For nearly 30 years, Loren has honed his approach, bringing wealth management best practices together with his goals-oriented, business plan methodology for financial planning. As the senior team leader, Loren has built his practice to be a think tank of ideas, offering clients sophisticated strategies around wealth planning, retirement cash flow, complex estate planning strategies, insurance and philanthropy.

Working closely with his clients’ tax and legal advisors, Loren is committed to building a unified plan based on discovering and understanding their goals and objectives. His institutional experience has given him a seasoned perspective on markets and investment strategy. Loren focuses specifically on strategic and tactical asset allocation, investment planning strategies, risk optimization and third-party money manager evaluation.

Experience

• Joined UBS in 2004
• Moved to Merrill Lynch’s Private Client Group in 1991
• Began his career on the institutional trading desk at Merrill Lynch as an equity research analyst in 1985

Credentials

• Elected to the UBS Global Circle of Excellence, in recognition of his customized wealth management approach
• B.A. in management from Hartwick College

Life

• Loren and his family live in Edgemont, NY
• Member, Westchester Reform Temple
• Active with the Lung Cancer Research Foundation and Miracle League of Westchester
• Member, Board of Governors, Harmonie Club, New York City
• Member, Sunningdale Country Club

Registered States:
CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, OR, PA, TX, WA

Working closely with individuals and families, Kevin and The Weiss Group team provide an integrated planning approach specifically tailored around each client’s goals, needs and dreams. Kevin is dedicated to helping clients grow and preserve wealth while planning a legacy to be proud of. He works closely with clients’ estate attorneys, insurance representatives, CPAs, business bankers and philanthropic advisors to develop integrated planning solutions that drive informed financial decisions.

Engaged in all aspects of the team’s relationships, he helps ensure each client has access to the full services of the firm. Appreciated for his moral and ethical approach to managing client relationships, Kevin focuses primarily on market research, portfolio analysis and investment solutions. When developing financial plans, he helps clients see how all aspects of their financial lives fit together, including asset allocation, retirement accounts, education planning, strategic philanthropy and estate plan strategies.

Experience

• 10 years of financial services experience
• Joined The Weiss Group in 2011
• Began at UBS in 2010 after two years as an intern at National Securities

Credentials

• Forbes’ America’s Top Next Gen Advisor list, 2018 and 2017
• Private Wealth Executive Education Program, The Wharton School
• B.A. degree, marketing, Siena College
• Series 7, 63 and 65 licenses
• Life, accident and health insurance licenses

Life

• Married to wife, Kara
• Volunteer for CityLax Org. and the Alzheimer’s Drug Discovery Foundation (ADDF)
• Member of Siena Lacrosse Alumni Association
• National Eagle Scout Association

Registered States:
CA, CO, CT, DC, FL, IL, MA, MD, NC, NJ, NY, PA, TN, WA

Mike helps deliver the highest quality service to clients by always keeping their best interests at heart. He handles the day-to-day operations of the team and focuses on money manager research and analysis due diligence, market data and portfolio performance.

Mike understands that the first priority is always risk management. Dedicated to providing holistic wealth management, Mike works with the team and a client’s outside professional advisors to develop a comprehensive financial plan. His focus on financial education aims to help clients feel confident about making informed fiscal decisions.

Experience

• Joined The Weiss Group in 2017
• Client Service Associate
• Five years running operations for a small business in Minnesota

Credentials

• Series 7 and 66 securities licences as well as NY life and accident insurance
• B.A. in economics, Harvard University

Life

• Mike was co-captain of the men’s hockey team at Harvard University and played for two years in the New York Rangers minor league organization
• Enjoys golf, art and hockey
• Minnesota Vikings football fan

Registered States:
CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, RI, TX, WA

Growing up in a family of financial industry professionals, Lexi quickly developed a passion for pursuing that same profession. She joined the Weiss Group in 2018 managing the team’s operations. Within that role, she simplifies each client’s financial life by organizing accounts, preparing performance summaries, providing education on the firm’s extensive capabilities and ultimately being readily available for all and any requests that may come her way.

Credentials

• University of Miami

Life

• Lexi is a nationally ranked equestrian who has been competing since she was seven years old.

Brad joined UBS Private Wealth Management in 2018 after starting his career at Morgan Stanley in their rotational analyst program. His areas of focus are investment manager due diligence, business development and client communications. He is a 2017 graduate of Wake Forest University where he received a B.A in economics. Brad currently resides in New York City and holds Series 7 and 66 securities licenses. Brad grew up in Great Falls, Virginia and enjoys weight lifting and cooking in his free time.