How can you pursue what matters most?

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By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

  • Jason Klein

    Jason Klein

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • PR
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    CA insurance license #0H13897

    • MBA from Canisius College, BA in English from University of Buffalo, attended Kent State University, played college ice hockey
    • Joined UBS via acquisition in 2007
    • 27 years of experience in financial services industry
    • Previous Firms include McDonald Investments (KeyCorp), Tucker Anthony, Merrill Lynch
    • Original Founder & co-owner of Buffalo Wings Pro Roller Hockey Organization 1997-2014
    • Chairman, Secrets of Champions Advisory Board
    • Focus:   Financial Planning and Investment Strategy orchestration
    • Licenses:  Series 6, 7, 31, 63, 65/66, Life & Health
    • CA Ins Lic: 0H13897

      • Canisius College, MBA
      • University of Buffalo, BA in English
      • Certified Exit Planning Advisor
      250 Delaware Avenue
      Suite 610
      Buffalo, NY 14202
    • Peter Trigg

      Peter Trigg, CRPS

      Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • ID
      • IL
      • IN
      • LA
      • MA
      • MD
      • MI
      • MN
      • MO
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • PR
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • WA
      • WY
      • BS from University of Buffalo
      • Joined UBS via acquisition in 2007
      • 29 years experience in financial services industry
      • Previous Firms include McDonald Investments & Smith Barney
      • Professional auto racing experience
      • Focus: investment strategy specifics & application for individual wealth management & qualified plan clients
      • Licenses: Series 6, 7, 31, 63, 65/66, Life & Health
      • CA Ins Lic: 0I24193

        • University of Buffalo, B.S.
        • Chartered Retirement Plans Specialist℠
        250 Delaware Avenue
        Suite 610
        Buffalo, NY 14202
      • Rafael

        Rafael Williamson

        Executive Director

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IA
        • ID
        • IL
        • IN
        • LA
        • MA
        • MD
        • MI
        • MN
        • MO
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • PR
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WY

        Rafael is an advisor in the New England market that works with clients to help them navigate and manage the complexities of family wealth. He has a background in advising family offices on their generational wealth framework and guiding business owners and partners through liquidity events. Rafael and his team work to help clients achieve successful outcomes for their unique aspirations and needs.

        His experience across all asset classes and investment vehicles provides the ability to leverage the global capabilities of UBS to bring together the appropriate planning and investment solutions for clients.  His primary focus is to connect the planning process with portfolio construction and implementation with a specialty in alternative investments.  During his time with the UBS Portfolio Advisory Group, he worked on many of the firm’s most complicated business transitions and family office mandates.

        Professional History

         Related areas of UHNW Advisory:

        • Investment Officer for a Single-Family Office
        • Investment Officer for Private Bank
        • Investment Fiduciary Advisor to Family LP, Foundations, and Endowments

        Investment Management Experience: +25-years

        • Institutional Asset Management, Client Service, and Investor Relations
        • UHNW Investment Management, Client Service, and Business Development
        • Alternative Investment Due Diligence, Portfolio Management, and Product Sales

        Education

        • Rafael received his B.A. in Economics with a Mathematics focus from Boston University in 1996.
        • He holds the Series 7, 63, 65, and Life & Health Insurance licenses.

        CA Ins Lic 4276307

              One Post Office Square
              35th floor
              Boston, MA 02109
            • Kyle Kozlowski

              Kyle Kozlowski, CFP

              Senior Wealth Strategy Associate

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              • FL
              • MI
              • NY
              • BS from SUNY Buffalo State
              • 12 years experience in financial services industry
              • Played professional ice hockey in Poland
              • Attended New England College, played college ice hockey
              • Focus: data integration & investment strategy support
              • Licenses: Series 7, 66
              • Received the CERTIFIED FINANCIAL PLANNER™ designation in 2019

                • SUNY Buffalo State, B.S.
                • CERTIFIED FINANCIAL PLANNER™
                250 Delaware Avenue
                Suite 610
                Buffalo, NY 14202
              • Christina M. Bottega - Profile Photo

                Christina M. Bottega

                Team Administrator

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                • NY

                      250 Delaware Avenue
                      Suite 610
                      Buffalo, NY 14202

                    Focus on liquidity management

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                    UBS Sports & Entertainment

                    When incredible financial opportunities come your way

                    Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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