Experience

Makes all the difference

David Mattia, CIMA

Senior Vice President–Wealth Management

Financial Advisor

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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

Credentials

  • Certified Investment Management Analyst®
  • Private Wealth Advisor
400 Linden Oaks
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
  • DC
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • NC
  • NJ
  • NM
  • NY
  • OH
  • PA
  • RI
  • TX
  • VA
  • WI

Credentials

  • Chartered Financial Analyst®
400 Linden Oaks
Rochester, NY 14625

Email Me

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

Julie A. Stuver

Client Associate

400 Linden Oaks
Rochester, NY 14625

Email Me

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

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