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

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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

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Julie A. Stuver

Client Associate

400 Linden Oaks
Rochester, NY 14625

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Kaitlyn Pelzer

Client Associate

307 International Circle
4th Floor
Hunt Valley, MD 21030

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