Financial Advisor
As a Financial Advisor, Hunter serves as a resource for clients, working alongside Kirk Ruth, Brian Gray, Paul Dolcimascolo and the rest of the Tampa Bay Private Wealth team. Hunter assists clients with investment strategy, asset management, and client service.
Hunter played baseball in the Southeastern Conference for four years and was part of the University of Florida 2018 Southeastern Conference Championship team. He later transferred to the University of Alabama where he finished his final two years of collegiate athletics and graduated Magna Cum Laude with a B.S in Business from the Culverhouse College of Business.
Hunter began his career with UBS Financial Services in 2022, working as a Financial Advisor in the UBS Wealth Advice Center in Weehawken, NJ. During his time at the Wealth Advice Center, Hunter provided investment advice and implemented tailored investment strategies for clients of varying net worth.
“At UBS, I’m committed to delivering personalized strategies that not only meet but exceed my clients’ goals, helping them navigate their financial journey with clarity and confidence.”
Outside of the office, Hunter enjoys cheering on the Crimson Tide along with his favorite Tampa sports teams. He also enjoys spending his time golfing, playing tennis, and fishing/boating the waters of Tampa Bay.
Financial Advisor
As a Financial Advisor, Hunter serves as a resource for clients, working alongside Kirk Ruth, Brian Gray, Paul Dolcimascolo and the rest of the Tampa Bay Private Wealth team. Hunter assists clients with investment strategy, asset management, and client service.
Hunter played baseball in the Southeastern Conference for four years and was part of the University of Florida 2018 Southeastern Conference Championship team. He later transferred to the University of Alabama where he finished his final two years of collegiate athletics and graduated Magna Cum Laude with a B.S in Business from the Culverhouse College of Business.
Hunter began his career with UBS Financial Services in 2022, working as a Financial Advisor in the UBS Wealth Advice Center in Weehawken, NJ. During his time at the Wealth Advice Center, Hunter provided investment advice and implemented tailored investment strategies for clients of varying net worth.
“At UBS, I’m committed to delivering personalized strategies that not only meet but exceed my clients’ goals, helping them navigate their financial journey with clarity and confidence.”
Outside of the office, Hunter enjoys cheering on the Crimson Tide along with his favorite Tampa sports teams. He also enjoys spending his time golfing, playing tennis, and fishing/boating the waters of Tampa Bay.
Senior Vice President–Wealth Management
Financial Advisor
Kirk has been providing customized solutions for both individual and institutional clients since 1994. With experience in wealth planning, asset management, risk management, business succession planning and philanthropic goals, he is an integral member of his client’s professional advisory team. Kirk coordinates access to the global resources of UBS to address client needs from investment management to complex liquidity events and long-term estate planning initiatives.
"The art of investment management comes down to “seeing through” the noise and crisis-of-the-day media narrative, to focus on market trends and proven strategies that withstand time. Coupling a prudent investment approach with estate, tax, retirement, insurance and educational planning can be complicated if not overwhelming even for the most astute person. That defines my purpose for over 30 years, and it is why existing clients refer their friends and family which is the ultimate compliment”.
Past Experience
Life
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.
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Kirk has been providing customized solutions for both individual and institutional clients since 1994. With experience in wealth planning, asset management, risk management, business succession planning and philanthropic goals, he is an integral member of his client’s professional advisory team. Kirk coordinates access to the global resources of UBS to address client needs from investment management to complex liquidity events and long-term estate planning initiatives.
"The art of investment management comes down to “seeing through” the noise and crisis-of-the-day media narrative, to focus on market trends and proven strategies that withstand time. Coupling a prudent investment approach with estate, tax, retirement, insurance and educational planning can be complicated if not overwhelming even for the most astute person. That defines my purpose for over 30 years, and it is why existing clients refer their friends and family which is the ultimate compliment”.
Past Experience
Life
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.
Let's connect
Managing Director–Wealth Management
Financial Advisor
A former Army officer, Brian’s military experience transitioned well into his wealth management career. He spent his early years in the industry building a business that consisted of a large number of UHNW private clients and middle-market institutional clients. Today, with more than 20 years advising UHNW clients, he and his UBS Private Wealth Management team focus solely on serving these successful individuals and families.
“The resources we have available at UBS Private Wealth Management are, in my opinion, the best in the industry. What differentiates us is our ability to deliver what clients want and need.”
Brian’s depth of knowledge is a result of his significant experience in advising on a wide range of complex financial, estate and business succession situations. Brian develops and implements customized plans for cash flow, risk mitigation and portfolio management strategies. As part of his holistic approach, he works closely with clients’ attorneys and accountants to help ensure their financial plans are tax-efficient and “married” to their wealth transfer and estate plans. What’s more, as a Certified Exit Planning Advisor® (CEPA®), Brian brings a strategic understanding of business optimization and sale to his clients’ entrepreneurial goals.
Past experience
Life
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.
Managing Director–Wealth Management
Financial Advisor
A former Army officer, Brian’s military experience transitioned well into his wealth management career. He spent his early years in the industry building a business that consisted of a large number of UHNW private clients and middle-market institutional clients. Today, with more than 20 years advising UHNW clients, he and his UBS Private Wealth Management team focus solely on serving these successful individuals and families.
“The resources we have available at UBS Private Wealth Management are, in my opinion, the best in the industry. What differentiates us is our ability to deliver what clients want and need.”
Brian’s depth of knowledge is a result of his significant experience in advising on a wide range of complex financial, estate and business succession situations. Brian develops and implements customized plans for cash flow, risk mitigation and portfolio management strategies. As part of his holistic approach, he works closely with clients’ attorneys and accountants to help ensure their financial plans are tax-efficient and “married” to their wealth transfer and estate plans. What’s more, as a Certified Exit Planning Advisor® (CEPA®), Brian brings a strategic understanding of business optimization and sale to his clients’ entrepreneurial goals.
Past experience
Life
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.
Managing Director–Wealth Management
Financial Advisor
Paul’s choice to pursue a career in wealth management should have come as no surprise, given his interest in the stock market at a young age and his being the son of a trust and estate attorney. Having spent his entire professional life in the industry has enabled him to not only do something he loves, but more importantly, positively impact the lives of the individuals and families that work with him.
“As an advisor working with families of significant means, depth of knowledge is key, but so is working within a firm that supports you and your clients with best-in-class resources and capabilities. UBS Private Wealth Management provides exactly that.”
Today, with more than 20 years of experience behind him, Paul focuses on helping a select group of ultra-high net worth families and family offices address complex wealth concerns. He understands that wealth management advice does not start and stop with investments—it looks beyond the portfolio to address a wide range of priorities that matter most to his clients.
Past experience
Life
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.
Managing Director–Wealth Management
Financial Advisor
Paul’s choice to pursue a career in wealth management should have come as no surprise, given his interest in the stock market at a young age and his being the son of a trust and estate attorney. Having spent his entire professional life in the industry has enabled him to not only do something he loves, but more importantly, positively impact the lives of the individuals and families that work with him.
“As an advisor working with families of significant means, depth of knowledge is key, but so is working within a firm that supports you and your clients with best-in-class resources and capabilities. UBS Private Wealth Management provides exactly that.”
Today, with more than 20 years of experience behind him, Paul focuses on helping a select group of ultra-high net worth families and family offices address complex wealth concerns. He understands that wealth management advice does not start and stop with investments—it looks beyond the portfolio to address a wide range of priorities that matter most to his clients.
Past experience
Life
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.
Authorized Officer
Team Administrator
Christine joined the Tampa Bay PWM team mid-2014. Working with Private Wealth Advisors Brian Gray and Paul Dolcimascolo, she focuses primarily on building relationships with UHNW clients. Her understanding of their objectives and concerns helps her create financial plans, long-term investment plans and financial analytics. As members of the exclusive UBS Private Wealth Management division, Christine, Brian and Paul access the full depth and breadth of UBS investment platforms, advanced strategies and global thought leadership to deliver the custom advice clients with complex wealth require.
“I always put clients' interests first, and take the extra step to make an exceptional experience for them.”
Client service is also a top priority for her team, and Christine leads that charge. Today with over 18 years of experience, consistent communication is important and helps to create a great deal of confidence for clients in their investment decisions.
Past experience
Life
Authorized Officer
Team Administrator
Christine joined the Tampa Bay PWM team mid-2014. Working with Private Wealth Advisors Brian Gray and Paul Dolcimascolo, she focuses primarily on building relationships with UHNW clients. Her understanding of their objectives and concerns helps her create financial plans, long-term investment plans and financial analytics. As members of the exclusive UBS Private Wealth Management division, Christine, Brian and Paul access the full depth and breadth of UBS investment platforms, advanced strategies and global thought leadership to deliver the custom advice clients with complex wealth require.
“I always put clients' interests first, and take the extra step to make an exceptional experience for them.”
Client service is also a top priority for her team, and Christine leads that charge. Today with over 18 years of experience, consistent communication is important and helps to create a great deal of confidence for clients in their investment decisions.
Past experience
Life
Senior Wealth Strategy Associate
Hunter joined the Tampa Bay PWM team in 2020 from J.P. Morgan Chase & Co. in New York, where he was an investment solutions analyst within the private bank. In that role, he supported two multi-asset portfolio managers overseeing ultra high net worth clients of the trust department with approximately $10 billion in assets under management.
"Our team is singularly focused on helping clients identify opportunities and mitigate risks – not only in their portfolios but their overall financial lives."
Today, at UBS, he works with the team’s Financial Advisors and directly with clients— whether it’s helping them with trading, cash management or borrowing needs. Hunter is focused on expanding the capabilities of the team to better serve clients, especially in the areas of asset allocation, manager selection and risk analytics. His solid knowledge of the industry helps ensure that clients have the resources they need for their unique challenges. He strives to go the extra mile and to ensure clients have an exceptional experience.
Past experience
Life
Senior Wealth Strategy Associate
Hunter joined the Tampa Bay PWM team in 2020 from J.P. Morgan Chase & Co. in New York, where he was an investment solutions analyst within the private bank. In that role, he supported two multi-asset portfolio managers overseeing ultra high net worth clients of the trust department with approximately $10 billion in assets under management.
"Our team is singularly focused on helping clients identify opportunities and mitigate risks – not only in their portfolios but their overall financial lives."
Today, at UBS, he works with the team’s Financial Advisors and directly with clients— whether it’s helping them with trading, cash management or borrowing needs. Hunter is focused on expanding the capabilities of the team to better serve clients, especially in the areas of asset allocation, manager selection and risk analytics. His solid knowledge of the industry helps ensure that clients have the resources they need for their unique challenges. He strives to go the extra mile and to ensure clients have an exceptional experience.
Past experience
Life
Authorized Officer
Wealth Management Associate
Annie, a former Girl Scout Gold Award recipient (the equivalent of an Eagle Scout), joined the Tampa Bay PWM team in 2020 after five years in UBS’s Wealth Management division, where she was consistently the top performer in her role. Our team believes her level of attention to detail is absolutely unmatched, which is extremely important in our onboarding process with ultra high net worth corporate executives, entrepreneurs and multigenerational families.
"I really enjoy getting to know each client. Our entire team values the relationships we have built and understand that it all starts with trust.”
She provides excellent support to clients for all forms of operational requirements and administrative needs while striving to ensure an extraordinary client experience. This is evidenced by how quickly she develops a deep relationship with clients. Alongside the team, Annie strives to deliver solutions and advice which clients can trust to pursue their most important goals.
Past experience
Accolades
Life
Authorized Officer
Wealth Management Associate
Annie, a former Girl Scout Gold Award recipient (the equivalent of an Eagle Scout), joined the Tampa Bay PWM team in 2020 after five years in UBS’s Wealth Management division, where she was consistently the top performer in her role. Our team believes her level of attention to detail is absolutely unmatched, which is extremely important in our onboarding process with ultra high net worth corporate executives, entrepreneurs and multigenerational families.
"I really enjoy getting to know each client. Our entire team values the relationships we have built and understand that it all starts with trust.”
She provides excellent support to clients for all forms of operational requirements and administrative needs while striving to ensure an extraordinary client experience. This is evidenced by how quickly she develops a deep relationship with clients. Alongside the team, Annie strives to deliver solutions and advice which clients can trust to pursue their most important goals.
Past experience
Accolades
Life
Client Associate
Client Associate
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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