Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Gene Novak

First Vice President–Wealth Management

I joined UBS in 2013 with over 30 years in the financial services industry starting at A.G. Edwards. I leverage my extensive experience in the credit markets to create tax efficient portfolios for high net worth clients which includes a buy and sell discipline. My investment strategy includes a comprehensive focus on fundamental and technical analysis to suit my client's personal needs and risk tolerance.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • ID
  • IL
  • IN
  • LA
  • MD
  • MI
  • MO
  • MS
  • MT
  • NC
  • NJ
  • OH
  • OK
  • OR
  • SC
  • TN
  • TX
  • VA
  • WY

Credentials

  • Portfolio Manager
909 Poydras Street
Suite 2900
New Orleans, LA 70112
  • (504) 595-5408

Email Me

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UBS and Credit Suisse—stronger than ever

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We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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As of 03/31/2024

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