With over 15 years experience as a Financial Advisor, Todd joined UBS Financial Services in 2008. Because of his market savvy, trustworthiness and conservative approach to portfolio management, a select clientele of affluent families and entrepreneurs rely on him for custom asset allocation strategies and implementation, fixed income solutions, as well as trust and estate planning.

Before joining UBS, Todd was a Managing Director at Deutsche Bank Alex Brown, where he worked from 2002 to 2008. Prior to Deutsche Bank, he co-founded The Perry Group at Merrill Lynch with his brother in 1998. Todd began his career in the Private Client group at Lehman Brothers. Always astute to the markets, Todd has, throughout his career, created and implemented financial plans specific to the individual needs of each client.

Todd has been recognized by several publications, including Barrons, Registered Rep and Research Magazine, as one of the top Private Wealth Advisors in the country. He received his undergraduate degree from Rutgers University and resides in Maplewood, NJ with his wife and four children. Todd is active in numerous charitable organizations.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Having been a three-time U.S. National Gymnastics team member and an alternate to the 1984 Olympic Team, competition has always been a part of Heather’s life. While working with various European investment banks during her time spent in Geneva, Switzerland, as a graduate student, she was intrigued by the highly competitive and intellectual environment of global finance.  As a Financial Advisor, Heather has combined her passion for finance and her competitive nature with her desire to help people achieve their financial goals.  Prior to joining UBS financial Services Inc. in 2008, Heather worked at Credit Suisse and Lehman Brothers.  Heather and her family reside in New York City, where she remains actively involved in the community.

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

Skip has more than 20 year's experience in the financial services industry. He is responsible for client relationship management, private wealth solutions, trust & estate planning strategies and credit and lending solutions. Skip joined UBS after spending 5 years at J.P Morgan's Private Bank where he advised ultra-high net worth clients on investments, balance sheet management, tailored lending and wealth planning. Before joining J.P. Morgan, Skip spent 15 years in equity research sales advising institutional asset managers on public investments in U.S. equities. He worked with some of the largest global money managers conducting sophisticated due diligence on a variety of equity research ideas. Skip also worked for 5 years as an Assistant Prosecutor in the Essex County Prosecutor's office in Newark, NJ prior to making his move to Wall Street. Skip received his J.D. from Seton Hall Law School and his B.B.A from George Washington University. He does not provide legal services at UBS. Skip resides in Short Hills, NJ with his wife and three children.

Registered States:
FL, NJ, NY

Matt joined UBS Financial Services in 2010 after spending five years as an Equity Research Analyst at UBS Investment Bank, where his coverage universe included companies within the financial sector. Prior to that, Matt worked in the Equity Advisory Group at UBS Wealth Management, where he analyzed client equity portfolios and provided appropriate investment recommendations to match client goals with their risk tolerances. He received his undergraduate degree from Fairfield University and his MBA from New York University. Matt is also a CFA charterholder. He resides in Paramus, NJ, with his wife and three children.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Jim joined UBS Financial Services in 2008 after working for several years at Deutsche Bank and Prudential. Jim’s responsibilities with The Perry Group consist of strategic asset allocation, investment manager selection, alternative investments and concentrated stock strategies. The group uses a four-step process, which includes the creation of investment policy guidelines, the development of a strategic asset allocation, the selection of appropriate investment vehicles and the monitoring of investment performance. He received his undergraduate degree in mathematics from Kean College and resides in Cranford, NJ, with his wife and two children.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Ashley joined UBS Financial Services in 2008. Prior to UBS, Ashley worked at Deutsche Bank Alex Brown from 2002 to 2008. Ashley first joined The Perry Group in 1998, after working at Merrill Lynch and Salomon Smith Barney. Ashley focuses on client services and trading. She has extensive experience in various investment-related activities and lending. She resides in Long Island City with her husband.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Keryn joined UBS Financial Services in 2008. Before UBS, Keryn worked at Deutsche Bank Alex Brown from 2004 to 2008. Prior to Deutsche Bank, Keryn worked at Goldman Sachs in Institutional Research Sales and at Sanford C. Bernstein, working with high net worth individuals. Keryn focuses on trading and client service. She graduated from Washington and Lee University. Keryn resides in Summit, NJ with her husband and two children.

Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Mark joined UBS Financial Services in 2010 after graduating from Kean University, where he studied finance. Mark interned at UBS Financial Services, gaining valuable client servicing and market experience prior to joining The Perry Group. Mark’s responsibilities include administration, client service, and trading. He resides in Hoboken, NJ.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Taylor joined UBS Financial Services in 2016 after graduating from the University of North Carolina Wilmington with a degree in Finance. She focuses on administrative, operations, and client service. Prior to joining The Perry/Molin Team, she interned at UBS Financial Services. Taylor resides in New York City. 

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV