Senior Vice President–Wealth Management
Private Wealth Advisor
Casey is a Private Wealth Advisor and the cofounder of Executive Wealth Partners (EWP), a UBS Private Wealth Management team. A team that truly understands highly successful families. EWP strives to be the trusting source of advice, knowledge and stewardship in helping to define and build legacies. Within the exclusive Private Wealth Management division of UBS, EWP provides access to the full scope of the firm's institutional, asset management and wealth management resources.
Managing significant wealth can be complex. It takes insight and clarity. EWP sweats the details and simplifies their clients’ lives by anticipating their needs and providing proactive advice and service. Whether their client is an executive, business owner, or entrepreneur, EWP leverages their experience in knowing what questions to ask to understand goals, vision, and purpose of their clients. EWP works diligently to build strong, long-term relationships while creating positive outcomes for their clients.
Casey brings extensive experience to his current role and has leveraged that in building a strong team. Previously, Casey was a Private Wealth Advisor in Merrill’s Private Wealth Management Division and led Morgan Stanley Smith Barney’s Corporate Executive Services Group in New York, NY. Throughout his career, Casey has specialized in advising C-suite public and private company executives, helping them to better manage their concentrated equity exposure.
Casey was born and raised in Cincinnati and resides here with his family. Casey and his wife love the small city feel of Cincinnati and enjoy cheering for their local sports teams with their two boys. Casey graduated from Denison University with a Major in Economics and a Minor in Chemistry. Casey is grateful to serve on the board of directors for the Urban League of Greater Southwestern Ohio and Denison's Advisory Board to the President.
Senior Vice President–Wealth Management
Rick is a Financial Advisor and the cofounder of Executive Wealth Partners (EWP). Rick has been an advisor for over 40 years and values connecting with clients and learning about the important things; their families, their values, the impact they have on others. Over the course of his career Rick has utilized his knowledge, skills and expertise to create comprehensive financial plans that address our clients’ priorities.
Rick brings extensive experience to the team. He began his Wealth Management career at Paine Webber in 1976. Prior to joining UBS in 2009, Rick served as a Financial Advisor at Smith Barney and its predecessor firms since 1982. He served in the United States Air Force before studying Finance at the University of Cincinnati.
Rick lives in Indian Hill with his wife, Diane, and their Border Collie, Wyatt. He is an active supporter of the Cincinnati SPCA.
Austin began his Wealth Management career with Merrill Lynch in 2017 after shifting his professional focus away from corporate clientele to advising private clients on their family business, their own personal balance sheet. Today, as a lead Financial Advisor and credentialed partner with Executive Wealth Partners, he continues to evolve his knowledge and skills, tailoring them to the sophisticated planning and investment needs of the firm’s most successful clients and their families. He values each opportunity to connect with those clients, understanding what matters to them and the impact they hope to make in the world, while in turn learning about their lives, their businesses and their accomplishments. One of Austin’s favorite focuses is on strengthening current relationships through strategic wealth planning with the next generation in mind—his generation—which makes his insight especially real and relevant.
Austin received his Bachelor of Arts in Politic Science and a Minor in Business Law from Miami University. He is also a Certified Retirement Planning Counselor®.
Austin lives in Mt. Lookout in Cincinnati with his fiancé, Catherine, and their rescue dog, Aspen. Austin’s personal interests include supporting Cincinnati’s small businesses, exploring the ever-growing local restaurant scene, and appreciating the unique and historic architecture Cincinnati neighborhoods have to offer, especially while out walking the dog.
Vice President–Wealth Management
Sheila is a Financial Advisor and credentialed partner of Executive Wealth Partners (EWP). Early in her wealth management career, after earning the hearts and minds of several successful business owners who experienced significant liquidity events, she knew very quickly that this was the client segment she wanted to advise. As Sheila continued to deepen her knowledge and understanding of the needs and issues that business owners are faced with, she decided to obtain her CEPA designation (Certified Exit Planning Advisor).
As a CEPA, Sheila is part of an elite group of business advisers who are trained in aiding clients grow, preserve, and transfer business wealth by helping owners and their families successfully plan and execute ownership transition. Her passion continues to grow as she realizes that many of her business owner clients need real guidance as they begin to consider exiting their companies and shifting their wealth onto their personal balance sheet. As a result, she has dedicated her career to becoming the trusted advisor to business owners and their families
Today, Sheila continues to work closely with business owners and their outside professional advisors i.e; CPA, attorney, et al. With close to 20 years of experience in the financial industry, she and her team are qualified to assist clients with business succession planning, estate and retirement planning, asset allocation, complex lending solutions, insurance solutions, and tax strategy.
Sheila lives in West Chester with her son Tommy. She received her B.A. from the University of Cincinnati and is currently a candidate for her MBA at Xavier University. Her personal interests include traveling, fishing, swimming, home décor, and experiencing amazing food. She also sits on various boards including, the Cincinnati Parks Foundation and the Family Nurture Center.
Team Business Manager
Antonella is the Team Business Manager for Executive Wealth Partners (EWP), a UBS Private Wealth Management team. In this role, Antonella is responsible for supporting our clients in the areas of service, wealth planning, operations and compliance, in addition to the day-to-day administration of the team.
Antonella brings in-depth industry experience, is a CERTIFIED FINANCIAL PLANNER™ professional, and holds the FINRA Series 7, 63, 66, 9 and 10. Previously, Antonella was a a member of the management team as the Market Client Relationship Manager at Merrill Lynch/Bank of America.
Antonella was born in Santa Cruz, Bolivia, and grew up in Bluffton, South Carolina. She resides in Cincinnati with her husband and daughter and their two dogs. Antonella holds a Bachelor of Arts, Cum Laude, in Economics and Organizational Management and Minor in Spanish from Agnes Scott College in Decatur, Georgia. She speaks fluent Spanish as well. Antonella is grateful to be a member of the Junior League of Cincinnati and enjoys giving back to her community.
Manda began her Wealth Management career with UBS in 2020 after spending time with a marketing firm as a Senior Client Service Manager. In this role, Manda developed strong relationships with top consumer brands. Manda joined Executive Wealth Partners team as a Senior Registered Client Associate in 2021. Manda is passionate about providing exceptional service while also becoming a trusted partner for her client’s financial needs. Manda holds her Series 7 and 66.
Manda attended the University of Dayton (UD) and was a pitcher on the UD Softball team and served as one of the team captains both her junior and senior year. After graduating from UD, she continued her softball career in Basel, Switzerland where she played with a team for three months. While abroad in Switzerland, she also traveled to Barcelona, Rome, Florence, Amsterdam, and Helsinki. Manda loved living in Switzerland and especially loved the chocolate, cheese and hiking in the Alps!
Manda lives in Oakley and enjoys spending time with family and friends, being active and traveling.