Lasting relationships

Understanding what matters most to you

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.

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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.

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    Erin McDonald

    Director

    Market Director

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    • CT
    • ME
    • NJ
    • NM
    • NV
    • NY

    I focus on collaboration by teaming with financial advisors, branch employees and field partners to make a bigger impact on our clients lives and our local community. Whether promoting digital platform adoption, planning UBS wellness challenges, client symposiums or Center-of-Influence networking events, my goal remains the same. Create an environment that cultivates strong thinkers, game changers and a place where people want to work and do business every day

          8 Wright Street
          3rd Floor
          Westport, CT 06880
        • Charles-Patti

          Charles Patti Jr.

          Associate Director

          Branch Operations Manager

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          • CT
          • NY

          Charlie began his career in the financial services industry in 1989 working with John Hancock Financial Services. In addition to his current role as Administrative Manager of both the Westport and New Haven offices, he has held various positions at financial institutions including Supervisory Principal and Operations Manager. Charlie joined UBS in 2006 as Administrative Manager in the Stamford office and joined the New Haven office in 2010. He holds FINRA Series 6, 7, 9, 10 and 63 security licenses as well as various insurance licenses. Charlie received a B. S. degree in Education from Rhode Island College.

            • Rhode Island College, B.S. Education
              8 Wright Street
              3rd Floor
              Westport, CT 06880
            • Anthony DiPerri

              Anthony DiPerri

              Authorized Officer

              Admin Manager

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              • CT
              • NY

              As the Complex Admin Manager, Anthony is responsible for hiring, training, developing, and supervising staff, as well as ensuring efficient branch administration and a positive experience for the clients we serve. Prior to this role, Anthony served as a Digital Specialist, focused on training financial advisors and their teams on the utilization of digital tools and technology to create efficiencies in their practice and help grow the business.

              Anthony earned his B.S. in Finance with a concentration in Value Investing from Fordham University. He is also FINRA registered holding his Series 7, 66, 9, and 10.

              Born and raised in Queens, NY, Anthony likes to spend his time outside the office with friends and family, sports (both playing and watching), and exploring New York City.

                    600 Washington Blvd
                    Stamford, CT 06901
                  • Danielle

                    Danielle Fujioka

                    Director

                    Supervisory Officer

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                    • CT
                    • MA
                    • NJ
                    • NY

                          600 Washington Blvd
                          Stamford, CT 06901

                        Focus on liquidity management

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                        UBS and Credit Suisse—stronger than ever

                        Managing wealth is our craft

                        We’re committed to understanding what wealth means for you.

                        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $5+ trillion

                        In invested assets globally 
                        As of 11/07/2023

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager

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