Experience builds trust

Our clients have different circumstances and multiple priorities that require truly customized solutions. We believe we have the range of experience that not only helps them pursue their personal and professional goals, but build trust over time. Here’s why:

Disciplined planning. Our methodical planning process enables us to look holistically at your entire wealth picture, anticipate your needs and identify potential risks—before issues arise.
Risk-managed solutions. As a team, we each have diverse skill sets. Over the years we’ve navigated many market cycles and understand volatility. We can deliver appropriate solutions for your needs.
Transparency. We’ll ensure you clearly understand all the factors that help inform our investing and planning decisions.
Collaboration. We coordinate with your professional team of tax advisors and estate and trust attorneys to align our strategies and integrate them into your financial plan.

Start the planning conversation

They say experience is the best teacher. When it comes to delivering real wealth management, our team couldn't agree more.
- Barter Worden Wealth Management

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.

Jonathan Barter

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- TX
- VA
- VT
- WA
- WV
Jon joined UBS in August 2014, and previously worked at Merrill Lynch for more than 13 years. He has over 25 years of experience in the financial services industry and is an accredited Private Wealth Advisor. Jon joined Merrill Lynch's Wealth Management unit in 2008, and before that worked in Merrill Lynch's Institutional Advisory Division on the equity sales desk for eight years. There, Jon worked primarily with hedge funds and asset managers, assisting them with their investment processes, equity trading and syndicate efforts. Prior to joining Merrill Lynch, Jon was a client relationship manager at Rittenhouse Financial Services, a wholly owned subsidiary of Nuveen Investments, and before that he worked on the fixed-income trading floor at Morgan Stanley. Jon prides himself on putting clients' interests front and center at all times, and draws on his broad array of market experience when managing client assets. He is licensed to sell life and health insurance in New York State.

Jon is a graduate of Villanova University's School of Business, and is a member of the Villanova University Alumni Association's Presidents Club. Jon currently serves on the Board of Directors for the Fields for Kids in Larchmont, NY and is a past Board Member for the Mamaroneck Youth Hockey Association. He and his wife, Kathleen, are also active supporters of the The Ursuline School, the Saints John & Paul School, and the Guidance Center of Westchester. Jon resides in Larchmont, New York with his wife Kathleen and their four children.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 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.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
- Private Wealth Advisor
299 Park Avenue
New York, NY 10171
Mark Worden, CRPC, CRPS

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- TX
- VA
- VT
- WA
- WV
Mark joined UBS in August of 2014, and previously worked at Merrill Lynch for more than a decade. Mark became part of Barter Worden Wealth Management (formerly The Barter Group) in late 2010. Drawing on the global resources of UBS, he develops personalized strategic solutions to address the complex needs of individuals with substantial wealth. Mark offers clients a range of services including portfolio strategies, stock option analysis, retirement planning strategies, hedging strategies for concentrated equity positions, life insurance analysis and a full range of wealth transfer strategies. Mark is licensed to sell life and health insurance in New York State. Mark has earned both his Chartered Retirement Planning Counselor (CRPC) and his Chartered Retirement Plans Specialist (CRPS) designations.

Mark graduated from the University of South Carolina in Columbia, where he earned a Bachelor's degree in Business. Mark currently serves on the Board of Trustees for Crouse Hospital and is the Chairman of the American Heart Association’s Men Go Red for Central New York. He resides in Manlius, New York, with his wife, Reghan, and their two sons, Cameron and Bradford.
- 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.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
- Chartered Retirement Planning Counselor
- Chartered Retirement Plans Specialist℠
440 South Warren Street
The Galleries, 6th Floor
Syracuse, NY 13202
Michele Backes, AAMS

Team Administrator
View bio
- AL
- CO
- CT
- DC
- FL
- GA
- IL
- MA
- ME
- MI
- MS
- NC
- NH
- NJ
- NY
- OH
- PA
- SC
- VA
- VT
- WA
Michele is integral to the day-to-day operations and organization of the team, and provides support to all account types. Michele directly supports the financial advisors in their work on trusts and estate planning services. She also plays a major role in client onboarding. She earned an Associate's degree in Business from Bryant & Stratton College and resides in Hastings, New York.
- Accredited Asset Management Specialist
440 South Warren Street
The Galleries, 6th Floor
Syracuse, NY 13202

Jonathan Barter

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- TX
- VA
- VT
- WA
- WV
Jon joined UBS in August 2014, and previously worked at Merrill Lynch for more than 13 years. He has over 25 years of experience in the financial services industry and is an accredited Private Wealth Advisor. Jon joined Merrill Lynch's Wealth Management unit in 2008, and before that worked in Merrill Lynch's Institutional Advisory Division on the equity sales desk for eight years. There, Jon worked primarily with hedge funds and asset managers, assisting them with their investment processes, equity trading and syndicate efforts. Prior to joining Merrill Lynch, Jon was a client relationship manager at Rittenhouse Financial Services, a wholly owned subsidiary of Nuveen Investments, and before that he worked on the fixed-income trading floor at Morgan Stanley. Jon prides himself on putting clients' interests front and center at all times, and draws on his broad array of market experience when managing client assets. He is licensed to sell life and health insurance in New York State.

Jon is a graduate of Villanova University's School of Business, and is a member of the Villanova University Alumni Association's Presidents Club. Jon currently serves on the Board of Directors for the Fields for Kids in Larchmont, NY and is a past Board Member for the Mamaroneck Youth Hockey Association. He and his wife, Kathleen, are also active supporters of the The Ursuline School, the Saints John & Paul School, and the Guidance Center of Westchester. Jon resides in Larchmont, New York with his wife Kathleen and their four children.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 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.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
- Private Wealth Advisor
299 Park Avenue
New York, NY 10171
Mark Worden, CRPC, CRPS

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- TX
- VA
- VT
- WA
- WV
Mark joined UBS in August of 2014, and previously worked at Merrill Lynch for more than a decade. Mark became part of Barter Worden Wealth Management (formerly The Barter Group) in late 2010. Drawing on the global resources of UBS, he develops personalized strategic solutions to address the complex needs of individuals with substantial wealth. Mark offers clients a range of services including portfolio strategies, stock option analysis, retirement planning strategies, hedging strategies for concentrated equity positions, life insurance analysis and a full range of wealth transfer strategies. Mark is licensed to sell life and health insurance in New York State. Mark has earned both his Chartered Retirement Planning Counselor (CRPC) and his Chartered Retirement Plans Specialist (CRPS) designations.

Mark graduated from the University of South Carolina in Columbia, where he earned a Bachelor's degree in Business. Mark currently serves on the Board of Trustees for Crouse Hospital and is the Chairman of the American Heart Association’s Men Go Red for Central New York. He resides in Manlius, New York, with his wife, Reghan, and their two sons, Cameron and Bradford.
- 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.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
- Chartered Retirement Planning Counselor
- Chartered Retirement Plans Specialist℠
440 South Warren Street
The Galleries, 6th Floor
Syracuse, NY 13202
Michele Backes, AAMS

Team Administrator
View bio
- AL
- CO
- CT
- DC
- FL
- GA
- IL
- MA
- ME
- MI
- MS
- NC
- NH
- NJ
- NY
- OH
- PA
- SC
- VA
- VT
- WA
Michele is integral to the day-to-day operations and organization of the team, and provides support to all account types. Michele directly supports the financial advisors in their work on trusts and estate planning services. She also plays a major role in client onboarding. She earned an Associate's degree in Business from Bryant & Stratton College and resides in Hastings, New York.
- Accredited Asset Management Specialist
440 South Warren Street
The Galleries, 6th Floor
Syracuse, NY 13202

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Trusted relationships

Because many of our clients lead very busy lives, they trust us to handle their finances while they focus on other priorities.

To us, the greater our collaboration with you and each other, the better we can exceed your expectations for service—from attentively responding to your concerns to anticipating issues to keeping you up-to-date with regular portfolio reviews. Whether you’re pursuing a personal, family or business goal, we hope to be your trusted resource for making well-informed decisions. Backed by the vast global resources of UBS, we’ve never been better positioned to help you protect those you love, the success you’ve achieved and the legacy you’ve earned.

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

Learn more

Prudent Investing

To invest successfully, you have to navigate through complex market forces. As Senior Portfolio Managers within the UBS discretionary Portfolio Management Program, we have a well-honed process for managing portfolios with a focus on capital and risk adjusted returns, even in the most unpredictable markets.

How much risk can you afford to take? We make our selections from an “open architecture” platform of solutions from inside and outside UBS, which means we are not beholden to any investment product or manager. Although each client is unique, our recommendations generally focus on delivering risk-adjusted returns, addressing your cash management needs and preserving capital. Using our signature portfolios as a guide, we tailor your asset allocation according to your growth and cash management needs, tolerance for risk, tax situation and charitable goals.

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

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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Experience builds trust

Pursuing your goals together

Jonathan Barter

Mark Worden, CRPC, CRPS

Michele Backes, AAMS