Meaningful connections for your lifelong plan

Private Wealth Management

Charles B. Lynch, Jr.

Charles advises high net worth families, business owners, athletes and nonprofit organizations on investment matters. He joined UBS from Bernstein Private Wealth Management in December 2023, and previously held senior roles at S.S. White, a global manufacturing firm, and at Surgical Laser Technologies, a medical device firm.

Charles holds a BA and an MBA from Clemson University, where he played football. He also played in the NFL for two seasons and is a member of the NFL Alumni and NFL Players Association. He is fluent in Spanish and basic Mandarin Chinese.

 

Education

  • B.A. & M.B.A., Clemson University

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Business Owners
Investing
Professional athletes

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  • (215) 496-2092

Email Me

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.

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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.

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    Frank Ruggiano

    Associate Director

    Senior Wealth Strategy Associate

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • MI
    • NC
    • NH
    • NJ
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TX
    • VA
    • VT
    • WA

    Frank is an Associate Director with UBS Private Wealth Management in the Philadelphia office. He began his career with SEI Investments as an Analyst and prior to joining UBS, was an Associate with JP Morgan’s Private Bank, and most recently a Senior Associate with Bernstein Private Wealth Management. 

    Frank’s focus is on portfolio management, investment research, relationship management, and new business development. Frank graduated with a B.S. Finance from the West Chester University of Pennsylvania and holds his Series 7, 63, and 66 securities licenses.

    In his free time, he is an avid golfer and enjoys exploring and trying new restaurants in Philadelphia.

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