Experience

Fred joined UBS in 2008. He completed his undergraduate work at Miami University and has more than 28 years experience in the financial services industry. Fred concentrates on developing, implementing and monitoring both comprehensive investment policies and managed investment portfolios. Fred is also responsible for portfolio asset allocation, relationship management to institutional clients and discretionary equity portfolios.

Jim earned a B.A. in Finance from Siena College. He has worked in the financial services industry since 1998 and joined UBS in 2008. Jim focuses on analysis and selection of managed products, maintenance of team's investment manager matrix and discretionary managed portfolios, and insurance related products. Jim also handles the team's liability business, including mortgages, securities backed lending and other debt facilities.

Phillip joined H2 Advisors in 2018 where he concentrates on advising the team's ultra-high net worth clients with investment management, credit, banking, tax strategy, cash flow planning, insurance and estate planning solutions. Prior to joining UBS, Phillip worked as a Vice President in JP Morgan’s Private Bank and has over 15 years of industry experience. Phillip is a graduate of Indiana University with a degree in Business and Marketing and resides in Greenwich, CT with his wife Ellen and their two sons, Oscar and Henry.

Brian joined H2 Advisors in 2014. He oversees a full spectrum of financial planning needs for the team's clients, including investment management, credit, banking, tax strategy, cash-flow planning, insurance and estate planning strategies. As a Certified Financial Planner he handles all Financial Planning needs for clients and prospects. Prior to UBS, Brian worked at Barclays in New York City. He graduated with a B.A. degree in Management and Economics from Gettysburg College and resides in South Norwalk, CT with his fiancé, Michelle and their red golden, Kona. He enjoys golfing, hunting, and fishing in his free time. He's an avid supporter of the Movember Foundation and Cycle for Survival (MSK Cancer Center)

Kevin joined UBS in 2012. He holds a B.S. from the University of Connecticut. Kevin handles all administrative and operational support for the team and handles all operational issues for managed accounts.

Frank joined UBS in 2021. He holds an MBA with a Finance concentration and a B.S. in Business Administration with a double major in Finance and Accounting and an Economics minor, all from Northeastern University.

Frank provides administrative and operational support for the team and handles operational issues for managed accounts.