Experience That inspires confidence

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Donald B. Barter, CIMA®

Managing Director - Wealth Management
Certified Investment Management Analyst (CIMA®)
Senior Portfolio Manager
315-473-7112
donald.barter@ubs.com

Don has been providing wealth management advice and guidance from The Barter Group's Syracuse, New York, office since 1972. He focuses on guiding high-net-worth clients through retirement planning strategies, asset management, wealth transfer strategies and philanthropic giving. He holds the Certified Investment Management Analyst® (CIMA®) designation. As a Senior Portfolio Manager, he can use proprietary model portfolios and tailor investment strategies to your unique needs and goals.

Don received a Bachelor's degree in Marketing from the University of Maine and an MBA from Syracuse University. Don currently serves with the Whitman Corporate Advisory Council of Syracuse University and the board of the Foundation for Upstate Medical University. He has previously held board positions on WCNY Public Broadcasting Service, Everson Museum of Art, Crouse Hospital and Dewitt Community Church. In addition, he and his wife, Janet, have been active supporters of Vera House. Don resides in Jamesville, NY and Naples, FL. He and Janet have two grown children, Jon and Sarah, and four grandchildren.


Registered States:
AL, AR, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MI, MS, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI


Jonathan A. Barter

Senior Vice President - Wealth Management
Portfolio Management Program Financial Advisor
Senior Portfolio Manager
212-333-8992
jonathan.barter@ubs.com

Jon joined UBS in August 2014, and prior to that worked at Merrill Lynch for more than 13 years. He has over 18 years of experience in the financial services industry. Jon joined Merrill Lynch's Wealth Management unit in 2008, and before that worked in Merrill Lynch's Institutional Advisory Division on the equity sales desk for eight years. There, Jon worked primarily with hedge funds and asset managers, assisting them with their investment processes, equity trading and syndicate efforts. Prior to joining Merrill Lynch, Jon was a client relationship manager at Rittenhouse Financial Services, a wholly owned subsidiary of Nuveen Investments, and before that he worked on the fixed-income trading floor at Morgan Stanley. Jon prides himself on putting clients' interests front and center at all times, and draws on his broad array of market experience when managing client assets.  He is licensed to sell life and health insurance in New York State.

Jon is a graduate of Villanova University's School of Business, and is a  member of the Villanova University Alumni Association's Presidents Club. He resides in Larchmont, New York with his wife Kathleen and their four children.


Registered States:
AL, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MI, MS, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI


Mark J. Worden, CRPC®

First Vice President - Wealth Management
Chartered Retirement Planning Counselor (CRPC®)
Chartered Retirement Plans Specialist (CRPS®)
Portfolio Management Program Financial Advisor
315-473-7113
mark.worden@ubs.com

Mark joined UBS in August of 2014, and prior to that,  worked at Merrill Lynch for more than a decade. Mark became a part of The Barter Group in late 2010. Drawing on the global resources of UBS, he develops personalized strategic solutions to address the complex needs of individuals with substantial wealth. Mark offers clients a range of services including portfolio strategies, stock option analysis, retirement planning strategies, hedging strategies for concentrated equity positions, life insurance analysis and a full range of wealth transfer strategies. Mark is licensed to sell life and health insurance in New York State. Mark has earned the Chartered Retirement Planning CounselorSM (CRPC®) designation.

Mark graduated from the University of South Carolina in Columbia, where he earned a Bachelor's degree in Business. He resides in Manlius, New York, with his wife, Reghan, and their two sons, Cameron and Bradford.


Registered States:
AL, AR, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MI, MS, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI


Michele M. Backes

Team Administrator
315-473-7119
michele.backes@ubs.com

Michele is integral to the day-to-day operations and organization of the team, and provides support to all account types. Michele directly supports the financial advisors in their work on trusts and estate planning services. She also plays a major role in client onboarding. She earned an Associate's degree in Business from Bryant & Stratton College and resides in Hastings, New York.


Registered States:
AL, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MI, MS, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI


Thomas R. Lynett III

Senior Wealth Strategy Associate
212-333-8993
thomas.lynett@ubs.com

Tommy joined The Barter Group in early 2012, and UBS Financial Services in 2014. Tommy is a graduate of Colgate University, and joined the Merrill Lynch shortly after graduation. Since then, Tommy has become an invaluable member of the client service team, handling many of our largest relationships. Tommy works tirelessly to provide our clients with a the best service possible.


Registered States:
AL, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MI, MS, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI


Dawn E. Frenza

Senior Client Service Associate
315-473-7125
dawn.frenza@ubs.com

Dawn has 14 years of financial services experience. Dawn offers the highest level of assistance to clients. She is responsible for opening new accounts, processing client requests and answering client questions pertaining to retirement plan strategies, IRA accounts and Wealth Outlook® reports. She earned her Bachelor's degree from LaMoyne College.


Registered States:
AL, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MI, MS, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI