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.

  • Erin photo

    Erin McDonald

    Executive Director

    Market Director

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    • AL
    • AR
    • CT
    • DC
    • FL
    • HI
    • IN
    • MA
    • MD
    • ME
    • MI
    • MT
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • SD
    • UT
    • VT

    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
          erin.mcdonald@ubs.com
          Erin McDonald
          8 Wright Street,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
              charles.patti@ubs.com
              Charles Patti Jr.
              8 Wright Street,Westport,CT,06880
            • Anthony DiPerri

              Anthony DiPerri

              Associate Director

              Admin Manager

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              • AL
              • AR
              • CT
              • DC
              • FL
              • HI
              • IN
              • MA
              • MD
              • ME
              • MI
              • MT
              • NE
              • NH
              • NJ
              • NY
              • OK
              • OR
              • PA
              • SD
              • UT
              • VT

              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.

                    100 West Putnam Ave
                    2nd Floor
                    Greenwich, CT 06830
                    anthony.diperri@ubs.com
                    Anthony DiPerri
                    100 West Putnam Ave,Greenwich,CT,06830
                  • Danielle

                    Danielle Fujioka

                    Director

                    Supervisory Officer

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                    • CT
                    • MA
                    • NJ
                    • NY

                          600 Washington Blvd
                          Stamford, CT 06901
                          danielle.fujioka@ubs.com
                          Danielle Fujioka
                          600 Washington Blvd,Stamford,CT,06901
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                        UBS Year Ahead 2025

                        Roaring 20s: The next stage

                        Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                        A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                        Read the report

                        A leader in wealth management

                        Backed by the strength of our parent company, UBS AG

                        $5.9+ trn

                        UBS Group invested assets
                        As of 06/30/2024

                        51 countries

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                        Global leader

                        UBS is a leading and truly global wealth manager

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