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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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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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