Global leader
UBS is a leading and truly global wealth manager
At Flatiron Partners, we have opinions and we do not hesitate to share them. We are innovative thinkers who seize ground-breaking ideas and transform them into opportunities. We push through obstacles to open doors to solutions that can serve our clients well. That level of determination and drive has earned the confidence of our clients for decades and continues to do so for successful families across generations.
As a Private Wealth team within the distinguished UBS Private Wealth management division, we are evolving industry veterans who understand historical precedent but also current market wisdom. Our customized portfolio strategies reflect those perspectives. Accessing a key global network of resources and thought leaders, we provide directed advice—beyond your portfolio—and a disciplined process that can make meaningful goals achievable. To us, there is no greater priority than helping your wealth create positive outcomes for you and your family today, and for the legacy you leave behind.
The Family Office Consultant (FOC) is a UBS business designation earned by a select group of Financial Advisors. They have undergone rigorous training to strengthen their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families.
Understanding the complexities of intergenerational wealth and the challenges faced by UHNW clients, Sonia Attkiss, as a Private Wealth Advisor and FOC, aligns specific needs to the full suite of UBS capabilities and strives to help these clients address critical concerns to pursue their most important goals.
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
First Vice President–Wealth Management
Financial Advisor
Authorized Officer
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Registered Client Associate
Senior Client Associate
Team Administrator
Client Associate
Client Associate
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
First Vice President–Wealth Management
Financial Advisor
Authorized Officer
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Registered Client Associate
Senior Client Associate
Team Administrator
Client Associate
Client Associate
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.
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
Global leader
UBS is a leading and truly global wealth manager
$7 trn
UBS Group invested assets
As of 12/31/2025
More than 160 years
offering financial advice
