Lee received his bachelor's degree in finance from the University of Maryland in 1994 then began his professional career in the financial services industry at Advest Group Inc. (Merrill Lynch), later transitioning to CIBC Oppenheimer.  In 2007, Lee joined UBS Financial Services as Senior Vice President at the 1285 Avenue of Americas office in New York City.  One year later, he attained the title of Wealth Advisor from the UBS Business University.  Only those Advisors who complete the initial rigorous accreditation program and ongoing development sessions, consisting of in-depth training on a range of financial topics, earn and maintain this designation. 

With more than two decades as an investment manager,  Lee has gained critical insight into investor behavior and market performance and built a strong reputation for delivering customized investment solutions to high net worth clients. His areas of focus include investment portfolio construction, asset allocation, risk management, manager selection, retirement planning, and wealth preservation strategies.

Lee's expertise has led to recognition as one the top financial advisors nationwide by multiple financial publications, including Forbes Best-In-State Wealth Advisors List every year since 2018.

Outside of the office, Lee participates in a number of philanthropic efforts and is an active mentor at American Corporate Partners, an organization that aims to assist recently returned veterans as they transition from the military to the corporate workforce. He lives in Summit, New Jersey, with his wife Kristin and two children, Ben and Abby.

Registered States:
AZ, CA, CO, CT, DC, FL, GA, IL, IN, LA, MA, MD, ME, MI, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA

Helping sophisticated clients meet their most meaningful wealth goals, Marielle focuses on providing high level advice and solutions to address all areas of her client's lives. She is the leading financial planner for the Samson Group at UBS Financial Services Inc., creating customized financial plans and investment strategies for high net worth individuals and families. In addition, Marielle is also a respected financial specialist in high net worth divorce. Her financial planning and investment capabilities serve as the basis for her divorce financial specialty and allows her to provide a high level of expertise to her clients, helping them make informed decisions at each critical stage. .

Marielle is a member of the Institute for Divorce Financial Analysts and a holder of the Certified Divorce Financial Analyst™ (CDFA®), designation.  She also holds the CFP® certificate as a CERTIFIED FINANCIAL PLANNER™ and is a member of the Financial Planning Association.

In addition to her practice, Marielle is a passionate educator and is committed to making an impact in the communities she serves. She has engaged in several speaking engagements throughout the years covering financial planning techniques and investment strategies and has served as a motivational speaker for various leadership conferences discussing the role of women in business. She also runs the advisory boards for two non-profit organizations in New York City and is a career advisor for her college, helping students select career paths and obtain job opportunities.

In The Press

"Divorce Under New Tax Law Could Complicate Calling It Quits" USA Today, 3/12/18

"Why Linking Finance and Wellness Might Attract Millennial Advisory Clients" On Wall Street, 03/13/18

"Amazon Wants To Get To Teenagers Before The Banks Do" Bloomberg, 03/29/18

"Millennial Women Are Letting Men Take Care of the Money" Bloomberg 03/06/19

"Millennial Women and Finances: Study Yields Suprising Results" Investment News, 07/06/19

"Can the Old Guard Succeed With Millennials?" Wealth Management 8/22/19

Registered States:
CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, MI, NC, NJ, NM, NY, OR, PA, SC, SD, TX, VA

Bob began his career as a professional in the financial services industry in 1966 at Bache and Co.  He worked there as an investment manager until 1979 when he transitioned his practice to LF Rothchild, which later became Oppenheimer & Company.  In addition to managing investments for his clients, Bob also held  a leadership role at both LF Rothchild and Oppenheimer as a manager, responsible for overseeing and developing  financial advisors.  In 2003 Bob joined UBS Financial Services, Inc.

His extensive knowledge and expertise in the financial services industry is powered by his experience, and as a Senior Vice President at UBS he is dedicated  to providing his clients with thoughtful investment solutions that are tailored to their unique needs.  His areas of expertise include the  creation of tailored fixed income portfolios as well as single stock management and asset management strategies with select Private Equity exposure when appropriate. His finely-tuned wealth management principles leaves his clients feeling assured regardless of market movement.

Bob graduated from the University of Pennsylvania – Wharton School of Business with a B.S in economics and a dual major in political science. He acted and continues to perform his duties as Class Gift Chair for his class of '65.

He resides in Rye, New York with his wife Susie and in the summer months, they enjoy visiting their vacation home in Nantucket, Massachusetts. Together they have two sons and three grandchildren. 

Registered States:
AZ, CA, CO, CT, FL, GA, MA, ME, MT, NC, NJ, NV, NY, PA, SC, TN, VT, WA

Aimee began her career in the financial services industry at MassMutual where she assisted with operational matters for insurance products. She joined Oppenheimer & Company and began working with Lee, providing administrative support to his clients. Aimee continued to work alongside Lee and his clients as they transitioned to UBS Financial Services together in 2007.

As a central member of the team, Aimee is responsible for  all  aspects of administrative and operational work. She recognizes that exceptional client service is the backbone of our practice and enjoys working with our clients to ensure their needs are fulfilled in a seamless and organized manner. Her primary focus is to deliver her very best to each and every client and as a result, she has built strong relationships with our clients over the years.

Away from the office you can find Aimee enjoying live music, a good book, or cooking for guests in her NYC apartment. Aimee is a big animal lover and volunteers with Animal Haven in SoHo. She is also an active member of New York Cares.

Areas of Focus

• Proactive client account maintenance and administration
• Tax packet preparation and organization
• General banking services including money wires and electronic funds transfers
• New client orientation and onboarding
• Online Services setup and support including banking services and online bill payment

Registered States:
CA, CT, FL, LA, ME, NJ, NY, PA, SD

Grace graduated from Drew University with honors and joined UBS Financial Services in 2013 after previously working as a clerical assistant to an ER doctor. Her past experience  working in a time sensitive environment  was paramount in perfecting her problem solving skills that she now utilizes each and every day delivering high quality service to our clients. 

Grace works alongside Aimee covering all aspects of administrative and operational work. She is extremely detailed oriented and is a valuable member of the team ensuring tasks are completed efficiently and with precision.

Away from the office you can find Grace near the water, paddle boarding and scuba diving.  She also enjoys going to the theater in the city and practicing yoga. Grace is also involved as a volunteer with environmentally focused nonprofits.

Areas of Focus

• Respond to client inquiries and implement solutions
• Account opening and maintenance
• Ensure accuracy of client information
• Client review scheduling (quarterly and annual)
• Maintaining compliance with regulatory requirements

Registered States:
CA, CT, FL, LA, ME, NJ, NY, PA, SD