Experience

Tuesday, December 18, 2018, John Peter Lelas III of Guilford passed away at Yale New Haven Hospital. John exemplified what a professional Financial Advisor stands for – trusted, intelligent advice, community service and always having his client's best interest at heart. John had 30 years of experience in financial services, and recently celebrated his 10th year with UBS. John was the senior partner of [at the time] Century Wealth Management, leading the team of Amy Hollander, Tom Madigan, Rich Curtis, Yvonne Casquinha, Ed Flanigan, and Nick Moura. The guidance and professional example John set for his team, and all who have worked with him over the years, has established a legacy that will live on.

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.

Tom is a Senior Vice President – Wealth Management and member of Century Wealth Partners. Tom has been a financial advisor for over 20 years and focuses on wealth management for high net worth individuals, including professional athletes and coaches. Tom helps with all aspects of the financial planning process for clients. Tom served as a board member and Chairman of the investment committee or Southern CT State University's Endowment from 2008 until 2016. Tom is a graduate of SCSU, holding a B.S. in Business Management. Tom earned his UBS Wealth Advisor designation in 2011. Tom resides in Guilford, CT with his wife Monica, sons Tommy III and Timmy, and stepdaughters Tatiana and Kayla.

License # CA 0F24098

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.