Ken is a Managing Director–Wealth Management at UBS Financial Services Inc. in New York. For the last 30 years, he has advised a select group of special clients that include wealthy multi-generational families, partners, executives and leaders in sports and entertainment.  He was named as a Forbes Best-In-State Wealth Advisor in 2021.

Ken received a B.S. in corporate finance at University of Florida in 1987 and is a CERTIFIED FINANCIAL PLANNER^TM.  Ken advises senior management of UBS on technology and process for the firm.  

Ken is a supporter of the Robin Hood Foundation. He was recently featured in a book called “Supermind” with hedge fund manager Ray Dalio. Ken is on the board of the Morad Beekman Co-op in New York City, where he resides with his wife Jennifer and his son Charlie.  Ken's daughter Halle is a Senior at CU Boulder.

 What that means for you:

• Ken has worked with unique clients for 30 years and is a very strategic thinker so our recommendations will be carefully developed
• Your portfolio will be constructed using world class intellectual capital from multiple sources
• You will have a Family Wealth guided strategic plan in place for you and your family
• Because of our strong relationships, we make sure whatever you need to get done will get done

Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, LA, MA, MD, MI, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

Ryan is a First Vice President at UBS Financial Services Inc. For the last 14 years, he has advised a select group of ultra-high net worth families, corporations, family offices and private foundations. Ryan was named to the 2019 Forbes Best-In-State Next Gen Wealth Advisors list.

He received his degree from University of North Carolina Chapel Hill in 2003. In college, Ryan was a member of the 2001 Division I National Championship soccer team and was named the most valuable player of the NCAA tournament.

Ryan is the President of the alumni board of his high school, the Episcopal School of Dallas and is serving on the Board of Directors as well.

Ryan currently resides in Dallas with his wife, Kate, their 8 year old daughter, Elizabeth, and 5 year old son Max. He continues to play soccer and also enjoys playing golf.

What that means for you:

• Your asset allocation and manager selection will be aligned with your financial plan
• Trades will be done in a timely manner
• Your investment performance will be constantly monitored

Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, LA, MA, MD, MI, MT, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA

Dan is our Wealth Strategy Associate and is a CERTIFIED FINANCIAL PLANNER^TM.  He serves as the team's analyst, develops financial plans and estate planning strategies for wealthy families, and manages operations for the team.  

Dan received a B.A. from Villanova University and his M.B.A. from Columbia Business School. He resides in New York and in his leisure time enjoys exercising and is an avid sports fan.

What that means for you:

• Because of Dan's depth of experience, your financial plan will be done accurately and monitored for changes.
• Your investments will be tracked and analyzed daily
• You will be educated on, and delivered, the full services and capabilities of UBS

Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, LA, MA, MD, MI, NC, NH, NJ, NY, OH, OK, OR, PA, TN, TX, VA, WA

Isabelle is our Registered Client Service Associate. She joined UBS as an intern in January of 2018. In May of 2018, she received her Bachelor's Degree in Finance from Fordham University. On our team, Isabelle specializes in assisting high net worth clients with their day-to-day operational and administrative needs.

Isabelle currently resides in New York City and in her leisure time, she enjoys traveling, exercising, and attending local sports games. 

What that means for you:

• Your operational needs will be handled promptly and efficiently
• Your account will be monitored and maintained with diligence
• Your performance reports will reflect your specific preferences

Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, LA, MA, MD, MI, NC, NH, NJ, NY, OH, OK, OR, PA, TN, TX, VA, WA