Meet our team | Triad Group | Cincinnati, OH

Experience Makes all the difference

The Triad Group understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS - it is how those services and solutions are developed and delivered to help you pursue your goals. That's why we offer a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations. To help manage your wealth, we call upon the advisory and investment brokerage capabilities of UBS-one of the world's leading wealth management firms.

Richard "Rick" Payne II

Senior Vice President - Wealth Management
513-792-5272

Rick is the leader of our investment and retirement planning strategies. With 25 years of experience, Rick incorporates asset protection and planning into our unique strategy development. Rick actively supports the Green Beret Foundation. He serves as an Elder of his church and was a past member / President of the Finneytown Schools Board of Education. A resident of Finneytown, with his wife Kimberly. Rick has three adult sons. Majoring in economics and mathmatics, Rick graduated from Indiana University. He earned his Masters in Businesss Administration from the University of Michigan.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, MA, MD, ME, MI, MO, NC, NJ, NY, OH, OR, RI, SC, TX, VA, WA, WI

Mark Andrew "Andy" Conrad

Senior Wealth Strategy Associate
513-792-5262

Andy Conrad comes to the Triad Group to help bolster our Financial Planning process. He will be building financial plans that will define actions and strategies to help our clients and their families meet their financial goals.

Andy joins the Triad Group after 5 successful years with a team of advisors that concentrated on assisting P&G employees, first at Merrill Lynch and since 2016 with the UBS Kenwood branch. He got his start and passion for Wealth Management at Fidelity Investments beginning in 2008. He lives in Florence, Kentucky with his wife Kelly, their 3 Great Danes and 2 cats. Andy and Kelly enjoy traveling together and volunteering at nearby animal sanctuaries. Andy spends his free time trying to relive his glory days on the soccer field, playing golf and reading.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, MA, MD, ME, MI, MO, NC, NJ, NY, OH, OR, PA, RI, SC, TX, VA, WA, WI

Kari A. Day

Senior Client Service Associate
513-792-5265

Kari handles all aspects of our client services. She began her financial service career with UBS in 1995 and currently holds her Series 7 securities license. Kari oversees our client's communications, scheduling, and event planning. Kari's interaction with our clients is vital to providing superior wealth management services. Kari resides in Bridgetown with her husband , Dale, and three children.

Registered States:
CA, CO, DC, FL, GA, HI, IN, KY, MI, MO, NC, OH, RI, SC, TX, VA, WI