Experience Makes all the difference

Employing a comprehensive, yet focused approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

My Total Picture – A convenient way to view your various accounts—from inside and outside UBS—in one place. Contact me to learn more or visit: ubs.com/accountaggregation

Jason Klein, CEPA®

Senior Vice President - Wealth Management
Certified Exit Planning Advisor (CEPA®)
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716-630-3045

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  • MBA from Canisius College, BA in English from University of Buffalo, attended Kent State University, played college ice hockey
  • Joined UBS via acquisition in 2007
  • 30 years of experience in financial services industry
  • Previous Firms include McDonald Investments (KeyCorp), Tucker Anthony, Merrill Lynch
  • Founder & co-owner of Buffalo Wings Pro Roller Hockey Organization
  • Chairman, Secrets of Champions Advisory Board
  • Focus:   Financial Planning and Investment Strategy orchestration
  • Licenses:  Series 6, 7, 31, 63, 65/66, Life & Health


Registered States:
AK, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, LA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA

Peter Trigg, CRPS®

Vice President - Wealth Management
Chartered Retirement Plans Specialist (CRPS®)
716-630-3034

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  • BS from University of Buffalo
  • Joined UBS via acquisition in 2007
  • 32 years experience in financial services industry
  • Previous Firms include McDonald Investments & Smith Barney
  • Professional auto racing experience
  • Focus: investment strategy specifics & application for individual wealth management & qualified plan clients
  • Licenses: Series 6, 7, 31, 63, 65/66, Life & Health


Registered States:
AK, AR, AZ, CA, CO, CT, FL, ID, IN, LA, MA, MD, MI, MN, MO, NC, NJ, NY, OH, OR, PA, SC, TX, VA

Kyle Kozlowski, CFP®

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
716-630-3031

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  • BS from SUNY Buffalo State
  • 8 years experience in financial services industry
  • Played professional ice hockey in Poland
  • Attended New England College, played college ice hockey
  • Focus: data integration & investment strategy support
  • Licenses: Series 7, 66


Registered States:
FL, MI, NY

Christina M. Bottega

Team Administrator
716-849-3838

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  • Attended SUNY Alfred
  • Joined UBS via acquisition in 2007
  • 18 years experience in financial services industry
  • Previous firms include Paine Webber
  • Enjoys volunteering at the Ronald McDonald House of CNY
  • Focus: manages concierge-level service & administration for Team
  • Licenses: Series 7, 66


Registered States:
CO, IL, NY