Experience

Matt Lasko is the founding member and leader of Flagship Financial, an elite advisory team with locations in California, Connecticut, Maine, Michigan and Texas. A Certified Financial Planner and nationally recognized specialist on corporate retirement plans, Matt is strategically positioned as the architect of the team's overall strategies for both affluent families and institutional clients.

Serving multiple verticals of business, every member of the team holds themselves to high standards of service and advice, which is why Flagship Financial is one of the fastest growing teams within UBS. Additionally, Matt pioneered a successful partnering business, creating a custom retirement plan solution for hedge funds and private equity firms. This dichotomy of service is rare in the industry and presents clients with unique opportunities for advice.

Matt previously served as Co-Chair of the UBS Senior Retirement Plan Consultant Committee and was a Principal Financial Group Elite Advisor Council member. Committed to providing relevant advice on the retirement plan market, Matt often speaks on panels and lectures on topics related to retirement and the 401(k) plans.

Having graduated from Tufts University, Matt now lives in New Canaan, CT with his wife and two children. In spare time Matt enjoys traveling, golf, fly fishing, contemporary art & theatre.

Munish Dhall is a Financial Advisor at UBS International in New York, focusing on global families requiring cross-regional coverage, often working in collaboration with colleagues in APAC and EMEA

Munish joined UBS Investment Banking in 1997. He was a member of the UBS Asset Management team that launched open fund architecture at UBS in 2000. His other past roles at UBS include Head of WM Business strategy, Zurich.

Since 2009, Munish has focused on the Family Office segment in senior roles across WM Zurich, Singapore and New York. He was responsible for setting up the Global Family Office (GFO) unit, launched in 2011. Subsequently, he led the growth of this business in South-East Asia as the head of the GFO team in Singapore from 2016-2018. He relocated to New York in 2018, where he was head of GFO US team till end 2022.

In between two stints at UBS, Munish worked as a strategy consultant at Bain & Co, London, from 2001-2005, where his work included strategic due diligence of European buy-out targets for leading global PE firms

Munish holds an MBA from the Indian Institute of Management and a Bachelor in Engineering from the Indian Institute of Technology.

Caitlin is a Relationship Manager for the UBS Global Family & Institutional Wealth (GFIW) team in the Americas. She focuses on creating customized coverage models and delivering tailored solutions from across the firm to sophisticated Family Office clients. Prior to UBS, Caitlin spent 6 years at J.P. Morgan Private Bank in a variety of investment and client coverage roles. Caitlin holds a B.A. from Harvard University and resides in New York City. She is FINRA Series 7, 63, and 65 licensed.

Current role and areas of expertise

Michael joined UBS Bank USA in 2017 and he is currently a Senior Wealth Management Banker covering the Manhattan Private Wealth Management Market.

Michael has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives. 

Professional history

Michael began his career in financial services in 1998. Prior to joining UBS, He has had successful prior careers with The Private Bank at Wells Fargo, Morgan Stanley Private Bank and Merrill Lynch.  His various roles included Private Banker, Regional Manager and Head of Business Development.  Michael has spent the bulk of his career partnering with Financial Advisors and their high-net-worth clients to provide lending solutions.

Education and personal information

In Michael’s role as a Senior Wealth Management Banker his NMLS # is 398130. He holds his Series 7, 24, 56 and 66 securities licenses. He also holds an MBA from Fairleigh Dickinson University in Corporate Finance in Teaneck, NJ.

Outside of the office, he enjoys coaching his kids' sports teams and skiing.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.