Managing Director–Wealth Management
Private Wealth Advisor
Sean Anthony is a Senior Vice President and Private Wealth Advisor with UBS Private Wealth Management. With 20 years of Financial Services industry experience, Sean works closely with Ultra High-Net-Worth Families and Business Owners to establish customized wealth management solutions across their entire balance sheets. Sean believes that each relationship begins by listening to client’s priorities, hearing their current and legacy goals, discussing their concerns, and developing a collaborative wealth team around to deliver wealth management strategies that align with the client’s market view.
Sean leads a team of locally based subject matter experts to leverage the resources of the firm to develop and implement client’s investment management strategies, trust and estate planning services, structured credit solutions, and legacy philanthropy goals. Sean strives to build a complete wealth team around every client by incorporating their existing CPA, Attorney and other external advisory relationships to ensure continuity strategy, information quality across the client's entire family balance sheet.
Previous Experience
Giving Back and Life
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
Sean Anthony is a Senior Vice President and Private Wealth Advisor with UBS Private Wealth Management. With 20 years of Financial Services industry experience, Sean works closely with Ultra High-Net-Worth Families and Business Owners to establish customized wealth management solutions across their entire balance sheets. Sean believes that each relationship begins by listening to client’s priorities, hearing their current and legacy goals, discussing their concerns, and developing a collaborative wealth team around to deliver wealth management strategies that align with the client’s market view.
Sean leads a team of locally based subject matter experts to leverage the resources of the firm to develop and implement client’s investment management strategies, trust and estate planning services, structured credit solutions, and legacy philanthropy goals. Sean strives to build a complete wealth team around every client by incorporating their existing CPA, Attorney and other external advisory relationships to ensure continuity strategy, information quality across the client's entire family balance sheet.
Previous Experience
Giving Back and Life
Credentials
Senior Wealth Strategy Associate
Brian Gemmell is a Senior Wealth Strategy Associate with UBS Private Wealth Management. Brian has worked in the financial services industry since 1996. He focuses on the wealth management and investment needs of Ultra High-Net-Worth clients and their families. He serves as the primary point of contact for existing clients, and coordinates with a team of locally-based specialists to bring customized strategies to current and new clients.
Drawing from his experience as Client Manager, Credit Specialist and Branch Manager for the last 20 years, Brian tries to anticipate the needs of his clientele by utilizing the resources available at UBS to help addressed them promptly, and with care. With each relationship, Brian works to understand client concerns for short term financial goals and long-term aspirations. By listening closely to each client and working with their trusted advisors and family members, Brian assists with providing guidance to coordinate with the appropriate representatives of UBS’s global resources to support each client’s overall wealth strategy.
Previous Experience
Giving Back and Life
Senior Wealth Strategy Associate
Brian Gemmell is a Senior Wealth Strategy Associate with UBS Private Wealth Management. Brian has worked in the financial services industry since 1996. He focuses on the wealth management and investment needs of Ultra High-Net-Worth clients and their families. He serves as the primary point of contact for existing clients, and coordinates with a team of locally-based specialists to bring customized strategies to current and new clients.
Drawing from his experience as Client Manager, Credit Specialist and Branch Manager for the last 20 years, Brian tries to anticipate the needs of his clientele by utilizing the resources available at UBS to help addressed them promptly, and with care. With each relationship, Brian works to understand client concerns for short term financial goals and long-term aspirations. By listening closely to each client and working with their trusted advisors and family members, Brian assists with providing guidance to coordinate with the appropriate representatives of UBS’s global resources to support each client’s overall wealth strategy.
Previous Experience
Giving Back and Life
Client Associate
Chase Puente is a Client Service Associate with UBS Private Wealth Management. Leveraging his 6 years of experience in the financial services industry, previously working at TD Ameritrade and Comprehensive Advisor, Chase brings a high level of care and attention to detail to meet client needs.
Previous Experience
Giving Back and Life
Client Associate
Chase Puente is a Client Service Associate with UBS Private Wealth Management. Leveraging his 6 years of experience in the financial services industry, previously working at TD Ameritrade and Comprehensive Advisor, Chase brings a high level of care and attention to detail to meet client needs.
Previous Experience
Giving Back and Life
Senior Wealth Strategy Associate
Sydney Hyland is a Senior Wealth Strategy Associate with UBS Private Wealth Management. Sydney specializes in client relationship building and business development, providing tailored financial planning and investment strategies for Ultra High-Net-Worth clients. She works closely with clients to analyze risks and opportunities, provide informed recommendations, and utilizes the firm's platform to develop customized asset allocation strategies.
Previously, at LPL Financial, Sydney held a variety of roles such as a High-Net-Worth Consulting Associate, an Advisory Consultant, and a Move Money Specialist. In her most recent position, she worked closely with Financial Advisors to deeply understand their clients’ financial and personal goals and craft tailored solutions. This involved leveraging advanced tools and modeling techniques to develop client-approved deliverables for investment planning, advanced financial planning, and estate planning. During this time, she had the privilege of consistently collaborating with a team of CFPs, CFAs, CPAs, Tax Attorneys, and Estate Planning Attorneys.
Previous Experience
Education
Credentials
Life
Senior Wealth Strategy Associate
Sydney Hyland is a Senior Wealth Strategy Associate with UBS Private Wealth Management. Sydney specializes in client relationship building and business development, providing tailored financial planning and investment strategies for Ultra High-Net-Worth clients. She works closely with clients to analyze risks and opportunities, provide informed recommendations, and utilizes the firm's platform to develop customized asset allocation strategies.
Previously, at LPL Financial, Sydney held a variety of roles such as a High-Net-Worth Consulting Associate, an Advisory Consultant, and a Move Money Specialist. In her most recent position, she worked closely with Financial Advisors to deeply understand their clients’ financial and personal goals and craft tailored solutions. This involved leveraging advanced tools and modeling techniques to develop client-approved deliverables for investment planning, advanced financial planning, and estate planning. During this time, she had the privilege of consistently collaborating with a team of CFPs, CFAs, CPAs, Tax Attorneys, and Estate Planning Attorneys.
Previous Experience
Education
Credentials
Life
Team Administrator
Eugene Plahotnii is a Team Administrator with UBS Private Wealth Management, with over 11 years of experience Eugene is seasoned financial professional in the wealth management industry. His focus is on team building, business operations, account services and support with investment planning and advanced estate planning. Among other key responsibilities he is involved in administrative and technical support and managing existing client relationships.
Prior to joining UBS Private Wealth, Eugene's extensive background in the financial industry began in 2013 when he joined a private boutique firm in San Diego serving clients in both San Diego and the San Francisco Bay Area. Throughout his career, Eugene has consistently provided exceptional service to clients, which has contributed to his growth and reputation as a trusted specialist.
Previous Experience
Education
Credentials
Life
Team Administrator
Eugene Plahotnii is a Team Administrator with UBS Private Wealth Management, with over 11 years of experience Eugene is seasoned financial professional in the wealth management industry. His focus is on team building, business operations, account services and support with investment planning and advanced estate planning. Among other key responsibilities he is involved in administrative and technical support and managing existing client relationships.
Prior to joining UBS Private Wealth, Eugene's extensive background in the financial industry began in 2013 when he joined a private boutique firm in San Diego serving clients in both San Diego and the San Francisco Bay Area. Throughout his career, Eugene has consistently provided exceptional service to clients, which has contributed to his growth and reputation as a trusted specialist.
Previous Experience
Education
Credentials
Life
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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