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OTC Equity Solutions Group

Professional History

Matt is an Executive Director in the OTC Equity Solutions Group and focuses on the marketing and structuring of over-the-counter equity derivative solutions for high net worth and ultra-high net worth clients. Working with holders of concentrated single stocks, he helps clients think through the various hedging and monetization alternatives available to reduce risk, generate liquidity and enhance yield on these positions.

Before joining UBS in 2019, Matt spent five years at Goldman Sachs as a senior member of the Equity Solutions Group within Private Wealth Management, focusing on providing bespoke investment and risk management solutions to the ultra-high net worth space, including concentrated stock hedging solutions and structured investments. Prior to Goldman Sachs, he was one of four founding partners at Varick Asset Management, a derivatives asset management firm, and was responsible for product development and marketing of the firm's investment offerings. Prior to that, he was a Director in the Investor Solutions group at Barclays Capital and served as the senior marketer for over-the-counter derivatives and structured investments for family offices, high net worth investors, private banks and registered investment advisors. Matt spent the first ten years of his career at Lehman Brothers, where he was a Senior Vice President in the Structured Equity Solutions group, running the firm's single stock risk management business.


Education

Matt received his B.A. in Applied Mathematics from Harvard University and his M.B.A. from the NYU Stern School of Business. He holds his Series 7 and 63 licenses.

Current role and areas of expertise

Chris Kanavos joined UBS Bank USA in 2015 and he is currently a Senior Wealth Management Banker covering the Manhattan Market.

Chris has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives. 

Professional history

Chris worked as a Regional Credit Director and Resident Manager at Merrill Lynch, where he partnered with Executive and Divisional Leadership to drive a credit and lending strategy for the NYC and Long Island Market. He began his Banking career in 1991, where he joined Wells Fargo during his last two years of college. Starting as a Credit Analyst, he was promoted to management shortly after graduating. As a District Manager, he was responsible for managing all aspects of the consumer finance business for initially, all of New York State and then for New York City, growing the market exponentially, from a $50MM business to an $800MM business in a 4-year period. 

Education and personal information

In Chris’ role as a Senior Wealth Management Banker his NMLS # is 863109. He holds his Series 7, 24, 63 and 65 securities licenses. He also holds a Bachelor’s Degree with a Double Major in Business and Economics from Stony Brook University.

Chris grew up on the Eastern End of Long Island and has lived in Port Washington since 2002, with his wife Coleen and daughters Sarah and Gabrielle. In his free time, Chris enjoys being outdoors with his family camping, hiking, boating and skiing. He also enjoys exercising and running daily.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

Responsibilities & Professional History

Emily is a Wealth Planning Strategist in our Manhattan and Soundview markets. In
this capacity Emily is responsible for providing Financial Advisors and their ultrahigh
net worth clients with unbiased, product neutral, advanced planning
strategies, design and implementation. As an advanced financial planner, she
provides expertise in the following areas:
• Estate and multi-generational planning
• Retirement income and cash flow analysis
• Business continuity and succession planning
• Charitable giving strategies
• Executive compensation and benefit strategies
• Special needs and disability planning
Utilizing the wealth planning framework, Emily aims to deliver the full breadth of UBS
services to aid clients in achieving their wealth planning goals.

Past experience

Emily has held various roles within UBS through her long tenure at the firm. Prior to her
current role, Emily headed up the Wealth Planning Specialists. In that role she led a team
of wealth planners working with FAs and high net worth clients. Emily was also a Senior
Wealth Strategy Associate on a team that had $1 billion assets under management. In
that capacity, she was responsible for the development, delivery, and implementation of
comprehensive financial plans for clients.

Education

Emily received her Bachelor of Science from Carnegie Mellon University with a
concentration in finance. She is a CERTIFIED FINANCIAL PLANNER™ and a Chartered
Financial Consultant®. Emily has a Series 7 and Series 66 with FINRA and her life
and health insurance licenses

Life

Emily lives in New York with her husband, son, and their two cats.