Let's move forward. Together.

Our professional backgrounds provide the perspective to help you confidently prepare for opportunities and address financial challenges. Backed by the array of resources available at UBS, we offer investment advice tailored to your personal and professional goals. From potential growth and wealth preservation strategies, to estate and legacy planning; we offer a consultative process that can help you addresses all aspects of your planning needs.

Through careful analysis and tailored guidance, we are dedicated to providing tactical solutions for facing important life transitions and financial decisions. We are dedicated on helping you plan for the future you envision.

Christopher Farrell

Senior Vice President–Wealth Management

Financial Advisor

Chris was Assistant Vice President with Merrill Lynch Global Private Client Group prior to rejoining UBS in 2008 (formerly PaineWebber). He began his career several decades ago; designing risk management strategies for endowments, business leaders, and uniquely successful individuals. Some of Chris's roles include: researching institutional money managers, developing individual plans for retirement, estate tax mitigation strategy planning, and corporate executive stock option planning. He obtained his Certified Retirement Planning Specialist designation and holds FINRA Series 7, 63, 65, Life & Variable Insurance Licenses. He is a graduate of the University of Scranton. He is also a member of the Gaelic American Club. 

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 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.
  • PLANADVISER Top Retirement Plan Advisers, 2023, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award 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

Education

  • University of Scranton

Credentials

  • Chartered Retirement Plans Specialist℠
  • Portfolio Manager
8 Wright Street
3rd Floor
Westport, CT 06880

Email Me

chris.farrell@ubs.com
Christopher Farrell
8 Wright Street,Westport,CT,06880

Peter Widmann Maloney, CIMA

Senior Vice President–Wealth Management

Financial Advisor

Pete has had a successful 25-year career in the financial services industry. With a passion for investments, he realizes that adding financial planning can make positive changes in his client's lives. Peter holds his: Series 7, 66, 31, Life, Health and Long-Term Care Insurance licenses. He has a B.S.in Finance & Economics from the University of Massachusetts and is a Certified Investment Management Analyst.  He resides in Wilton, CT with his family of 4 children.  

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WY

Education

  • University of Massachusetts, B.S. in Finance and Economics

Credentials

  • Certified Investment Management Analyst®
  • Portfolio Manager
  • Wealth Advisor
8 Wright Street
3rd Floor
Westport, CT 06880

Email Me

peter.maloney@ubs.com
Peter Widmann Maloney, CIMA
8 Wright Street,Westport,CT,06880

Michele Aldo

Associate Director

Team Administrator

Michele has been working in the financial services Industry for over 18 years. After starting her career as a Financial Advisor, she moved into management; where she worked in Operations and as an Administrative Compliance Manager. Today, she oversees all client administration for the group. Michele's: financial knowledge, experience, and exceptional interpersonal skills all add tremendous value to the team. She holds her Series 3, 7, 66, 9, 10, & insurance licenses. Michele received a B.S. degree in Business Management from The University of Southern Connecticut. In her personal life, she serves as the Treasurer for the Recreation Camp of Derby and resides in Seymour, CT with her husband and son.

Registered States:
  • CA
  • CT
  • FL
  • MA
  • ME
  • MI
  • NJ
  • NY
  • PA
  • SC

Education

  • The University of Southern Connecticut, B.S. Business Management
8 Wright Street
3rd Floor
Westport, CT 06880

Email Me

michele.aldo@ubs.com
Michele Aldo
8 Wright Street,Westport,CT,06880

Courtney Nicole Iassogna

Client Associate

Courtney has spent the last few years prior to joining UBS in the Spring of 2018 at Barnum Financial Group getting extensive experience assisting multi generation families with complicated transactions and daily account needs. Courtney is extremely detail oriented and her goals are to administer all aspects of account and service requests, which can include online account access, transactions, financial plan generation, and organizing the team's service commitment. She holds a Series 7, 66, Life, Accident, Health, Property and Casualty Licenses. She received a Bachelor of Science degree in Business Administration with a concentration in Marketing from Southern Connecticut State University.

Registered States:
  • CA
  • CT
  • FL
  • HI
  • MA
  • ME
  • MI
  • NC
  • NJ
  • NY
  • PA

Education

  • Southern Connecticut State University, Bachelor of Science degree in Business Administration with a concentration in Marketing
8 Wright Street
3rd Floor
Westport, CT 06880

Email Me

courtney.iassogna@ubs.com
Courtney Nicole Iassogna
8 Wright Street,Westport,CT,06880

Matthew Edward Stendardi

Financial Advisor

Matthew has 6 years of previous experience at Paychex as a Regional Retirement Plan Representative, prior to joining UBS in November 2018. Professionally, he has attained his FINRA series 7,6,63, & 65; as well as having his life, accident, health, and variable annuity licenses. He received a B.A. from Lycoming College, in Williamsport, PA. 

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WY

Education

  • Lycoming College, B.A.
8 Wright Street
3rd Floor
Westport, CT 06880

Email Me

matthew.stendardi@ubs.com
Matthew Edward Stendardi
8 Wright Street,Westport,CT,06880