Experience

With over 15 years of industry experience, Adam joined UBS private Wealth Management in 2021. Previously, he led one of the largest Private Wealth Management teams in Goldman Sachs' Mid Atlantic region. Adam leads the team and is responsible for the strategic direction of the investment management plan and its integration to the tax and estate plans for each of our clients. 

Adam graduated from the University of Michigan Ross School of Business in 2003 with Distinction and received his MBA from Vanderbilt University in 2010, where he received the Matt Wigginton Leadership award, given to the top Finance student in his graduating class. Adam and his wife Beth, live with their three children in Princeton, NJ.

Ray began his career in private wealth management at Goldman Sachs in 2018 before joining UBS Private Wealth Management in 2021. He specializes in providing investment and financial advice to high-net-worth individuals, charitable and non-profit organizations, and private companies. Ray leads client portfolio management for the team, overseeing asset allocation, manager selection across public and private markets, and conducting in-depth quantitative analysis.

Outside of his professional work, Ray is committed to mentorship. He serves as a "Big Brother" with Big Brothers Big Sisters of America and as a mentor for the Veterans Fellowship Program through the Union League of Philadelphia.

Ray graduated Summa Cum Laude from Drexel University with a BSBA in Finance. He and his wife, Francesca, reside in Philadelphia, PA. 

Kendal started her career in private wealth management at Goldman Sachs in 2015 before joining UBS Private Wealth Management in 2021. Kendal leads the operational efforts of the team in daily cash movements, transfers, account openings and load processing.

She graduated with honors from the University of Arizona where she double majored in Business Management and Entrepreneurship.

Carolyn joined UBS Private Wealth Management in 2024. She has developed multi-generational relationships with our team's ultra-high net worth clients and delivers superior client services based on trust.  

Prior to joining UBS, Carolyn served as a Military Intelligence Officer in the U.S. Army and as a product manager for Bristol Myers Squibb.

Carolyn graduated from the United States Military Academy West Point and earned her M.B.A. from the University of California, Berkeley Haas School of Business. Carolyn has four grown children and lives in Villanova, PA.

Andrew began his financial career at the Vanguard Group, before transitioning to Brown Brothers Harriman & Co. Private Wealth Management. He joined UBS Private Wealth Management in 2023, where he specializes in portfolio construction, investment research and client relationship management.  Andrew is a 2020 honors graduate of Saint Joseph's University with a degree in International Business.

Beyond professional life, Andrew is deeply involved in his community, serving as Vice President of Inter Club Philadelphia, the Saint Francis Society of Ambler and is a member of two church finance councils. He is also an avid Inter Milan supporter and enjoys spending time with his Italian family. 

Jake started his career in wealth management in 2023 with the UBS Wealth Advice Center where he worked as a financial advisor before moving to UBS Private Wealth Management in 2025 as an operational and client relationship associate.

Jake graduated cum laude in 2022 from Monmouth University with a bachelors degree in Business Administration and was a member of the track and field team.

Outside of work, Jake lives in Philadelphia and loves to play golf and supporting all of the Philadelphia sports teams.