Experience

Strategic thinking for you
Ken has decades of experience working with families of substantial means, high profile executives and public personalities, helping them simplify their financial lives, while also seeking to optimize their wealth, for today and for years to come. He works closely with the team’s  clients to develop a strategic and holistic financial plan and to build an investment portfolio tailored to their unique needs and aligned to their goals. Implementing a “family wealth” approach, Ken takes an overarching view of his clients’ wealth—going beyond just financial capital to also consider the equally important aspects of intellectual and human capital.

Ken leads a team that is fully focused on transparent and regular communication, providing high-touch, white glove service and, most importantly, forging a genuine relationship with their clients, based on a deep understanding of what each individual needs and expects from their trusted advisors.

Past experience
Ken taps the full spectrum of global insight and resources at UBS, one of the world’s largest wealth managers, to deliver customized solutions and advice. His expertise has been built through decades of hard work and learning about financial services from the ground up. For clients, this well-rounded background means that his advice is grounded in good judgement and strategic thinking.

Life
Ken supports several causes that are meaningful to him in his life and his work with clients, including the Robin Hood Foundation, which helps address and alleviate poverty in New York City, and the David Lynch Foundation, founded by the director David Lynch to promote and encourage the practice of transcendental meditation. He is the co-president of his local Beekman Place neighborhood association, while serving on the board of his co-op building. In addition to public speaking and mentoring, Ken also enjoys time with his family, travel, music and sports.

“We are 1,000% focused on always making the best possible decision for our clients. While we cannot always be right, we always do what is best for the client.”

A client centered approach
Ryan, as one of Beekman Place Associates’ principals, takes a lead role in creating tailored and holistic plans for clients, as well as “quarterbacking” the investment process. From asset allocation and rebalancing to due diligence on investment and manager selection, he takes a hands-on approach to ensuring that each client’s investments are astutely and diligently managed. He also helps coordinate with internal and external experts to ensure that each client has the very best possible support for their estate planning, tax and insurance needs.

As part of a team that fully embraces a “family office” approach, Ryan is focused on delivering concise and transparent communication, high-touch service and detailed and disciplined planning. Navigating the complexities that come with financial success is second nature to Ryan, and he works tirelessly to understand what is important to their clients, both quantitatively and qualitatively.

Past experience
As an ex-national championship college soccer player who was named Most Valuable Player in the 2001 NCAA tournament, Ryan well understands what it takes to be successful, and brings his strong work ethic, “can do” attitude and team player mentality to his day-to-day interactions with his clients.

Life
Ryan has been married to his amazing wife, Kate, since 2009. They have two children together – Ellie and Max. Ryan is involved in coaching both children in soccer, volleyball, and basketball. He is also active with his alma mater, Episcopal School of Dallas, through the alumni and school board, Dad’s Partnership and Booster Club.  Furthermore, Ryan serves as a mentor in American Corporate Partners (ACP) to help returning veterans build meaningful careers and skills. He also continues to enjoy playing soccer, skiing, golfing and tennis.

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“Our team does everything in our power to service our clients and achieve the best possible outcomes for them.”

Helping clients plan for success
Dan plays a key role at Beekman Place Associates, acting as the team’s analyst and helping craft the financial and estate plans that form the cornerstone of every client relationship. He is also charged with overseeing operational issues, which are often complex and require highly experienced oversight as well as a depth of experience. He serves a roster of clients ranging from family offices to highly successful individuals.

Dan develops deep relationships with his clients, working closely with them to build a comprehensive financial plan, and then carefully tracking their progress to ensure that their “blueprint” remains aligned with their overall goals and objectives, both short and long term. His approach is quantitative as well as qualitative, incorporating the human element that is an integral part of the team’s highly personal approach to managing wealth.

Past experience
Having determined that a career in wealth management was an ideal match for his interest in financial markets and his passion for helping others, Dan has worked in the industry since 2013. In the intervening time, he has gradually deepened his understanding of the markets and honed his analytic and client relationship skills. With a keen focus on financial planning, he managed to gain his Certified Financial Planner^TM (CFP^®) certification in an impressive six months’ time—and the knowledge and insight he gained is put to work every day. Dan also earned his Retirement Income Certified Professional (RICP^®) designation in 2025.

Life
Dan resides in Pennsylvania with his wife, Mary, and their daughter, Penelope. They cherish time with their large extended family as well as their friends. An avid sports fan, Dan enjoys both participating in and following his favorite sports.

Experience to help realize a long-term mission
Mike works with affluent families, business owners, and senior executives to help simplify the complexities of managing significant wealth. He takes a comprehensive “family wealth” approach, helping clients develop personalized financial strategies that integrate investment management, wealth preservation, and long-term planning objectives. By taking the time to understand each family's unique circumstances and aspirations, Mike delivers tailored guidance designed to help clients make confident financial decisions across generations. His team is committed to providing a highly personalized experience built on proactive communication, responsiveness, and exceptional service.

Past experience
With decades of experience in wealth management, Mike has dedicated his career to helping successful individuals and families navigate complex financial situations. He works closely with clients to develop a strategic and holistic financial plan and to build an investment portfolio tailored to their unique needs and aligned to their goals. Drawing upon the extensive resources, research, and capabilities of UBS, Mike helps clients address a broad range of financial opportunities and challenges while remaining focused on their long-term goals and legacy objectives.

Life
Outside of his professional responsibilities, Mike is passionate about supporting his community and organizations that make a meaningful impact. He is actively involved with The Bobby Nichols Foundation, which provides support and resources for abused and at-risk children in Southwest Florida. Mike and his wife, Erin, reside in Fort Myers, Florida, with their two daughters, Cayla and Payton. Family is at the center of his life, and he enjoys spending quality time with them, whether playing golf and tennis or enjoying Florida's beautiful Gulf Coast together.

Focused on your success
Mike has spent nearly four decades helping individuals, families, corporate executives, business owners, and retirees navigate the complexities of wealth management. Since beginning his career during the market volatility of October 1987, he has guided clients through a wide range of economic environments while helping them define and pursue their most important financial goals. Mike works closely with a select group of families to develop personalized strategies focused on long-term success, providing guidance on retirement planning, education funding, charitable giving, estate planning, and discretionary portfolio management.

Past experience
Now in his 38th year in the financial services industry and 33rd year working directly with clients, Mike brings extensive experience and a steady perspective to every client relationship. In 2007, he earned the Chartered Retirement Planning Counselor (CRPC) designation from the College of Financial Planning. He is FINRA-registered and holds Series 7 and 63 securities licenses, along with licenses in life, disability, and long-term care insurance. Mike earned his bachelor's degree in Economics from Connecticut College in 1986. His decades of experience, combined with a disciplined planning process and investment expertise, allow him to help clients make informed decisions through every stage of life.

Life
Mike is deeply committed to giving back to the communities he serves. He previously served as President of both the New London Rotary and the Thames Club and currently serves as a Director on the Connecticut College Alumni Board and as a member of the Board of Directors for the United Way of Lee, Hendry, and Glades Counties. He is also an active member of the Fort Myers Rotary Club. Mike divides his time between Fort Myers, Florida, and New London, Connecticut, where he enjoys spending time with his wife, Donna, and their dog, Peaches. He values building meaningful relationships both personally and professionally and takes pride in serving his community through leadership and volunteerism.

Investing for your future
Nicholas works closely with individuals and families to provide comprehensive wealth management guidance tailored to their unique goals and circumstances. As a Chartered Financial Consultant® and Private Wealth Advisor, he focuses on investments, insurance planning, and multi-generational wealth transfer strategies. He also collaborates with a network of internal and external professional advocates to help ensure clients receive coordinated support for their estate planning, tax, and insurance needs.

Past experience
Nicholas began his career at UBS more than 15 years ago and has developed extensive expertise across all aspects of wealth management. He earned a Bachelor of Science in Finance from Auburn University, where he attended on a scholarship and competed as a member of the Auburn Tigers men's tennis team throughout his collegiate career. He holds his Series 7, 66, and 31 securities licenses, as well as life, health, and variable contracts licenses.

Life
A Fort Myers native, Nicholas enjoys spending time with his wife, Victoria, and their two young children. Outside the office, he is passionate about an active lifestyle and enjoys tennis, golf, pickleball, and fishing.

Investment analysis and management
Dario works with high net worth and ultra-high net worth individuals, families, and business owners, providing tailored financial guidance designed to support their long-term goals. He specializes in portfolio management and comprehensive retirement planning, with additional experience in 401(k) strategies, Medicare, Social Security, estate planning strategies, and 10b5-1 executive trading plans. His approach focuses on delivering thoughtful, customized solutions aligned with each client’s distinct financial situation.

Past experience
Dario joined UBS in July 2012 and brings more than 20 years of experience in the financial services industry. He earned a Certificate in Financial Planning from Southern Methodist University in 2013 and achieved the CERTIFIED FINANCIAL PLANNER designation in 2015. He also holds a bachelor’s degree in journalism from the University of North Texas, which he completed in 2003.

Life
Dario lives in McKinney, Texas, with his wife, Sharon, and their five children. Outside of his professional work, he enjoys golfing, trail running, and coaching Little League baseball, reflecting his strong commitment to family and community involvement.

Isabelle is an integral part of Beekman Place Associates, providing critical support for family offices and high net worth clients by ensuring that their day-to-day banking, administrative and service needs are not just met, but exceeded. She is passionate about developing close relationships with each client, and prides herself on being highly responsive and knowledgeable about their unique needs and priorities.

For family offices, a single, trusted point of contact, no matter the question or issue, is essential—and this is where Isabelle excels, delivering an exceptional and efficient level of service. She aims to consistently bring the best of the team’s—not to mention UBS’s—insight and advice to each query or situation.

Past experience
With both parents working in financial services, Isabelle developed a natural interest in the industry, as well as a firsthand understanding of the importance of raising children to be financially literate and engaged. Her early exposure to finance and wealth management made Isabelle a natural fit for Beekman Place Associates, with its “family office” approach to working with multigenerational families. Isabelle gained valuable experience interning for UBS while in her senior year of college. Finding that she and the Beekman team were well aligned in terms of their investment philosophy and approach, she joined Beekman after graduation in 2018. Guided and inspired by her highly experienced teammates, she continuously provides exceptional service to every client.

Life
Outside the office, Isabelle enjoys weekly trivia nights with friends and also loves to stay fit by exercising. She also enjoys traveling and spending time with loved ones.

Past experience
Taylor began his career in education, spending several years teaching middle and high school band before transitioning into public service. In 2020, he successfully auditioned for the U.S. Army Band Program and was stationed at Fort Hood, TX. During his service, Taylor performed in a wide range of ceremonial missions, welcoming incoming Army leadership, strengthening community relations, and supporting the Army's broader mission and national interests.

Following his military service, Taylor moved into financial services, joining J.P. Morgan where he supported high‑net‑worth clients. In this role, he delivered exceptional service and provided day‑to‑day assistance tailored to the complex needs of sophisticated clients. He was recognized multiple times by JP Morgan Management in a program called Moments that Matter for giving clients a memorable experience.

His commitment to excellence and relationship‑focused approach ultimately led him to UBS, where he continues to apply the same discipline, professionalism, and client‑first mindset.

Life
Taylor has been married to his wife, Erin, since 2018. Together, they love to travel and especially enjoy scuba diving throughout the Caribbean. A passionate sports fan, Taylor rarely misses a chance to cheer on his beloved Kansas Jayhawks.

Maintaining the highest standards of client service
Melissa is one of the team's administrative and operational leaders, leveraging her extensive expertise to support both clients and advisors with precision and care. Melissa excels at building strong relationships, anticipating client needs, navigating complex situations, and delivering a consistently exceptional client experience.

Past experience 
Melissa joined the team in 2024, bringing more than a decade of experience in the financial services industry, where she began her career in 2012. She holds a Bachelor of Science in Business Administration with a concentration in Finance from the University of Central Florida and has earned her Series 7 and Series 66 securities licenses, along with Florida life, health, and variable contracts licenses.

Life
Melissa resides in Fort Myers with her husband, Kevin, their young son and golden retriever puppy. Outside of work, she enjoys spending time at the beach, traveling, and creating meaningful moments with family and friends.

A strategic approach to marketing
Michelle is dedicated to delivering exceptional client service and plays an integral role in supporting the team’s daily operations. As the team’s marketing lead, she oversees marketing initiatives while also managing operational processes and providing administrative support to help ensure a seamless client experience. She is actively involved in planning and hosting client events, helping foster strong, lasting relationships with clients and their families.

Past experience 
Michelle joined the team in 2022 and brings nearly 20 years of experience in the financial services industry. She earned a Bachelor of Science in Business Administration with a concentration in Finance from Merrimack College in North Andover, Massachusetts. Her extensive industry experience, combined with her focus on operations, marketing, and client engagement, makes her a valuable resource for both clients and the team.

Life
Outside of work, Michelle and her husband are proud parents of two young boys. She is actively involved in their school and sports activities and enjoys biking, cooking, traveling, and spending time outdoors with family and friends.

A commitment to excellent client service
Jules is passionate about building meaningful, impactful relationships with clients and helping them navigate important financial decisions. She is committed to delivering personalized financial solutions tailored to each client’s unique goals and circumstances, focusing on providing attentive service and fostering long-term relationships.

Past experience 
Prior to joining the team in 2026, Jules began her career in financial services in 2022 with Merrill Lynch in Dallas, Texas, where she served as a Financial Solutions Advisor. She joined UBS in Tampa, Florida, in 2024, further expanding her experience and expertise. Jules earned a Bachelor of Science in Finance from Florida State University and holds her Series 7 and 66 securities licenses, as well as her Florida life, health, and variable contracts license.

Life
Outside of work, Jules enjoys spending quality time with family and friends, traveling, staying active, and relaxing at the beach. She values maintaining a well-balanced lifestyle and embracing opportunities to create lasting memories with the people who matter most.