David Mattia, CIMA
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Experience

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David Mattia, CIMA

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • FL
  • IL
  • MA
  • MD
  • ME
  • NJ
  • NM
  • NY
  • OH
  • PA
  • RI
  • TX
  • VA

David Mattia, CIMA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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. 

David Mattia, CIMA

Education

  • Syraucse University, Bachelor's Degree
  • The Wharton School at The University of Pennsylvania, Investments & Wealth Institute's Certified Investment Management Analyst (CIMA®) designation

Credentials

  • Certified Investment Management Analyst®
  • Private Wealth Advisor

David Mattia, CIMA

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

Legacy planning
Business succession
Alternative investments
Institutional consulting
Multi-generational families
Women investors
Business owners
Family Offices

David Mattia, CIMA

400 Linden Oaks
2nd Floor
Rochester, NY 14625

Email Me

David Mattia, CIMA

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • FL
  • IL
  • MA
  • MD
  • ME
  • NJ
  • NM
  • NY
  • OH
  • PA
  • RI
  • TX
  • VA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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. 

Education

  • Syraucse University, Bachelor's Degree
  • The Wharton School at The University of Pennsylvania, Investments & Wealth Institute's Certified Investment Management Analyst (CIMA®) designation

Credentials

  • Certified Investment Management Analyst®
  • Private Wealth Advisor

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

Legacy planning
Business succession
Alternative investments
Institutional consulting
Multi-generational families
Women investors
Business owners
Family Offices
400 Linden Oaks
2nd Floor
Rochester, NY 14625

Email Me

david.mattia@ubs.com
David Mattia, CIMA
400 Linden Oaks,Rochester,NY,14625

Matthew R. Mariano, CFA

Authorized Officer

Senior Wealth Strategy Associate

Registered States:
  • AL
  • AZ
  • CA
  • FL
  • IL
  • MA
  • MD
  • ME
  • NJ
  • NM
  • NY
  • OH
  • PA
  • RI
  • TX
  • VA
  • WI

Matthew R. Mariano, CFA

Education

  • SUNY Cortland, Bachelors in Economics; Concentration in Finance and Minor in Communications

Credentials

  • Chartered Financial Analyst®

Matthew R. Mariano, CFA

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

Philanthropy
Custom portfolios
Asset allocation
Alternative investments
Structured products
Business owners
Family Offices
Securities-backed lending

Matthew R. Mariano, CFA

400 Linden Oaks
2nd Floor
Rochester, NY 14625

Email Me

Matthew R. Mariano, CFA

Authorized Officer

Senior Wealth Strategy Associate

Registered States:
  • AL
  • AZ
  • CA
  • FL
  • IL
  • MA
  • MD
  • ME
  • NJ
  • NM
  • NY
  • OH
  • PA
  • RI
  • TX
  • VA
  • WI

Education

  • SUNY Cortland, Bachelors in Economics; Concentration in Finance and Minor in Communications

Credentials

  • Chartered Financial Analyst®

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

Philanthropy
Custom portfolios
Asset allocation
Alternative investments
Structured products
Business owners
Family Offices
Securities-backed lending
400 Linden Oaks
2nd Floor
Rochester, NY 14625

Email Me

matthew.mariano@ubs.com
Matthew R. Mariano, CFA
400 Linden Oaks,Rochester,NY,14625

Julie A. Stuver

Client Associate

Julie A. Stuver

400 Linden Oaks
2nd Floor
Rochester, NY 14625

Email Me

Julie A. Stuver

Client Associate

400 Linden Oaks
2nd Floor
Rochester, NY 14625

Email Me

julie.a.stuver@ubs.com
Julie A. Stuver
400 Linden Oaks,Rochester,NY,14625

Kaitlyn Pelzer

Client Associate

Kaitlyn Pelzer

307 International Circle
4th Floor
Hunt Valley, MD 21030

Email Me

Kaitlyn Pelzer

Client Associate

307 International Circle
4th Floor
Hunt Valley, MD 21030

Email Me

kaitlyn.pelzer@ubs.com
Kaitlyn Pelzer
307 International Circle,Hunt Valley,MD,21030

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