For over two decades, Brad has provided comprehensive wealth management advice to clients ranging from the emerging affluent to the ultra-high net worth.  He is a passionate problem solver, and provides critical insight and solutions for his clients’ complex wealth management needs.  Brad is a UBS Managing Director, a title reserved for a handful of business leaders around the globe.

Brad holds a number of the financial industry's most respected certifications. He is a CERTIFIED FINANCIAL PLANNER™ professional, a designation that requires extensive training and demonstrates a high standard of competence and ethics in personal financial planning. He is a Certified Private Wealth Advisor® professional, having completed the advanced multidisciplinary training from the Investments & Wealth Institute®.  He received the Certified Investment Management Analyst® certification after completing the program at the University of Pennsylvania's Wharton School of Business.  He has also earned the title of Senior Portfolio Manager and Wealth Advisor at UBS after participating in the firm's comprehensive high net worth and portfolio training programs.

Recognized as a leader in the industry, Brad has received numerous accolades from prominent publications.  This includes Barron's "Top 1,200 Financial Advisors in the U.S.", Forbes "Best-In-State Wealth Advisors", and InvestmentNews "Top 40 Under 40".  Brad is a frequent commentator on wealth management issues for the media, and has been a guest on Yahoo! Finance's "The Final Round" and SiriusXM Satellite Radio's "Behind the Markets".  He has also been featured in The Wall Street Journal, Bloomberg BusinessWeek, USATODAY, Investor's Business Daily, Fox Business News, The Philadelphia Inquirer, amongst other publications.

Brad has held a number of leadership roles within UBS. From 2014 to 2015, he was a member of the UBS FA Advisory Council, a select group of 14 advisors chosen to represent all UBS advisors firm wide. The council focuses on shaping the firm's wealth management strategies.  Brad has also been recognized within UBS as a lecturer on practice management and financial advisor development.  Brad is a distinguished member of the UBS Pinnacle Council, which represents an exclusive group of the firm's top advisors. 

Brad grew up in Lower Merion and earned his bachelor's degree from Boston University.  He now lives in Penn Valley with his wife Ariann, and children Alexa and Trevor.  Brad is actively involved in his local community.  He serves on The Corporate Council of The Children's Hospital of Philadelphia composed of top executives from the region.  Brad is also a proud Little League baseball coach.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

Over the last four decades, Richard has helped his clients navigate the ever-changing financial markets with his sound investment advice and guidance.  His systemic approach to investing ensures his clients' portfolios are aligned with their investment goals and risk tolerance. 

Richard began his career at Merrill Lynch, where he worked for 10 years prior to joining UBS in 1986.  He specializes in the fixed income markets with a focus on municipal bonds.

Richard obtained his Bachelor of Science in accounting from Kent State University.   He lives in Bryn Mawr with his wife, Tracy.  They have a daughter Blair, who is a manager for the Four Seasons Hotel Palm Beach.

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

I began my career in one of the equity market's most tumultuous months on record – and over the past 40 years I have helped clients manage their wealth throughout good times and bad.  I joined UBS in 2009 after 21 years at Smith Barney.

With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving, and estate planning.  I am FINRA registered and hold Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance, and variable annuities.

I earned my bachelor's degree in Finance from Thomas Jefferson University.  My wife and I live in Fort Washington.  We just welcomed our first grandchild Skylar.

Registered States:
AZ, CO, FL, IL, MI, NC, NJ, NY, PA, TN

Larry has pioneered investment strategies and specializes in the portfolio management of investors throughout the country.  Spanning a career of more than 40 years, Larry has assisted individuals, institutions, and municipalities manage and achieve their financial goals.  He began his investment career in 1976, at the age of 24.  Larry's accomplishments and achievements make him one of the most experienced and respected individuals on Wall Street today.

Registered States:
AZ, CA, CO, FL, IL, MA, MI, NC, NH, NJ, NV, NY, PA, UT, VA, WV, WY

Cindy has over 40 years of wealth management experience. Cindy's passions are philanthropy, board development, and fund raising.  She has commitment to volunteerism visible across an array of cultural institutions.

Cindy's current and past board positions include: The Miami Symphony Orchestra, Eastern State Penitentiary Historic Site, Friends of Akim, National Liberty Museum Education Committee, Soroptomists of Bucks County, Peter Nero and The Philly Pops, Friends Select School, Trevor's Campaign of Homeless, and The Philadelphia Orchestra Association Corporate Committee.

Registered States:
AZ, CA, CO, FL, IL, MA, MI, NC, NH, NJ, NV, NY, PA, UT, VA, WV

Steve focuses on portfolio construction, trading, and security/manager selection.  He is a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™ professional. 

Steve has been in the financial services industry since 2007.  He began his career at Lincoln Financial Group, where he was recruited to their highly competitive Leadership Preparation Program. As part of this program, Steve completed rotations in different positions across the company while receiving extensive professional development training. Upon completing the program, he worked as a corporate finance analyst supporting Lincoln's retirement division prior to joining UBS in 2014.

Steve is a graduate of Duke University, where he earned a B.S. in Economics and minors in Psychology and Chinese. His professional licenses include the Series 7 and Series 66. Steve currently resides in Philadelphia.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

Stephanie joined the team in the 2018. As the team's Relationship Manager, she is a highly capable professional who serves as a liaison between you and your Financial Advisor. Stephanie has responsibilities in new relationship development and working with clients to assure all their business and personal needs are met. She offers both administrative and client support while ensuring customer satisfaction.

Prior to joining UBS, Stephanie worked on the trading desk at JP Morgan's headquarters in New York City. Stephanie joined UBS with considerable knowledge and experience within the securities industry.

Stephanie is a graduate of the University of Delaware, where she earned a B.S. in Finance and minors in Economics, International Business, and Spanish. Her professional licenses include the Series 7, Series 63 and Series 66.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

Lois serves as the team's client service manager and is responsible for handling operational inquiries and ensuring client satisfaction.  She brings over 20 years of financial services experience to the team, and possesses extensive industry knowledge and outstanding problem resolution skills.  Lois joined UBS in 1999 after a career with Salomon Smith Barney.  She resides in Philadelphia with her husband Tom and daughter Grace.