In today’s dynamic global marketplace, Moe firmly believes that individuals, families, and businesses benefit from ongoing professional advice based on their unique objectives and needs. Working with private clients, he focuses on comprehensive wealth planning, investment management, and private banking by incorporating all aspects of their financial life. When working with companies, Moe concentrates on qualified retirement planning and business succession planning.

Moe has been a Financial Advisor since 1986 and was recently recognized on Forbes list of Best-in-State Wealth Advisors, as one of the top advisors in Ohio. This recognition serves to compliment his ability as a UBS Wealth Advisor and Senior Portfolio Manager. Moe is also a member of the Chairman's Circle within UBS, a designation reserved for the firm's most accomplished financial advisors.

Before entering the financial services industry in 1986, Moe worked at McDonald Douglas in St. Louis as a Flight Test Engineer on the F-18 Navy flight test program. During his travels and networking, he became interested in studying business.  His desire to help people more directly, along with his technical skills as an engineer, led him to pursue a career in wealth management.

Moe is active in the Cleveland community and is deeply involved with his alma mater, the University of Notre Dame, where he has chaired various committees and is currently on the scholarship committee. He served a three-year term on the University of Notre Dame’s Alumni Association Board of Directors and also served as president for the ND Club of Cleveland. He has helped many community service organizations, including a church endowment fund, an inner city junior tennis league, and a center dedicated to helping impoverished residents.

Family is extremely important for the Ruggieros. Moe’s parents emigrated to America from Italy. He and his wife, Angela, have four children: Giovanni, Anthony, Marissa and Sarina. They reside in Brecksville with their dog Rocky.  Moe also enjoys traveling, cycling, playing bocce ball and participating in crossfit activities.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, MN, NC, NE, NH, NV, NY, OH, OK, PA, SC, SD, TN, TX, VA, WA, WI, WV

Steve began his career in financial services in 1991 in Denver, CO and took the opportunity to move to Cleveland, OH in 1995. After working with financial advisors in various management positions at UBS, he joined RWM in 2012. Steve has earned the Certified Financial Planner® designation, which is recognized as the standard of excellence for competent and ethical financial planning in the wealth management industry. He focuses on financial and retirement planning through an ongoing and disciplined comprehensive process. He is proactive in incorporating all Five Pillars of wealth management (Accumulation, Growth, Preservation, Protection, and Transfer). His wholistic approach includes coordinating information with your tax and estate planning advisors. Steve and his wife, Nicole, live in Eastlake, and he has two daughters, Linsey and Sophie.  In his time away from work, Steve enjoys volunteering at the Cosgrove community center and Cleveland Food Bank.  He also donates blood regularly with the Red Cross.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, MI, NC, NV, OH, OK, PA, SC, SD, TX, VA, WA, WI

Giovanni joined RWM in 2010. He has earned the Certified Investment Management Analyst (CIMA®) designation. The CIMA® designation is the peak international, technical portfolio construction program for wealth management professionals. It represents the highest level of credibility, integrity and investment consulting knowledge. Giovanni focuses on portfolio management and investment research for the RWM. He graduated from Xavier University and St. Ignatius High School. During his free time, he enjoys cycling and golfing, as well as being actively engaged with initiatives for the Jesuit Retreat House. He resides in downtown Cleveland.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, NC, NE, NH, NV, NY, OH, PA, SC, SD, TN, TX, VA, WA, WI, WV

Georgette began her career at UBS in 2000, excelling as a Client Service Associate, Operations Manager, and then Technology Specialist for the NE Ohio Region. She joined RWM in 2018 as the group’s Chief Operating Officer. Her focus is optimizing the group’s strategic capabilities through the coordination of our full suite of wealth management operations and specialists. This includes extending our business development and enhancing our first class client concierge services. She and her husband, Timothy, reside in Brunswick with their sons, Joshua and Sean. Georgette enjoys reading, skating, swimming and going on bike rides with her boys.

Registered States:
FL, OH, SC

Tyner Haag joined RWM in 2019 as a Client Service Associate, after previously working as an intern in 2018. In his role, he will be working in all areas of our group (investment management/research, financial planning, and administration) to enhance our capabilities.

Tyner graduated from the University of Dayton and Walsh Jesuit High School. Outside of the office, he enjoys reading, hiking trails, and working out.

Registered States:
OH

Kevin begin his career in financial services in 1987 and joined RWM in 2007. As a Senior Client Service Associate, he is an administrative specialist. His focus is on all of our clients' account operational services and needs. Kevin and his wife, Debra, have three children: Melissa, Jennifer and Ryan. They reside in Willowick.  The family spends time volunteering for their community and schools. They enjoy amusement parks, camping and traveling.

Registered States:
FL, OH