Experience Makes all the difference

With an emphasis on analytical financial planning and portfolio management that has been tested through different investment cycles, we have the experience and ability to help you manage your wealth so you can be confident in your financial future.

Donn C. Dolce

Senior Vice President - Wealth Management
Financial Advisor
203-977-7263

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Donn is the founder of The Dolce Group.  He began his career with UBS's predecessor PaineWebber in 1967 and has built this team to service the needs of high net-worth individuals.  He likes to point out that as a father of four, the things he and his wife care about, are the things our clients also care about.  The Dolce Group has been built to meet those needs.  Today Donn's focus is on managing our relationships with clients and prospects and imparting his 50 plus years of investment experience on our client portfolios.  He holds Series 5, 7, 63 and 65 licenses, as well as life and health insurance licenses.  He earned a B.S. degree from Georgetown University in Washington, D.C. 

Donn donates much of his spare time to the community. He serves as Board Chairman Emeritus of Part of the Solution Soup Kitchen (P.O.T.S)  in the Bronx, N.Y. (the largest soup kitchen in the country).  He also formerly served on the board of advisors at Georgetown University’s McDonough School of Business and was a trustee emeritus at the Canterbury School in New Milford, CT.


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, PA, RI, SC, TX, UT, VA, VT, WA, WI


John R. Doyle

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
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203-977-7273

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John began his career with UBS's predecessor, PaineWebber in 1993 as a summer intern with Donn and Tom, and joined them full time shortly after graduating from college.  John is a CERTIFIED FINANCIAL PLANNER certificant who advises clients on all aspects of their financial plan.  He specializes in complex transactions, concentrated positions, and executive compensation programs.  Additionally, he runs The Dolce Group's day-to-day operations, ensuring every client's execution expectations are met.  John received a B.S. degree in mathematics from Fairfield University and holds Series 7, 63 and 65 securities licenses, as well as life, health and variable annuities licenses.  He splits time between UBS offices in Greenville, SC office where he lives with his wife and stepson, and the Stamford, CT office, home of The Dolce Group.


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, PA, RI, SC, TX, UT, VA, VT, WA, WI


Gregory Miller

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
203-977-7241

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Greg is a CERTIFIED FINANCIAL PLANNERTM certificant who is responsible for delivering a personal financial plan to each of our clients.  He also advises clients on asset allocation, retirement planning, estate planning, and wealth transfer strategies.  Greg began his career in marketing services and consumer promotion, in both the U.S. and U.K.  In 2005, he joined Bernstein Global Wealth Management as a Financial Advisor.  Greg earned a B.A. in sociology from Bates College and holds Series 7, 31 and 66 securities licenses.  He and his wife, Judy, have two children and reside in Old Greenwich, CT.  Greg is involved in town athletic programs, coaching his children's soccer, baseball and lacrosse teams. 


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, PA, RI, SC, TX, UT, VA, VT, WA, WI


Denise Manning

Senior Vice President - Wealth Management
Financial Advisor
Wealth Advisor
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203-862-2140

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Registered States:
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NY, OR, PA, PR, RI, TN, TX, UT, VA, WA, WI


John "Jed" Dolce

Financial Advisor
203-977-7249

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Coming from a big family and in the midst of starting his own, Jed understands how hectic life can be and how hard it is to find time to concentrate on your financial wellness.  As a member of an eight person team with $1 billion in assets under management and over 150 combined years of experience, Jed is able to tap the resources of his team, and bring that human capital and experience to his generation.  Jed focuses on young families and millennials, helping them plan for their current needs and future ones as well.   He enjoys spending time with and educating clients on all financial matters including budgeting, college savings, retirement planning (never too early to start!), estate planning and charitable giving.

Jed, his wife Samantha, and their two children, Ruthie and Will, reside in Darien, CT.  Jed has been a lifelong supporter of P.O.T.S. soup kitchen in the Bronx and more recently joined the junior advisory committe for Cristo Rey New York High School.  If not working or spending time with the family, you can find him on a golf course, paddle court or squash court.  Jed is a graduate of Boston College and Canterbury High School. 


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, PA, RI, SC, TX, UT, VA, VT, WA, WI


Elizabeth Rockwell

Managing Director - Wealth Management
Financial Advisor
Managing Director- Wealth Management
203-977-7254

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Ms. Rockwell is a Managing Director, Wealth Management with UBS Financial Services where she provides wealth planning and investment advisory services for wealthy families, corporate executives, and individuals undergoing transitions, such as estate settlement, divorce and retirement.

She began her career in investment banking, with First Boston Corporation, and then worked in management consulting with Bain & Company. Ms. Rockwell was later recruited by PepsiCo, where she spent eight years in a variety of senior finance and strategic planning roles. In 2006 she joined Greenwich, Connecticut-based Chronogram, an independent private wealth management firm, applying her corporate and finance experience as a wealth advisor for executives and wealthy families. The firm later combined operations with LLBH.  Recently Haley was a Managing Director/Senior Advisor at Field Point Private.

Ms. Rockwell is a graduate of Princeton University, and earned her JD/MBA at Harvard University. She has earned the Certified Financial Planner® and Certified Divorce Financial Analyst™ designations. She is President of the Board of Trustees of the Greenwich Library, and a former Trustee of Greenwich Academy. Additionally, Ms. Rockwell is Co-Chair of the Board of Trustees of the Greenwich Historical Society, Chair of the Board of Global Citizen’s Initiative, and a former trustee of the Greenwich Library and Greenwich Academy. She, her husband Joe, and their three children live in Greenwich, Connecticut.


Registered States:
AZ, CA, CO, CT, DC, DE, FL, IL, MA, MD, NC, NJ, NY, OR, PA, VA, VT


James T. Milde

Financial Advisor
203-863-2199

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Registered States:
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NY, OR, PA, PR, RI, TN, TX, UT, VA, WA, WI


John R. Cullinane Jr.

Senior Wealth Strategy Associate
203-977-7253

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John joined the Dolce Group in 2013 to assist Donn, Tom and the team in the investment management process.  John has known Donn for over 30 years and The Dolce Group has been his financial advisor for many years.  He has seen the value they add by taking a true team approach to their clients.

John has spent his entire career in the financial markets, first in investment banking at Paine Webber where he joined one of the first corporate finance groups focused on emerging technology companies like Genentech.  He then spent the next 20 years as a general partner and investor in venture capital and growth equity funds, building portfolios of information technology and health science companies, developing relationships that should be helpful in identifying successful investments.

John has an undergraduate degree from Princeton University and an MBA from the Yale School of Management.  John and his wife Fran raised five children, all of whom live in New York City pursuing their careers, three in the financial markets and two at Google. 


Registered States:
AZ, CT, FL, MA, MD, NJ, NY, RI, VA


James Douglas Milde

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Accredited Wealth Management Advisor℠
203-705-4261

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Doug is an experienced Wealth Management Associate with a strong background working in the financial services industry.  After completing the Wealth Planning Associate role, Doug joined The Dolce Group to assist with financial planning for new and existing clients. Leveraging this team's well defined financial planning and investment processes Doug also focuses on working with "The Rising Generation." As a member of the Rising Gen, Doug enjoys sharing the same great solutions and quality of service, typically only available to Ultra High Net Worth clients, with this unique group.  Doug currently resides in Manhattan, and in his spare time enjoys snowboarding, autoshows, cooking and traveling.


Registered States:
AZ, CT, FL, IL, MA, MD, NJ, NY, PR, WI


Cynthia A. Lashley

Team Administrator
203-977-7205

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Cynthia is our Team Administrator and is responsible for a wide range of client service and administrative functions. Her commitment to superior client service has not gone unnoticed:  Cynthia was among the first honorees to receive UBS’s Service Excellence Award. She was the third member of The Dolce Group in 1998 and holds the Series 7 license.

A former mathematics teacher, she began her career in financial services in 1987 as a branch manager’s assistant with UBS's predecessor firm PaineWebber in Stamford, CT. She later became that office’s operations manager.  Cynthia earned her B.S. in mathematics from Tri-State University in Angola, IN, and her M.S. in mathematics education from the State University of New York (SUNY).  Originally from Indiana, she has called Stamford, CT, home for the past 30 years.


Registered States:
AZ, CT, FL, IL, MA, NC, NJ, NY


Bari Kramer

Senior Registered Client Service Associate
203-862-2145

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Bari handles daily operations and client service requests for the team, with timely and thoughtful communication as an individual contributor and collaborator with the other team members. Bari provides exemplary service, and can act fast and efficiently on client requests, including executing trading orders. She holds her series 7, 63, and 66 licenses. Bari is very experienced in working with clients to find the best ways to meet their wealth management needs.

Bari has over 20 years of experience in finance servicing clients, worked with a prior group for most of her career moving with them to a few different firms which has made her a very seasoned, experienced, and knowledgeable professional. She joined UBS Financial Services solo in 2011.

Bari resides in Stamford, CT, and is a graduate of Syracuse University.

She enjoys spa days, playing tennis, cooking, and spending time with her family and friends.


Registered States:
CT, FL, NY, RI