Manish joined UBS in 2008 from Merrill Lynch, where he was a Resident Director. Early on in his career in wealth management at Morgan Stanley, he started specializing in advising clients with significant wealth. Drawing on his extensive experience, Manish now develops personalized strategies to address the complex needs of high net worth clients.

Manish is a CFA® and CFP® practitioner. He attended the Wharton School of Business at the University of Pennsylvania for executive education. Manish received his MBA in Finance & International Business in India and was awarded his school's highest academic honor for excellence. His focus was on Computer Science, Physics and Mathematics during his BS.

Being married to a cardiologist, Manish is somewhat of a fitness enthusiast. You can easily engage him in a discussion about nutrition or health. He is ever willing to visit a new country or try a new cuisine. He and His wife Shriti live in Chapel Hill with their young daughters Aarya and Athena.

Manish was selected as a "Barron's Top 1200 Financial Advisor" for 2017, 2018 and 2019.The Financial Times named him as one of the "Top 400 Financial Advisors" for 2015 and Forbes named him "Best-in-State" in 2018 and 2019 and 2020. Manish has also been recognized by National Association of Board Certified Advisory Practices (NABCAP) as a premier advising team in North Carolina for 2012, 2013 and 2014. In 2020, Manish was selected by the Financial Times as one of the "Financial Times 401 Top Retirement Advisers" which recognizes the top financial advisers across the U.S. who specialize in serving defined contribution retirement plans. Additionally, SHOOK Research and Forbes have ranked Manish as a "2021 Best-in-State Wealth Advisor."

Registered States:
AL, AZ, CA, CT, FL, GA, IL, MA, MD, MI, MN, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WV

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, MN, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV

Paul graduated with a B.A. in Economics and minor in Spanish from Centre College in 1987.  He has over 28 years of Banking, Investment Management, and Risk Management experience.  His experience includes Branch Manager for UBS Financial Services, Inc. from 2011-2013 and Commerce Investment Corp, Senior Investment Officer with SunTrust Securities, Wealth Advisory Specialist with Smith Barney, and Commerical Lending with Wachovia.

Paul works privately with families, philanthropies, and corporations on a national basis assisting them with their domestic financial needs.  Paul aso holds a Wealth Advisor designation.

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AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MS, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

John graduated with a B.A. in Economics from the University of Virginia in 1979 and an M.B.A. from Harvard in 1983.  He has over 37 years of investment management experience.  This includes 14 years as a senior executive with Fidelity, Prudential, and T Rowe Price in Boston, Dallas. London, New York / New Jersey, and Baltimore.  He spent 11 years as a mangement consultant with the Boston Consulting Group in Boston and his own consultin firms in Roanoke.

John has been a financial advisor to individual and businesses for more than 12 years.  He holds a CFP and Wealth Advisor designation.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MN, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV

Will began his career in the Financial Services industry at Merrill Lynch. He joined UBS as a financial advisor in 2008. Will works with high net worth individuals and institutions to address their complex planning needs. Will specializes in financial planning, investment implementation, trade execution and risk/liability management. Will received his degree in Business Administration with a specialization in finance from East Carolina University. Will is a native of North Carolina and enjoys the outdoors, cooking and supporting his alma mater through various endeavors.

Registered States:
AL, AZ, CA, CT, FL, GA, IL, MA, MD, MI, MN, NC, NJ, NV, NY, OH, PA, SC, TX, VA, WA, WV

Registered States:
AL, AZ, CA, FL, GA, IL, MA, MD, MI, MN, NC, NJ, NV, NY, OH, PA, SC, TX, VA, WA, WV

Karen graduated from Colorado State University in 1999 with a degree in Restaurant Resort Management.  After college she found herself in Ann Arbor Michigan where her interest in finance began at a small independant broker dealer working in their back office.  In 2002, she became licensed and went to work as a Registered Client Service Assistant for a Senior Vice President at Smith Barney.  After taking time away from her career to raise a family she began working for UBS in 2018.  Karens responsibilities include opening and maintaining accounts, processing client requests and providing excellent customer service.

Karen live in Pittsboro with her three kids and enjoys the outdoors and her animals. 

In 2002, Jaime began her career in the Financial Services Industry in Irvine, CA at Northwestern Mutual as an Associate Financial Representative. In addition to Irvine, Jaime worked for Northwestern Mutual in Washington, D.C., and Orlando, FL. Jaime holds the Series 7, 63 and 66. She is originally from South Carolina and is a graduate of The Univeristy of South Carolina with a B.A. in Journalism and Mass Communications. 

Jaime lives in Orlando, FL with her husband and 12 year old daughter. In her free time, she enjoys running and the Florida sunshine.

Registered States:
AL, AZ, CA, FL, GA, IL, MA, MD, MI, MN, NC, NJ, NV, NY, OH, PA, SC, TX, VA