Experience

Rich is a Senior Vice President – Wealth Management and a partner of Century Wealth Partners. He has over 30 years of experience in the financial services industry and joined UBS in 2002. Rich received his Wealth Advisor designation with UBS in 2010. He assists in all assets of the financial planning process for the group's high net worth clients as well as the team's professional athletes and coaches. Rich received his undergraduate degree from Lehigh University with a B.A. in Economics, and his Executive MBA degree from the University of New Haven. Rich resides in North Haven, CT with his wife Katarina, daughter Karis and son Grant.

Mike is a Senior Vice President – Wealth Management and member of Century Wealth Partners. Mike has been in the financial services business since 2011. Mike enjoys working with families and their wealth. Some areas he has extensive experience in include: family business planning, sales, and transitions, retirement and estate planning, and integrating older and younger generations into the financial plan via education about finances, philanthropy, and helping transition wealth effectively - from a financial, but also emotional standpoint. Raised by a financial advisor and a school teacher, he learned from an early age the importance of being smart with your money and the rewarding feeling you get from helping others. He holds the CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor (CPWA®), and Certified Exit Planning (CEPA) certifications, and obtained UBS Wealth Advisor designation in 2019.

Mike graduated Magna Cum Laude from Bentley University with a focus on economics, finance, and accounting. Mike lives in Orange with his wife, Kim, and three kids. With three young kids Mike spends most of his free time with his family or running from sport to sport, but you can also find him on the golf course, snowboarding (weather permitting), or at the gym. 

Amy began her career in financial services with Prudential Securities (now Wachovia Securities) in 2000. Since then, she has been a member of Century Wealth Partners as an operational liaison. Amy is responsible for the ongoing maintenance of all aspects of account activity, including client relationships. Amy is a graduate of Central Connecticut State University. She enjoys photography and has traveled extensively with her husband Benjamin with whom she resides in Southington, CT.

Yvonne began her career in the financial services industry in 1986 when she joined Tucker Anthony (now RBC DainRauscher). After working several years as an Operations Manager, Yvonne became a Client Service Associate in 2004 when she joined the firm Janney Montgomery Scott, LLC. Yvonne joined UBS Financial Services in June 2012. She handles all administrative duties and is fluent in Spanish.

Christian began his career in the financial services industry in 2021 with UBS. He graduated with a bachelor’s degree in Psychology from the University of Connecticut, where he was a member of the Men’s Basketball team for four years. Before his career at UBS, he played professional basketball overseas for two years in Portugal. These experiences have been instrumental in shaping his work ethic and ability to connect and service others. In his current role, Christian is responsible for account maintenance, administrative duties, and strives to provide clients the possible service in a timely manner. Outside of work, Christian enjoys spending time with his family as well as playing recreational basketball in his local community.

Karis began her career in the financial services industry in 2023 with UBS at the Wealth Advice Center, where she was part of the Financial Advisor Development Program. She is passionate about helping clients navigate financial decisions with clarity and confidence, taking a thoughtful and personalized approach to each relationship.

Karis graduated from Lehigh University with a Bachelor of Science in Economics and a minor in Psychology. Outside of work, Karis loves to travel, explore new restaurants, and stay active.