Benefit from our insights

Advice made stronger with the right partner

Integrated WM

Our team’s disciplined approach combines personalized guidance on the complexities of multigenerational wealth management for individuals and their families, along with retirement plan consulting for businesses and organizations. We help private investors and executive employees develop comprehensive wealth management strategies, including the integration of pension and retirement plan benefits.

Individuals, business and institutions rely on us for our expertise, responsiveness and customized wealth management and planning solutions.

- Integrated Wealth Management

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.

  • David Ellovich Profile Photo

    David Ellovich

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NY
    • OH
    • OK
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VI
    • VT
    • WA

    California Insurance License #1128528

    David brings over 30 years of portfolio management and financial planning experience to the team. He works with clients to develop tailored wealth management strategies primarily focusing on equity and fixed income research, asset allocation and security selection. He is an alumnus of Drew University with a B.A. in political science and history. David resides in West Hartford, CT with his wife and two sons, and is active in coaching youth sports in his hometown.

     

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Drew University, B.A. Political Science and History
      One State Street
      Suite 1600
      Hartford, CT 06103
    • Greg Mendoza Profile Photo

      Greg Mendoza, CRPS

      Senior Vice President–Wealth Management

      Chartered Retirement Plans Specialist℠

      • image
      • image
      • image
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • HI
      • IL
      • IN
      • KY
      • MA
      • MD
      • ME
      • MI
      • MN
      • NC
      • NH
      • NJ
      • NY
      • OH
      • OK
      • PA
      • RI
      • SC
      • TN
      • TX
      • VA
      • VI
      • VT
      • WA

      California Insurance License #0K67410

      With over 15 years of wealth management and consulting experience, Greg focuses on serving the investment and planning needs of individuals, privately held companies and retirement plans. Greg is a member of the UBS Retirement Plan Consulting Group, having attained Senior Retirement Plan Consultant status and assists organizations in evaluating and maintaining suitable retirement plans. He also heads the Group's Retirement Plan business and possesses the Chartered Retirement Plans Specialist (CRPS®) and Accredited Investment Fiduciary (AIF®) designations. Working with private clients, Greg applies financial, goals-based analysis to fulfill client needs involving educational funding and retirement and estate planning strategies. An alumnus of Western New England College, with honors, Greg and his family reside in West Hartford, CT.

      • Forbes Best-in-State Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
      • PLANADVISER Top Retirement Plan Advisers, 2022, 2023The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

      • Western New England College
      • Chartered Retirement Plans Specialist℠
      • Endowment & Foundation Consultant
      • Senior Retirement Plan Consultant
      One State Street
      Suite 1600
      Hartford, CT 06103
    • Robert Jermine Profile Photo

      Robert Jermine, Jr., CRPS

      First Vice President–Wealth Management

      Chartered Retirement Plans Specialist℠

      • image
      • image
      • image
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • HI
      • IL
      • IN
      • KY
      • MA
      • MD
      • ME
      • MI
      • MN
      • NC
      • NH
      • NJ
      • NY
      • OH
      • OK
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VI
      • VT
      • WA

      California Insurance License #0K67121

      Upon graduating with a degree in finance from Fairfield University's Dolan School of Business in 2008, Rob was identified via a national search and admitted into a comprehensive wealth management training program. Rob joined the Group in 2009 and leads the servicing of the team's retirement plan business. He provides ongoing support to plan sponsors and participants via plan conversion oversight, participant enrollment, investment education, risk management, quarterly plan investment reviews and retirement plan design. Rob previously served as a resident planner in UBS' Regional Consulting Center in Boston, where he assisted high net worth clients in achieving their retirement goals through comprehensive financial planning. Rob maintains several securities licenses and resides in North Haven, CT, with his wife.

      • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Fairfield University's Dolan School of Business, Finance
      • Chartered Retirement Plans Specialist℠
      • Senior Retirement Plan Consultant
      One State Street
      Suite 1600
      Hartford, CT 06103
    • Daniel Keating Profile Photo

      Daniel Keating, CFA

      Senior Wealth Strategy Associate

      • image
      • image
      • image
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • IL
      • MA
      • MD
      • ME
      • MI
      • MN
      • NC
      • NH
      • NJ
      • NY
      • OH
      • PA
      • RI
      • SC
      • TX
      • VA
      • VI
      • WA

      Dan brings over 25 years of investment management and financial services industry experience to the team. He is responsible for developing and implementing comprehensive investment solutions designed for institutional and high net worth clients. Responsibilities include strategy development, portfolio structuring and allocation, selection and oversight of money managers, performance attribution and risk analysis. An alumnus of Boston College with a B.A. in political science and philosophy, Dan is a CFA Charter Holder and a member of the CFA Institute. He resides in West Hartford, CT with his wife and two children.

       

        • Boston College, B.A. Political Science and Philosophy
        • Chartered Financial Analyst®
        One State Street
        Suite 1600
        Hartford, CT 06103
      • Brian Proppe Profile Photo

        Brian Proppe, CFP

        Senior Wealth Strategy Associate

        CERTIFIED FINANCIAL PLANNER™

        • image
        • image
        • AK
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IL
        • MA
        • MD
        • ME
        • MI
        • MN
        • NC
        • NH
        • NJ
        • NY
        • OH
        • OK
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • VI
        • VT
        • WA

        Brian entered the financial services industry in 2002 and maintains both the requisite securities licenses and several supervisory licenses. Brian performs multiple roles within the Group including developing custom financial plans, utilization of trading platforms, support for plan sponsors and participants of retirement plans and a multitude of other client and team support functions. On a personal note, Brian served in the Rhode Island Army National Guard (RIANG) from 2000-2008, achieving the rank of Sergeant and served overseas in support of Operation Iraqi Freedom III in 2005. Brian resides in Killingly, CT, with his wife.

            • CERTIFIED FINANCIAL PLANNER™
            One State Street
            Suite 1600
            Hartford, CT 06103
          • Patricia Morytko Profile Photo

            Patricia Morytko

            Team Administrator

            Financial Paraplanner Qualified Professional™

            • image
            • image
            • CT
            • FL
            • MA
            • NJ
            • NY
            • PA
            • TX
            • VI
            Patti has been committed to providing exceptional client service since entering the industry in 1987. She is the familiar voice on the other end of the phone for clients. She continually strives to earn clients' continued trust, confidence and offer efficient assistance. Patti coordinates the Group's day-to-day operations, maintains business management systems and enhances service models to improve client satisfaction. Patti maintains several securities licenses. She resides in Wethersfield, CT, with her husband and two children. 

                • Financial Paraplanner Qualified Professional™
                One State Street
                Suite 1600
                Hartford, CT 06103
              • image

                Carly Flanagan

                Wealth Strategy Associate

                • image
                • image
                • image
                • CT

                      One State Street
                      Suite 1600
                      Hartford, CT 06103

                    Plan sponsors

                    Plan participants

                    Financial planning

                    Customized investing

                    Dedicated service

                    Managing wealth is our craft

                    We’re committed to understanding what wealth means for you.

                    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

                    Insights