John "Jack" Marmion started in the securities business more than 30 years ago after a 15 year career with an international textile company. Jack uses his extensive experience to provide clients with reliable investment advice and portfolio management. He is among the firm’s select Financial Advisors entrusted to manage portfolios with discretion through the UBS Portfolio Management Program. He is one of the few advisors who has earned the elite title of "Senior Portfolio Manager".  He graduated from Canisius College in Buffalo, New York and continued to Rensselaer Polytechnic Institute for his MBA. Outside of UBS, Jack enjoys spending time with his wife Johanna at their condo in Arizona. He and his wife reside in Dublin.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, IN, LA, MA, ME, MI, MT, NC, NJ, NV, NY, OH, PA, SC, TX, VA, WV

Shea started working with his father in August 2011. He earned the elite Certified Financial Planner® designation in 2012 and was honored as a portfolio manager in UBS Portfolio Management discretionary investment program. His areas of focus include portfolio management, financial planning, and client support. Before joining UBS, he spent six years in the financial services industry consulting financial advisors on various investment products. He also spent three years managing 401(k) plans for Fortune 500 companies. He received both his B.S. and MBA in Accounting from DePaul University in Chicago. Outside of UBS, Shea enjoys spending time with his wife Jodi and their two children, Catherine and Liam. When time permits he enjoys traveling, walking Rosita, the family dog in nearby Park of Roses and reading.

Registered States:
AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV

Brian started his financial services career more than 15 years ago. He has worked in different customer service and technical support roles at multiple firms before joining UBS in 2015 as a Client Service Associate.He currently holds his Series 7, 63/65, Series 9 and 10 licenses. He is also a 21-year Army veteran serving two tours in Iraq. Brian graduated from Columbus State with an Associates Degree in Microcomputing Technology. He lives in Blacklick with his wife and son.

Registered States:
AZ, FL, NC, OH, SC