Experience

With over 25 years of experience advising affluent individuals, multigenerational families, and business owners, Kristin shares in the value of hard work. As a comprehensive wealth manager, she takes a hands-on approach to engage and intimately understand how to help clients build on their success. Kristin believes the best results start by having a plan that is customized to each client before they make any investment recommendations. Dedicated to enabling clients to make more informed decisions on every aspect of their financial lives with confidence and clarity, Kristin’s personal accessibility and commitment are the cornerstones of each of her relationships. As a founding partner, Kristin is responsible for collaborating with experts across UBS accessing an incomparable range of capabilities and solutions creating a team clients can trust to guide them forward. 

Kristin began her career at Sanford C. Bernstein as a Financial Advisor in 1997. Always focused on providing wealth planning solutions, she joined Morgan Stanley in 2003 before joining UBS in 2009. A strong believer in giving back, Kristin contributes her time, through varying networks of business leaders and activities, empowering future generations of women to new levels of success. Kristin is an active member in the town of Weston, CT where she lives with her husband and three daughters. On any given weekend, she can be found at youth sporting events cheering on her daughters’ lacrosse and soccer teams. Kristin is also an arts enthusiast, skier, and world traveler.

Since 1999, Charles has been advising affluent individuals, families, business owners and others in financial matters. While investment management is the main topic, it goes beyond that. Charles enjoys helping clients make important financial decisions for themselves and their families. These decisions sometimes involve insurance, mortgages, major purchases, or conducting financial matters in a tax efficient way.

Charles is a founding member of Edgewater Wealth Management Group. Our team believes that the best engagements begin with an in-depth financial plan. Personalized plans not only offer a road map for investments and consider financial options that may pay dividends beyond a portfolio. Edgewater Wealth Management Group is proud to be part of UBS, which is the largest global private wealth manager.  The firm has a tremendous number of subject matter experts who are regularly brought by us into client engagements to assist in the decision-making process.

Charles began his career in financial services with Sanford Bernstein as an advisor in 1999. He joined Morgan Stanley in 2004 and moved to UBS in 2009. He resides in New Canaan, CT, with his wife, Aniela. He is an avid cyclist, who participates in 100-mile rides to raise funds for the Juvenile Diabetes Research Foundation. JDRF is an organization that Charles has long been a supporting member of. He currently serves on the JDRF Greater NY Board and Executive Committee. He is also a member of the New Canaan Rotary Club.

Dean combines his desire to help people using analytical skills honed by a background of engineering experience and corporate finance, broadened by professional certifications.

The opportunity to make a difference in people’s lives is what has driven Dean during his 27 years as a financial advisor. His focus with private clients includes financial planning, portfolio management and retirement planning. Two specialized client segments include divorced clients and special needs families.  Dean uses his Senior Retirement Plan Consultant experience to work with business owners on their 401(k) plans and provide educational support for plan participants.

Prior to entering the financial services industry, Dean was the Director of Finance for the Consumer Products Group at Olin Corporation. He has a B.S. degree in engineering from the University of Maryland and an M.B.A. in finance from the University of Connecticut. Dean is active with the Eagle Scout program in the Connecticut Yankee Boy Scout Council and past President of the Connecticut Society of the Sons of the American Revolution. Dean lives in Fairfield, Connecticut, with his wife, Laurie, and their three children. Dean and his family are members of the Fairfield Beach Club where he enjoys playing tennis. He is also an avid motorsports fan.

Kevin looks beyond investments to focus on every aspect of his client’s financial life. As a CFP, he does so in conjunction with client accountants, attorneys, and other associated professionals. With a career spanning 25 years, he has built a reputation as a comprehensive wealth manager helping business owners, corporate executives, multi-generational families, and high-net worth individuals achieve their goals.

Kevin lives in Easton, CT with his wife Jody where they raised their three children. He and his family are active in various sports such as skiing scuba diving and hiking. Kevin is a proponent of sustainability having the first PV solar panels in this town and driving a fully electric car.

Robyn is dedicated to helping individuals, business owners and families across generations, prepare for the expected, as well as life’s unexpected turns. Her greatest satisfaction stems from positively impacting clients during crucial life moments. By fostering open discussions about lifestyles, goals, and priorities, Robyn is skilled at holistic and tailored wealth management. Her distinctive approach involves empathetic listening and guiding with a blend of experience and confidence.

Prior to joining UBS, Robyn was with AllianceBernstein Institutional Investments. She was a specialist in the defined contribution practice working with the nation’s largest retirement plans. She was integral in the planning and introduction of investments most used to help Americans save for retirement. She started her career at CIBC Oppenheimer responsible for investment manager research and client portfolio construction.  Robyn is a staunch advocate for helping underserved women survive breast cancer with support and dignity through her work with Westport-based Pink Aid, Inc. Robyn lives in Westport, CT with her husband Jason and two children.

Angela oversees all day-to-day operational and administrative needs of the team. She works closely with the team and our clients, processing requests, providing documentation, coordinating projects, and implementing the client onboarding process. Her attention to detail, problem-solving abilities and dedication to our clients deliver a quality experience and service reliability.

Angela began her career in financial services in 2004 with her focus on providing exceptional client service and support, which she strongly believes in, and continues to practice. Angela enjoys being a grandma, biking and engaging her creative side in writing, drawing and fashion.

Lisa prides herself on providing the ultimate client experience. Lisa excels in reinforcing our team’s commitment to providing the highest in personalized service to clients. She is an integral member of the team assisting clients on various day-to-day activities including communication, administration, implementation of investment plans, establishing efficient processes and providing investment deliverables. Lisa is also a member of the team’s investment selection committee. With over 20 years of experience working with high-net worth individuals, multi-generational families and institutions, Lisa has the foresight and analytical skills to add value to every client experience.

Lisa joined UBS in 2015 after 17 years as Vice President of Business Development at Alexander Capital. In her spare time, Lisa enjoys spending time with her daughter Olivia. She is an avid yoga practitioner, mentor and teacher.

Emma supports the mission of the team to provide comprehensive wealth management. As a Wealth Strategy Associate, Emma helps with financial planning, tax coordination, operations and administration. Her responsibilities include ensuring clients financial goals and needs are met efficiently and that processes are running smoothly. Emma helps access the many resources available within UBS to our clients. This includes education on account services and wealth management resources, managing service requests and preparing client reports. Emma also works closely with the team in developing and fostering relationships with the next generation of investors.