Commitment. Engagement. Dedication.

As a UBS Financial Advisor, Sonia is inspired to go above and beyond for clients every day. She joined UBS Private Wealth Management in 2015 after spending 17 years at Credit Suisse and has been a member of the UBS Pinnacle Council since 2018.

While her focus within her practice is customized investment management for entrepreneurs and multigenerational families, Sonia also advises a select group of women about the financial challenges they face. As a passionate supporter of their financial well-being, she aspires to help them view their wealth as opportunity, not just security. It’s a busy and demanding career, but she strives to lead by example and demonstrate the values she holds true: commitment, engagement of mind and dedication.

Previous Experience

• Managing Director, Private Banking, Credit Suisse
• Aide to a Member of Parliament, Canada
• Architectural Assistant: Private firm in San Francisco, CA
• Assistant, Australia Gallery, art gallery in Soho that sourced Australian artists and Australian Aboriginal art

Accolades

• Forbes, “Top Women Wealth Advisors” in the country, 2018, 2019
• Barron’s “Top Women Advisors,” 2017, 2015-2007

Education

• M.B.A., Haas School of Business, University of California, Berkeley
• B.A., art history, Harvard University

Life

• Sonia, her husband and three children live in Westport, CT.
• She enjoys collecting art, traveling and working out.

Registered States:
AK, 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Hard work, integrity and perseverance

Matthew grew up in a family that was very involved in the financial markets. Matt joined UBS Private Wealth Management in 2015 after spending 16 years at Credit Suisse. Matt is a portfolio manager through the UBS Portfolio Management Program. In addition, he has been a member of the UBS Pinnacle Council since 2018.

Matt’s vision for Flatiron Partners has always been about creating value—having a point of view and the strength of your convictions to stand by your opinion. To him, it’s always about hard work, integrity and perseverance, and never about following the crowd.

Previous Experience

• Managing Director, Private Banking, Credit Suisse

FINRA Registrations

• Series 7 and 66 securities licenses

Education

• B.S., business, Skidmore College

Life

• Matt and his family live in Greenwich, CT.
• When not coaching or playing sports with his girls, he enjoys skiing, golf, mountain biking and other outdoor activities.

Registered States:
AK, 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Tireless and tenacious in our approach to advising clients

A UBS Financial Advisor and a key member of Flatiron Partners, Jerry provides families and individuals with sophisticated and intelligent direction to help grow and preserve their wealth and legacy. Within the team, his primary focus is strategic planning, though Jerry’s true passion is building relationships with clients, understanding their concerns and guiding them confidently through periods of market uncertainty.

With prior experience as an attorney with an extensive background in securities litigation, Jerry has combined both his legal and wealth management experience to deliver personalized advice that truly helps to address the complex needs of affluent families and individuals. Jerry has also been a member of the UBS Pinnacle Council since 2018.

Previous Experience

• Director, Private Banking, Credit Suisse
• Attorney, Securities Litigation, the law firms of Cahill, Gordon & Reindel and Tenzer Greenblatt

Education

• M.B.A., finance, Stern School of Business, New York University
• J.D., cum laude, New York Law School
• Editor, International Law Journal
• Recipient, Joseph T. Arenson Award for Excellence in Wills and Decedents’ Estates
• Recipient, American Jurisprudence Award for Constitutional Law
• B.A., in European history, cum laude, Washington & Lee University

Life

• Jerry, his wife and two children live in Huntington, Long Island.
• He enjoys golf, tennis, live music and reading.
• Jerry is an active member of the Huntington Crescent Club and the Kiawah Island Club.
• He is a mentor for Student Sponsor Partners, which provides quality education to at-risk youth.

Registered States:
AK, 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Forward thinker driven to help deliver the best for clients

Scott is always looking for new ideas and more innovative strategies to help clients achieve their goals, that can include structured note offerings and hedge fund custodial arrangements, when appropriate. Scott joined UBS in 2015 after spending 17 years at Credit Suisse. He focuses on financial planning, tactical investment management and client portfolio analysis for individuals and family offices.

Although his recommendations often reflect creativity and an “out of the box” point of view, Scott invests for his clients with the same care as he would for his own family—with prudence and a long-term perspective. Scott has been a member of the UBS Pinnacle Council since 2018.

Previous Experience

• Managing Director, Private Banking, Credit Suisse

FINRA Registrations

• Series 7 and 66 securities licenses

Education

• M.B.A., the Wharton School of the University of Pennsylvania
• J.D., Georgetown University Law Center
• B.A., economics, University of Michigan
• Member of the Economics Leadership Council at the University of Michigan

Life

• Scott resides in Chappaqua, NY, with his wife, Ali, and their four children.
• He enjoys running, skiing, golfing and playing tennis.
• He recently completed his first triathlon.
• He is involved in the mentor program at the Pleasantville Cottage School, a home for emotionally troubled boys and girls.

Registered States:
AK, 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Helping clients grow and preserve their wealth

Michael brings a diverse background to Flatiron Partners, as he began his financial career in the insurance industry. Over the next 10 years, he evolved his interest in the financial markets to private wealth management. Today, as a Financial Advisor, Michael focuses on investment selection and risk management for clients. He is also a portfolio manager within the UBS Portfolio Management Program.

Previous Experience

• Vice President, Assistant Portfolio Manager, Private Banking, Credit Suisse

Education

• B.A., Sacred Heart University

Life

• Michael enjoys spending time with his family and meeting new people.
• He participates in a number of church-sponsored charitable events.
• He enjoys working out and playing sports.

Registered States:
AK, 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Advice tailored to the unique lives and needs of sophisticated clients

For more than 10 years, Noah has been an invaluable member of Flatiron Partners. Today, he not only oversees day-to-day account administration and communications for the group, but he also builds and deepens relationships with their truly sophisticated and ultra-successful clients.

Noah works with the team’s hedge fund and family office relationships, and focuses on the trading and reporting needs of his clients.

Previous Experience

• Relationship Associate, Credit Suisse

FINRA Registrations

• Series 7 and 66 securities licenses

Education

• B.B.A., Goizueta Business School, Emory University

Life

• Noah is a photography and wine enthusiast.
• He enjoys long walks with his dog in Greenwich Village.

Registered States:
AK, 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Client-focused wealth management committed to service and solutions

As a Senior Wealth Strategy Associate, Whitney combines both wealth management insights with high-touch relationship-building. She has worked with Flatiron Partners for more than eight years, learning and growing with this accomplished team of UBS Private Wealth Advisors.

To her, it’s all about understanding what matters most to her clients, learning about their families and priorities and then working together with the team to identify the right investment solution for pursuing their financial goals. She, along with her team, go the extra mile—no matter what the concern or need. Every day Whitney is inspired by her career, motivated to do the best job possible and committed to making a positive impact in her clients’ lives.

Previous Experience

• Relationship Associate, Credit Suisse

FINRA Registrations

• Series 7 and 66 securities licenses

Education

• B.A., economics, Boston College

Life

• Whitney enjoys spending time with her nephews, exploring new restaurants and playing paddleball and tennis.

Registered States:
AK, 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Tailored wealth management, grounded in knowledge and experience

As a Client Service Associate for Flatiron Partners, Connor always knew he wanted to work in the financial industry. Learning from his father—a veteran in wealth management—Connor loves the challenges of problem-solving and helping to develop and then implement new investment solutions. Leveraging his experience, education and collaboration with his exceptional Private Wealth team, he views managing client assets like running a small business. Each investment is part of an integrated strategy designed to achieve an end goal.

Within the team, Connor focuses on investment strategy, trading and a number of support services that help “the big things” run smoothly.

Previous Experience

• Associate, Credit Suisse
• Tudor Investment Corporation
• Fusion Financial Group

FINRA Registrations

• Series 7 and 66 securities licenses

Education

• B.A., economics, history minor, University of Michigan

Life

• Connor enjoys running, yoga, reading, skiing and cooking.

Registered States:
AK, 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Not just getting the job done, but getting it done well

As a Senior Wealth Strategy Associate for Flatiron Partners, Toni focuses on team operations and client service. Efficient execution of trades and account administration are top priorities for the team’s sophisticated clients. Getting things done is important, but getting them done well is the mandate of Flatiron Partners and the expectation for each relationship.

Previous Experience

• Credit Suisse, Private Banking

FINRA Registrations

• Series 7 and 63 securities licenses

Education

• B.A., economics, Fordham University

Life

• Toni enjoys spending time with her husband and two boys.
• She is an advocate for Autism Awareness.

Registered States:
AK, 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Service and problem-solving create the best client experience

Within her role as Team Administrator for Flatiron Partners, Emily supports her team in every possible way—from troubleshooting for clients, to account operations to general team initiatives. She enjoys the combination of client interaction as well as the problem-solving side of working with a Private Wealth Management team.

Previous Experience

• Credit Suisse, Private Banking
• Advest, Institutional Municipal Bonds

FINRA Registrations

• Series 7 and 63 securities licenses

Education

• B.A., business economics, SUNY Oneonta

Life

• Emily enjoys spending time with her husband and two daughters.

Registered States:
AK, 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY