Knowledge

Matt Lasko is the founding member and leader of Flagship Financial, an elite advisory team with locations in California, Connecticut, Maine, Michigan and Texas. A Certified Financial Planner and nationally recognized specialist on corporate retirement plans, Matt is strategically positioned as the architect of the team's overall strategies for both affluent families and institutional clients.

Serving multiple verticals of business, every member of the team holds themselves to high standards of service and advice, which is why Flagship Financial is one of the fastest growing teams within UBS. Additionally, Matt pioneered a successful partnering business, creating a custom retirement plan solution for hedge funds and private equity firms. This dichotomy of service is rare in the industry and presents clients with unique opportunities for advice.

Matt previously served as Co-Chair of the UBS Senior Retirement Plan Consultant Committee and was a Principal Financial Group Elite Advisor Council member. Committed to providing relevant advice on the retirement plan market, Matt often speaks on panels and lectures on topics related to retirement and the 401(k) plans.

Having graduated from Tufts University, Matt now lives in New Canaan, CT with his wife and two children. In spare time Matt enjoys traveling, golf, fly fishing, contemporary art & theatre.

Renee has close to 30 years of experience providing retirement corporate services and strategies. She is well positioned to help your organization operate more efficiently, reduce costs, and, at the same time enhance the participant experience. Renee has guided clients through mergers and acquisitions and is well versed with the issues unique to those corporate transactions. Renee is member of Flagship Financial Partners, a UBS team consisting of 28 members, with experience serving public, privately-held and nonprofit companies, as well as wealth management clients. 

Dedicated to her work, Renee has a history of participating in prestigious retirement industry programs. She received the Certified Investment Management Analyst (CIMA) designation after completing the program at the University of Pennsylvania's Wharton School. In addition, she has earned the Chartered Retirement Plans Specialist (CRPS) designation. Renee also served as co-chair of UBS' 10-member Retirement Plan Consulting Services Advisory Council, committed to improving the firm's retirement plan offerings and now serves as a member of the UBS 401k Investment Committee. 

Renee believes in giving back to the community. She has a passion for causes supporting women and children. Renee had a long tenure of serving on the board of directors of the Court Appointed Special Advocates (CASA) organization and is now a member of the Westside Guild, supporting Childrens Hospital - Los Angeles.  

David Rosenthal joins us as a Managing Director – Wealth Management, Senior Institutional Consultant, and Senior Retirement Plan Consultant.

He has specialized in providing investment consulting and advisory services to institutional clients since 1996. He focuses on working with nonprofit organizations. As such, his clients include charitable organizations, college endowments, corporate pension plans, and insurance companies. Prior to joining Deutsche Bank (Alex. Brown) in 2014, he worked at Smith Barney and other large financial services firms.

He began his career as an attorney, specializing in real estate and corporate law. David has over 30 years of consulting experience, working closely with client Investment Committees and Boards of Directors to assist them in fulfilling their fiduciary responsibilities.

He graduated from Franklin & Marshall College with a BA degree and received a Juris Doctor from the Southwestern University School of Law. David was admitted to the New York State Bar in 1985 and is a past member of the Board of Directors and the Investment Committee of the Westport-Weston YMCA.

 David holds the Certified Investment Management Analyst and Accredited Investment Fiduciary designations and the Series 7, 63 and 65 securities registrations.

Bringing over a decade of experience as a Senior Retirement Plan Consultant, Megan is an integral part of Flagship Financial Partners. Based in our Dallas, Texas office, she works with retirement plan clients across the country providing keen insight and strategies to a number of companies.  A CFA charterholder, Megan spearheads our team's investment manager and record keeper due diligence, portfolio construction and financial planning practices.

Megan is a graduate of the University of Texas. She lives in Dallas with her husband, Sean, and two young daughters, Charlotte and Claire. She  loves UT sports, is a member of her neighborhoods book club.

At a glance:

• B.B.A in International Business University of Texas
• CFA^® Charterholder
• Institutional Consultant

Stephen Collins joined Flagship Financial Partners in 2022. Steve co heads Flagship Participant Services, and the Flagship Capital Markets business. With over 20 years of wealth management experience, Stephen brings additional depth and perspective to the team. Steve focuses on minimizing volatility for his clients while helping them pursue their personal and financial goals. He has expertise in comprehensive financial solutions including capital markets and portfolio management. Prior to joining Alex. Brown in 2016, Stephen was employed as a Director at Citigroup with a focus on capital markets products and strategies. He previously worked in wealth management at Merrill Lynch and Morgan Stanley. Stephen graduated from Kenyon College in 1994 with a B.A. in Economics. He holds the Accredited Investment Fiduciary designation and the Series 7, 63 and 65 securities registrations.

 Capabilities to impact your life and wealth

– Retirement Plan Services

– Financial Planning, portfolio construction, personalized investment strategies

– Institutional Consulting Services

– Capital markets Access

Based in our Dallas office, Maureen has a dual focus on both institutional and private clients. Her attention to alternative investment allocations and manager due diligence provides reasoned advice and reassurance to our private clients. Maureen's institutional work on Retirement Plans includes working with Hedge Funds and Private Equity Funds to maximize their plan design and retirement benefits both for sponsors and participants. Maureen has earned the Chartered Alternative Investment Analyst^SM (CAIA®), and the Chartered Retirement Plans Specialist^SM designations (CRPS®). She is also in the firm's Financial Advisor Associate training program.

Maureen graduated from Texas Christian University with a Bachelor of Science. She lives in Dallas with her husband Patrick, their Boston terrier Molly, and they are expecting their first child in early 2020. In her free time, Maureen enjoys yoga, traveling, and volunteering with Dallas Animal Services.

 At a glance:

• B.S. in Political Science from Texas Christian University
• Corporate Stock Benefit Consultant

Austin recently joined Flagship Financial Partners in 2021 and serves as an investment analyst for its institutional clients.

His prior work experience includes Commercial Finance work with both General Motors and Capital One. As an investment analyst at Milliman Advisors, he focused on investment manager searches and due diligence as well as plan performance reporting in the firm’s institutional consulting group. He began his career at Milliman in the Employee Benefits Practice focusing on Defined Benefit Plan Administration.

Austin graduated from the University of North Texas with a B.B.A. in Finance and also earned his M.B.A from Texas Christian University with a concentration in Finance. Austin lives in Dallas with his wife Courtney, and when he’s not losing to her in Tennis, he loves running and cycling at White Rock Lake.

Nicole has been in the Wealth Management industry for the past 10 years and joined us from JP Morgan where she worked as an Investment Associate. She is currently working towards becoming a Certified Financial Planner and has a passion for working with clients and helping them achieve their financial goals. She is originally from San Diego and now lives in Manhattan with her dog Gunner and works out of our Connecticut office. In her spare time she enjoys being active, doing yoga, and traveling to places where she can Scuba Dive.

Lisa began her career working in finance over 20 years ago.  Lisa prides herself on providing the ultimate client experience. As the lead trader for the team, Lisa assists with both the private client and institutional businesses.   Lisa provides the client with support in everything from opening a new account, raising cash, security movements, investing in the many Alternative Investment options, and prepares performance reports on a monthly and quarterly basis.  Lisa also works with the design team at UBS to create marketing products for the team. Lisa's financial knowledge, organization, communication and interpersonal skills, all add tremendous value to the team.

 Lisa graduated with a BBA in Finance and a minor in Economics from Iona college, she also holds a Master's in Education from Manhattanville College. Prior to joining UBS, Lisa worked at TBP Advisors/Alexandria Capital as the Vice President of Business Development.  She hold the Series 7 and Series 66 security licenses.

 Lisa is a certified yoga teacher, teaching six classes a week and a teacher trainer and mentor.  She volunteers for numerous UBS sponsored events and hosts benefit classes at her yoga studio. She and her daughter, Olivia, enjoy traveling together and spending time in New York City. Lisa is also an excellent cook and loves taking walks on the beach.

Daniel Sburlati-Rupp joined Flagship Financial Partners as their Senior Wealth Strategy Consultant and has over 10 years of wealth management experience from JP Morgan Chase, Wells Fargo Advisors and Alex Brown. Dan works closely with the broader team to manage all aspects of clients’ financial plans and investment portfolios, and works with the team in conducting the analysis and research of clients’ investment vehicles and strategies. He holds the Accredited Asset Management Specialist (AAMS®) designation and the Series 7, 63 and 65 securities registrations.

In his free time, Dan is an active road cyclist, has a passion for cars and most importantly, giving back to his community through volunteer work. Dan sat as the Administrative Chair for Latin Connections from 2015 - 2017, a nationwide group that brings financial awareness to Hispanic communities and families. He has also facilitated financial workshops in Stamford, Connecticut, for Inspirica and provided financial education to low income families. Dan currently volunteers with the Children’s Cancer Research Fund which is a national nonprofit dedicated to ending childhood cancer.

 Capabilities to impact your life and wealth:

– Investment Portfolio Management, Retirement Planning, Customized Portfolio Solutions & bespoke investment opportunities

– Wealth transfer strategies, including inheritance and business succession planning

– Making a difference in the community

Wyatt joined Flagship Financial Partners in 2022 and serves as a Client Associate for Institutional Clients. He enjoys providing solutions to assist our clients with their wealth management needs as they prepare for retirement. His responsibilities include client onboarding, contracting, relationship management and plan review preparation. He also assists with institutional, endowment, & foundation reporting.

Wyatt graduated with a B.B.A. in Management with a minor in History from Southern Methodist University in December 2021. He enjoys spending time outdoors, exploring the Dallas culinary scene, traveling, film, and cheering on the SMU Mustangs, Dallas Mavericks and Dallas Cowboys.