Senior Vice President–Wealth Management
Prior to joining UBS in 2007, Victoria was a Director at Ingalls and Snyder, LLC from 1998 to 2007 and Senior Vice President at Scudder Stevens & Clark in its Private Wealth Management Group from 1986 to 1998. Prior to Scudder, she worked at Morgan Stanley, also in private wealth management. Victoria advises ultra high net worth clients through the Portfolio Management Program, customizing client portfolios based on each individual’s short- and long-term investment goals.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Prior to joining UBS in 2007, Victoria was a Director at Ingalls and Snyder, LLC from 1998 to 2007 and Senior Vice President at Scudder Stevens & Clark in its Private Wealth Management Group from 1986 to 1998. Prior to Scudder, she worked at Morgan Stanley, also in private wealth management. Victoria advises ultra high net worth clients through the Portfolio Management Program, customizing client portfolios based on each individual’s short- and long-term investment goals.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Vice President–Wealth Management
With 20+ years of experience as a UBS Wealth Advisor, Hope works with her clients to understand their financial needs during all stages of their lives. Hope has her CFP® license which encourages her holistic approach. In addition to UBS, Hope also serves on the board of the New York City Children's Theater which promotes children's literacy and social development through professional theater productions.
Credentials
Vice President–Wealth Management
With 20+ years of experience as a UBS Wealth Advisor, Hope works with her clients to understand their financial needs during all stages of their lives. Hope has her CFP® license which encourages her holistic approach. In addition to UBS, Hope also serves on the board of the New York City Children's Theater which promotes children's literacy and social development through professional theater productions.
Credentials
Vice President–Wealth Management
Financial Advisor
In his role as a Planning Specialist, Matt works closely with clients of the HH Clark team and helps them pursue their goals through comprehensive financial planning. Matt has in-depth knowledge of the many financial planning solutions that can be tailored to address each client’s individual priorities. Working collaboratively with Victoria and Hope, Matt strives to deliver what clients need most today—Advice. Beyond investing.
As a financial planner, he provides expertise in the following areas:
Professional and Educational History
Prior to joining UBS, Matt was a Financial Advisor with Guardian Insurance offering comprehensive advice on both insurance and investment products. Matt earned a B.A. in Finance and Economics from Iona College and currently holds his AWMA®, Accredited Wealth Management Associate and is a Certified Financial Planner CFP®. In addition, he holds the Series 7, 63 and 65 securities licenses along with his life and variable insurance license.
Education
Credentials
Vice President–Wealth Management
Financial Advisor
In his role as a Planning Specialist, Matt works closely with clients of the HH Clark team and helps them pursue their goals through comprehensive financial planning. Matt has in-depth knowledge of the many financial planning solutions that can be tailored to address each client’s individual priorities. Working collaboratively with Victoria and Hope, Matt strives to deliver what clients need most today—Advice. Beyond investing.
As a financial planner, he provides expertise in the following areas:
Professional and Educational History
Prior to joining UBS, Matt was a Financial Advisor with Guardian Insurance offering comprehensive advice on both insurance and investment products. Matt earned a B.A. in Finance and Economics from Iona College and currently holds his AWMA®, Accredited Wealth Management Associate and is a Certified Financial Planner CFP®. In addition, he holds the Series 7, 63 and 65 securities licenses along with his life and variable insurance license.
Education
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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