Having learned at an early age what it takes to be successful in business, Scott certainly found his niche as a dedicated Private Wealth Advisor and true partner and problem-solver for his clients. He joined UBS Private Wealth Management in 2008 and offers more than 20 years of experience in the financial services industry. Prior to joining UBS, Scott worked at Lehman Brothers in private investment management for 10 years. Scott serves the wealth management needs of individuals, families and corporate executives of substantial wealth, and also provides investment banking introductions for corporate executives and their operating companies. His areas of focus include asset allocation strategies, concentrated stock management strategies, 10b5-1 plans, corporate cash management, equity, fixed income and alternative investments. He also has specialized expertise in structuring complex lending solutions for executives in need of liquidity management solutions. Scott is a member of the UBS Pinnacle Council, an elite group of Private Wealth Advisors recognized for their expertise, service and successful client relationships. He earned his B.A. from the University of Maryland.

Outside of work, Scott is passionate about philanthropy. In 2007, he was the founder and chairman of the Heroes, Heart & Hope Gala to New York City to benefit the Challenged Athletes Foundation (CAF). CAF provides high-tech prosthetics and sports adaptive equipment to people with severe physical disabilities to help them rehabilitate through activity and participation in sports. In 2008, he was awarded the Jim MacLaren Award as a result of these efforts. The Heroes, Heart & Hope Gala has since raised over $20 million as of 2018, making it the most successful event in CAF’s history. In 2009, Scott was also honored by the Parker Institute, which provides quality care for individuals in their final stages of life. Scott is an accomplished three-time Ironman triathlete and has successfully competed twice in the World Championship Ironman in Kona, Hawaii. Scott lives in Manhattan with his wife Emily and their four children.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Lyle joined UBS Private Wealth Management in 2008 and has more than 12 years of experience in the financial services industry. Prior to joining UBS, he worked at Lehman Brothers in private investment management. At Lehman Brothers, Lyle co-founded the Community Investing Index Group in order to help a large public foundation commercialize a suite of innovative mission-oriented investment products.

As a Private Wealth Advisor at UBS, Lyle concentrates on providing clients with investment consulting and advice, including estate planning, asset allocation, portfolio construction and manager selection. Furthermore, Lyle is responsible for helping clients scaffold complex financial problems to help provide manageable and holistic solutions. To accomplish this, Lyle takes a balance sheet approach to wealth management, integrating clients’ investment and non-investment assets, liabilities, risk tolerance, needs, goals and investment experience in order to build custom portfolios and solutions.

Lyle’s areas of focus include asset allocation, portfolio management, hedge funds, private equity, equities, fixed income, options, banking products, lending, insurance and alternative investments. With a strong eye for risk management and risk mitigation, Lyle’s approach incorporates transparency to the investment process so clients understand the risks in their portfolio and are able to reduce emotional responses to short-term market movements. Lyle enjoys working with clients to coordinate all aspects of their financial life, collaborating with other outside advisors, and bringing to bear all the resources available at UBS.

Lyle received a bachelor’s degree from Washington University in St. Louis and an M.B.A. from the Marshall School of Business at the University of Southern California. Outside the office, Lyle has a passion for sustainability and social and green entrepreneurship and currently serves as an advisor to the Bard College M.B.A. in Sustainability program. He lives in Greenwich Village with his wife and two children.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Registered States:
CA, FL, MA, NJ, NY, PA, TX

Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NE, NH, NJ, NV, NY, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WY

Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY