Managing Director–Wealth Management
Financial Advisor
With more than 20 years of financial services experience, Christine shares responsibility for the team’s overall private wealth management and devotes much of her time to the unique needs of corporate executives. She also assists corporate clients in assessing strategies for retirement planning needs and various employee incentive programs.
Christine joined UBS Financial Service, Inc. in 2008. She began her career in 1983 with the Philadelphia Stock Exchange. She worked at Smith Barney for more than 20 years. Outside the office, Christine enjoys travel and spending time with her family.
Industry recognition
Certification and education
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.
Managing Director–Wealth Management
Financial Advisor
With more than 20 years of financial services experience, Christine shares responsibility for the team’s overall private wealth management and devotes much of her time to the unique needs of corporate executives. She also assists corporate clients in assessing strategies for retirement planning needs and various employee incentive programs.
Christine joined UBS Financial Service, Inc. in 2008. She began her career in 1983 with the Philadelphia Stock Exchange. She worked at Smith Barney for more than 20 years. Outside the office, Christine enjoys travel and spending time with her family.
Industry recognition
Certification and education
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.
Executive Director
Market Director
Facing complexity with experience
Buddy began his career in wealth management in 1988. His experience began at Legg Mason and he advanced to management positions at Morgan Stanley and Ferris, Baker Watts, Inc. Since 2008, Buddy has been Executive and Market Director at UBS. In addition to his management responsibilities, Buddy and his team specialize in providing tailored solutions for high and ultra-high net worth families. Beyond big-picture financial and portfolio considerations, Buddy’s approach considers the needs of your entire family and he and his team are comfortable including each generation in their planning process.
Finances that fuel our passions
Buddy believes strong relationships are the foundation of effective financial planning. He focuses on building mutual trust and understanding your unique needs when crafting strategies that align with your goals. With a degree in psychology and experience as a volunteer coach in his local community, Buddy practices his relational approach in every area of his life. He recognizes that the power of sound wealth management can help to fuel our passions, which for him is quality time spent outdoors with his wife, Cecile, and their three children at the Jersey Shore. Buddy is passionate about helping you keep your eyes set on the life you want to build, and he takes great pride in seeing you achieve it.
Previous experience
Education and credentials
Outside of UBS
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.
Executive Director
Market Director
Facing complexity with experience
Buddy began his career in wealth management in 1988. His experience began at Legg Mason and he advanced to management positions at Morgan Stanley and Ferris, Baker Watts, Inc. Since 2008, Buddy has been Executive and Market Director at UBS. In addition to his management responsibilities, Buddy and his team specialize in providing tailored solutions for high and ultra-high net worth families. Beyond big-picture financial and portfolio considerations, Buddy’s approach considers the needs of your entire family and he and his team are comfortable including each generation in their planning process.
Finances that fuel our passions
Buddy believes strong relationships are the foundation of effective financial planning. He focuses on building mutual trust and understanding your unique needs when crafting strategies that align with your goals. With a degree in psychology and experience as a volunteer coach in his local community, Buddy practices his relational approach in every area of his life. He recognizes that the power of sound wealth management can help to fuel our passions, which for him is quality time spent outdoors with his wife, Cecile, and their three children at the Jersey Shore. Buddy is passionate about helping you keep your eyes set on the life you want to build, and he takes great pride in seeing you achieve it.
Previous experience
Education and credentials
Outside of UBS
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.
Senior Wealth Strategy Associate
Investment strategies crafted just for you
With over a decade of experience at UBS and a previous tenure at Morgan Stanley Smith Barney, Dan is eager to understand your unique values and help create a strategy that pursues them. He joined the UBS team as a senior wealth strategy associate. He specializes in crafting customized asset allocation strategies and investment solutions that align with your goals. As a key resource for our financial advisors, Dan heads the team's financial planning efforts, and coordinates our discretionary trading. He also helps with client management, acquisition and solution implementation. Dan is your go-to for any questions related to investment proposals, alternative investments or the current market.
Financial success is personal
Dan believes financial success is a personal project. He focuses on understanding what makes your goals and values unique, so the strategy crafted fits you as a person. Dan’s love for understanding and connecting with people extends into his personal life where he is actively involved with his neighborhood community garden. His lovely wife Erica, family, and friends are the relationships that mean the most to him.
Previous experience
Education and credentials
Outside of UBS
Senior Wealth Strategy Associate
Investment strategies crafted just for you
With over a decade of experience at UBS and a previous tenure at Morgan Stanley Smith Barney, Dan is eager to understand your unique values and help create a strategy that pursues them. He joined the UBS team as a senior wealth strategy associate. He specializes in crafting customized asset allocation strategies and investment solutions that align with your goals. As a key resource for our financial advisors, Dan heads the team's financial planning efforts, and coordinates our discretionary trading. He also helps with client management, acquisition and solution implementation. Dan is your go-to for any questions related to investment proposals, alternative investments or the current market.
Financial success is personal
Dan believes financial success is a personal project. He focuses on understanding what makes your goals and values unique, so the strategy crafted fits you as a person. Dan’s love for understanding and connecting with people extends into his personal life where he is actively involved with his neighborhood community garden. His lovely wife Erica, family, and friends are the relationships that mean the most to him.
Previous experience
Education and credentials
Outside of UBS
Senior Client Associate
Making wealth management more seamless
Lisa has been in wealth management for over three decades. After spending six years at AG Edwards, she joined UBS in 1996. Lisa specializes in account maintenance and team coordination, handling money movements, facilitating banking features and scheduling meetings with financial advisors to help keep everyone aligned. Lisa’s extensive experience highlights her dedication to understanding the intricate details that keep wealth management operations running smoothly, helping her team provide seamless service.
A lifelong dedication to client relationships
Lisa believes financial planning is a lifelong journey. As a financial professional, she is committed to helping the team’s clients achieve their long-term goals. She does not take for granted the impact that a well-oiled wealth management machine can have, and she works hard to help keep logistical issues from getting in the way of your success. Lisa’s other lifelong commitments include her husband, Jim, and their college-age twins, Isabella and Nicholas.
Previous experience
Education and credentials
Outside of UBS
Senior Client Associate
Making wealth management more seamless
Lisa has been in wealth management for over three decades. After spending six years at AG Edwards, she joined UBS in 1996. Lisa specializes in account maintenance and team coordination, handling money movements, facilitating banking features and scheduling meetings with financial advisors to help keep everyone aligned. Lisa’s extensive experience highlights her dedication to understanding the intricate details that keep wealth management operations running smoothly, helping her team provide seamless service.
A lifelong dedication to client relationships
Lisa believes financial planning is a lifelong journey. As a financial professional, she is committed to helping the team’s clients achieve their long-term goals. She does not take for granted the impact that a well-oiled wealth management machine can have, and she works hard to help keep logistical issues from getting in the way of your success. Lisa’s other lifelong commitments include her husband, Jim, and their college-age twins, Isabella and Nicholas.
Previous experience
Education and credentials
Outside of UBS
Client Associate
Supporting those who support you
Cecile joined the UBS team in 2023, bringing her 13 years of experience in the financial industry. She began her career at Legg Mason, where she met her husband, Buddy. Eventually, Cecile advanced to the position of financial advisor at Morgan Stanley. Now Cecile specializes in supporting her team’s services by preparing meetings with financial advisors, providing account maintenance, and educating you on your accounts and their offered services. She provides marketing support for the team, coordinating client communication and organizing client events. Cecile’s dedication to precision and communication aims to offer every client personalized, seamless support.
Finding joy in your confidence
Cecile believes financial planning is built on understanding and making informed choices. She takes pride in helping provide you with easy access to the tools and information you need to comprehend your options and feel empowered in your decisions. As a financial professional, seeing you feel confident in your financial journey brings her joy. Beyond her work, Cecile enjoys playing tennis, biking and spending time with Buddy, their three wonderful kids, two dogs and their cat. Her holistic approach to life reflects her commitment to clients: she is thoughtful, reliable and deeply invested in their long-term success.
Previous experience
Education and credentials
Outside of UBS
Client Associate
Supporting those who support you
Cecile joined the UBS team in 2023, bringing her 13 years of experience in the financial industry. She began her career at Legg Mason, where she met her husband, Buddy. Eventually, Cecile advanced to the position of financial advisor at Morgan Stanley. Now Cecile specializes in supporting her team’s services by preparing meetings with financial advisors, providing account maintenance, and educating you on your accounts and their offered services. She provides marketing support for the team, coordinating client communication and organizing client events. Cecile’s dedication to precision and communication aims to offer every client personalized, seamless support.
Finding joy in your confidence
Cecile believes financial planning is built on understanding and making informed choices. She takes pride in helping provide you with easy access to the tools and information you need to comprehend your options and feel empowered in your decisions. As a financial professional, seeing you feel confident in your financial journey brings her joy. Beyond her work, Cecile enjoys playing tennis, biking and spending time with Buddy, their three wonderful kids, two dogs and their cat. Her holistic approach to life reflects her commitment to clients: she is thoughtful, reliable and deeply invested in their long-term success.
Previous experience
Education and credentials
Outside of UBS
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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