Let's move forward. Together.

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 experience to help you avoid common missteps, so you can pursue what matters most today, tomorrow and for generations to come.

No matter what your age, or where you are on your planning journey, we can help steer you down the right path towards the future you are seeking. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to the planning of your future, it's never too early to start.

Start the conversation

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

The unique needs of athletes and entertainers

Advice for business owners & entrepreneurs

Comprehensive planning for significant wealth

Building multicultural wealth, together

Legacy planning

Personal planning for start-up founders

As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.

Read report

Planning for the sale of a closely held business

A road map to help facilitate the process

Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.

Learn more

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.

James Hart, CPWA

Managing Director–Wealth Management

Financial Advisor
View bio
- 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 Hoag

Vice President–Wealth Management

Financial Advisor
View bio
- 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
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 Squillace, CFP

Account Vice President

Financial Advisor
View bio
- 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 Hart

Financial Advisor
View bio
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 O Von Jaeger

Senior Client Associate
View bio
- 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

View bio

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

View bio

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

James Hart, CPWA

Managing Director–Wealth Management

Financial Advisor
View bio
- 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 Hoag

Vice President–Wealth Management

Financial Advisor
View bio
- 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
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 Squillace, CFP

Account Vice President

Financial Advisor
View bio
- 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 Hart

Financial Advisor
View bio
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 O Von Jaeger

Senior Client Associate
View bio
- 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

View bio

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

View bio

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

The proof is in our numbers

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Let's move forward. Together.

The Hart Group

A focus on personalized access and service

The unique needs of athletes and entertainers

Advice for business owners & entrepreneurs

Comprehensive planning for significant wealth

Building multicultural wealth, together

Legacy planning

Request your report

Thank you! Your request has been submitted.

Personal planning for start-up founders

Planning for the sale of a closely held business

Request your report

Thank you! Your request has been submitted.

Pursuing your goals together

James Hart, CPWA

Emily Hoag

Natalie Squillace, CFP

Nolan Hart

Lynda O Von Jaeger

Adewale Ogunleye

Olapeju (Pjay) Togunde

James Hart, CPWA

Emily Hoag

Natalie Squillace, CFP

Nolan Hart

Lynda O Von Jaeger

Adewale Ogunleye

Olapeju (Pjay) Togunde

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Education

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Education

Credentials

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The proof is in our numbers

Backed by the strength of our parent company, UBS AG

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