Lasting relationships. For all that matters

• 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

Joe Lombardo, a seasoned leader with over 30 years of experience in wealth management, currently serves as the Market Director of the UBS Florham Park, Short Hills and Westfield Office. A 20-year veteran of UBS, Joe has a proven track record of fostering strong relationships with Financial Advisors and team associates. His leadership journey includes successfully managing the White Plains office from 2012 to 2020 and more recently leading the 1251 Avenue of the Americas office in NYC for two and a half years.

Joe began his career as a Financial Advisor and has held various leadership roles at UBS, including Complex Director and Branch Manager. He also served as Head of Leadership and Future Talent Development, bringing valuable home office experience. Known for his strategic mindset and collaborative leadership style, Joe is committed to providing a platform of respect, advocacy, stability, and growth for his teams.

Education:
• B.A. in Finance, Baruch College
• M.B.A. in Marketing, Wagner College
• Graduate program, Securities Industry Institute, Wharton School of Business

Joe resides in Fairfield, NJ, with his wife and three children, and is excited to bring his extensive experience back to the local NJ market.

• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• ID
• IL
• IN
• KY
• MA
• MD
• ME
• MI
• MN
• MO
• MT
• NC
• ND
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• RI
• SC
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WV

Armando Michelangelo joined UBS in June of 2007 and has made significant contributions to the company ever since. Over the years, he has held several key positions including Operations Manager, Administrative Manager, Team Administrator, Assistant Complex Director, and Market Administrative Officer. Before being elevated to Associate Market Executive in New Jersey.

Armando holds various Finra securities licenses, including Series 3, 4, 7, 9, 10, 24, and 63, as well as a Life, Health, and Annuity license. Armando’s professional qualifications include holding the CRPC® and AAMS designations. His commitment to excellence was recognized firmwide when he received the UBS Leadership Award in 2013 and the Three Keys Culture Award in 2025.

• Associate Market Executive

• 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

Kyle is the Associate Market Administrative Officer supporting our Florham Park, Westfield, and Short Hills offices.

Kyle is a seasoned financial services professional with over a decade of experience in wealth management, operations, and client service. He began his career in 2012 with UBS Financial Services in Nashville, where he quickly developed strong expertise in client service and relationship management. Following his time in Nashville, Kyle joined Morgan Stanley as a Client Service Associate, where he supported Financial Advisors and consistently delivered high-level service to clients.

 In 2018, Kyle moved to New York City and joined UBS’s 1285 Avenue of the Americas office as a Market Service Manager. His dedication and leadership led to his promotion to Associate Market Administrative Officer, where he supported market leadership and helped oversee operational and administrative functions across the 1285 business. Additionally, Kyle has served as Administrative Manager for our Northern New Jersey Market.

• CT
• FL
• NC
• NJ
• NY
• PA

David is the Supervisory Officer for the Florham Park branch. He handles supervisory functions within the branch to help the team stay compliant with industry rules and regulations. He has been in the industry for 23 years, mostly in management working with Advisors to ensure we are deliver top tier service to all clients.  Prior to joining the Florham Park Office, David worked at Merrill Lynch as a Senior Market Supervision officer.  David has spent his career making sure the Financial Advisors he works with are getting all of the support they need.

David earned a Bachelor of Science degree in Finance from the Pennsylvania State University. He holds FINRA Series 7, 66, 9, 10, and 31 licenses in addition to NJ Life and Health Insurance licenses. David lives in Mine Hill, New Jersey with his wife Christina. In his free time, he enjoys playing the saxophone, tennis and basketball as well as cruising. 

• NJ

Sherry is the Market Service Manager for the Northern New Jersey Market. With over 30 years of operational and management experience, Sherry handles the day to day operations of the Westfield Office. She joined PaineWebber as a Sales Assistant with a small branch and held many positions during her tenure including Assistant to the Branch Manager, Operations Manager, and Administrative Manager. She joined the Paramus Office in 2008 as a Compliance Analyst and then as an Operations Manager. Sherry has the expertise and has developed relationships in all areas of home office that help her solve the most complex issues for Financial Advisors and Team Associates.

Sherry holds FINRA Series 7, 9, 10 and 66 licenses. Sherry earned a Bachelor of Arts in Economics from Douglass College, Rutgers University. Sherry is married with two children and currently resides in Oakland, NJ. In her free time she volunteers with her children's high school
athletics teams fundraisers, spends quality time with her family skiing and playing soccer.

• NJ

Patrick is a Branch Office Administrator and Branch Technology Liaison in the Westfield, NJ office. In his role, he provides administrative, operational, and technology support to advisors and clients, helping to ensure a seamless and efficient branch experience. He currently resides in New York. In his free time, he enjoys golfing, watching sports, working out, and spending time with family and friends.