Ali has over 25 years of experience in the financial services industry and has held numerous positions at UBS, most recently as Head of Sales for UBS International, the U.S. Private Bank and Canada.
Ali was a successful club level Financial Advisor and Sales Manager in Washington D.C. He moved to New York in 2000 to be the Branch Manager and to build our international office in New York City. Ali's success led him to roles as head of product development and sales for UBS International, the Americas business for our Switzerland based Private Bank, and Puerto Rico.
Ali is involved with a number of national charitable organizations. He resides on the Upper East side with his wife Anne and their twin boys age 10.
Educated in Iran and France, Ali earned his Bachelors degree and MBA in International Business from The George Washington University.
Registered States: 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, 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
Richard Lede, Assistant Branch Manager, joined UBS in 2008 with more than 20 years of previous relevant experience at competitor firms. He brings with him deep and extensive experience in delivering the highest levels of service and support to clients. A relentless problem solver, Rich will not rest until he is able to deliver the right solution. Rich earned his B.S. degree in business management at St. Francis College and is an avid hockey fan.
Melissa joined UBS in January of 2012. As a member of the Stamford Private Wealth Management Team, Melissa directly manages client service, risk management and operations for the office. Prior to joining UBS, Melissa worked at JP Morgan Chase for 21 years assuming various management roles in Private Wealth Management including regional administration, compliance, risk management, product management and operations.
Melissa earned her BA in Economics from Hamilton College and was sponsored by JP Morgan Chase for Smith College's Executive Education for Women. She holds her Series 7, 63, 66, 9, 10 and 24 licenses.
Melissa lives in Connecticut with her husband and twin daughters,
Rose Bien serves as Branch Office Administrator in the Stamford Private Wealth Management Office where she is responsible for overall administration of office services, including technology, office equipment, human resources and facilities. Rose joined UBS in 1993 and has held prior positions at the firm as Trader's Assistant and Client Services Associate. Rose received her B.S. at State Univeristy at Oneonta and is very actively involved as a volunteer at the Stamford Family YMCA.