An experienced and committed team

Gray is a Senior Portfolio Manager who leads the team’s asset management efforts, focusing on active equity and fixed income strategies with a disciplined, long-term approach.

With over 20 years of experience navigating multiple market cycles, and a deep appreciation for financial market history, Gray brings a unique perspective to managing client portfolios.

Gray joined UBS Financial Services Inc. in 2020 and holds the Senior Portfolio Manager designation. He earned a Bachelor of Science in Finance from the Walker College of Business at Appalachian State University.

He lives in Charlotte with his wife, Amanda, and their two children. Outside of work, Gray enjoys spending time with family, reading, and is an avid golfer.

Tiffany leads the team’s financial planning efforts, guiding clients in building thoughtful, comprehensive strategies that align their investments with long-term goals. She believes strong outcomes are driven by disciplined planning and brings a holistic perspective, ensuring each client’s financial life is coordinated, efficient, and adaptable.

Since beginning her career as a Financial Advisor in 2007, Tiffany has developed a reputation for bringing clarity to complexity. She helps clients see how the different pieces of their financial lives connect, guiding them to make decisions that are aligned, efficient, and confidently executed.

Tiffany holds a degree in chemical engineering from Clemson University and is passionate about serving as a trusted partner, helping clients make thoughtful decisions at every stage of life. She lives in Charlotte with her husband, Garett, their two sons, and their chocolate lab, and enjoys racing marathons and climbing mountains.

Bryan is a Senior VP Wealth Management and a Senior Portfolio Manager. He has been at UBS since 2002. Bryan earned a B.S. in Economics and a B.A. in German at the University of Utah. He continued his education at the University of South Carolina where he earned an M. A. in Economics. He also has the AAMS (Accredited Asset Management Specialist) designation. Bryan enjoys attending events at the World Affairs Council of Charlotte especially their annual trivia event Worldquest, where he as competed as the captain of the UBS World Raiders team since 2010. Bryan also enjoys playing tennis, pickleball and golf at Olde Providence, Piper Glen Country Club and Pickleball Charlotte. He also enjoys reading, puzzling, traveling and spending time with his family.

Alex supports the team’s investment process through in-depth market research and portfolio analysis, delivering insights that help inform investment decisions. He collaborates closely with the team to evaluate opportunities and assess risks across global markets.

Since joining UBS in 2014, Alex has built strong expertise in both analytical research and client engagement. His disciplined, thoughtful approach helps him to deliver clear, data-driven perspectives.

Alex holds the Chartered Financial Analyst (CFA) designation and earned a degree in Corporate Finance from the University of South Carolina.

Outside of work, he enjoys running, golfing, and spending time with family and friends.

Hilary leads the team’s marketing and client engagement efforts, helping to strengthen relationships through thoughtful communication, events, and strategic outreach. She focuses on enhancing the overall client experience and ensuring consistent, meaningful connections.

She joined UBS in 2020 and brings prior experience from Wells Fargo Advisors, Merrill Lynch, and Morgan Stanley, where she supported clients and advisors in delivering high-quality service.

Hilary earned a Bachelor of Science in Business from Auburn University.

She lives in Charlotte with her husband, Matt, their soon-to-be two children, and dog. Outside of work, Hilary enjoys traveling, exploring the outdoors with her family, and supporting organizations dedicated to improving the lives of animals in need. 

Ashley began her career in wealth management at UBS in 2011. She briefly spent some time at Wells Fargo Advisors as a Senior Brokerage Associate, then she rejoined UBS in 2022. Ashley has earned the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning®. She enjoys using her retirement planning knowledge to have a meaningful impact on clients’ lives. Providing superior client service is one of Ashley’s top priorities.  She strives to maintain excellent communication during the client onboarding experience and beyond.

Ashley attended Radford University where she received her Bachelor’s of Business Administration with a concentration in financial planning.  She resides in her hometown of Roanoke, VA with her husband and 2 children.  Most of her free time is spent cheering on her son at soccer or coaching her daughter’s softball team.

Dino serves as a Registered Client Associate for the team, where he partners closely with financial advisors to support client relationships and deliver a seamless, high-quality service experience. He began his career in banking in 2017 with Wells Fargo and joined UBS in 2019.

In his role, Dino leverages his banking expertise to oversee day-to-day account management, manage client servicing needs, and enhance operational efficiency, all while ensuring a high level of client satisfaction. He is dedicated to providing responsive, detail-oriented support that helps clients navigate their financial needs with confidence.

With a decade of prior experience in hospitality and a degree from Les Roches Hotel School in Switzerland, Dino brings a disciplined, client-first approach grounded in professionalism, attention to detail, and white-glove service.

Outside of the office, Dino enjoys following soccer, traveling with his wife Vienna, and exploring Charlotte.

Rosalyn has been with UBS since 2005. She started out in operations and is currently a Branch Service Associate, Branch Technology Liaison, and Client Service Associate. Rosalyn enjoys working with and assisting clients. She lives in Charlotte with her husband Charles and their children DJ and Kennedy.