$6.9 trn
UBS Group invested assets
As of 10/29/2025
At The Cotter Schena Group, we truly understand the financial challenges our clients face today. We are working toward similar goals—helping to protect the financial well-being of our families and feeling confident about the future. Our most important priority is helping you achieve what matters most to you.
How do we do that? Through our disciplined planning process—your financial roadmap that we create together. It’s designed to help you pursue the goals you have now—mortgage financing, liquidity solutions, college funding and business expansion. But it also addresses the goals that are focused on the future—retirement funding, estate and generational planning and charitable giving. Together, we’ll build a relationship you can count on, to help address your needs today, and to evolve with you and your family over a lifetime.
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.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Client Associate
Senior Wealth Strategy Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Client Associate
Senior Wealth Strategy Associate
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.
Geopolitics, trade and your portfolio
In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.
Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
