A co-founder of Coastal Partners, Chris began his wealth management career in 2003 and has worked with the other founding members since 2009.  Prior to joining UBS Private Wealth Management, Chris was a senior portfolio manager with the Private Banking and Investment Group at Merrill Lynch.

As Coastal Partners lead investment professional, Chris is primarily responsible for developing the team's investment management strategies and macro-level decisions.  He interacts closely with the firm's Institutional Consulting Group and the UBS Open Architecture Trust platform to provide fiduciary solutions for institutions and individuals. Passionate about giving back to the community, Chris leverages his connections within UBS and outside the firm to help guide clients in their philanthropic endeavors through private foundations, donor advised funds, and direct giving. 

Chris holds the Chartered Financial Analyst® (CFA), Certified Investment Management Analyst® (CIMA), Chartered Alternative Investment Analyst® (CAIA), and Chartered Advisor in Philanthropy® (CAP) designations. He graduated from the University of Central Florida with bachelor’s degrees in economics and finance, and earned his master’s degree in economics from Florida Atlantic University. Chris, his wife, Abigail, and their four children live in Plantation.

Registered States:
CA, CO, CT, FL, GA, IL, MA, MI, MN, MO, NC, NY, PA, WI

A co-founder of Coastal Partners, Sean began his wealth management career in 2008 and has worked with the other founding members since 2009. Prior to joining UBS Private Wealth Management, Sean was a portfolio manager with the Private Banking and Investment Group at Merrill Lynch.

Sean leads the team's financial planning efforts where he works closely with entrepreneurs and their families to create personalized wealth strategies that support their goals and objectives. Sean leverages his experience, specialized education and the broad resources of UBS to assist clients with a range of planning topics, including cash flow management, pre-liquidity planning and asset allocation decisions. He believes in taking a collaborative approach with his client's other trusted advisors, ensuring each plan is properly implemented. Sean's focus is on helping clients make sound financial decisions, preserve their wealth and maximize their legacy.

Sean holds the Certified Private Wealth Advisor® certification, administered by Investment Management Consultants Association® and taught in conjunction with The University of Chicago Booth School of Business. Additionally Sean holds the CERTIFIED FINANCIAL PLANNERTM certification awarded by the Certified Financial Planner Board of Standards, Inc. In the community, Sean is actively involved with the United Way of Broward County.  He graduated from the University of Florida, where he received his bachelor's and master's degrees in finance. Sean, his wife, Samantha, and their son, live in Fort Lauderdale.

Registered States:
CA, CO, CT, DC, FL, GA, IL, MA, MI, MN, MO, NC, NY, PA, WI

A co-founder of Coastal Partners, Scott began his wealth management career in 2009, with the other founding members of the team.  Prior to joining UBS Private Wealth Management, Scott was a Financial Advisor with the Private Banking and Investment Group at Merrill Lynch and spent eight years working in executive search.

Scott is primarily responsible for client service and business development.  He works closely with partners across the firm to address the needs of closely-held businesses, including business financing, tailored lending, concentrated equity positions, and investment banking services through our boutique network of middle-market investment banks. He has assisted business owners in monetizing their companies by way of private equity purchase, strategic acquisition and Initial Public Offering (IPO).

Scott is actively involved with the Ambassadors Board of Nova Southeastern University and Envision United of the United Way of Broward County.  He earned his bachelor's degree from The Florida State University and an M.B.A from Nova Southeastern University.  Scott, his wife, Sarah, and their two sons live in Fort Lauderdale.

Registered States:
CA, CO, CT, FL, GA, IL, MA, MI, MN, MO, NC, NY, PA, WI

Crystal has worked with the members of Coastal Partners since 2003 and has over 25 years of experience in the financial services industry. Crystal is responsible for account maintenance, relationship building and providing clients with a high level of service. She earned an associate's degree in business from Nebraska College. Crystal lives in Plantation.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, MA, MI, MN, MO, NC, NJ, NY, PA, RI, SC, WI

Kathy has worked with the members of Coastal Partners since 2007 and has over 15 years of experience in the financial services industry.  Kathy is responsible for account maintenance, relationship building and providing clients with a high level of service.  She earned an associate's degree from Berkeley College and graduated from Touro College with a bachelor's degree in business administration.  Kathy, her husband, and their three children live in Fort Lauderdale.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, MA, MI, MN, MO, NC, NJ, NY, PA, RI, SC, WI