Senior Vice President–Wealth Management
Institutional Consultant, UBS Institutional Consulting Program
Allen began his career in 1990 with a major financial services firm. Over the past 30 years, Allen has helped individuals manage their wealth through good times and bad. He joined UBS in 2004 after a long search for a firm and platform that would provide the best resources for himself and his clients.
He and his team members take their clients through an overall financial planning process that strives to provide the best solutions for what is most important to them. Allen focuses on portfolio review and assists his clients with retirement, estate, and insurance planning strategies.
In 2018, he earned the UBS Institutional Consultant designation. This has given him the opportunity to begin helping small non-profit organizations by providing a high level of Institution Consulting previously only available to very large organizations. Most recently, Allen obtained his CEPA® designation specializing in business transitions.
He and his wife, Michele, are lifelong members of the Pittsburgh community and currently live in the south hills area. In addition to his career, he is actively involved in the American Cancer Society, Animal Friends and the Western PA Humane Society. Most of his free time is spent training and competing in triathlons. He and his wife enjoy traveling and spending time with their dogs.
Professional Experience
Education
Credentials
Senior Vice President–Wealth Management
Institutional Consultant, UBS Institutional Consulting Program
Allen began his career in 1990 with a major financial services firm. Over the past 30 years, Allen has helped individuals manage their wealth through good times and bad. He joined UBS in 2004 after a long search for a firm and platform that would provide the best resources for himself and his clients.
He and his team members take their clients through an overall financial planning process that strives to provide the best solutions for what is most important to them. Allen focuses on portfolio review and assists his clients with retirement, estate, and insurance planning strategies.
In 2018, he earned the UBS Institutional Consultant designation. This has given him the opportunity to begin helping small non-profit organizations by providing a high level of Institution Consulting previously only available to very large organizations. Most recently, Allen obtained his CEPA® designation specializing in business transitions.
He and his wife, Michele, are lifelong members of the Pittsburgh community and currently live in the south hills area. In addition to his career, he is actively involved in the American Cancer Society, Animal Friends and the Western PA Humane Society. Most of his free time is spent training and competing in triathlons. He and his wife enjoy traveling and spending time with their dogs.
Professional Experience
Education
Credentials
Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Kaitlyn started supporting Allen Belice in May of 2019. She has been with UBS since December of 2018. Kaitlyn contacts clients regularly to coordinate reviews and updates, so we may stay informed of client's ever-changing needs. By developing personalized investment plans based on each client’s unique situation, we work together toward accomplishing your goals. She holds her Series 7 and 66 licenses as well as her health and life insurance licenses. Kaitlyn also assists with trading support. Kaitlyn obtained her CERTIFIED FINANCIAL PLANNER™ certification in March of 2021. Most recently, she obtained her CEPA® certification to specialize in business transitions. Kaitlyn graduated from Penn State's Smeal College of Business with a degree in finance. Growing up in the North Hills, she is a Pittsburgh native. Kaitlyn supports Vitalant, a nonprofit blood donation center, and Penn State's Dance Marathon which helps fight childhood cancer. In her free time, she enjoys the outdoors, traveling, and spending time with her family and friends.
UBS Financial Services Inc. is not affiliated with Vitalant or Penn State's Dance Marathon
Professional Experience
Education
Credentials
Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Kaitlyn started supporting Allen Belice in May of 2019. She has been with UBS since December of 2018. Kaitlyn contacts clients regularly to coordinate reviews and updates, so we may stay informed of client's ever-changing needs. By developing personalized investment plans based on each client’s unique situation, we work together toward accomplishing your goals. She holds her Series 7 and 66 licenses as well as her health and life insurance licenses. Kaitlyn also assists with trading support. Kaitlyn obtained her CERTIFIED FINANCIAL PLANNER™ certification in March of 2021. Most recently, she obtained her CEPA® certification to specialize in business transitions. Kaitlyn graduated from Penn State's Smeal College of Business with a degree in finance. Growing up in the North Hills, she is a Pittsburgh native. Kaitlyn supports Vitalant, a nonprofit blood donation center, and Penn State's Dance Marathon which helps fight childhood cancer. In her free time, she enjoys the outdoors, traveling, and spending time with her family and friends.
UBS Financial Services Inc. is not affiliated with Vitalant or Penn State's Dance Marathon
Professional Experience
Education
Credentials
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
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
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