Experience Makes all the difference

The philosophy of our UBS Institutional Consulting Team in Philadelphia is to provide clients with customized investment consulting advice on a continuing basis and to provide outstanding dedication to client service. This enables our clients to make more informed decisions about the assets under their stewardship. Our Team maintains a commitment to understanding each client’s financial needs and objectives. Our efforts to understand your needs and objectives and our ability to convert this understanding into a customized investment plan are the keys to our success.

David S. Eisen

Senior Vice President - Investments
215-496-2396
david.eisen@ubs.com

  • Graduated with an MBA from the University of Pennsylvania, Wharton School with a major in finance. In addition, he has a Bachelor of Science in Chemical Engineering from the Massachusetts Institute of Technology.
  • He has been an Institutional Consultant since joining Kidder, Peabody in 1990.
  • Chairman of the Institutional Consulting Advisory Council.
  • He is a Certified Investment Management Analyst from the Investment Management Consulting Association’s Accreditation Program.


Registered States:
AZ, CT, DC, DE, FL, GA, MA, MD, MI, NC, NJ, NY, OH, PA, RI, SC, VA, WV


Charles E. Sessa Jr.

Senior Vice President - Investments
Senior Institutional Consultant
215-496-2395
charles.sessa@ubs.com

  • Joined UBS in 2006 with more than 25 years of experience in the financial services, investment & not-for-profit industries.
  • Accredited Investment Fiduciary® professional designation from Fiduciary360.
  • Past Executive Chairman of the Board of the Cooper Health System & Vice Chairman of Rowan University Foundation investment committee.
  • Chuck earned a BA in Accounting from St. Joseph's University and began his career with KPMG as a Certified Public Accountant.


Registered States:
AZ, DE, FL, IL, MA, MD, MI, NC, NJ, NY, PA, RI, TN


Alexis C. Nicgorski-Starkey

Wealth Strategy Associate
215-496-2397
alexis.nicgorski@ubs.com

  • Supports the operations of our UBS Institutional Consulting Team in Philadelphia. She joined UBS in 2005.
  • She is responsible for account performance reports and analytical reports.
  • Prior to joining UBS, she spent over 3 years as an office manager and trader for Ferrell Resources.
  • Completed the IMCA Essentials of Investment Consulting Certificate Program
  • She graduated from Chestnut Hill College with a BA in Communications.


Registered States:
AZ, CA, CT, DC, DE, FL, GA, IL, MD, MI, NC, NJ, NY, PA, VA, WV


Brian Thomas Kelley, CFA®

Wealth Strategy Associate
Chartered Financial Analyst®
215-496-2394
briant.kelley@ubs.com

  • Chartered Finanical Analyst (CFA®)
  • Joined UBS in 2013
  • Supports the operations of our UBS Institutional Consulting Team in Philadelphia.
  • He is responsible for account performance reports and analytical reports.
  • He graduated from Loyola University Maryland with a BA in Finance with an Economics minor.
  • Series 7 and 66 licensed


Registered States:
AZ, CT, DE, FL, GA, IL, MD, MI, NC, NJ, NY, PA, VA, WV