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.

We're ready to listen.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Andrew D. Herr, CFA

Senior Vice President–Wealth Management

Chartered Financial Analyst®
View bio
- CT
- FL
- KS
- MA
- NJ
- NY
- PA
- RI
- SC
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

andrew.d.herr@ubs.com

Andrew D. Herr, CFA

100 West Putnam Ave,Greenwich,CT,06830

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
- PA
- RI
- SC
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

andrew.d.herr@ubs.com

Andrew D. Herr, CFA

100 West Putnam Ave,Greenwich,CT,06830

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.

Wealth transfer across generations

Philanthropy

What are the causes you are passionate about? Whatever your objectives, we can help you explore new and innovative ways to make a positive impact on the world. Through our network and the UBS Family Advisory and Philanthropy Services, we’ll work with you and family members to help provide education on philanthropy, practical solutions and tax-efficient investment strategies for creating a meaningful and lasting legacy.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way 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.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

The first 100 days

Is your portfolio ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Financial strength

Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s

UBS AG, long-term senior secured debt rating. As of 03/31/2024

How can you pursue what matters most?

Pursuing your goals together

Andrew D. Herr, CFA

Solita Marcelli

Daniel Scansaroli, Ph. D.