How can you pursue what matters most?

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Get started on your financial plan

Euthymia...a condition according to which the soul lives calmly and steadily, being disturbed by no fear, or superstition, or other temporary impulse.
- Diogenes Laërtius

What does philosophy have to do with financial planning?

More than any other attribute, happy high net worth clients share a clear sense of purpose for their wealth. As wealth grows, so do opportunities. Without a clear focus, these opportunities can become distractions that pull us away from the fulfillment that we are seeking.

To see one's path and pursue it with intention is a gift. The Stoics called this "euthymia," believing in yourself and trusting you are on the right path. I want to put you on this path.

To do this we focus on the things that we can control - we get organized, build financial statements, articulate priorities, and create a plan to bring it all together.

Andrew D. Herr, CFA

Senior Vice President–Wealth Management

Chartered Financial Analyst®
View bio
- CT
- FL
- KS
- MA
- NJ
- NY
- RI
A Sense of Purpose

I became a financial advisor because I love helping people get the most out of
their resources. This looks different for everyone, but often starts with creating
financial statements and understanding their future needs.

I have never done this for someone and not had them breathe a sigh of relief.
When people get clarity on their financial situation, it results in a sense of purpose
that consistently flows into other areas of their lives; and that is the most rewarding part.

Guiding Principles:

Transparent - I will be clear and direct.

Sophisticated - I will strive to understand your most complex issues and I will simplify them for you.

Practical - I will focus on actions and results, not theory and ideas.

I’ve been fortunate to work with highly successful people for most of my career.
Time and again I have seen that what they really need is solid, trustworthy advice
on a broad range of financial issues that will be regularly changing over the course
of their lives. I create consistency for my clients each step of the way.

I also partner with several of UBS’s largest and most experienced advisory teams to
deliver investment advice. We focus on highly efficient strategies that are designed
to deliver the best possible after-fee and after-tax returns.

The breadth, depth, and reliability of UBS’s Private Wealth Management platform
allows me to do all of this in a way that is specific and customized for each client.
The resources are unparalleled.

Previous Experience

– Executive Director, J.P. Morgan Private Bank, 2009 – 2021
– Planned Giving Fundraiser, Harvard University, 2004 – 2007

Education and Credentials

– Chartered Financial Analyst®
– M.B.A. with distinction in capital markets, Cornell University, Johnson Graduate
School of Management, 2009, Roy H. Park Leadership Fellow
– B.A., art history, Williams College, 2002
– Series 7 and 63 securities licenses and Investment Advisor
- Williams College, Art History
- Cornell University, Johnson Graduate School of Management, M.B.A. with distinction in capital markets, Roy H. Park Leadership Fellow
- Chartered Financial Analyst®
- Senior Institutional Consultant, UBS Institutional Consulting Program
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830
Robin Lott

Client Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NJ
- NM
- NV
- NY
- OK
- PA
- SC
- TN
- TX
- VA
- VT
About Robin Lott

Robin graduated from the University of Texas at Dallas in 2008. During that time she interned for Merrill Lynch, eventually joining the Dallas office full-time. Robin graduated from Merrill's advisor training program in 2012.

Before becoming a service associate at UBS, Robin worked with the firm's transition team helping advisors move from their previous firms to UBS.

Robin loves being active, especially hiking with her big black German Shepard, Jet. She is a veteran CrossFitter and is also certified to teach hot yoga.
100 Crescent Court
Dallas, TX 75201
Miguel Hennessy

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WY
- Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
1285 Avenue Of The Americas
New York, NY 10019
David Wardrop

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WY
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
1285 Avenue Of The Americas
New York, NY 10019

Solita Marcelli

Chief Investment Officer Americas, UBS Global Wealth Management

Deputy Head of CIO Americas

View bio

Solita Marcelli is Chief Investment Officer Americas for UBS Global Wealth Management. Solita is responsible for bringing together market and investment insights to optimize impact for UBS Americas clients, with over USD 1.3 trillion in total invested assets. She is a member of the global CIO and WM USA management committees, in addition to serving on the Global Investment Committee, which is responsible for formulating the UBS Global Wealth Management
Investment House View.

Prior to UBS, Solita was the Global Head of Fixed Income, Currencies, and Commodities (FICC) for Wealth Management at J.P. Morgan. Previously, she was a member of the equity research team at DLJ / Credit Suisse First Boston, and later held a similar role at Thomas Weisel Partners.

Solita holds an MBA from the Stern School of Business at New York University and a BA in Economics and History from Brandeis University. Solita currently serves on several committees of the UJA Federation of New York including the Wall Street Strategic Council and Finance Committee. Solita is a Fellow of the 2018 Class of the Finance Leaders Fellowship and a member of the Aspen Global Leadership Network, as well as a member of the Economic Club of New York. Solita is a frequent contributor to numerous financial media, including CNBC, Bloomberg, and the Wall Street Journal. Solita grew up in Istanbul, Turkey and now resides in New York City with her husband and daughter.
Daniel Scansaroli, Ph. D.

Head of Portfolio Strategy & UBS Wealth Way Solutions Americas, UBS Global Wealth Management

View bio

Daniel Scansaroli is a Managing Director and Head Americas Portfolio Strategy & UBS Wealth Way Solutions for the UBS Chief Investment Office. Dan advises individuals and institutions on asset allocation, goals-based investing, and portfolio/risk management. He also leads the intellectual capital offering for Wealth Way and the Ultra High Net Worth business.

Daniel joined UBS from BlueMountain Capital Management, where he was the Head of Portfolio Construction & Modeling and a Managing Portfolio Strategist responsible for leading the investment process, sizing frameworks, modeling, and risk management for all multi-strategy funds. As part of the CIO’s Fund Management Committee, he was responsible for strategy and execution of tailored asset allocations, and dynamic hedging programs to manage factor exposures in accordance with institutional client risk and return mandates.

Dan joined J.P. Morgan from Lehigh University’s $1B+ Endowment where he was responsible for portfolio construction, risk management, manager due diligence, and performance/investment analysis. Dan has also worked as a lead Process Management Consultant, and as an Analyst at Rothschild’s M&A and Restructuring division. Dan holds several degrees from Lehigh University, including a doctorate (Ph.D.) in Industrial/Financial Engineering, a M.S. in Applied Mathematics, a M.S. in Management Science, and a B.S. in Mechanical Engineering. He is also an Industry Advisory Council member for Lehigh University’s Master in Financial Engineering Program.

Andrew D. Herr, CFA

Senior Vice President–Wealth Management

Chartered Financial Analyst®
View bio
- CT
- FL
- KS
- MA
- NJ
- NY
- RI
A Sense of Purpose

I became a financial advisor because I love helping people get the most out of
their resources. This looks different for everyone, but often starts with creating
financial statements and understanding their future needs.

I have never done this for someone and not had them breathe a sigh of relief.
When people get clarity on their financial situation, it results in a sense of purpose
that consistently flows into other areas of their lives; and that is the most rewarding part.

Guiding Principles:

Transparent - I will be clear and direct.

Sophisticated - I will strive to understand your most complex issues and I will simplify them for you.

Practical - I will focus on actions and results, not theory and ideas.

I’ve been fortunate to work with highly successful people for most of my career.
Time and again I have seen that what they really need is solid, trustworthy advice
on a broad range of financial issues that will be regularly changing over the course
of their lives. I create consistency for my clients each step of the way.

I also partner with several of UBS’s largest and most experienced advisory teams to
deliver investment advice. We focus on highly efficient strategies that are designed
to deliver the best possible after-fee and after-tax returns.

The breadth, depth, and reliability of UBS’s Private Wealth Management platform
allows me to do all of this in a way that is specific and customized for each client.
The resources are unparalleled.

Previous Experience

– Executive Director, J.P. Morgan Private Bank, 2009 – 2021
– Planned Giving Fundraiser, Harvard University, 2004 – 2007

Education and Credentials

– Chartered Financial Analyst®
– M.B.A. with distinction in capital markets, Cornell University, Johnson Graduate
School of Management, 2009, Roy H. Park Leadership Fellow
– B.A., art history, Williams College, 2002
– Series 7 and 63 securities licenses and Investment Advisor
- Williams College, Art History
- Cornell University, Johnson Graduate School of Management, M.B.A. with distinction in capital markets, Roy H. Park Leadership Fellow
- Chartered Financial Analyst®
- Senior Institutional Consultant, UBS Institutional Consulting Program
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830
Robin Lott

Client Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NJ
- NM
- NV
- NY
- OK
- PA
- SC
- TN
- TX
- VA
- VT
About Robin Lott

Robin graduated from the University of Texas at Dallas in 2008. During that time she interned for Merrill Lynch, eventually joining the Dallas office full-time. Robin graduated from Merrill's advisor training program in 2012.

Before becoming a service associate at UBS, Robin worked with the firm's transition team helping advisors move from their previous firms to UBS.

Robin loves being active, especially hiking with her big black German Shepard, Jet. She is a veteran CrossFitter and is also certified to teach hot yoga.
100 Crescent Court
Dallas, TX 75201
Miguel Hennessy

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WY
- Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
1285 Avenue Of The Americas
New York, NY 10019
David Wardrop

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WY
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
1285 Avenue Of The Americas
New York, NY 10019

Solita Marcelli

Chief Investment Officer Americas, UBS Global Wealth Management

Deputy Head of CIO Americas

View bio

Solita Marcelli is Chief Investment Officer Americas for UBS Global Wealth Management. Solita is responsible for bringing together market and investment insights to optimize impact for UBS Americas clients, with over USD 1.3 trillion in total invested assets. She is a member of the global CIO and WM USA management committees, in addition to serving on the Global Investment Committee, which is responsible for formulating the UBS Global Wealth Management
Investment House View.

Prior to UBS, Solita was the Global Head of Fixed Income, Currencies, and Commodities (FICC) for Wealth Management at J.P. Morgan. Previously, she was a member of the equity research team at DLJ / Credit Suisse First Boston, and later held a similar role at Thomas Weisel Partners.

Solita holds an MBA from the Stern School of Business at New York University and a BA in Economics and History from Brandeis University. Solita currently serves on several committees of the UJA Federation of New York including the Wall Street Strategic Council and Finance Committee. Solita is a Fellow of the 2018 Class of the Finance Leaders Fellowship and a member of the Aspen Global Leadership Network, as well as a member of the Economic Club of New York. Solita is a frequent contributor to numerous financial media, including CNBC, Bloomberg, and the Wall Street Journal. Solita grew up in Istanbul, Turkey and now resides in New York City with her husband and daughter.
Daniel Scansaroli, Ph. D.

Head of Portfolio Strategy & UBS Wealth Way Solutions Americas, UBS Global Wealth Management

View bio

Daniel Scansaroli is a Managing Director and Head Americas Portfolio Strategy & UBS Wealth Way Solutions for the UBS Chief Investment Office. Dan advises individuals and institutions on asset allocation, goals-based investing, and portfolio/risk management. He also leads the intellectual capital offering for Wealth Way and the Ultra High Net Worth business.

Daniel joined UBS from BlueMountain Capital Management, where he was the Head of Portfolio Construction & Modeling and a Managing Portfolio Strategist responsible for leading the investment process, sizing frameworks, modeling, and risk management for all multi-strategy funds. As part of the CIO’s Fund Management Committee, he was responsible for strategy and execution of tailored asset allocations, and dynamic hedging programs to manage factor exposures in accordance with institutional client risk and return mandates.

Dan joined J.P. Morgan from Lehigh University’s $1B+ Endowment where he was responsible for portfolio construction, risk management, manager due diligence, and performance/investment analysis. Dan has also worked as a lead Process Management Consultant, and as an Analyst at Rothschild’s M&A and Restructuring division. Dan holds several degrees from Lehigh University, including a doctorate (Ph.D.) in Industrial/Financial Engineering, a M.S. in Applied Mathematics, a M.S. in Management Science, and a B.S. in Mechanical Engineering. He is also an Industry Advisory Council member for Lehigh University’s Master in Financial Engineering Program.

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Who we work with

With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.

Multigenerational families. Managing wealth spanning many generations requires a careful approach. As your Private Wealth Advisors, we have the experience and strategies to help address these challenges.
Corporate executives. Our team brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.
Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.

A way forward

What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

UBS Philanthropy

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 12/31/2022

Family office services

Euromoney Private Banking and Wealth Management Survey, 2022

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020

How can you pursue what matters most?

What does philosophy have to do with financial planning?

Andrew D. Herr, CFA

Robin Lott

Miguel Hennessy

David Wardrop

Solita Marcelli

Daniel Scansaroli, Ph. D.