The Sager Swasey Partners of UBS Private Wealth Management is a highly accomplished investment group differentiated within UBS for our diverse skills and global knowledge of sophisticated investors and our stewardship of complex family wealth. As a gender-diverse team spanning four generations, we have a unique viewpoint that helps us serve you better.
We are a strategic union of investment managers, financial planners, market strategists and institutional advisors who have actively managed assets through seven bear markets and six recessions. To us, diversity of experience makes us a stronger, more insightful team as we navigate markets for some of the country's most successful individuals, family offices and institutions and focus on the wealth management needs of business owners, high net worth and ultra high net worth individuals and families, family offices, private foundations and private retirement plans.
J. Loring Swasey Jr., CIMA®
Loring began his career in financial services in 1972 and joined Kidder, Peabody & Co. in 1975, which was later acquired by Paine Webber Inc. and then by UBS. Clients benefit from Loring's healthy skepticism and his investment experience, which spans seven bear markets and six recessions. Loring brings critical thinking and deep knowledge of the global markets to identify the right trends and opportunities for discerning clients. Loring focuses on strategic and tactical asset allocation as part of his overall portfolio and risk management approach to preserve capital while growing the value of client's assets.
Loring earned his B.A. from the University of North Carolina and was a lieutenant in the United States Navy. He is also a member of the Chairman's Circle of the James Beard Foundation.
AR, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, OH, PA, TX, UT, VA, VT, WA, WI
Hillary began her career in financial services when she joined UBS in 1998. During her tenure at UBS, Hillary took a brief time away to work abroad with International Strategy and Investments (ISI), a leader in macroeconomic research. She also spent time with renowned global economist Nouriel Roubini at RGE Monitor. Hillary's strength in understanding global economic trends provides an additional overlay in working with clients' investments. As a Private Wealth Advisor, Hillary focuses on creating custom asset allocations commensurate with investors' risk tolerance, implementing research-based strategic and tactical investments to meet those parameters and on-going monitoring of investors' portfolios. Hillary incorporates clients' investments into their overall strategy through a comprehensive plan, including insurance, lending and banking.
Hillary earned her B.A. from Wheaton College in mathematics. Outside of work, she is president of her cooperative in NYC.
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
Aileen Farrell Schruth, CFP®, CDFA®, CRPC®
Aileen began her career in financial services in 2004 as an Investment Associate at Smith Barney. Aileen then moved on to become a Financial Advisor at Merrill Lynch, followed by her position as Associate Director of Financial Planning at Element Financial Group before joining UBS in 2010. As the team's Senior Wealth Strategy Associate, Aileen focuses on financial planning, asset allocation, manager selection, liquidity strategies and long-term care. Aileen is a Certified Financial Planner (CFP®) and Chartered Retirement Plan Counselor (CRPC®).
Aileen earned her B.A. from Yale University. Beyond her professional role at UBS, Aileen is passionate about finding a cure for Alzheimer's disease. She is a proud member of the Steering Committee for the Professionals Board of the Alzheimer's Drug Discovery Foundation (ADDF).
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI