Experience Makes all the difference

Test D'Aiutolo




John K. Doke

First Vice President - Investments
214-965-6177

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John has been with UBS for 18 years and active in the Securities industry for 22 years, advising institutional clients on portfolio management and sector evaluation, and in more recent years high-net worth families. He was with PaineWebber Dallas at the time it was acquired by UBS in 2000 following previous service with Kidder Peabody. He began his career with Hibernia National Bank Dallas where he traded fixed income securities in their Capital Markets Division. John earned a BBA in Finance from the University of Texas at Austin.


Registered States:
AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, KS, LA, MA, MS, NJ, NM, NY, OH, OK, PA, SC, TN, TX, UT, VA, WY


James D. Madden

First Vice President - Investments
214-965-6174

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Jim has been with UBS for 16 years and active in the securities industry for over 39 years with a diverse institutional background in portfolio management, technical analysis, institutional consulting, and in more recent years advising high-net worth families. He was with PaineWebber Dallas at the time it was acquired by UBS in 2000. Jim received his BBA and MBA degrees with concentration in Finance from Southern Methodist University.


Registered States:
AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, KS, LA, MA, MS, NJ, NM, NY, OH, OK, PA, SC, TN, TX, UT, VA, WY


Petia Moutaftchieva

Client Service Associate

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Petia recently joined the Mosley Group in October 2012. Before joining UBS she held internships with JP Morgan   Personal Banking and Wells Fargo Advisors as a Financial Intern. Petia earned a BBA with honors in Finance from Southern Methodist University and a Master in International Relations from the IE School of Arts and Humanities in Madrid, Spain.