Experience

Jason has over 30-years of experience in financial services. He serves as the lead financial advisor and wealth planner for Crossbar Wealth Partners and is focused on managing client relationships, steering business development efforts, and team leadership.  He is currently also the Chairman for Secrets of Champions Advisory Board and, formerly, Founder and Co-Owner of the Buffalo Wings, a pro-roller hockey organization. Jason joined UBS in 2007 via the acquisition of McDonald Investments (KeyCorp) following a career that began with advisory positions at Tucker Anthony and Merrill Lynch. In addition to holding Series 6, 7, 31, 63, 65/66 securities licenses as well as Life & Health licenses, he holds the Certified Exit Planning Advisor (CEPA) designation. Jason received his B.A. in English from University of Buffalo and his MBA from Canisius College. 

Peter has over 30-years of experience in financial services. He serves as senior financial advisor for Crossbar Wealth Partners and is focused on investment strategy specifics and the application for individual wealth management and qualified plan clients.  Prior to his career as an advisor, Peter was an owner of multiple business as well as a brief stint as a professional racecar driver. Peter joined UBS in 2007 via the acquisition of McDonald Investments (KeyCorp) following a career that began with Smith Barney.  In addition to holding Series 6, 7, 31, 63, 65/66 securities licenses as well as Life & Health licenses, he holds the Certified Retirement Plans Specialist (CRPS) designation. Peter received his B.S. from University of Buffalo. 

Rafael has over 20-years of experience in financial services. He serves as a Financial Advisor for Crossbar Wealth Partners. He has a background in advising families on their generational wealth framework and guiding business owners and partners through liquidity events. His primary focus is to connect the planning process with portfolio construction and investment implementation.  During his time as a Senior Portfolio Strategist with the UBS Portfolio Advisory Group (2015-2022), he provided asset allocation, portfolio construction, and investment product education to UBS' Ultra High Net Worth clients.  Before joining UBS, Rafael held senior portfolio management positions for an independent advisory firm and a private bank, where he advised private client, foundation, and endowment relationships in building asset allocation strategies and in managing portfolio risks to help meet investment objectives. In addition, he was the Investment Manager for a multi-generation single-family-office, where he managed the traditional and alternative investment allocations for the family’s trusts, foundations, and investment portfolios.  Rafael holds the Series 7, 63, 65 securities licenses as well as Life & Health licenses. Rafael received his B.A. in Economics from Boston University. 

Kyle has over 10-years of experience in financial services. He serves as Senior Wealth Strategist for Crossbar Wealth Partners and is focused on data integration for the financial planning process as well as investment strategy execution and support. He was formerly a professional ice hockey player in Poland prior to his career as at UBS. In addition to holding Series 7 and 66 securities licenses, he is a CERTIFIED FINANCIAL PLANNER®, professional. Kyle received his B.S. from SUNY Buffalo State

Danielle joined UBS in November 2022 as part of the Wealth Planning Associate Program. Prior to UBS, she was at Citi Bank where she was a Valuation Control Financial Analyst supporting their corporate bond and equity trading desks. Danielle is originally from Williamsville, NY, and a graduate of Marist College with a Bachelors of Science in Business Administration with concentrations in Finance and Economics. As an avid skier, Danielle was also a two-time captain of the Ski Race Team at Marist

In her current role as Team Administrator, Elena is dedicated to delivering the best possible client service across onboarding, implementation, and relationship management.

Elena began her career at UBS in 2021 through the UBS Graduate Talent Program, where she spent two years rotating through key business areas including Capital Markets, Field Leadership, Banking, Wealth Planning, and a Private Wealth Management Financial Advisor team. Following the program, she joined the Chief of Staff team within the Sales & Development organization, supporting Market Leadership and Financial Advisors in leveraging the full capabilities of the firm. Her focus areas included sales strategy, marketing, internal and external events, client and advisor insights, analytics, and more.

Beyond her core responsibilities, Elena is passionate about fostering a strong firm culture, building community, and supporting the personal and professional growth of early-tenured colleagues. She currently serves as Co-Chair of the Young Professionals Network at UBS, an organization with over 3,000 members and 18 regional chapters. In this role, she leads a 60+ member management team and oversees programming focused on networking, development, and career advancement.

Outside the office, Elena enjoys experimenting with new recipes, traveling, skiing throughout the Buffalo winters, and spending time outdoors with her Golden Retriever, Cooper.