Experience

Makes all the difference

Robert Wright

Senior Vice President

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • KS
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • UT
  • VA
  • VT
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

8 Southwoods Blvd
Suite 207
Albany, NY 12211

Email Me

robert.b.wright@ubs.com
Robert Wright
8 Southwoods Blvd,Albany,NY,12211

Ralph Lemme

Senior Vice President–Wealth Management

Financial Advisor

Ralph Lemme has been in the investment advisory business for over 25 years. He began his career as a financial advisor with Merrill Lynch and was later promoted to Assistant Vice President Senior Financial Advisor. In 2004, Ralph moved his business to Smith Barney becoming Vice President Wealth Management. While at Smith Barney, Ralph attained the Portfolio Manager designation. He joined the Albany Wealth Management Group at UBS Financial Services Inc in 2014 as a Vice President - Wealth Management, Financial Advisor and Portfolio Manager. 

Ralph's wealth management business is focused on working with a select group of successful families, business owners and professionals. He firmly believes that a comprehensive planning based approach is the most effective way for clients to achieve their financial goals. 

He currently is a board member of the Weare C. Little Memorial Park Association and has previously served on committees for both Cub and Boy Scouts in the Fort Orange District. Ralph has also been active as assistant coach for the North Colonie Youth Baseball Association. He is a lifelong resident of the capital district and currently lives in Loudonville with his wife and two children.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • KS
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

8 Southwoods Blvd
Suite 207
Albany, NY 12211

Email Me

ralph.lemme@ubs.com
Ralph Lemme
8 Southwoods Blvd,Albany,NY,12211

Jason Levine

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • KS
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

8 Southwoods Blvd
2nd Floor Suite 207
Albany, NY 12211

Email Me

jason.levine@ubs.com
Jason Levine
8 Southwoods Blvd,Albany,NY,12211

Zachary Rockmore, CFP

First Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • KS
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

8 Southwoods Blvd
2nd Floor Suite 207
Albany, NY 12211

Email Me

zachary.rockmore@ubs.com
Zachary Rockmore, CFP
8 Southwoods Blvd,Albany,NY,12211

Carrie Dady CFP, CRPC, CDFA

Authorized Officer

Senior Wealth Strategy Associate

Carrie began her career in r1999 and joined UBS in 2010.  During challenging financial environments, Carrie knows that it is especially important to stay focused on retirement goals.  As a CERTIFIED FINANCIAL PLANNER™ professional, Carrie focuses exclusively on helping clients build secure retirement strategies.  Her experience and knowledge enable her to offer customized wealth management advice and personalized retirement income strategies for success. 

Carrie finds that few people have the resources or temperament to successfully navigate the complex decision making involved with managing their assets.  She gains great satisfaction in taking these often daunting issues and clarifying the fundamental points for her clients to help them make the best decisions possible. 

Carrie is a graduate of Cornell University with a degree in Applied Economics and Business Management.  Carrie’s home is in Guilderland, NY with her husband, Mikey, and their son, Caeben where they are active in the community.  She is a founding member of the Greyson Project, delivering bags of decorations to families spending the holidays in Children's Hospitals across the country and also a board member of Harky's Heroes for Kids.

Registered States:
  • CA
  • CT
  • FL
  • MA
  • MD
  • NC
  • NJ
  • NY
  • PA
  • SC
  • VT

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

8 Southwoods Blvd
Suite 207
Albany, NY 12211

Email Me

carrie.dady@ubs.com
Carrie Dady CFP, CRPC, CDFA
8 Southwoods Blvd,Albany,NY,12211

Barbara Tutunjian

Senior Client Associate

Barbara’s experience in the financial services profession spans 30+ years. Barbara’s career began in banking, assisting clients with their financial needs. In 1994 she transferred to the securities industry and has made client services her priority since. While clients have always been her priority, Barbara has also served as an Operations Manager, Branch Services Administrator and Branch Technology Liaison.

Prior to joining UBS, Barbara worked at Merrill Lynch, AXA Advisors and Smith Barney/Morgan Stanley. She even worked for UBS while living in Colorado for a few years. This diversity and exposure has given her a vast base to draw on and extensive hands on experience working with clients. Barbara is well equipped to assist clients with any number of situations and strives to make the client's experience the best possible.

Barbara is a graduate of State University of New York/ Albany with a BA in Political Science/Psychology. She currently resides in South Glens Falls with her husband, Tony and their 2 wonderful Goldendoodles. They spend as much of their free time as possible traveling, including weekend drives, cruising and camping with the dogs.  You might also run into them at one of the local golf courses or out fishing.

Registered States:
  • CA
  • CT
  • FL
  • MD
  • NC
  • NJ
  • NV
  • NY
  • PA
8 Southwoods Blvd
Suite 207
Albany, NY 12211

Email Me

barbara.tutunjian@ubs.com
Barbara Tutunjian
8 Southwoods Blvd,Albany,NY,12211

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