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.
Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
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
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Mike is a Senior Vice President – Wealth Management and member of Century Wealth Partners. Mike has been in the financial services business for over 10 years and focuses on helping business owners and retirees create and implement custom financial planning and investment strategies. 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. After working for a few years in Boston he now lives in Orange with his Wife, Kim, and two boys Landon and James. When he’s not working or with his family, Mike spends his time volunteering with the Ronald McDonald Foundation, and on the boards of the Foundation for New Haven County Bar and the Greater New Haven Chamber of Commerce. You can also find him coaching on Wednesday mornings at the local CrossFit gym, golfing, snowboarding, and supporting the local restaurants in the New Haven and New York City areas.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Account Vice President
Financial Advisor
Nick is an Account Vice President and member of Century Wealth Partners. Nick grew up in Litchfield, CT and graduated from the University of Connecticut's School of Business with a B.S. in Finance. Nick has over 20 years of experience in the wealth management industry and joined Century Wealth Partners in October 2017. He is FINRA Series 7, 63, 65 licensed, as well as Health, Life & Annuity licensed. Nick has obtained his CERTIFIED FINANCIAL PLANNER™ and Accredited Wealth Management Advisor (AWMA®) certifications. Nick helps the team build and deliver comprehensive financial plans and marshal wealth management resources. Nick lives in Newington, CT with his wife Violetta and their son Oliver.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Financial Advisor
CA Insurance License# 4118133
Bryant provides sophisticated wealth planning to multi-generational families, institutions, entrepreneurs, athletes and entertainers. He prides himself on his ability to listen to clients in an effort to truly understand their perspectives and objectives. Once clearly identified, he, along with his team and the resources and capabilities of UBS, develops disciplined wealth management processes and solutions tailored to clients’ specific needs.
Bryant is FINRA registered and holds his Series 7 and 66 securities licenses, life/accident/health and variable annuity license, and is a Corporate Stock Benefit Consultant. He is also is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Wealth Management Advisor designation. He graduated with a bachelor’s degree in finance from the University of Connecticut, where he was a three-year starting quarterback for the football team. He continued his education at the University of Connecticut for graduate business school, earning his graduate degree in Financial Risk Management. Bryant currently resides with his son, Brayden, in Glastonbury, Connecticut. In addition to his active involvement in the community, Bryant’s hobbies include fishing, reading, golfing, boxing, and yoga.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Client Associate
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.
Education
Senior Client Associate
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.
Senior Client Associate
Client Associate
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 ensuring the client is receiving excellent 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.