Insight-based advice

Telescope in window

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.

TEAM 2022

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • SCD 2022

    Stephen Dilbone, CFA

    Executive Director

    Senior Portfolio Manager, Portfolio Management Program

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • NH
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV

    Mr. Dilbone joined Gradison in 1990 and UBS in 2007.  He has over 25 years of investment experience. He manages the portfolios of individual and institutional clients and oversees the quantitative equity investment process. Steve was a manager of the Victory Ohio Tax-Free Income, Victory Established Value and Victory Small Company Funds. He was appointed head of Gradison Asset Management in 1998. Prior to joining the firm, Steve was a Vice President at Merrill Lynch Capital Markets. He holds a BS in Finance from Miami University and an MBA in Finance from the University of Chicago.
    Series 8,7,65,66

      • University of Chicago, M.B.A.
      • Miami University, Finance
      • Senior Portfolio Manager, Portfolio Management Program
      8044 Montgomery Road
      Suite 100W
      Cincinnati, OH 45236
      stephen.dilbone@ubs.com
      Stephen Dilbone, CFA
      8044 Montgomery Road,Cincinnati,OH,45236
    • GMR 2022

      Gary Reich, CFA

      Senior Vice President–Wealth Management

      Senior Portfolio Manager, Portfolio Management Program

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      • AR
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • ID
      • IL
      • IN
      • KY
      • MA
      • MD
      • ME
      • MI
      • MO
      • MT
      • NC
      • NH
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI
      • WV
      Mr. Reich served as a Portfolio Manager at Gradsion Asset Management in 2000 and joined UBS as a Portfolio Manager in 2007. In addition to managing client portfolios, he provides analytical support to accounts managed under the Core equity style, promoting a dynamic, rigorous and successful portfolio construction process. Gary has managed large, mid and small cap U.S. equities at Ohio Casualty Group, Sentinel Advisors and Fifth Third Bank. He began his professional career with the accounting firm KPMG Peat Marwick. Gary has a Bachelor of Science in Commerce from the University of Virginia
      Licenses: 7

        • University of Virginia, B.S., Commerce
        • Senior Portfolio Manager, Portfolio Management Program
        8044 Montgomery Road
        Suite 100W
        Cincinnati, OH 45236
        gary.reich@ubs.com
        Gary Reich, CFA
        8044 Montgomery Road,Cincinnati,OH,45236
      • Tripp

        Lawrence Rogers III

        Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • DE
        • FL
        • GA
        • ID
        • IL
        • IN
        • KY
        • MD
        • ME
        • MI
        • MO
        • NC
        • NH
        • NY
        • OH
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI

        L H Tripp Rogers joined Gradison in 1983 and UBS in 2007. He has nearly 40 years of continuous investment experience and specializes in working with individuals either approaching retirement or living an employment free lifestyle. He holds a BA from Colby College in Waterville, Maine and a MBA in Taxation awarded by Xavier University. In addition to holding his Series 7, 63 and 65 licenses, Mr. Rogers maintains Life, Accident & Health Insurances licenses with multiple states.

              8044 Montgomery Road
              Suite 100W
              Cincinnati, OH 45236
              tripp.rogers@ubs.com
              Lawrence Rogers III
              8044 Montgomery Road,Cincinnati,OH,45236
            • Andrew 2022

              Andrew Dilbone, CFP®, CIMA®

              Financial Advisor

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              • AZ
              • CA
              • CO
              • DE
              • FL
              • GA
              • ID
              • IL
              • IN
              • KY
              • MD
              • ME
              • MI
              • MO
              • NC
              • NH
              • NY
              • OH
              • PA
              • RI
              • SC
              • TN
              • TX
              • UT
              • VA
              • WA
              • WI

              Andrew joined UBS in 2022 where he quickly transitioned to the role of Financial Advisor. He specializes in implementing tailored investment solutions and developing client financial plans. Prior to joining the firm, Andrew was a Regional Vice President of Mutual Fund Sales at Touchstone Investments. He holds his series 7, 63 and 66 securities licenses as well as his Life, Accident and Health Insurances Licenses. Additionally, he has attained the Certified Investment Management Analyst (CIMA®) designation as well as the Certified Financial Planner (CFP®) designation. He completed his Bachelor of Science in Finance from Miami University.

                • Miami University, Finance
                • Certified Investment Management Analyst®
                • CERTIFIED FINANCIAL PLANNER™
                8044 Montgomery Road
                Suite 100W
                Cincinnati, OH 45236
                andrew.dilbone@ubs.com
                Andrew Dilbone, CFP®, CIMA®
                8044 Montgomery Road,Cincinnati,OH,45236
              • RAD 2022

                Rebecca Day

                Associate Director

                Senior Client Associate

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                • AZ
                • CA
                • CT
                • DC
                • FL
                • IL
                • IN
                • KY
                • MA
                • MD
                • MI
                • NC
                • NY
                • OH
                • PA
                • RI
                • SC
                • TX
                Ms. Day joined Gradison in 1986. She provides client support to the Gradison team and is responsible for trading as well as other portfolio management operational duties. Ms. Day worked in the corporate accounting department where she was responsible for SEC and NYSE reporting as well as corporate accounting and internal audit duties. She formally began her professional career as a public accountant with a local CPA firm in Dayton, Ohio. She has Series 7 and 66 licenses and a B.S. in Accounting from Wright State University.

                  • Wright State University, Accounting
                  • Senior Client Associate
                  8044 Montgomery Road
                  Suite 100W
                  Cincinnati, OH 45236
                  rebecca.day@ubs.com
                  Rebecca Day
                  8044 Montgomery Road,Cincinnati,OH,45236

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