Deep understanding of the economy and financial markets

Peter has been in the financial services industry for more than 30 years. In the first half of his career, he served as an economist with two global investment firms and the Federal Reserve. During that time, he was frequently called upon to provide his outlook on the economy and the financial markets.

In 2000, Peter transitioned from UBS Investment Bank to UBS Wealth Management USA to focus on the wealth management needs of affluent families. He provides clients with a big picture view of the economy and the financial markets, as well as his outlook. Peter offers his clients truly customized solutions to help solve their most complex needs.

Previous Experience

• Chief US Economist, UBS
• Senior Economist, Salomon Brothers
• Senior Economist, Federal Reserve Bank of New York
• In the industry since 1988

Education

• B.S., economics and mathematics, University of Illinois
• M.S., economics, University of Wisconsin

Life

• Peter lives in New Canaan with his wife and their two children
• He is President of the Board of Directors, New Canaan YMCA
• Peter is a trustee of Connecticut College

Registered States:
AL, CA, CT, DE, FL, GA, IL, IN, MA, MI, NC, NH, NJ, NM, NY, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY

Beyond investment management

David was a senior leader with major Fortune 500 companies for many years before his move to a financial advisory role. While working with who he believes to be some of the best American businesses, he gained insights and perspectives that he draws upon every day as he helps clients achieve their goals. David brings a unique background to the team, with broad experiences beyond investing.

David joined UBS so that he could work with affluent clients and help them navigate their wealth management world. He focuses on listening to you and truly understanding your goals in order to help you pursue the financial future you envision.

Previous Experience

• Senior leadership roles at Philip Morris, Major League Baseball and AOL Time Warner
• In the financial services industry since 2003

Education

• B.A., economics, St. Lawrence University

Life

• David lives in Darien with his wife and their two children
• He is a board member of Family Centers in Greenwich
• David is an advisory committee member of Fairfield County Community Foundation
• David enjoys golf, tennis, hockey, running and biking

Registered States:
AL, CA, CT, DE, FL, GA, IN, MA, NC, NH, NJ, NM, NY, OK, RI, SC, TN, TX, VA, VT, WA, WI, WY

Focus on portfolio construction

Pres took a nontraditional path to his financial advisory career. He started his career as a private equity principal, and through broad exposure to private and public markets, he has experience in assessing and managing risk. After 20 years in private equity, Pres decided he was more interested in advising individual investors and their families, which would allow him to focus on personal relationships in a way that you cannot in the institutional side of the business.

With more than 11 years as a Private Wealth Advisor, Pres focuses on long-term relationships and a holistic wealth management approach. He starts by understanding your goals, objectives, concerns and risk tolerance, and then works with the team and exclusive UBS resources as necessary to help determine your optimal portfolio mix. Pres looks to be your “go to” advisor to help manage all aspects of your financial world.

Previous Experience

• Managing Director, AEA Investors
• Principal, Kohlberg & Company
• Director, Singer Worldwide, Rand McNally & FTD
• In the financial services industry since 1985

Education

• B.A., economics, Dartmouth College
• M.B.A., Amos Tuck School of Business, Dartmouth College

Life

• Pres lives in Darien with his wife and their three children
• He is a former trustee of Darien Public Library
• Pres enjoys spending time with his family, and exercise, hockey, skiing and fishing

Registered States:
AL, CA, CO, CT, DE, FL, GA, IN, MA, NC, NH, NJ, NM, NY, RI, SC, TN, TX, VA, VT, WA, WI, WY

Commitment to client service

Melissa has broad management experience with an entire career focused on the needs of high net worth investors. She made the transition from management because she wanted to have direct interactions with clients and develop meaningful relationships. As part of The SBR Group, Melissa passionately serves as the Team Administrator, where she is responsible for delivering exceptional client service. By leveraging her strong management experience, she has the ability to quickly assess situations, figure out how to get things done and how to resolve issues.

Melissa serves as a client advocate and focuses on building authentic connections that extend far beyond your financial life. She also understands complex wealth management needs—and the importance of a financial plan to help you pursue all that matters.

Previous Experience

• Complex Administrative Manager, UBS Private Wealth Management Stamford
• Managing Director, JP Morgan Private Wealth Management
• In the financial services industry since 1986

Education

• B.A., economics, Hamilton College
• Executive Education for Women, Smith College

Life

• Melissa lives in Wilton with her husband and their twin daughters
• Melissa enjoys spending time with her family, traveling, cooking and skiing

Registered States:
AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, MA, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY

Hunter Priebe joined the team as a Wealth Strategy Associate supporting the Private Wealth Advisors in developing holistic wealth management strategies for the team's clients.  Hunter is a 2015 graduate of Elon University's Martha and Spencer Love School of Business, where he majored in finance and minored in accounting and economics. Most recently Hunter was a Senior Brokerage Associate at Vanguard cultivating relationships with high net worth clients.

Hunter lives in New York City. He enjoys traveling and playing golf.

Registered States:
AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, MA, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY

Andrea O'Loughlin  launched her career at Putnam Trust as a Personal Trust Administrative Assistant servicing the financial needs of high net worth clients before moving to Newgate Capital Management as a Portfolio Administrator. Andrea spent 7 years at Newgate and was promoted to the role of equity trader working closely with the portfolio managers. Andrea holds a B.B.A and M.B.A in Finance from Iona College.

Andrea lives in Stamford with her husband and three sons. When she is not busy attending local baseball and soccer games she can be found jogging, skiing, and playing golf.