Lasting relationships. For all that matters

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It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

Two people cleaning beach

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.

  • Jfox

    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
          • Efrenzel

            Emily Frenzel

            Executive Director

            Associate Market Executive

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            • AZ
            • CA
            • CT
            • DC
            • DE
            • FL
            • GA
            • MA
            • MD
            • MI
            • NC
            • NJ
            • NY
            • OH
            • PA
            • RI
            • SC
            • TX
            • VA

            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

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

                  David Lojpersberger

                  Managing Director

                  Market Director

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                  • FL
                  • NJ
                  • PA

                  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
                      • JGlenn

                        Jennifer Glenn

                        Associate Director

                        Market Administrative Officer

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                        • PA

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

                              Sean Blevins

                              Director

                              Market Supervisory Officer

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                              • AK
                              • AL
                              • AR
                              • 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
                              • ND
                              • NE
                              • NH
                              • NJ
                              • NM
                              • NV
                              • NY
                              • OH
                              • OK
                              • OR
                              • PA
                              • PR
                              • RI
                              • SC
                              • SD
                              • TN
                              • TX
                              • UT
                              • VA
                              • VI
                              • VT
                              • WA
                              • WI
                              • WV
                              • WY

                              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
                                  • Rufo HS 22

                                    John Rufo

                                    Director

                                    Supervisory Officer

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                                    • CA
                                    • DE
                                    • FL
                                    • MD
                                    • NC
                                    • NJ
                                    • NY
                                    • PA

                                          1735 Market Street
                                          Mellon Bank Center
                                          Philadelphia, PA 19103
                                          john.rufo@ubs.com
                                          John Rufo
                                          1735 Market Street,Philadelphia,PA,19103
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                                          Patricia Mosca

                                          Director

                                          Admin Manager

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                                          • DC
                                          • FL
                                          • NC
                                          • NJ
                                          • PA

                                                Home Worker NJ
                                                Home Worker NJ, NJ 000
                                                patricia.mosca@ubs.com
                                                Patricia Mosca
                                                Home Worker NJ,Home Worker NJ,NJ,000
                                              • SW 22

                                                Sandy Watson

                                                Director

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                                                • PA

                                                Sandy is an Assistant Market Head in the Pennsylvania Southern New Jersey Market and has been a member of the leadership team since 2012.   

                                                 

                                                Sandy began her career in Wealth Management just over 25 years ago working with Financial Advisor Teams and their clients.  She continued to advance in her career over the years and made the decision to move to UBS in 2009, and in 2012 accepted the opportunity to join the Greater Philadelphia Complex Management Team, now the Pennsylvania Southern New Jersey Market Management Team.  

                                                 

                                                Being a Philadelphia native has kept Sandy close to home and she currently resides in the suburbs of Philadelphia with her husband Eric. They like to travel and spend time with family and friends, not only at their home but during the summer at their beach house in New Jersey.

                                                 

                                                 

                                                      1735 Market Street
                                                      Mellon Bank Center
                                                      Philadelphia, PA 19103
                                                      sandra.k.watson@ubs.com
                                                      Sandy Watson
                                                      1735 Market Street,Philadelphia,PA,19103
                                                    • Andrea Amerman

                                                      Andrea Amerman

                                                      Authorized Officer

                                                      Branch Office Administrator

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                                                        Branch Office Administrator – Philadelphia DC Charlotte Market

                                                        Authorized Officer

                                                         

                                                        Andrea is the Branch Office Administrator and Technology Liaison for the Philadelphia, DC, Charlotte Market. Andrea is also the executive assistant to Julie Fox, Market Executive for the Philadelphia, DC, Charlotte Private Wealth, and Wealth Management Market’s.  

                                                        Andrea graduated from Penn State University, where she majored in Health Policy Administration and minored in Human Development and Family Studies. Andrea spent her free time volunteering at LifeLink PSU which provides students the opportunity to serve special education students, engage them in academic programs, and help them gain independence.

                                                        Andrea has lived in Philadelphia since 2019. She enjoys spending time with her friends, family, and her nieces and nephew.

                                                              1735 Market Street
                                                              Mellon Bank Center
                                                              Philadelphia, PA 19103
                                                              andrea.amerman@ubs.com
                                                              Andrea Amerman
                                                              1735 Market Street,Philadelphia,PA,19103
                                                            • Steve Pelzer

                                                              Steven Pelzer

                                                              Director

                                                              Branch Operations Manager

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                                                              • DC
                                                              • DE
                                                              • FL
                                                              • GA
                                                              • MD
                                                              • NC
                                                              • NJ
                                                              • NY
                                                              • PA
                                                              • SC
                                                              • VA
                                                              • WV

                                                              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.

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

                                                                    Sheila Magee

                                                                    Associate Director

                                                                    Assistant Operations Manager

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                                                                    • CA
                                                                    • DC
                                                                    • MD
                                                                    • NC
                                                                    • NJ
                                                                    • NY
                                                                    • PA
                                                                    • SC
                                                                    • VA

                                                                    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 Zemba

                                                                          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.

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                                                                              Making sense of significant wealth

                                                                              We can help you plan for it.

                                                                              When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

                                                                              We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

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