
                                  6100 Fairview Road,Charlotte,NC,28210
                                • Jennifer Glenn Profile Photo

                                  Jennifer Glenn

                                  Associate Director

                                  Market Administrative Officer

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                                        101 West Elm Street
                                        Suite 200
                                        Conshohocken, PA 19428
                                        jennifer.glenn@ubs.com
                                        Jennifer Glenn
                                        101 West Elm Street,Conshohocken,PA,19428
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                                        Patricia Mosca

                                        Director

                                        Admin Manager

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                                        • DC
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                                              Home Worker NJ
                                              Home Worker NJ, NJ 000
                                              patricia.mosca@ubs.com
                                              Patricia Mosca
                                              Home Worker NJ,Home Worker NJ,NJ,000
                                            • Sandra Watson Profile Photo

                                              Sandra "Sandy" Watson

                                              Director

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                                              • PA

                                                    1735 Market Street
                                                    Mellon Bank Center
                                                    Philadelphia, PA 19103
                                                    sandra.k.watson@ubs.com
                                                    Sandra "Sandy" Watson
                                                    1735 Market Street,Philadelphia,PA,19103
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                                                    Steven Pelzer

                                                    Director

                                                    Branch Operations Manager

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                                                          Home Worker MD
                                                          Home Worker MD, MD 000
                                                          steve.pelzer@ubs.com
                                                          Steven Pelzer
                                                          Home Worker MD,Home Worker MD,MD,000
                                                        • Sheila

                                                          Sheila Magee

                                                          Associate Director

                                                          Assistant Operations Manager

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                                                          Sheila Anne Magee Assistant Market Operations Manager

                                                          Sheila has been in the financial industry over for 40 years. She started at a small family brokerage firm, then worked at Merrill Lynch & Daiwa Securities America before starting with PaineWebber in 1984.


                                                          She has  been a TA & BSA before moving into operational management. She holds series 7,9,10, 66 and PA Insurance licenses.


                                                          She lives in Deptford, NJ with her husband, a crazy Cocker Spaniel with heterochromia named Bowie & 4 cats.

                                                                1735 Market Street
                                                                Mellon Bank Center
                                                                Philadelphia, PA 19103
                                                                sheila.magee@ubs.com
                                                                Sheila Magee
                                                                1735 Market Street,Philadelphia,PA,19103
                                                              • Tina

                                                                Tina Zemba

                                                                Associate Director

                                                                Assistant Operations Manager

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                                                                • CA
                                                                • DC
                                                                • MD
                                                                • NC
                                                                • PA
                                                                • VA

                                                                      7272 Wisconsin Avenue
                                                                      23rd Floor
                                                                      Bethesda, MD 20814
                                                                      tina.zemba@ubs.com
                                                                      Tina Zemba
                                                                      7272 Wisconsin Avenue,Bethesda,MD,20814

                                                                    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.

                                                                    A team approach

                                                                    A team approach

                                                                    A national footprint. Local values.

                                                                    A national footprint. Local values.

                                                                    Accessing resources. Delivering solutions.

                                                                    Accessing resources. Delivering solutions.

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                                                                    Workplace Wealth Solutions

                                                                    Creating a truly rewarding workplace

                                                                    Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.

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                                                                    $5.8+ trn

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                                                                    As of 03/31/2024

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