• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• LA
• MA
• MD
• ME
• MI
• MO
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• PR
• SC
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WY

About Susan 'Sue' Bordash

Susan began her career at the original Morgan Stanley in 1979, during an era when women joining and surviving brokerage firms was an exceptional feat. Beating the odds, Susan thrived in the male-dominated environment because of her analytical mind and persistence. With her natural relationship management skills, she quickly honed her craft by learning directly from some of the best minds in the industry.

Forged from the fire of Wall Street, Susan’s understanding of the industry and her high-touch, detail-oriented style attracted sophisticated financial services professionals as her top clients. Today, as a UBS Private Wealth Advisor and founder of Bordash Group, Susan advises long-term relationships of ultra high net worth investors and families. She was recently recognized by Forbes magazine as one of its Top Women Wealth Advisors for 2022, 2024, 2025, 2026. The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Susan and her team guide clients in every critical area of wealth management—investment management, financial planning, wealth accumulation and preservation, estate planning strategies and philanthropy. Busy with their businesses and lives, Susan’s clients appreciate the care and time Bordash Group takes to understand their priorities and goals. The team believes that truly caring about clients begins with transparency, accountability and building long-lasting relationships grounded in trust and collaboration.

As a result, Susan has become her clients’ first call for advice, whether financial or personal. Given her tenure in the business and experience investing in many different market cycles, she offers a world of perspective and problem-solving skills, as well as access to the expansive global resources and platforms of UBS Private Wealth Management. Susan is also a Certified Exit Planning Advisor® who helps businesses with mergers and acquisitions. As true client advocates who are always connected to clients and their investments, she and her team are prepared to go above and beyond to provide the services and solutions clients need.

Bordash Group serves clients in 18 states from their base in Stamford, CT and Susan’s second and now primary home in Sarasota, FL. 

• Forbes Best-in-State Wealth Advisors, 2024, 2025The 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.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• Private Wealth Advisor
• Certified Exit Planning Advisor
• Series 7 and 66 securities licenses
• Life and Health insurance licenses

• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• IL
• IN
• LA
• MA
• MD
• ME
• MI
• MO
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• PR
• SC
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WY

About Evan Bloomberg

Evan delivers dedicated leadership guiding you to achieve your most important financial outcomes with integrity, confidence, and purpose. For the past decade, Evan has advised a diverse group of clients across the country ranging from innovative business owners, Fortune 1000 corporate executives, experienced hedge fund investors and private equity partners. He works intimately with each client and is known for getting things done by facilitating our team of UBS specialists alongside a preferred group of trusted investment, accounting, and estate planning partners.

As the author of “The 7 Principles of the Essentialist Investor,” Evan delivers personalized wealth management solutions to each client. At the core of these principles is a planning approach called outcome-based wealth management. This planning process focuses on compounding wealth and enhancing your probability of achieving goals through highly selective investment criteria. Evan identifies the best solutions for client portfolios by diligently measuring returns, risks, costs, taxes and sustainability for each investment.

Experience

• Portfolio Manager, Citadel
• Senior Analyst, SAC Capital
• Partner and Portfolio Manager, Level Global
• Equity Research, Morgan Stanley

Designations & Registrations

• CFA^® charterholder
• Series 7 and 66 securities licenses
• Life and Health insurance licenses

Media

• Contributor to Barrons.com and WSJ.com

Community Leadership

• Board of Directors and Treasurer, Experiences Camps
• Member of UBS Innovation Council
• Member of UBS Multicultural Investor Advisory Board

Education

• B.A., Economics, Binghamton University

• Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025The 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.
• Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Binghamton University, B.A., Economics

• Private Wealth Advisor
• Chartered Financial Analyst
• Senior Portfolio Manager
• Series 7 and 66 securities licenses
• Life and Health insurance licenses

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• LA
• MA
• MD
• ME
• MI
• MO
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• PR
• SC
• TN
• TX
• UT
• VA
• VT
• WA
• WI

About Lauren Feder

Lauren delivers conscientious solutions to help you navigate and optimize your financial journey. Always leading with a client-centric mindset, Lauren seamlessly combines financial expertise with a personalized approach, ensuring your experience is both effective and tailored to your individual goals.

In addition to her planning responsibilities, Lauren also leads the team’s investment due diligence efforts, so that she can assess the quality of each investment in clients’ portfolios. Explaining sophisticated investments with clear and straightforward language builds clients’ trust and confidence. To her, wealth management should always focus on helping ensure your portfolio is aligned with your overall goals.

Experience

• Financial Advisor, Wealth Advice Center
   

Designations & Registrations

• CERTIFIED FINANCIAL PLANNER™ professional
• Series 7 and 66 securities licenses
   

Education

• B.A., Finance, Boston University

• Boston University, B.A., Finance

• CERTIFIED FINANCIAL PLANNER
• Series 7 and 66 securities licenses

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• PR
• SC
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WY

About Susan Howard

Susan has two-plus decades of extensive management experience in operations, compliance, and client service. She puts it to work every day for private clients, with a smile.

As a Senior Registered Client Service Associate, Susan is responsible for building and supporting long-term and trusted relationships with clients. Her strong communication skills and ability to work well under pressure means she thrives in the chaotic environments of financial markets with her ability to create structure and get things done.

Susan puts people at ease with her light humor and open, honest conversation. Through operational and service-related solutions and insights, she understands the importance of the role her team plays in clients’ lives—helping them navigate where they are and where they want to be personally and financially. Susan applies her strong sense of value, truth, and accountability in each relationship.

Susan began her career directly out of college as a Client Service Associate at Smith Barney. From there her career accelerated—to Trading and Service Director for a bank broker-dealer and most recently as Client Services Manager for State Street, a large mutual fund company. Hands-on customer service excellence is her passion today, serving ultra high net worth families and investors.

Past professional experience

• Client Service Associate, Smith Barney
• Mutual Fund Client Service Representative, Independent Financial Marketing Group
• Due Diligence Manager, Independent Financial Marketing Group
• Brokerage and Mutual Fund Director, Independent Financial Marketing Group
• Mutual Fund Client Service Leader, GE Asset Management

Credentials

• Series 7, 24, 63 and 65 securities licenses

Education

•  B.B.A, Loyola University

Life

• Susan and her husband of more than 20 years have three children.
• She enjoys reading and is an active member of her church, her children’s school and community basketball program.

• Loyola University, B.B.A.

• Series 7, 24, 63 and 65 securities licenses

• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• IL
• MA
• MD
• MO
• NC
• NH
• NJ
• NV
• NY
• OH
• PA
• PR
• SC
• TN
• TX
• VA

About Kris Hargraves

Kris delivers dynamic connections to share an exceptional experience, profound ideas and out-of-the-box insights. Kris is a Wealth Strategy Associate responsible for running daily operations of business and serves as the direct point of contact for all service requests. He enjoys leveraging his extensive operational experience, solving client problems and delivering personalized service to help clients achieve desired outcomes with ease. In addition, Kris has expertise in trading equities and options. Because of his commitment to excellence and personalized service, UBS recently acknowledged Kris as part of our Peak Performers program.

Experience

• Wealth Strategy Associate, UBS
• Registered Client Service Associate, UBS
• Wealth Advice Center Operations, UBS

Designations & Registrations

• Chartered Alternative Investment Analyst®
• Series 7 and 66 securities licenses

Education

• B.A., Marketing Management, Dominican College

• Dominican College, B.A., Marketing Management

• Chartered Alternative Investment Analyst
• Series 7 and 66 securities licenses