Experience

Stephen Kincade joined UBS from Merrill Lynch after a 25
year career in Fixed Income markets. Over the last 25
years, he has put his experience to work for his clients,
helping them find the best way forward to pursue the
goals that truly matter. Stephen has built a practice
working with high net worth and ultra-high net worth
individuals to create bespoke financial strategies rooted in
their personal and financial goals. Steve manages the
team's capital market outlook and investment strategy
with a focus on fixed income. Capital preservation and
risk management are top priorities in every relationship.

He earned a B.S. in Political Science at Princeton
University. He also holds his Series 7 and 66 securities
licenses

Alexander Fridell joined UBS in 2021 from Merrill Lynch.
Over the last 15 years, he has put his experience to work
for his clients, helping them find the best way forward to
pursue the goals that truly matter. Although he delivers
comprehensive wealth management, Alex focuses on
fixed income investing and retirement planning
strategies; wealth transfer strategies, including
inheritance and business succession planning strategies;
and life transition planning. Capital preservation and risk
management are top priorities in every relationship.

Alex earned his degree from Fordham University. He also
holds his Series 7, 3, and 66 securities licenses.

Zachary J. Kingsley has worked for The Kincade Group
since 2012. During The Kincade Group’s tenure at Merrill
Lynch, Zach served as the team’s Investment
Management Specialist with the title of Sr. Vice President.
Since the team’s transition to UBS in 2021, he is serving
in the capacity of Sr. Wealth Strategy Associate with the
title of Director. Zach’s primarily responsibility is centered
on covering some of the team’s largest relationships from
an investment management perspective. Along with the
group, Zach takes an active investment management
approach, focusing primarily on equity analysis and idea
generation, options strategies, and high yield fixed
income trading.

Zach earned a BS in Finance with a minor in Economics from Fordham University. He
holds a Series 7 and 66 securities licenses.

Jessica McEntee joined UBS in 2021, previously working
for Merrill Lynch’s Wealth Management for the last 9
years. She is a Certified Financial Planner®, focusing on
trust and estate planning strategies, wealth transfer
strategies and philanthropic planning. Jessica works
closely with the Family Office Solutions Group within UBS
to ensure clients are utilizing all strategies available for
their trust and estate planning needs.

Jessica earned a B.A. in Economics from NYU. She holds
her CFP certification, as well as the Series 7 and 66
securities licenses.

Elizabeth Schiowitz joined UBS in 2021, previously
working at Merrill Lynch for nearly 4 years. At UBS,
Elizabeth focusses on servicing ultra-high net worth client
operational needs and client reporting. Elizabeth's
meticulous attention to detail and strong client
relationships are invaluable contributions to her team and
her clients.

Elizabeth earned a B.S. in Mathematics and Economics
from Bucknell University. She holds Series 7 and 66
securities licenses.

Within The Kincade Group, Chris focuses on business
development, financial and individual stock analysis as
well as alternative investments. Chris is dedicated to
creating bespoke solutions that match our clients
personal and financial goals.

Chris earned a B.A. in business administration with a
major in finance from Elon University. He holds Series 7
and 66 securities licenses