Senior Vice President–Wealth Management
Financial Advisor
“Clients work with us—and stay with us—because we offer honest, bespoke advice that respects their individual needs and risk tolerance.”
Specializing in the complex needs of busy real estate owners, executives, developers and vendors, Tracy is a problem-solver with deep experience providing custom financial solutions. Working with ultra-high net worth families, she focuses on estate planning strategies and all areas of account management, including concentrated stock positions, lending solutions, private equity and alternative investments.
Tracy has a wealth of experience providing strategies and solutions others Advisors often overlook. Specifically, on the credit side, she manages sophisticated relationships with a range of unique needs, such as multimillion dollar business loans, personal mortgages, secured and unsecured lines of credit, mezzanine financing and the use of REIT operating units as collateral. She also acts as a liaison between her institutional clients, investment banks and the UBS business development group.
Past experience
Life
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
Financial Advisor
“Clients work with us—and stay with us—because we offer honest, bespoke advice that respects their individual needs and risk tolerance.”
Specializing in the complex needs of busy real estate owners, executives, developers and vendors, Tracy is a problem-solver with deep experience providing custom financial solutions. Working with ultra-high net worth families, she focuses on estate planning strategies and all areas of account management, including concentrated stock positions, lending solutions, private equity and alternative investments.
Tracy has a wealth of experience providing strategies and solutions others Advisors often overlook. Specifically, on the credit side, she manages sophisticated relationships with a range of unique needs, such as multimillion dollar business loans, personal mortgages, secured and unsecured lines of credit, mezzanine financing and the use of REIT operating units as collateral. She also acts as a liaison between her institutional clients, investment banks and the UBS business development group.
Past experience
Life
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
Financial Advisor
“I truly believe no team works harder than ours. Nothing makes me happier than helping our clients reach their goals and pursue the things most important to them: work, family, charity, and legacy.”
With his deep background in financial planning, Rosario doesn’t look for easy answers, but prides himself on diagnosing a situation and providing a comprehensive solution. Bringing together all areas of planning—retirement, education, insurance, charitable giving, tax mitigation and legacy—he works across the Eagle View Wealth Management team to create strategies that are specific to the unique needs of each client.
Rosario taps his planning savvy to help educate and inform the team’s next generation client base. In addition, because he came from a family of entrepreneurs, he understands hard work and the need for passion and commitment in every aspect of the job. Because of that dedication, he has made a real impact in the lives of his clients.
Past experience
Life
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
Financial Advisor
“I truly believe no team works harder than ours. Nothing makes me happier than helping our clients reach their goals and pursue the things most important to them: work, family, charity, and legacy.”
With his deep background in financial planning, Rosario doesn’t look for easy answers, but prides himself on diagnosing a situation and providing a comprehensive solution. Bringing together all areas of planning—retirement, education, insurance, charitable giving, tax mitigation and legacy—he works across the Eagle View Wealth Management team to create strategies that are specific to the unique needs of each client.
Rosario taps his planning savvy to help educate and inform the team’s next generation client base. In addition, because he came from a family of entrepreneurs, he understands hard work and the need for passion and commitment in every aspect of the job. Because of that dedication, he has made a real impact in the lives of his clients.
Past experience
Life
Recognized as an industry leader:
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
Credentials
Client Associate
“Our team is known for our hard work, responsibility and attention to detail. I enjoy supporting our clients and maintaining excellent rapport that adds to the white glove service they expect.”
Because of Marianne’s deep experience and wide ranging administrative talents, she is the backbone of the team. She is dedicated to creating a seamless, excellent client experience and helps keep all the team’s operational details running smoothly.
Admired for her positive attitude and relied upon for her unwavering capabilities, Marianne works closely with clients, addressing all manner of inquiries. She is counted on for setting up and accessing all of UBS’s digital tools, including UBS Wealth Management Online and My Total Picture.
Past experience
Life
Education
Client Associate
“Our team is known for our hard work, responsibility and attention to detail. I enjoy supporting our clients and maintaining excellent rapport that adds to the white glove service they expect.”
Because of Marianne’s deep experience and wide ranging administrative talents, she is the backbone of the team. She is dedicated to creating a seamless, excellent client experience and helps keep all the team’s operational details running smoothly.
Admired for her positive attitude and relied upon for her unwavering capabilities, Marianne works closely with clients, addressing all manner of inquiries. She is counted on for setting up and accessing all of UBS’s digital tools, including UBS Wealth Management Online and My Total Picture.
Past experience
Life
Education
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.
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.
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