Managing Director–Wealth Management
Private Wealth Advisor
As a UBS Financial Advisor, Sonia is inspired to go above and beyond for clients every day. She joined UBS Private Wealth Management in 2015 after spending 17 years at Credit Suisse.
“I love what I do. My work, my industry and my clients all contribute to a feeling of exhilaration for a career of service that has promise and momentum.” — Sonia Attkiss
While her focus within her practice is customized investment management for entrepreneurs and multigenerational families, Sonia also advises a select group of women about the financial challenges they face. As a passionate supporter of their financial well-being, she aspires to help them view their wealth as opportunity, not just security. It’s a busy and demanding career, but she strives to lead by example and demonstrate the values she holds true: commitment, engagement of mind and dedication.
Previous experience
Education
Life
Recognized as an industry leader:
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
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
As a UBS Financial Advisor, Sonia is inspired to go above and beyond for clients every day. She joined UBS Private Wealth Management in 2015 after spending 17 years at Credit Suisse.
“I love what I do. My work, my industry and my clients all contribute to a feeling of exhilaration for a career of service that has promise and momentum.” — Sonia Attkiss
While her focus within her practice is customized investment management for entrepreneurs and multigenerational families, Sonia also advises a select group of women about the financial challenges they face. As a passionate supporter of their financial well-being, she aspires to help them view their wealth as opportunity, not just security. It’s a busy and demanding career, but she strives to lead by example and demonstrate the values she holds true: commitment, engagement of mind and dedication.
Previous experience
Education
Life
Recognized as an industry leader:
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
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
Matthew grew up in a family that was very involved in the financial markets. Matt joined UBS Private Wealth Management in 2015 after spending 16 years at Credit Suisse. Matt is a portfolio manager through the UBS Portfolio Management Program.
“I’ve always wanted to do the best job possible—for myself, my family and my clients. Every day I strive to make Flatiron Partners the best team, and demonstrate the passion we have for what we do and the advice we provide.” — Matthew Buchsbaum
Matt’s vision for Flatiron Partners has always been about creating value—having a point of view and the strength of your convictions to stand by your opinion. To him, it’s always about hard work, integrity and perseverance, and never about following the crowd.
Previous experience
FINRA registrations
Education
Life
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
Matthew grew up in a family that was very involved in the financial markets. Matt joined UBS Private Wealth Management in 2015 after spending 16 years at Credit Suisse. Matt is a portfolio manager through the UBS Portfolio Management Program.
“I’ve always wanted to do the best job possible—for myself, my family and my clients. Every day I strive to make Flatiron Partners the best team, and demonstrate the passion we have for what we do and the advice we provide.” — Matthew Buchsbaum
Matt’s vision for Flatiron Partners has always been about creating value—having a point of view and the strength of your convictions to stand by your opinion. To him, it’s always about hard work, integrity and perseverance, and never about following the crowd.
Previous experience
FINRA registrations
Education
Life
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
A UBS Financial Advisor and a key member of Flatiron Partners, Jerry provides families and individuals with sophisticated and intelligent direction to help grow and preserve their wealth and legacy. Within the team, his primary focus is strategic planning, though Jerry’s true passion is building relationships with clients, understanding their concerns and guiding them confidently through periods of market uncertainty.
“The depth of our experience in finance, law and business provides us with a unique perspective to help navigate volatile markets and address the challenges facing our wealthiest and most sophisticated clients.” — Gerard Costello
With prior experience as an attorney with an extensive background in securities litigation, Jerry has combined both his legal and wealth management experience to deliver personalized advice that truly helps to address the complex needs of affluent families and individuals.
Previous experience
Education
Life
Recognized as an industry leader:
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
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
A UBS Financial Advisor and a key member of Flatiron Partners, Jerry provides families and individuals with sophisticated and intelligent direction to help grow and preserve their wealth and legacy. Within the team, his primary focus is strategic planning, though Jerry’s true passion is building relationships with clients, understanding their concerns and guiding them confidently through periods of market uncertainty.
“The depth of our experience in finance, law and business provides us with a unique perspective to help navigate volatile markets and address the challenges facing our wealthiest and most sophisticated clients.” — Gerard Costello
With prior experience as an attorney with an extensive background in securities litigation, Jerry has combined both his legal and wealth management experience to deliver personalized advice that truly helps to address the complex needs of affluent families and individuals.
Previous experience
Education
Life
Recognized as an industry leader:
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
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
Scott is always looking for new ideas and more innovative strategies to help clients achieve their goals, that can include structured note offerings and hedge fund custodial arrangements, when appropriate. Scott joined UBS in 2015 after spending 17 years at Credit Suisse. He focuses on financial planning, tactical investment management and client portfolio analysis for individuals and family offices.
“Our team embraces new thinking, creative ideas and innovation. I’m always striving to push through potential obstacles to open doors to solutions that can better serve our clients.” — Scott Rosenberg
Although his recommendations often reflect creativity and an “out of the box” point of view, Scott invests for his clients with the same care as he would for his own family—with prudence and a long-term perspective.
Previous experience
FINRA registrations
Education
Life
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
Scott is always looking for new ideas and more innovative strategies to help clients achieve their goals, that can include structured note offerings and hedge fund custodial arrangements, when appropriate. Scott joined UBS in 2015 after spending 17 years at Credit Suisse. He focuses on financial planning, tactical investment management and client portfolio analysis for individuals and family offices.
“Our team embraces new thinking, creative ideas and innovation. I’m always striving to push through potential obstacles to open doors to solutions that can better serve our clients.” — Scott Rosenberg
Although his recommendations often reflect creativity and an “out of the box” point of view, Scott invests for his clients with the same care as he would for his own family—with prudence and a long-term perspective.
Previous experience
FINRA registrations
Education
Life
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
Michael brings a diverse background to Flatiron Partners, as he began his financial career in the insurance industry. Over the next 10 years, he evolved his interest in the financial markets to private wealth management. Today, as a Financial Advisor, Michael focuses on investment selection and risk management for clients. He is also a portfolio manager within the UBS Portfolio Management Program.
“My word and reputation are most important. They are the building blocks of trust, which I believe is the foundation of every long-term client relationship we build with our team.”
Previous experience
Education
Life
Recognized as an industry leader:
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
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
Michael brings a diverse background to Flatiron Partners, as he began his financial career in the insurance industry. Over the next 10 years, he evolved his interest in the financial markets to private wealth management. Today, as a Financial Advisor, Michael focuses on investment selection and risk management for clients. He is also a portfolio manager within the UBS Portfolio Management Program.
“My word and reputation are most important. They are the building blocks of trust, which I believe is the foundation of every long-term client relationship we build with our team.”
Previous experience
Education
Life
Recognized as an industry leader:
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
Credentials
Authorized Officer
Senior Wealth Strategy Associate
For more than 10 years, Noah has been an invaluable member of Flatiron Partners. Today, he not only oversees day-to-day account administration and communications for the group, but he also builds and deepens relationships with their truly sophisticated and ultra-successful clients.
“Our relationships are focused on the uniqueness and complexity of our clients’ lives and goals. We don’t follow a ’set it and forget it’ model.” — Noah Friedman
Noah works with the team’s hedge fund and family office relationships, and focuses on the trading and reporting needs of his clients.
Previous experience
FINRA registrations
Education
Life
Authorized Officer
Senior Wealth Strategy Associate
For more than 10 years, Noah has been an invaluable member of Flatiron Partners. Today, he not only oversees day-to-day account administration and communications for the group, but he also builds and deepens relationships with their truly sophisticated and ultra-successful clients.
“Our relationships are focused on the uniqueness and complexity of our clients’ lives and goals. We don’t follow a ’set it and forget it’ model.” — Noah Friedman
Noah works with the team’s hedge fund and family office relationships, and focuses on the trading and reporting needs of his clients.
Previous experience
FINRA registrations
Education
Life
Senior Wealth Strategy Associate
As a Senior Wealth Strategy Associate, Whitney combines both wealth management insights with high-touch relationship-building. She has worked with Flatiron Partners for more than eight years, learning and growing with this accomplished team of UBS Private Wealth Advisors.
“We are a decisive team with informed points of view. We stand by our advice and always go above and beyond to do the right thing for our clients.” — Whitney Birtwell
To her, it’s all about understanding what matters most to her clients, learning about their families and priorities and then working together with the team to identify the right investment solution for pursuing their financial goals. She, along with her team, go the extra mile—no matter what the concern or need. Every day Whitney is inspired by her career, motivated to do the best job possible and committed to making a positive impact in her clients’ lives.
Previous experience
FINRA registrations
Education
Life
Senior Wealth Strategy Associate
As a Senior Wealth Strategy Associate, Whitney combines both wealth management insights with high-touch relationship-building. She has worked with Flatiron Partners for more than eight years, learning and growing with this accomplished team of UBS Private Wealth Advisors.
“We are a decisive team with informed points of view. We stand by our advice and always go above and beyond to do the right thing for our clients.” — Whitney Birtwell
To her, it’s all about understanding what matters most to her clients, learning about their families and priorities and then working together with the team to identify the right investment solution for pursuing their financial goals. She, along with her team, go the extra mile—no matter what the concern or need. Every day Whitney is inspired by her career, motivated to do the best job possible and committed to making a positive impact in her clients’ lives.
Previous experience
FINRA registrations
Education
Life
Client Associate
As a Client Service Associate for Flatiron Partners, Connor always knew he wanted to work in the financial industry. Learning from his father—a veteran in wealth management—Connor loves the challenges of problem-solving and helping to develop and then implement new investment solutions. Leveraging his experience, education and collaboration with his exceptional Private Wealth team, he views managing client assets like running a small business. Each investment is part of an integrated strategy designed to achieve an end goal.
“To me, I’ve learned from the best in the business. Our advice is tailored, differentiated and grounded in knowledge and experience.” — Connor Gustafson
Within the team, Connor focuses on investment strategy, trading and a number of support services that help “the big things” run smoothly.
Previous experience
FINRA registrations
Education
Life
Client Associate
As a Client Service Associate for Flatiron Partners, Connor always knew he wanted to work in the financial industry. Learning from his father—a veteran in wealth management—Connor loves the challenges of problem-solving and helping to develop and then implement new investment solutions. Leveraging his experience, education and collaboration with his exceptional Private Wealth team, he views managing client assets like running a small business. Each investment is part of an integrated strategy designed to achieve an end goal.
“To me, I’ve learned from the best in the business. Our advice is tailored, differentiated and grounded in knowledge and experience.” — Connor Gustafson
Within the team, Connor focuses on investment strategy, trading and a number of support services that help “the big things” run smoothly.
Previous experience
FINRA registrations
Education
Life
Senior Wealth Strategy Associate
As a Senior Wealth Strategy Associate for Flatiron Partners, Toni focuses on team operations and client service. Efficient execution of trades and account administration are top priorities for the team’s sophisticated clients. Getting things done is important, but getting them done well is the mandate of Flatiron Partners and the expectation for each relationship.
“I’ve been a member of Flatiron Partners for over 13 years. I’ve built many close relationships with our clients and I’m passionate about the help we provide to them and their families.” — Toni Libassi
Previous experience
FINRA registrations
Education
Life
Senior Wealth Strategy Associate
As a Senior Wealth Strategy Associate for Flatiron Partners, Toni focuses on team operations and client service. Efficient execution of trades and account administration are top priorities for the team’s sophisticated clients. Getting things done is important, but getting them done well is the mandate of Flatiron Partners and the expectation for each relationship.
“I’ve been a member of Flatiron Partners for over 13 years. I’ve built many close relationships with our clients and I’m passionate about the help we provide to them and their families.” — Toni Libassi
Previous experience
FINRA registrations
Education
Life
Team Administrator
Within her role as Team Administrator for Flatiron Partners, Emily supports her team in every possible way—from troubleshooting for clients, to account operations to general team initiatives. She enjoys the combination of client interaction as well as the problem-solving side of working with a Private Wealth Management team.
“I’m passionate about helping create an experience for our clients that goes above and beyond. They expect and deserve that level of service.” — Emily Ostie
Previous experience
FINRA registrations
Education
Life
Team Administrator
Within her role as Team Administrator for Flatiron Partners, Emily supports her team in every possible way—from troubleshooting for clients, to account operations to general team initiatives. She enjoys the combination of client interaction as well as the problem-solving side of working with a Private Wealth Management team.
“I’m passionate about helping create an experience for our clients that goes above and beyond. They expect and deserve that level of service.” — Emily Ostie
Previous experience
FINRA registrations
Education
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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