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
Authorized Officer
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Client Associate
Senior Client Associate
Team Administrator
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
Authorized Officer
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Client Associate
Senior Client Associate
Team Administrator
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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
Global leader
UBS is a leading and truly global wealth manager
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
More than 160 years
offering financial advice
