Experience

Makes all the difference

Susan Brown, CRPC

Senior Wealth Strategy Associate

Susan M. Brown has been in the financial services industry since 2006. Susan is a magna cum laude graduate of The University at Albany, with a Bachelor of Arts degree in Mathematics and Masters of Business Administration. Susan's role is to assist with the comprehensive financial planning process with clients, reviewing such topics as retirement planning, asset allocation, investment management and insurance needs. Susan also collaborates with the team in analyzing portfolios and presenting investment solutions tailored to clients’ individual portfolios. She assists the team in the security selection of managed equity strategies and is responsible for the ongoing monitoring of mutual fund portfolios.  

Professional Experience

  • UBS Financial Services Inc. – Senior Wealth Strategy Associate - Planning Specialist Albany, NY April 2009 - Present 
  • Citi-Smith Barney - Financial Advisor, Albany, NY - December 2006 - April 2009 

Education

  • Master of Business Administration, University at Albany, 2006 
  • Bachelor of Arts, Mathematics, University at Albany, 2000 
  • Chartered Retirement Planning CounselorSM (CRPC®), 2014

Personal & Community

  • Girl Scouts of Northeastern New York Volunteer, 2015 - present

Licenses

  • Series 7, General Securities Representative, 2007 
  • Series 66, Investment Advisor Representative & Uniform Securities State Agent, 2007
  • State of New York, Life, Accident and Health Insurance Licensed, 2007
  • New York State Partnership for Long Term Care, 2007
  • Notary Public – State of New York, 2012 – present

Registered States:
  • CA
  • CO
  • FL
  • GA
  • IA
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NJ
  • NY
  • PA
  • TX
  • VA
  • VT

Education

  • The University at Albany, Bachelor of Arts degree in Mathematics
  • The University at Albany, Masters of Business Administration

Credentials

  • Chartered Retirement Planning Counselor
8 Southwoods Blvd
Suite 207
Albany, NY 12211

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Edward Piotrowski

Senior Client Associate

Registered States:
  • CA
  • CO
  • FL
  • GA
  • KY
  • LA
  • MA
  • MD
  • ME
  • MN
  • NC
  • NY
  • PA
  • TX
  • VA

Education

  • SUNY Schenectady, Business Administration
  • Nyack College, Bachelor of Science degree in Organizational Management
8 Southwoods Blvd
Suite 207
Albany, NY 12211

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Rachel Quinn

Financial Advisor

Rachel Quinn joined our team in August 2022. A graduate of Babson College, where she earned a Bachelor of Science degree in Business Administration/Marketing, Rachel previously was the Director of Sales and Marketing at Vision Government Solutions. In that role, she worked closely with government officials at the state and local level to improve efficiency in their operations. Rachel will bring that same problem-solving experience to our team by focusing on how we can best serve our clients, provide timely updates to keep clients fully informed, and by sharing our commitment to providing the very best planning and investment experience to our clients. She will also focus on expanding our outreach to the next generation of our client families. Rachel shares her team’s commitment to community reinvestment and making a positive impact in our communities, and actively volunteers for several not-for-profit organizations, including the Greater Boston Food Bank, American Red Cross, and Boston Cares.

Professional Experience

  • UBS Financial Services, Inc. – Financial Advisor, Boston, MA March 2023 – present
    • Customer Service Associate, Boston, MA August 2022 - March 2023.
  • Vision Government Solutions – Director Sales and Marketing; Senior Manager, Sales and Marketing; Senior Associate, Sales and Marketing; Corporate Strategy and Marketing Associate Hudson, MA, June 2019 – April 2022
  • Newstore Inc. - Marketing Intern, Boston, MA - June 2018 – April 2019
  • Commonwealth Financial Network Boston - Professional Development Intern Waltham, MA June 2017 – December 2017
  • UBS Financial Services - Wealth Management Intern, Albany, NY July 2016 – August 2016

Education

  • Bachelor of Science in Business Administration – Babson College, Wellesley, MA 2019

Licenses

  • Series 7, General Securities Representative, 2023
  • Series 66, Investment Advisor Representative & Uniform Securities State Agent, 2023
  • Massachusetts Life, Accident & Health License, 2023

Registered States:
  • CA
  • CO
  • DE
  • FL
  • GA
  • IA
  • IL
  • KY
  • MA
  • MD
  • ME
  • MN
  • NC
  • NH
  • NJ
  • NY
  • PA
  • RI
  • TN
8 Southwoods Blvd
2nd Floor Suite 207
Albany, NY 12211

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Carol Nieckarz

Client Associate

Carol A. Nieckarz has been in the financial services industry 1997 - 2017, and 2022 to present. Carol is a magna cum laude graduate of Siena College, with a Bachelor of Arts degree in Business Administration/Accounting. 

Professional Experience

  • Client Service Associate UBS Financial Services Inc. 2022- Present
    Vice President – Wealth Management UBS Financial Services Inc, Albany, NY April 2009 - 2017
  • Citi-Smith Barney – Financial Advisor, Albany, NY September 1997- April 2009
    The Research Foundation of SUNY – Technical Project Manager, Albany, NY  June 1981 – July 1996

Education

  • Bachelor of Arts, 1997 – Siena College, Loudonville, NY

Personal & Community

  • The Foundation for Ellis Medicine - Board of Directors/ Vice Chair, Governance / Finance Committee/Chair, Women's Night Out, 2009-2010
  • Bellevue Women's Hospital - 75th Anniversary Gala Chair/ Board of Directors/ Finance Committee/ Women's Night Out Committee, 2006-2008
  • Women's Employment & Resource Center – Board of Directors, Jan 2007-Dec 2007

 

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

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