A co-founder of Coastal Partners, Scott began his wealth management career in 1992 and has worked with the other founding members since 2009.  Prior to joining UBS Private Wealth Management, Scott was a Private Wealth Advisor with the Private Banking and Investment Group at Merrill Lynch, and held senior management positions with Sanford C. Bernstein, Owens-Illinois, Anheuser Busch, Inc. and American Appraisal Associates, Inc.

Scott focuses on business development and client relationship management.  He is experienced in developing and implementing client specific investment strategies for individuals, families and select institutions with significant wealth. Scott brings a high level of energy and motivation to building relationships with clients and helping them achieve their financial goals.

In the community, Scott is the past Chair of the United Way of Broward County Tocqueville Society, which is comprised of philanthropic leaders who dedicate their time, talent and resources to building a stronger and healthier community for all. He has also given generously to the Broward Center for the Performing Arts, Broward Health Foundation, and Jack and Jill Center. Scott graduated from the University of Notre Dame with a bachelor's degree in pre-professional studies and earned an M.B.A. in marketing from Sacred Heart University.  He and his wife, Patti, live in Fort Lauderdale and are the parents of two adult children.

www.ubs.com/team/coastalpartners

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

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.

www.ubs.com/team/coastalpartners

Registered States:
AZ, CA, CO, CT, FL, GA, IL, MA, MI, MN, MO, NC, NY, OR, 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.

www.ubs.com/team/coastalpartners

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