UBS Financial Advisors form $1.3 billion team in Hartford, CT
26 Marzo 2024 - 1:21PM
Business Wire
UBS Wealth Management USA today announced the formation of Stone
Harbor Group, a new team of Financial Advisors in its Hartford, CT
office. The nine-person team includes Financial Advisors Richard
Cyphers, Gerald Dubey, Douglas Domian, Scott Mintz, David Sacharko
and Sean Siana, as well as Client Service Associates Aranzazu
Suarez, Jake Heyde and Christian Foxen. Together, the team oversees
$1.3 billion in client assets and has more than 150 years of
collective investment experience, spanning multiple
generations.
“Our client base continues to evolve as does their needs, and
this newly integrated team is well-positioned to meet those needs
and provide an enhanced client experience,” said William Cholawa,
UBS Greater New England Market Executive. “In coming together as
one collaborative, complementary group, the team will be able to
leverage the unique skills and talents of each advisor to continue
to successfully deliver for their clients.”
Rick Cyphers helps families balance short and long-term
financial goals by considering their objectives, liability
requirements, risk tolerance and wealth transfer expectations.
Prior to joining UBS in 2009, Rick was a Senior Advisor for Citi
Family Office where he provided comprehensive wealth management
services to private clients. He holds an M.B.A. from Tuck School of
Business at Dartmouth College. An avid outdoorsman, Rick has hiked
most of the Appalachian Trail, and splits time with his wife in
Glastonbury, CT and Ludlow, VT.
Gerry Dubey delivers comprehensive wealth management, planning
and wealth preservation strategies to private clients. Prior to
joining UBS in 2009, he was a Senior Advisor at Citi Family Office
where he advised clients on the complexities of significant wealth.
A three-sport athlete at Tufts University, Gerry joined Burnham
& Company in 1971 where he provided equity research to
institutional clients throughout New England. He and his wife live
in Chester, CT.
Doug Domian’s clients include families with multi-generational
planning needs, corporate executives, business owners, and he has a
strong passion for working with families who have children with
Special Needs. Doug has the unique perspective of loving and
raising his older daughter who is Intellectually Disabled, and he
received specialized training for advising families with Special
Needs at Merrill Lynch before joining UBS in 2013. Doug also earned
the Chartered Retirement Planning Counselor designation, CRPC®. He
enjoys spending his free time traveling with his family, golfing,
and fishing.
Scott Mintz brings decades of experience, centered around
providing tailored wealth management solutions for
multi-generational families, individuals and institutions to the
team. He offers personalized advice designed to meet the unique
goals and objectives of his clients. Scott received his
undergraduate degree from Suny Binghamton and his MBA from the
University of Wisconsin-Madison. He and his wife are residents of
West Simsbury, Connecticut and have two sons. In addition to his
passion for the financial markets, he loves the outdoors and enjoys
hiking, tennis, gardening and biking.
David Sacharko has over 20 years of wealth management
experience. Prior to joining UBS in 2023, he was a Financial
Advisor at Merrill Lynch since 2004. David focuses on family wealth
management and building strong client relationships based on trust
and personalized service. He also holds his Chartered Retirement
Planning Counselor designation, CRPC®. David graduated in 2002 from
Central Connecticut State University and currently resides in
Burlington, CT with his wife and two children.
Sean Siana entered the financial services industry in 2012 with
U.S. Trust (now part of Bank of America), and later was a Financial
Advisor at Merrill Lynch. Sean joined UBS in 2023 and focuses on
providing clients with personalized wealth planning advice,
including trust and estate planning services, investment,
retirement and liquidity planning. He holds the Certified Financial
Planner™ certification and graduated from Bryant University with a
BSBA in Management, along with an MBA in Management from the
Florida Institute of Technology. Sean lives in Glastonbury with his
wife, son and two dogs.
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading
universal bank in Switzerland. It also provides diversified asset
management solutions and focused investment banking capabilities.
With the acquisition of Credit Suisse, UBS manages 5.5 trillion
dollars of invested assets as per second quarter 2023. UBS helps
clients achieve their financial goals through personalized advice,
solutions and products. Headquartered in Zurich, Switzerland, the
firm is operating in more than 50 markets around the globe. UBS
Group shares are listed on the SIX Swiss Exchange and the New York
Stock Exchange (NYSE).
© UBS 2024. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. For press
use only.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20240326641619/en/
Media: Christina Aquilina Christina.aquilina@ubs.com
https://www.ubs.com
UBS (NYSE:UBS)
Gráfica de Acción Histórica
De Abr 2024 a May 2024
UBS (NYSE:UBS)
Gráfica de Acción Histórica
De May 2023 a May 2024