Senior Vice President–Wealth Management
Private Wealth Advisor
About Susan 'Sue' Bordash
Susan began her career at the original Morgan Stanley in 1979, during an era when women joining and surviving brokerage firms was an exceptional feat. Beating the odds, Susan thrived in the male-dominated environment because of her analytical mind and persistence. With her natural relationship management skills, she quickly honed her craft by learning directly from some of the best minds in the industry.
Forged from the fire of Wall Street, Susan’s understanding of the industry and her high-touch, detail-oriented style attracted sophisticated financial services professionals as her top clients. Today, as a UBS Private Wealth Advisor and founder of Bordash Group, Susan advises long-term relationships of ultra high net worth investors and families. She was recently recognized by Forbes magazine as one of its Top Women Wealth Advisors for 2022, 2024, 2025, 2026. The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
Susan and her team guide clients in every critical area of wealth management—investment management, financial planning, wealth accumulation and preservation, estate planning strategies and philanthropy. Busy with their businesses and lives, Susan’s clients appreciate the care and time Bordash Group takes to understand their priorities and goals. The team believes that truly caring about clients begins with transparency, accountability and building long-lasting relationships grounded in trust and collaboration.
As a result, Susan has become her clients’ first call for advice, whether financial or personal. Given her tenure in the business and experience investing in many different market cycles, she offers a world of perspective and problem-solving skills, as well as access to the expansive global resources and platforms of UBS Private Wealth Management. Susan is also a Certified Exit Planning Advisor® who helps businesses with mergers and acquisitions. As true client advocates who are always connected to clients and their investments, she and her team are prepared to go above and beyond to provide the services and solutions clients need.
Bordash Group serves clients in 18 states from their base in Stamford, CT and Susan’s second and now primary home in Sarasota, FL.
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Private Wealth Advisor
About Susan 'Sue' Bordash
Susan began her career at the original Morgan Stanley in 1979, during an era when women joining and surviving brokerage firms was an exceptional feat. Beating the odds, Susan thrived in the male-dominated environment because of her analytical mind and persistence. With her natural relationship management skills, she quickly honed her craft by learning directly from some of the best minds in the industry.
Forged from the fire of Wall Street, Susan’s understanding of the industry and her high-touch, detail-oriented style attracted sophisticated financial services professionals as her top clients. Today, as a UBS Private Wealth Advisor and founder of Bordash Group, Susan advises long-term relationships of ultra high net worth investors and families. She was recently recognized by Forbes magazine as one of its Top Women Wealth Advisors for 2022, 2024, 2025, 2026. The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
Susan and her team guide clients in every critical area of wealth management—investment management, financial planning, wealth accumulation and preservation, estate planning strategies and philanthropy. Busy with their businesses and lives, Susan’s clients appreciate the care and time Bordash Group takes to understand their priorities and goals. The team believes that truly caring about clients begins with transparency, accountability and building long-lasting relationships grounded in trust and collaboration.
As a result, Susan has become her clients’ first call for advice, whether financial or personal. Given her tenure in the business and experience investing in many different market cycles, she offers a world of perspective and problem-solving skills, as well as access to the expansive global resources and platforms of UBS Private Wealth Management. Susan is also a Certified Exit Planning Advisor® who helps businesses with mergers and acquisitions. As true client advocates who are always connected to clients and their investments, she and her team are prepared to go above and beyond to provide the services and solutions clients need.
Bordash Group serves clients in 18 states from their base in Stamford, CT and Susan’s second and now primary home in Sarasota, FL.
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Private Wealth Advisor
About Evan Bloomberg
Evan delivers dedicated leadership guiding you to achieve your most important financial outcomes with integrity, confidence, and purpose. For the past decade, Evan has advised a diverse group of clients across the country ranging from innovative business owners, Fortune 1000 corporate executives, experienced hedge fund investors and private equity partners. He works intimately with each client and is known for getting things done by facilitating our team of UBS specialists alongside a preferred group of trusted investment, accounting, and estate planning partners.
As the author of “The 7 Principles of the Essentialist Investor,” Evan delivers personalized wealth management solutions to each client. At the core of these principles is a planning approach called outcome-based wealth management. This planning process focuses on compounding wealth and enhancing your probability of achieving goals through highly selective investment criteria. Evan identifies the best solutions for client portfolios by diligently measuring returns, risks, costs, taxes and sustainability for each investment.
Experience
Designations & Registrations
Media
Community Leadership
Education
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Private Wealth Advisor
About Evan Bloomberg
Evan delivers dedicated leadership guiding you to achieve your most important financial outcomes with integrity, confidence, and purpose. For the past decade, Evan has advised a diverse group of clients across the country ranging from innovative business owners, Fortune 1000 corporate executives, experienced hedge fund investors and private equity partners. He works intimately with each client and is known for getting things done by facilitating our team of UBS specialists alongside a preferred group of trusted investment, accounting, and estate planning partners.
As the author of “The 7 Principles of the Essentialist Investor,” Evan delivers personalized wealth management solutions to each client. At the core of these principles is a planning approach called outcome-based wealth management. This planning process focuses on compounding wealth and enhancing your probability of achieving goals through highly selective investment criteria. Evan identifies the best solutions for client portfolios by diligently measuring returns, risks, costs, taxes and sustainability for each investment.
Experience
Designations & Registrations
Media
Community Leadership
Education
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Wealth Strategy Associate
About Michael Brennan
Michael’s diverse roles in finance—from client service to securities analyst to financial advisor—reinforced not only his passion for investing, but his convictions about the importance of having a long-term financial plan for pursuing your goals.
Today, as a Senior Wealth Strategy Associate for the distinguished Private Wealth Management team, Michael has a multifaceted role, overseeing their planning process in addition to investment monitoring, manager due diligence and trading. While skilled in tactical aspects of this business, Michael never underestimates the importance of relationships and service—a powerful differentiator that sets our team apart from its competitors. Advocacy and accountability build trust and confidence across generations, which is essential for families with more complex financial lives. For Michael and his team, there is no greater priority.
Past professional experience
Credentials
Education
Life
Education
Senior Wealth Strategy Associate
About Michael Brennan
Michael’s diverse roles in finance—from client service to securities analyst to financial advisor—reinforced not only his passion for investing, but his convictions about the importance of having a long-term financial plan for pursuing your goals.
Today, as a Senior Wealth Strategy Associate for the distinguished Private Wealth Management team, Michael has a multifaceted role, overseeing their planning process in addition to investment monitoring, manager due diligence and trading. While skilled in tactical aspects of this business, Michael never underestimates the importance of relationships and service—a powerful differentiator that sets our team apart from its competitors. Advocacy and accountability build trust and confidence across generations, which is essential for families with more complex financial lives. For Michael and his team, there is no greater priority.
Past professional experience
Credentials
Education
Life
Education
Senior Wealth Strategy Associate
About Lauren Feder
Lauren delivers conscientious solutions to help you navigate and optimize your financial journey. Always leading with a client-centric mindset, Lauren seamlessly combines financial expertise with a personalized approach, ensuring your experience is both effective and tailored to your individual goals.
In addition to her planning responsibilities, Lauren also leads the team’s investment due diligence efforts, so that she can assess the quality of each investment in clients’ portfolios. Explaining sophisticated investments with clear and straightforward language builds clients’ trust and confidence. To her, wealth management should always focus on helping ensure your portfolio is aligned with your overall goals.
Experience
Designations & Registrations
Education
Education
Credentials
Senior Wealth Strategy Associate
About Lauren Feder
Lauren delivers conscientious solutions to help you navigate and optimize your financial journey. Always leading with a client-centric mindset, Lauren seamlessly combines financial expertise with a personalized approach, ensuring your experience is both effective and tailored to your individual goals.
In addition to her planning responsibilities, Lauren also leads the team’s investment due diligence efforts, so that she can assess the quality of each investment in clients’ portfolios. Explaining sophisticated investments with clear and straightforward language builds clients’ trust and confidence. To her, wealth management should always focus on helping ensure your portfolio is aligned with your overall goals.
Experience
Designations & Registrations
Education
Education
Credentials
Senior Registered Client Associate
About Susan Howard
Susan has two-plus decades of extensive management experience in operations, compliance, and client service. She puts it to work every day for private clients, with a smile.
As a Senior Registered Client Service Associate, Susan is responsible for building and supporting long-term and trusted relationships with clients. Her strong communication skills and ability to work well under pressure means she thrives in the chaotic environments of financial markets with her ability to create structure and get things done.
Susan puts people at ease with her light humor and open, honest conversation. Through operational and service-related solutions and insights, she understands the importance of the role her team plays in clients’ lives—helping them navigate where they are and where they want to be personally and financially. Susan applies her strong sense of value, truth, and accountability in each relationship.
Susan began her career directly out of college as a Client Service Associate at Smith Barney. From there her career accelerated—to Trading and Service Director for a bank broker-dealer and most recently as Client Services Manager for State Street, a large mutual fund company. Hands-on customer service excellence is her passion today, serving ultra high net worth families and investors.
Past professional experience
Credentials
Education
Life
Education
Credentials
Senior Registered Client Associate
About Susan Howard
Susan has two-plus decades of extensive management experience in operations, compliance, and client service. She puts it to work every day for private clients, with a smile.
As a Senior Registered Client Service Associate, Susan is responsible for building and supporting long-term and trusted relationships with clients. Her strong communication skills and ability to work well under pressure means she thrives in the chaotic environments of financial markets with her ability to create structure and get things done.
Susan puts people at ease with her light humor and open, honest conversation. Through operational and service-related solutions and insights, she understands the importance of the role her team plays in clients’ lives—helping them navigate where they are and where they want to be personally and financially. Susan applies her strong sense of value, truth, and accountability in each relationship.
Susan began her career directly out of college as a Client Service Associate at Smith Barney. From there her career accelerated—to Trading and Service Director for a bank broker-dealer and most recently as Client Services Manager for State Street, a large mutual fund company. Hands-on customer service excellence is her passion today, serving ultra high net worth families and investors.
Past professional experience
Credentials
Education
Life
Education
Credentials
Wealth Strategy Associate
About Kris Hargraves
Kris delivers dynamic connections to share an exceptional experience, profound ideas and out-of-the-box insights. Kris is a Wealth Strategy Associate responsible for running daily operations of business and serves as the direct point of contact for all service requests. He enjoys leveraging his extensive operational experience, solving client problems and delivering personalized service to help clients achieve desired outcomes with ease. In addition, Kris has expertise in trading equities and options. Because of his commitment to excellence and personalized service, UBS recently acknowledged Kris as part of our Peak Performers program.
Experience
Designations & Registrations
Education
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Wealth Strategy Associate
About Kris Hargraves
Kris delivers dynamic connections to share an exceptional experience, profound ideas and out-of-the-box insights. Kris is a Wealth Strategy Associate responsible for running daily operations of business and serves as the direct point of contact for all service requests. He enjoys leveraging his extensive operational experience, solving client problems and delivering personalized service to help clients achieve desired outcomes with ease. In addition, Kris has expertise in trading equities and options. Because of his commitment to excellence and personalized service, UBS recently acknowledged Kris as part of our Peak Performers program.
Experience
Designations & Registrations
Education
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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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