Erik began his career in financial services in 1996 and soon joined PaineWebber in 1997 and UBS when the two firms merged. At UBS, Erik serves high net worth and ultra high net worth investors, hedge fund owners and managers, entrepreneurs, athletes and their families. He and his team also provide consultations and other services for corporate benefit plans, including stock option and restricted stock plans, as well as nonqualified deferred comp plans. Erik’s focus is not only on investing, but on providing a comprehensive plan that combines goal-based strategies with long-term investment strategies, each customized to each individual.

From an early age, Erik has held a passion for leadership, Wall Street and building his own business. He graduated from Franklin & Marshall College in Lancaster, PA, with a B.S. in government and a minor in sociology. Erik is a NFLPA Registered Player Financial Advisor and completed the Private Wealth Executive Education Program through the Wharton Business School. He is active in his community as coach for Darien youth and lacrosse and as a member of the Rescuing Leftover Cuisine (RLC) Impact Council and Goal Power Foundation. Married to his high school sweetheart, Erik and his wife have three children: Emma, Shannon and Ryan. In his spare time, he enjoys playing golf, boating and kayaking with his family, and he is involved in various charities and events.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WA, WY

Mike joined the UBS predecessor firm PaineWebber in 1999 after a period with Bankers Trust/Deutsche Bank, where he worked with senior executives garnering valuable insight into how a top-notch wealth management firm operates. At UBS, he is a trusted Advisor for clients and their families, and oversees the design and implementation of client plans, business development, and handles much of the client-facing activities.

Mike graduated with a B.A. from Indiana University in Bloomington. He also completed the Private Wealth Executive Education Program through the Columbia Business School. He and his wife have two children and live in New York City. He is on the Board of Directors of CP Ice, Inc. and is active in his community as a supporter of the American Indian Foundation, Brooklyn Bridge Park Conservancy, American Corporate Partners and Goal Power Foundation. He also supports the Indiana University Foundation. In his spare time, he enjoys sports, working out, reading, cooking and spending time with his family.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WA, WY

Seth joined the Dahlquist Group after completing UBS’s Wealth Planning Associate program, where he supported multiple Private Wealth Advisors, creating comprehensive financial plans for high net worth and ultra-high net worth individuals and families. Since joining the Dahlquist Group, Seth’s primary responsibility is supporting the team’s financial planning and investment management efforts. He truly enjoys working directly with our clients to fully understand their immediate needs and long-term goals to provide the most tailored service possible.

Seth graduated from Syracuse University in 2014 with a B.S. in Finance. Outside of work he enjoys sports, cooking and traveling.

He currently resides in New York City and is a Chartered Financial Analyst (CFA®), a Chartered Retirement Planning Counselor (CRPC®), and holds Series 7, 63 and 65 licenses. Seth also holds a NY Life, Health, and Accident insurance license.

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, 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

Since 2003, Eva has worked closely with UBS clients assisting them at multiple levels with their financial needs. She is the first person clients and team members turn to when assistance of any kind is needed. Eva is responsible for scheduling, calls, handling of transfers of funds and securities, opening accounts, and making sure that all account information is accurate.

Eva lives with her two daughters Christie and Amber in Whitestone, Queens. She is fluent in Polish, and she is an active member of the Humane Society. She is also an advanced open-water-certified scuba diver, likes to travel and is passionate about food, particularly cooking gourmet dishes.

Brittany joined the Dahlquist Group in 2016. Prior to joining UBS she began her career in the financial services industry in 2011 at Fieldpoint Private located in Greenwich, CT. There she worked on a team that provided customized wealth strategy and private banking services to high net worth individuals.

Brittany graduated from Bryant University in Smithfield, RI, with a B.A. in finance and minors in communications and marketing. In addition, she holds her Series 7 and 63 licenses. Brittany enjoys working out, cooking and exploring new restaurants in the city.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WY

Jennifer joined the Dahlquist Group in 2018. At UBS, some of her responsibilities include client service, account maintenance, reports and other administrative matters.

Jennifer graduated from Fordham University in Bronx, NY, with a B.A. in economics. She currently lives in Brooklyn, NY where she grew up. Outside of work, she is dedicated to spending time with her friends, traveling, and videography.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WY