Experience

Bart has been managing business owners and high net worth families for over 20 years. Prior to joining UBS, he spent 10 years at Merrill Lynch creating and implementing a wide range of wealth management strategies and solutions. Bart has an in-depth understanding of the complicated issues that business owners face and he is creative in his approach to implement solutions that range from business transition strategies to retirement plans. His specialties include developing comprehensive financial plans, liability management, insurance analysis, and estate planning strategies. He received the CERTIFIED FINANCIAL PLANNER™ designation in 2006. Bart received his B.A. in business administration from the University of Florida. 

Kyle has been working with high net worth families and business owners for over 17 years. His experience coupled with his history working with captive insurance companies allows him to address the needs of corporations and groups that have a desire to take financial control and manage their own risk. Kyle serves as a member of the Investment Management Consultants Association. He uses a customized approach when constructing portfolios and prides himself on performing in-house due diligence while leveraging the resources of one of the world’s premier global wealth management firms, UBS. Kyle obtained the Certified Investment Management Analyst® designation from the University of Pennsylvania, Wharton School of Business. He is a cum laude graduate of the University of North Carolina at Chapel Hill where he received his B.A. in business administration.

CIMA® is a registered certification mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute® in the United States of America and worldwide.

George has been serving high net worth families and business owners for the past seven years. Prior to joining the Harris Gibson Group, George was a Wealth Planning Analyst for UBS. In this role, he worked closely with financial advisors in the Mid-Atlantic Market to deliver comprehensive wealth management through customized financial plans. George's areas of focus include retirement income planning, risk management, education funding, charitable giving, and estate planning. George earned the Accredited Wealth Management Advisor, AWMA® designation in 2016 and the CERTIFIED FINANCIAL PLANNER™  designation in 2017. He graduated from Gettysburg College in 2013 with a B.A. in Economics.

Leif has been working with business owners and corporate retirement plans for over 15 years. Leif works with small businesses and corporations on captive insurance investments and qualified / nonqualified retirement plans, in addition to providing comprehensive financial planning and wellness resources for business owners, executives and retirement plan participants. Leif serves on the Advisory Council for UBS Retirement Plan Consulting Services, where he helps steer innovation to improve the client experience. Leif has a Bachelor’s degree from Harvard University and M.B.A. from Boston University.

Jenny has 24 years in the financial services business, starting with Alex. Brown & Sons, Inc., Credit Suisse First Boston, and has spent the past 16 years with UBS Financial Services. As Team Administrator, Jenny leads the daily operations of the team and ensures excellence for clients. She partners with Kyle and Bart to develop strong relationships and deliver the resources of the firm.  Jenny oversees the on boarding of new clients, as well as educating clients on account services and the firm's capabilities. She is FINRA-registered holding the Series 7 and 63 securities licenses. Jenny earned a B.A. from Dickinson College and an MBA in finance from Loyola University.

Alena boasts a decade-long career in financial services, having initiated her path at T. Rowe Price. During this formative period, she worked closely with portfolio managers, accumulating invaluable experience on the intricacies of the investment landscape.

Currently holding the position of Senior Wealth Strategy Associate, Alena shoulders responsibilities that include rigorous investment research and analysis, coupled with adept portfolio construction and management. Her role serves as a culmination of hands-on experience and insights gained from her recent completion of a Master's in Finance from Johns Hopkins University.

Dedicated to professional excellence, Alena proudly carries the Certified Investment Management Analyst® designation. Moreover, she is a registered representative with Series 7 and 66 certifications, solidifying her commitment to delivering expert financial guidance and strategic wealth management.

Sherry, is a Senior Registered Client Service Associate with UBS Financial Services Inc. Sherry has been in the financial services industry for 17 years and joined UBS Financial Services in 2005. Sherry ensures the client experience is personalized and designed to suit one’s entire investment and banking needs. Sherry is FINRA-registered holding the Series 7 and 63 licenses. She attended the University of Maryland and graduated with a degree in Agriculture and Resource Economics.

Sophia has worked in financial services for the last 5 years, joining the Harris Gibson Group in 2023. Prior to joining the team, Sophia worked in fixed income settlements at Morgan Stanley where she acted as a risk manager to mitigate clients and the firms exposure. As a client service associate, Sophia assists Jenny and Sherry with daily operations and client satisfaction. Sophia earned a B.S in Economics in 2019 from Towson University and looks forward to adding FINRA licenses this year.