$2.8 trillion
In invested assets globally
As of 06/30/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Every day Don Chomas relishes the ability to help the people he cares about to enjoy a better life. As a Certified Financial PlannerTM professional, he believes that starting with a comprehensive, written financial plan—one that addresses both the good and not-so-good aspects of his clients' financial lives—is the foundation for helping high net worth families build upon the successes they've achieved. Don's solid educational foundation (B.A. with Honors in Finance and Accounting from Fairleigh Dickinson University), his experience across a wide variety of market conditions over nearly three decades, and a keen understanding of how to leverage the vast resources of UBS enable him to help his clients confidently make difficult decisions and weather challenging economic conditions.
In addition to serving his clients, philanthropy is a top priority for Don and his family. Seven years ago, Don founded Naptown barBAYq, a BBQ contest and music festival near Annapolis that benefits many local charities. He is also a Past President of the Rotary Club of Parole (Annapolis). Currently a volunteer soccer coach, an active member in his church and the captain of his platform tennis team, Don continues to find new outlets to engage with and help the people and causes he cares about most.
Don, his wife, Molly, and their daughters, Madaline and Isabel, live in Kensington, MD. When not volunteering together or running around on a soccer field, the family enjoys spending time outdoors with their two Siberian huskies.
Driven by a desire to make a difference in people's lives, and armed with a degree in finance and economics, it's no surprise that Russell chose a career in financial services. As a Certified Financial PlannerTM professional, Russell believes that the key to success is gaining a full understanding of everything a client hopes to accomplish—enjoying retirement, funding a loved one's education, leaving a lasting legacy, among other things. He also believes that a thorough evaluation of both assets and liabilities is critical to building a truly comprehensive plan.
Russell started his financial services career in 2002 and in 2004 became a financial analyst at Smith Barney. In this role he helped to create hundreds of financial plans, which gave him unique insight into the myriad of solutions and strategies that can help increase the likelihood of meeting one's goals. He has leveraged this experience since becoming a Financial Advisor in 2007, helping his clients navigate good and bad market cycles, all while keeping their end goals in mind.
Russell graduated from the honors program at the University of Maryland with a double major in finance and economics. He currently lives in North Potomac, Maryland, with his wife and two sons. Russell loves spending time with his family and is a huge sports fan. Having spent most of his life in the DC area, he roots for all the local sports teams.
Jeff joined UBS in 2015 and has become an integral part of the Chomas Rifkin Group. He provides exceptional client service and financial planning insight. Jeff currently holds the FINRA Series 7 and 66 licenses. He earned his B.A. in Economics from Oberlin College where he was also a captain and four year starter on the varsity baseball team. In his spare time Jeff enjoys coaching baseball and playing golf. He currently resides in Washington, DC.
Isaac joined UBS in June of 2018 after graduating from the University of Maryland with a degree in Economics. Isaac takes great pride in his ability to manage all service needs for the clients of The Chomas Rifkin Group. Isaac currently holds his FINRA Series 7 & 66 licenses. Isaac is an avid golfer and currently resides in Bethesda, MD.
Every day Don Chomas relishes the ability to help the people he cares about to enjoy a better life. As a Certified Financial PlannerTM professional, he believes that starting with a comprehensive, written financial plan—one that addresses both the good and not-so-good aspects of his clients' financial lives—is the foundation for helping high net worth families build upon the successes they've achieved. Don's solid educational foundation (B.A. with Honors in Finance and Accounting from Fairleigh Dickinson University), his experience across a wide variety of market conditions over nearly three decades, and a keen understanding of how to leverage the vast resources of UBS enable him to help his clients confidently make difficult decisions and weather challenging economic conditions.
In addition to serving his clients, philanthropy is a top priority for Don and his family. Seven years ago, Don founded Naptown barBAYq, a BBQ contest and music festival near Annapolis that benefits many local charities. He is also a Past President of the Rotary Club of Parole (Annapolis). Currently a volunteer soccer coach, an active member in his church and the captain of his platform tennis team, Don continues to find new outlets to engage with and help the people and causes he cares about most.
Don, his wife, Molly, and their daughters, Madaline and Isabel, live in Kensington, MD. When not volunteering together or running around on a soccer field, the family enjoys spending time outdoors with their two Siberian huskies.
Driven by a desire to make a difference in people's lives, and armed with a degree in finance and economics, it's no surprise that Russell chose a career in financial services. As a Certified Financial PlannerTM professional, Russell believes that the key to success is gaining a full understanding of everything a client hopes to accomplish—enjoying retirement, funding a loved one's education, leaving a lasting legacy, among other things. He also believes that a thorough evaluation of both assets and liabilities is critical to building a truly comprehensive plan.
Russell started his financial services career in 2002 and in 2004 became a financial analyst at Smith Barney. In this role he helped to create hundreds of financial plans, which gave him unique insight into the myriad of solutions and strategies that can help increase the likelihood of meeting one's goals. He has leveraged this experience since becoming a Financial Advisor in 2007, helping his clients navigate good and bad market cycles, all while keeping their end goals in mind.
Russell graduated from the honors program at the University of Maryland with a double major in finance and economics. He currently lives in North Potomac, Maryland, with his wife and two sons. Russell loves spending time with his family and is a huge sports fan. Having spent most of his life in the DC area, he roots for all the local sports teams.
Jeff joined UBS in 2015 and has become an integral part of the Chomas Rifkin Group. He provides exceptional client service and financial planning insight. Jeff currently holds the FINRA Series 7 and 66 licenses. He earned his B.A. in Economics from Oberlin College where he was also a captain and four year starter on the varsity baseball team. In his spare time Jeff enjoys coaching baseball and playing golf. He currently resides in Washington, DC.
Isaac joined UBS in June of 2018 after graduating from the University of Maryland with a degree in Economics. Isaac takes great pride in his ability to manage all service needs for the clients of The Chomas Rifkin Group. Isaac currently holds his FINRA Series 7 & 66 licenses. Isaac is an avid golfer and currently resides in Bethesda, MD.
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
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
Elena Guglielmin, CIO Credit Analyst for European Financials, David Lefkowitz, Head of Equities Americas, Bradley Ball, US Financials Sector Strategist, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, sat down to discuss the latest developments in the wake of the collapse of Silicon Valley Bank and Signature Bank, the broader market and economic impact, and investment implications moving forward.
Are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? The longer you spend in retirement, the greater the impact these decisions can have. Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
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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.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
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UBS is a world-leading wealth manager
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