For more than 30 years, Glenn has been committed to always putting his clients' needs first. By taking a highly personalized approach, Glenn and his team have built an investment process that focuses on helping their clients reach their long-term growth objectives, maintain income and preserve capital.  Each client is unique as are their needs. 

Glenn began his career in 1983 with Shearson American Express.  He formed his practice with Chris Malof in 1996, which continued with the firm and its predecessors until moving to UBS in 2015. Glenn earned his M.B.A. from the State University of New York at Buffalo and his B.S. degree from St. Lawrence University. Glenn holds Series 3, 7, 63 and 65 securities licenses.

Glenn's knowledge and focus on creating lasting relationships is mirrored in his team. He has a great sense of loyalty and drive that inspires both clients and team members.

Glenn has been actively involved in the community over the years serving on a number of not-for-profits.  He is a past president of Holimont Ski Club in Ellicottville, NY and he owns Camp Pathfinder, a boys summer camp in Algonquin Park, Ontario. Glenn and his wife, Kathy, have five adult children.

Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI

Chris has been in the Financial Services industry since 1994.  He is a Managing Director at UBS. He also holds the titles of Senior Portfolio Manager and Institutional Consultant.  Chris was named to Financial Times Top 400 Financial Advisors List in 2014 and the Forbes Magazine Best in State 2019 and 2020. 

Prior to working in the financial services field, he worked in the chemical industry for 8 years consulting to various industrial manufacturers.  He partnered with Glenn Arthurs in 1996 at Smith Barney Shearson.  Since then, the practice has grown to 14 people and consults to over $2.7 billion in client assets (as of 12/31/2020).

Chris combines his broad knowledge of institutional consulting with detailed wealth management capabilities.  His clients include not-for-profit foundations and endowments, trustee directed pension funds, trade union health and welfare funds and high net worth investors.

Chris received his Certified Investment Management Analyst certification, taught at the Wharton School of Business, in 2004. Chris also has an M.B.A. from Canisius College and a B.S. from the State University of New York College at Buffalo. 

Active in the community, he is currently on the Board of Trustees for Canisius College, the Past - President of the Greater Buffalo Youth Orchestra and ex-Board Member of the Buffalo State College Foundation. A native of Western New York, Chris and his wife have two children.

Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI

Playing competitive hockey and lacrosse at an early age gave Jay focus and discipline and taught him how to work on a team—invaluable traits he brought to UBS, which he joined in August 2015.

 Jay works with a small number of high net worth families and private family foundations. This select group allows him to service each client’s unique needs through careful and individualized portfolio management. Always striving to deliver on what he promises, Jay takes great satisfaction in earning his clients’ trust with prudent portfolio management that matches their objectives.

Jay began his career in financial services after graduating from Boston College in 1995. He and his wife, Jamie, have three children, Carter, Sebastian and Roman.  He enjoys spending time with his family outdoors, and playing hockey and other sports with his children.

Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI

Wyatt’s goal is to help his clients achieve their retirement goals by providing a total retirement strategy. This includes comprehensive asset and liability modeling that helps steer the right course through variable market conditions. As a Chartered Retirement Plans Specialist^SM focused on corporate retirement plans, Wyatt taps his extensive experience and training on understanding each client’s specific needs and objectives.

Wyatt started his career at Smith Barney in 2004, serving first as a coach for financial advisors on how to use the firm’s financial planning tools and eventually became an assistant branch manager. He joined the Arthurs Malof Group in 2009 as the team's dedicated Certified Financial Planner^TM (CFP®) and Retirement Plan Consultant.  Wyatt was named to Forbes 2019 Best-in-State Next Generation Wealth Advisors list.

Wyatt graduated from Hamilton College with a B.A. degree in public policy in 2004 and holds the Series 3, 7, 9, 10 and 66 securities licenses. He provides the same type of passionate commitment to his community as he does his clients, serving as a board member of the Algonquin Campership Fund, dedicated to providing tuition scholarships for children ages 7-15 to attend traditional canoe camping trips in Algonquin Park, Ontario.  Wyatt serves as the Treasurer of the Financial Planning Counselors of Western New York, bringing local accountants, trust and estate attorneys, insurance professionals, and financial planners together in a collegial forum.  He lives in Buffalo with his wife, Christina, and their children, Bobby and Eliza.

Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI

Jennifer began working for the team directly out of college in 1995 and has been an essential part ever since. Her skill at problem-solving makes her a perfect fit for her job as Team Administrator at UBS.

As the “chief operating officer” of the team, Jennifer handles operational issues and coordinates sales, business and manager meetings. Jennifer makes it a point to try to support all team members so they can focus on the needs of their clients. She is also the point of contact for a select group of high net worth clients.

Jennifer graduated with a B.S. degree from SUNY Geneseo and holds the Series 7 and 63 securities licenses. Jennifer obtained her Certified Private Wealth Advisor® designation in 2018.  Out of the office, she is active in her community as a past Board Member for the March of Dimes and March for Babies Family Captain and Volunteer. She is also a former member of the Investment Committee for Every Person Influences Children (EPIC). Jennifer and her family live in East Amherst.

Registered States:
AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, MA, MD, MI, MN, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WI

Pamela focuses on developing individualized plans for her high net worth clients that provide a complete range of solutions for everything from retirement goals to estate planning strategies. She is committed to ensuring that her clients meet the financial goals and objectives that will provide them with the security they seek from their portfolios.

Pamela began her career in financial services in 1989 at Shearson American Express, and for nearly 30 years has been with the Arthurs Malof Group providing clients with exceptional service.  She understands the importance of the “people” side of the business, and her special focus is on problem-solving and being available to her clients as a point of contact and reference.

Pamela holds the Series 7 and 63 securities licenses. She lives in Clarence, New York, with her husband, Guy. They have four adult children. Pamela is a member of the Vestry of Calvary Episcopal Church and participates regularly in the Susan G. Komen Race for the Cure.

Registered States:
AZ, CA, CT, DC, DE, FL, IL, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, VT

Karyn entered the financial services industry in 1999 and has spent her entire career with the Arthurs Malof GroupKaryn’s focus is on high net worth individuals, family foundations and institutional clients, with a specialty in Taft-Hartley pension plan asset management for unions.  She is actively involved in the all aspects of these complex relationships.   Karyn focuses on building relationships with clients and their Certified Public Accountants, Third Party Administrators, attorneys, and office managers.  Establishing these relationships gives our clients the comfort and knowledge that there is an entire professional team working for their benefit.  Karyn is committed to proactively servicing these valuable relationships.

Karyn graduated from the University of Dayton with a B.S. degree in business administration and finance and holds the Series 7 and 63 securities licenses. She lives in East Aurora, New York with her husband, David, and their two children, Michael and Madelyn.

Registered States:
AK, AZ, CA, CO, CT, FL, GA, IL, MA, MD, MI, NC, NH, NY, PA, SC, TN, TX, VA, VT

James’ interest in the financial sector began early—he bought his first stock when he was ten years old and started helping to manage money for friends and family members while still in high school. He began working in the financial services industry in 2008, and specializes in trading, investment research and portfolio management for the team.

Acquiring new knowledge is a key focus for James. He regularly attends industry conferences, which gives him the opportunity to network with market makers and investment strategists. His research and experience make him superbly knowledgeable when it comes to assisting clients in all aspects of their financial life. He especially enjoys helping to educate clients on the intricacies of exchange traded funds (ETFs), money managers and specific equities.

James graduated from Babson College with a B.S. degree in business, with a specialty in finance and investments. He earned his M.S. degree in accountancy from the University of Virginia. He holds the Series 7, 31, and 63 securities licenses and is a Certified Portfolio Manager^® (CPM) and a Certified Public Accountant (CPA) in New York and Massachusetts. He enjoys spending time with his wife and children, and being outdoors playing golf, gardening and coaching.

Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI

Jamie joined our team in April 2019. Jamie focuses on comprehensive wealth management for business owners, executives and retirees across the United States. Jamie works closely with clients developing customized wealth management and financial planning strategies. He helps individuals and families by overseeing the wealth management and planning process, whether it is Asset Accumulation and Growth, Distribution and Income, or Multigenerational Transfer and Planning.  

Prior to entering the financial services industry, Jamie competed as a professional golfer on various mini tours throughout the United States, Canada and Mexico including the PGA Tour Canada. He is a graduate of Augusta State University (GA) where he earned a B.B.A. in Finance and where he was a team leader on its Division I golf team. His competitive drive and work ethic give him the proper foundation to help affluent people navigate the life cycles of their financial affairs.  He is an active amateur golfer throughout the United State and volunteers for various golf associations and not for profits in the community. He currently serves on the Executive Committee of the New York State Golf Association, serves on the board of the Buffalo District Golf Association, Pursue Your It Foundation, and the PGA Reach of Western New York Foundation. He is also the co-chair for The Children’s Hospital of Buffalo Foundation Golf Tournament. Jamie is from Silver Creek, NY and is an avid Buffalo sports fan. He currently lives in Orchard Park, NY with his wife Candice and their French Bulldog, Howard Hughes. 

Registered States:
CA, FL, MA, MI, NC, NV, NY, OH, PA

Liz handles operations for the team such as new account opening and managed account processing. She began her career in the financial services industry with Smith Barney in 1999 after working in banking and owning a retail business.

Liz has a B.A. degree in French from SUNY Buffalo and holds the Series 7 and 63 securities licenses. Outside the office, she enjoys sewing and fencing.

Registered States:
NY

Connie focuses on building strong relationships with high net-worth clients.  In addition to servicing the multiple day-to-day client requests, she has considerable knowledge of lending and retirement products. 

Connie began her career in financial services in 2005 with the Arthurs Malof Group.  She previously worked for an accounting firm and a local bank prior to joining the team. She graduated from Hilbert College and holds Series 7 and 63 security licenses. Connie enjoys reading as well as a number of athletic activities. She is an avid cyclist and loves spending time with her two daughters, Shannon and Natalie.

Registered States:
AZ, CA, CO, FL, GA, HI, IL, MA, MD, MI, NC, NH, NJ, NY, OR, PA, UT

For the Arthurs Malof Group, Jennifer services various Foundations and a number of high-net worth clients. After a number of years in the banking industry, she began working in the financial services industry in 2001 and joined UBS in 2015.

Jennifer graduated from Buffalo State College with a B.S. degree in business administration with a concentration in marketing.  She holds the Series 7 and 63 securities licenses. Jennifer supports local community charities and enjoys traveling, as well as spending time with family and friends.

Registered States:
CA, CO, DE, FL, IL, MA, MD, MI, NC, NJ, NY, PA, SC, TX, VA

Whit first joined UBS in 2015 after spending two summer internships with the company during college. He enjoys being part of a large team that provides a variety of services to a diverse client base.

Whit has long been interested in economics, mathematics, finance and business, so it comes as no surprise that his special area of focus is trading, an area that presents new opportunities and new challenges every day.

Whit attended Buffalo’s Canisius High School and graduated from Wake Forest University in 2015 with a B.A. degree in economics. He enjoys playing sports, including hockey, squash, skiing and sailing.

Registered States:
NY

Leveraging the outstanding resources and tools available to the UBS teams, Jeffrey helps develop customized asset allocations and investment strategies for clients as well as accurate and timely business analytics. He appreciates the team's strong sense of continuity and focus on each client’s specific needs and preferences. Jeffrey is grateful for working with such an experienced team that has navigated all types of market conditions.

Prior to joining UBS as a Wealth Strategy Associate in 2017, Jeffrey worked for various insurance and reinsurance companies. He graduated from Western Connecticut State University with a B.A. degree in communications in 2002. He is a past President of the Sunset Homeowners' Association in Ellicottville, and enjoys spending time with his wife, Lindsay, and their three children.

Registered States:
CT, NY

Cassandra is the direct assistant to Managing Director Glenn Arthurs, and her primary focus lies in helping him to better concentrate on the needs of his clients.

She started her career in the sports industry as a swim coach, aquatic director and small business manager. Each position provided experience that has prepared her for the role of an executive assistant, which requires both careful attention to detail and strong outward-facing skills.

Cassandra has a B.S. degree in sports management from SUNY Fredonia and an M.S. degree in sports administration from Canisius College. A native of western New York, she loves hiking with her daughter and spending time with family and friends in the Buffalo area.