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Incredible financial opportunities come your way. Who can you trust to help you make the right decisions for you, your career and your legacy? How you manage your wealth has far-reaching effects. We have the expertise to help you avoid common missteps, so you can pursue what matters most today, tomorrow and for generations to come.

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  • James

    James Hart, CPWA

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • PA
    • PR
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA

    Jim entered the financial services industry in 1985 immediately after graduating from Fordham University with a degree in Finance and Quantitative Analysis. With over 30 yrs. in the field, he brings a wealth of knowledge and experience, especially in the areas of portfolio construction and risk management. Jim focuses on assisting a select group of individuals, families, athletes, and businesses with their current and future financial goals. Jim's objective is to assist clients on their path to financial success, as they define it.

    Jim seeks to clarify and consolidate client's financial affairs, which helps simplify their financial lives. Jim will also bring in any related professionals that clients' may be working with (attorneys, CPAs, etc.) to help accomplish goals.

    Jim resides in Albany, NY with his wife. He is active in his community and enjoys coaching and mentoring area youths in his free time.

          8 Southwoods Blvd
          2nd Floor Suite 207
          Albany, NY 12211
          james.hart@ubs.com
          James Hart, CPWA
          8 Southwoods Blvd,Albany,NY,12211
        • emily hs

          Emily Hoag

          Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AR
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          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • IN
          • KS
          • KY
          • MA
          • MD
          • MI
          • MO
          • NC
          • NJ
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • PR
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA

          Emily works with clients to help them determine, and achieve, their unique set of financial needs and goals. Within her team’s business at UBS, Emily helps clients prepare for, and transition through, important life events. Emily’s responsibilities include:

          - Investment management for high-net-worth individuals and businesses

          - Retirement Planning

          - Education Planning

          - Trust and Estate Planning Strategies

          - Insurance and Long-Term Care Strategies

          Emily is a graduate of the Maxwell School of Syracuse University, where she earned bachelor’s degrees in economics and international Relations. She is an active supporter of the American Cancer Society, as well as the John Liporace Scholarship (JLS) Foundation. She is a JLS Foundation mentor, where she helps coach high school seniors from her hometown of Hoosick Falls, New York, during their transition into thriving careers.

                8 Southwoods Blvd
                2nd Floor Suite 207
                Albany, NY 12211
                emily.n.hoag@ubs.com
                Emily Hoag
                8 Southwoods Blvd,Albany,NY,12211
              • natalie

                Natalie Squillace, CFP

                Account Vice President

                Financial Advisor

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                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • IL
                • IN
                • KS
                • KY
                • MA
                • MD
                • MI
                • MO
                • NC
                • NJ
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • PR
                • RI
                • SC
                • TN
                • TX
                • UT
                • VA
                • VT
                • WA

                As a CERTIFIED FINANCIAL PLANNER™ professional, Natalie works with individuals and families to help them navigate life's many financial journeys. She does this through a three step process that consists of: understanding who and what matters most to you, evaluating the current state of your finances, and making recommendations customized to your financial goals.

                Natalie is an Albany native and returned to the area after spending four years working at Fidelity Investments in Boston, MA. While there, Natalie was a Financial Advisor and spent time as a guest speaker at MIT, where she taught graduate students the basics of saving, investing, and financial planning.

                She graduated Magna Cum Laude from St. Lawrence University, where she was a four-year member and captain of the Women's Golf team. She now lives in Saratoga Springs, NY with her fiancé, Spencer, and enjoys golfing, cooking (she is best known for her cheesecake and chicken parm) and staying active.

                      8 Southwoods Blvd
                      2nd Floor Suite 207
                      Albany, NY 12211
                      natalie.squillace@ubs.com
                      Natalie Squillace, CFP
                      8 Southwoods Blvd,Albany,NY,12211
                    • nolan

                      Nolan Hart

                      Financial Advisor

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                        Nolan grew up in Albany, NY and graduated from Syracuse University, where he played basketball under Hall of Fame Coach Jim Boeheim. Nolan spent 6 years at Alliance Bernstein, working with Financial Advisors across New York. He earned his MBA at Northwestern Kellogg School of Management, then spent 2+ years helping young athletes with their NIL (name, image, and likeness) at 2kPAID. In 2023, he returned to financial services as a Financial Advisor with The Hart Group, where he works with sports and entertainment clients as they navigate the unique challenges that come with their careers.

                              nolan.g.hart@ubs.com
                              Nolan Hart
                            • Lynda HS

                              Lynda O Von Jaeger

                              Senior Client Associate

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                              • AL
                              • AR
                              • AZ
                              • CA
                              • CO
                              • CT
                              • DC
                              • DE
                              • FL
                              • GA
                              • IL
                              • IN
                              • LA
                              • MA
                              • MD
                              • MI
                              • MO
                              • MT
                              • NC
                              • NH
                              • NJ
                              • NV
                              • NY
                              • OH
                              • OR
                              • PA
                              • RI
                              • SC
                              • TN
                              • TX
                              • VA
                              • VT
                              • WA
                              • WY

                                    8 Southwoods Blvd
                                    2nd Floor Suite 207
                                    Albany, NY 12211
                                    lynda.vonjaeger@ubs.com
                                    Lynda O Von Jaeger
                                    8 Southwoods Blvd,Albany,NY,12211
                                  • Adewale Ogunleye

                                    Managing Director

                                    Head of Sports and Entertainment

                                    Wale Ogunleye leads the UBS Sports and Entertainment business for Wealth Management USA. As head of the division, Wale draws on his background as a college and professional football player to help Financial Advisors understand and address the needs of athletes and entertainers. The goal of the team is to facilitate holistic advice and planning for these high-profile individuals, and provide Financial Advisors who are focused on this segment with the resources they need to grow their business.

                                    Making a difference—beyond the game Wale notes that, far too often, we see our favorite athletes or entertainers in the news because they have made poor financial choices or listened to unsound advice. As an NFL player, he had the common experience of being offered a wide variety of financial opportunities without any context for how to evaluate them. After his football career, Wale pursued his interest in business by earning his M.B.A. He joined UBS in order to help make a positive impact on the lives of athletes and entertainers.

                                    Wale is a natural leader who was named Most Valuable Player by the Miami Dolphins in 2004. As the team captain for the Chicago Bears in 2006, he helped them win their conference title and reach Super Bowl XLI. He brings that leadership experience to UBS, working with Financial Advisors to harness the firm’s capabilities on behalf of their sports and entertainment clients.

                                    Wale is singularly focused on creating a division that is thoughtful in its approach, rigorous in its planning, grounded in integrity and dedicated to putting clients first. Wale’s goal is simple: to advise every client as if they were the CEO of a multimillion- dollar business. The team will also help student athletes prepare for life after college by educating them about personal financial topics.

                                     

                                  • Olapeju (Pjay) Togunde

                                    Associate Director

                                    Business Strategist, Sports and Entertainment

                                    Pjay is currently a Business Strategist on the Sports and Entertainment team for UBS Wealth Management USA. In this role, she works closely with financial advisors to provide them with resources they need to meet the unique needs of their sports and entertainment clients. Additionally, she helps with the project management and development of the group’s strategic initiatives to help financial advisors grow their business in the sports and entertainment space.

                                    Professional history

                                    Pjay started at UBS in June 2018 as an intern on the Credit Cards team within the Banking Group, and joined full time in September 2019. She completed the UBS Graduate Talent Program, where she spent the first two years of her career rotating in six different roles throughout the UBS Wealth Management USA Division. In the rotational program she worked in Corporate Institutional Advisory Solutions, the Private Wealth Management Divisional Team, Banking Field Engagement, Advisory Solutions, National Sales, and the Viewpoint Partners advisor team based out of New York City.

                                    Education

                                    Pjay graduated Magna Cum Laude from the University of Richmond, earning a Bachelor of Science in Business Administration with major coursework in Finance and Economics. She is from Atlanta, GA and currently resides in Brooklyn, NY. Outside of work, Pjay is passionate about food and enjoys cooking, reading, and attending concerts.As

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