Experience

Leila has been active in the financial services industry for over 25 years.  Before joining UBS, she spent five years as a financial advisor at Oppenheimer & Co. and prior to that, she worked for eight years at Lehman Brothers in fixed-income derivative sales and the mortgage group.  Early in her career, she gained practical experience as an estimator at Clark Construction Corporation and as a coordinator at the United Nations in New York.

Leila is a graduate of the School of Foreign Service at Georgetown University and of the Graduate School of Arts and Sciences at New York University.  She hold Series 7, 63 and 65 licenses in addition to licenses for life, health, annuities and long-term care insurance.  She attained the designation as a Certified Investment Management Analyst^® (CIMA^®) from the Wharton School of Business, the Wealth Advisor designation from UBS in addition to the Certified Financial Planner (CFP^®) and Certified Exit Planning Advisor^® (CEPA^®) designations.

While Leila is involved with a number of community and charitable organizations, she makes it a priority to stay up-to-date and educated while maintaining her licenses and designations.  This continuous process provides her with specific expertise to make sound judgments about resources available and their application.

Jim has more than 40 years of experience in the financial services industry. He began his career at Lebenthal & Co., a New York–based municipal bond firm serving individual investors, where he advanced to Senior Managing Director.

Twenty years ago, Jim joined UBS Financial Services, Inc., where he continues to advise individual and multi‑generational clients. Over the course of his career, he has expanded his expertise beyond fixed income to provide comprehensive guidance focused on helping clients achieve their long‑term financial goals.

Jim holds an MBA in Finance from the New York University Stern School of Business and a BA in Economics from New York University’s College of Arts and Sciences. He resides in Manhattan and has long been active in community affairs.

Kyle Ritchie joined UBS Financial Services in 2018 and has 8 years of experience in the financial services industry.  Kyle started his career as a research investment analyst intern at Fenimore Asset Management, with a primary focus of analyzing small to mid-sized companies listed on the US exchanges for investment. 

In 2017, he joined AXA Advisors, LLC where he expanded his focus by providing insurance and retirement solutions to professionals in the greater NYC area.   After 1 year with AXA Advisors, LLC, he joined UBS located in mid-town Manhattan.

Kyle is currently a wealth strategy associate and specializes in assisting high net worth families and individuals with meeting their financial goals.  His role on the team begins with the client onboarding process and extends to cultivating existing relationships through professional client service.  He assists clients with a range of services including opening accounts, entering trades, initiating funds transfers, organizing periodic reviews and monitoring account activity. 

Kyle received his B.S. in Finance from Siena College, Loudonville, NY.  He holds a Series 7, Series 63, Series 66 and Life Accident, & Health Insurance license.  He currently resides in White Plains, NY.