Insight-based advice

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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.

Stephen Dilbone, CFA

Executive Director

Senior Portfolio Manager, Portfolio Management Program
View bio
- 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
Gary Reich, CFA

Senior Vice President–Wealth Management

Senior Portfolio Manager, Portfolio Management Program
View bio
- 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
Lawrence Rogers III

Vice President–Wealth Management

Financial Advisor
View bio
- 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 Dilbone, CFP®, CIMA®

Financial Advisor
View bio
- 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
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
Rebecca Day

Associate Director

Senior Client Associate
View bio
- 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

Stephen Dilbone, CFA

Executive Director

Senior Portfolio Manager, Portfolio Management Program
View bio
- 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
Gary Reich, CFA

Senior Vice President–Wealth Management

Senior Portfolio Manager, Portfolio Management Program
View bio
- 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
Lawrence Rogers III

Vice President–Wealth Management

Financial Advisor
View bio
- 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 Dilbone, CFP®, CIMA®

Financial Advisor
View bio
- 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
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
Rebecca Day

Associate Director

Senior Client Associate
View bio
- 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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What the Fed had to say

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

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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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Insight-based advice

Pursuing your goals together

Stephen Dilbone, CFA

Gary Reich, CFA

Lawrence Rogers III

Andrew Dilbone, CFP®, CIMA®

Rebecca Day