Your life. Your wealth. Your future.

Pursue what matters most

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Three Business people

  • Todd Nichols

    Todd Nichols, CPWA

    Managing Director–Wealth Management

    Private Wealth Advisor, CPWA®

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    • AZ
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    • HI
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    Todd Nichols has over two decades of experience developing comprehensive financial, estate, and wealth management plans for high net worth individuals and entrepreneurs. Todd earned the Certified Private Wealth Advisor (CPWA®) designation from the Investments & Wealth Institute and a certificate in Financial Planning from Rollins College. He is also a graduate of the United States Naval Academy where he earned a Bachelor of Science degree in Mathematics with an emphasis in Operations Analysis and Economics. While on active duty, Todd served as a Naval Supply Corps Officer.  Todd currently splits his time between our offices in Washington, DC and Palm Beach, Florida.

    CA Insurance License 0H43720

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • United States Naval Academy, B.S. in Mathematics
    • Rollins College, Certificate in Financial Planning
    • Private Wealth Advisor, CPWA®
    Estate planning strategies
    Legacy planning
    Alternative investments
    Lending services
    Securities-backed lending
    Multi-generational families
    Business owners
    Entrepreneurs
    1501 K Street North West
    Suite 1100
    Washington, DC 20005
  • Robert Wright

    Robert Wright

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    Robert Wright has over 30 years of experience providing investment consulting and portfolio management services to high net worth individuals and institutions. He started his career with Wachovia in 1989 and joined UBS in 2009. Rob has completed extensive training and Advanced Planning Techniques which has earned him the UBS Wealth Advisor designation. He has also completed training in portfolio construction and risk management techniques which has earned him a Senior Portfolio Manager Designation.  Robert received a Bachelor of Sciences degree in Business and Management from the University of Maryland. He currently resides in Potomac, Maryland with his wife Teres and has three daughters.

    CA Insurance License 0H04465

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Maryland, B.S. in Business and Management
    • Senior Portfolio Manager
    • Wealth Advisor
    Financial planning
    Retirement planning
    Custom portfolios
    Asset allocation
    Alternative investments
    Corporate executives
    1501 K Street North West
    Suite 1100
    Washington, D.C., DC 20005
  • Patricia

    Patricia Van Kirk, CIMA, CPWA, CFP

    Vice President–Wealth Management

    Portfolio Manager

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    Patricia Van Kirk has nearly 25 years of experience providing wealth planning and portfolio management services to high net worth families and entrepreneurs. Patricia earned the Certified Private Wealth Advisor CPWA® designation from University of Chicago Booth School of Business, the Certified Investment Management Analyst CIMA® designation from The Wharton School, and the CFP® designation from the College of Financial Planning. She holds a B.B.A. in finance from the University of Iowa.  Patricia focuses on developing comprehensive financial plans and complex wealth and estate planning strategies. As a portfolio manager, Patricia oversees several investment strategies and is a strong advocate for sustainable and impact investing.  Patricia and her family currently reside in Washington, D.C.

    CA Insurance License 0K33134

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Iowa, B.B.A. in Finance
    • Portfolio Manager
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    • Private Wealth Advisor
    Financial planning
    Education planning
    Retirement planning
    Estate planning strategies
    Legacy planning
    Investing
    Custom portfolios
    Women investors
    1501 K Street North West
    Suite 1100
    Washington, D.C., DC 20005
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    John A. Aras

    Senior Vice President–Wealth Management

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    • AZ
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    • IL
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    • MA
    • MD
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    • MI
    • NC
    • NJ
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    John has almost 40 years of industry experience providing investment management advice to high-net-worth individuals, families and businesses. During his tenure at Morgan Stanley, John served both institutional fixed income clients and individuals with assets in excess of $20 billion dollars. These services included portfolio management, securitization of mortgage loans and generation of customized agency issued debt investments. Prior to entering the investment advisory business in 1984, John worked as a tax accountant with Arthur Anderson in Cleveland, OH. He holds a B.A. in Accounting and Political Science from Ohio Wesleyan University. He resides in Annapolis, MD with his wife Caroline and enjoys spending time on the Chesapeake Bay.

    CA Insurance License 0C95554

          1501 K Street North West
          Suite 1100
          Washington, D.C., DC 20005
        • Kevin Bruening

          Kevin Bruening, CFP

          Financial Advisor

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          Kevin Bruening has over 15 years of experience providing investment consulting and financial planning services. Kevin works closely with Todd and Rob consulting with clients and assisting with the financial planning aspects of the group. Kevin earned his certificate in Financial Planning from Georgetown University and is a graduate of the University of Maryland where he received a Bachelor of Arts degree in Economic History. Kevin resides in Howard County, Maryland with his wife Tracey and daughter Elizabeth.

          CA Insurance License 4203090

          • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          • University of Maryland, B.A. in Economic History
          • CERTIFIED FINANCIAL PLANNER™
          Financial planning
          Education planning
          Retirement planning
          Legacy planning
          Investing
          Asset allocation
          1501 K Street North West
          Suite 1100
          Washington, D.C., DC 20005
        • Megan Kondos

          Megan Kondos, AAMS

          Financial Advisor

          Accredited Asset Management Specialist™

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          Megan has over 10 years of experience in the financial services industry building client relationships grounded in individualized service and trust.  As a Financial Advisor, she joins Envision Capitol Wealth Management in helping to serve affluent individuals and families—and ensuring that the team is poised to do so for generations to come.  While she completes the firm’s rigorous Financial Advisor Development Program, she focuses on the team’s marketing, research and asset allocation process, wealth management reporting, and client education.  Megan holds a B.A. in Economics and Political Science from the University of North Carolina at Chapel Hill. She and her husband reside in Garrett Park, Maryland with their son and daughter. In her spare time, Megan enjoys skiing, swimming, and exploring local hiking trails with her family.   

          CA Insurance License 4199654

          • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          • University of North Carolina at Chapel Hill, B.A. in Economics and Political Science
          • Accredited Asset Management Specialist™
          1501 K Street North West
          Suite 1100
          Washington, D.C., DC 20005
        • Venetta Macaluso

          Venetta Macaluso

          Team Administrator

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          • VA

          Venetta Macaluso is the lead client service associate on the team and has over 20 years of industry experience. As the Team Administrator, she oversees the team's operations and manages all aspects of our clients' service needs. Venetta received a Bachelor of Arts degree from Canisius College. She resides in Gainesville, Virginia with her husband Emanuel.

                Banking
                Lending services
                Cash management
                1501 K Street North West
                Suite 1100
                Washington, D.C., DC 20005
              • Chad Lemko

                Chad Lemko

                Senior Wealth Strategy Associate

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                Chad Lemko has over 20 years of experience in the financial services industry helping advisors harness new industry technology for growth and efficiency.  As a Senior Wealth Strategy Associate, he focuses on helping Envision Capitol to enhance our operations, build client proposals and financial planning reports, and analyze research for the team’s investment solutions.  Chad received a Bachelors of Arts in Economics from the University of Maryland at College Park. He currently resides in Arlington, VA with his wife, Kelly, and they enjoy traveling.

                  • University of Maryland, B.A. in Economics
                    1501 K Street North West
                    Suite 1100
                    Washington, D.C., DC 20005
                  • Isabelle

                    Isabelle Greenberg

                    Client Associate

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                      Isabelle Greenberg is our Client Service Associate responsible for managing team operations and clients’ day-to-day service needs. She joins UBS from The Motley Fool, where she used her communication skills to address members' investing needs as well as resolve technical and account matters. Isabelle graduated from American University with a Bachelor of Arts degree in Public Relations & Strategic Communications and is currently studying for her Series 7 Securities License. She resides in Washington, DC and enjoys going to the Dupont Farmer’s Market in her spare time.

                        • American University, B.A. in Public Relations & Strategic Communications
                          1501 K Street North West
                          Suite 1100
                          Washington, D.C., DC 20005

                        A focus on personalized access and service

                        Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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                        UBS and Credit Suisse—stronger than ever

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                        Focus on liquidity management

                        Managing wealth is our craft

                        We’re committed to understanding what wealth means for you.

                        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $5+ trillion

                        In invested assets globally 
                        As of 11/07/2023

                        51 countries

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                        UBS is a world-leading wealth manager

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