Fred joined UBS in 2008. He completed his undergraduate work at Miami University and has more than 25 years experience in the financial services industry. Fred concentrates on developing, implementing and monitoring both comprehensive investment policies and managed investment portfolios. Fred is also responsible for portfolio asset allocation, relationship management to institutional clients and discretionary equity portfolios.

Registered States:
AL, CA, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OR, PA, RI, SC, TN, TX, VA, VT, WI

Jim earned a B.A. in Finance from Siena College. He has worked in the financial services industry since 1998 and joined UBS in 2008. Jim focuses on analysis and selection of managed products, maintenance of team's investment manager matrix and discretionary managed portfolios, and insurance related products. Jim also handles the team's liability business, including mortgages, securities backed lending and other debt facilities.

Registered States:
AL, CA, CT, FL, GA, HI, IL, IN, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OR, PA, RI, SC, TN, TX, VA, VT, WI

Phil joined UBS in 2018. He completed his undergraduate work at Indiana University and has more than 11 years of experience in the financial services industry. Phil concentrates on advising the team's ultra high net worth clients with investment management, credit, banking and long term Estate Planning solutions. He previously worked as a Vice President in JP Morgan's Private Bank for five years.

Brian began his career in financial services in 2011 at Barclays. He joined UBS in 2014 as a Client Service Associate. He graduated with a B.A. degree in Management and Economics from Gettysburg College in 2011. He is a Certified Financial Planner and constructs all Financial Plans for clients and prospects of the team. Brian also assists with investment management and estate planning solutions for the team.

Registered States:
AL, CA, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, MS, NC, NH, NJ, NM, NV, NY, OR, RI, SC, TN, TX, VA, VT, WI

Kevin joined UBS in 2012. He holds a B.S. from the University of Connecticut. Kevin handles all administrative and operational support for the team and handles all operational issues for managed accounts.

Registered States:
AL, CA, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, MS, NC, NH, NJ, NM, NV, NY, OR, RI, SC, TN, TX, VA, WI

Adam started his final services career with JP Morgan Chase Bank, N.A, and spent nearly five years with the firm as a Private Client Banker. He came on board with the UBS team in 2018 as a Client Service Associate. Adam's passion for helping clients is based on his disciplined, proactive, yet flexible approach to all situations. He assists the H2 team by handling all operational and administrative needs. Adam holds a B.A. in Communications from the University at Albany.

Registered States:
CA, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, MS, NC, NJ, NM, NV, NY, OR, RI, SC, TN, TX, VA, WI