Managing Director–Wealth Management
Financial Advisor
Stefano Mascetti-Lazaro is a Managing Director and International Private Wealth Advisor covering Global Ultra High Net Worth clients at UBS Financial Services Inc. in Stamford and New York.
Stefano joined UBS in 1998 in Geneva and has worked in the United States since early 2000. He has been a senior advisor in New York, Stamford and Miami covering Global families. Stefano has previously been the Local Market Head at the Private Bank for Latin America and International in both New York and Miami. Over the last 26 years, he has put his experience to work for clients, helping them find the best way forward to pursue the goals that truly matter.
Stefano covers UHNW US and Global clients together with business partners Alex Court and Lorenz Lobsiger. The Mascetti I Court I Lobsiger Group delivers comprehensive Wealth Management; Alex, Lorenz and Stefano focus on helping clients design, implement and monitor investment portfolios that cover Liquidity, Longevity and Legacy needs. They work closely with internal partners at UBS to deliver the full capabilities of the firm to their global clients.
Stefano obtained a law degree from the Université de Lausanne, obtained a Master's degree in International Management at the Universidad Autónoma de Madrid and an MBA from IE Business School, Madrid. Stefano also completed the Master in WM (Wealth Management and Finance) from Rochester-Bern.
Stefano is passionate about history, cooking and hiking and lives with his wife Chantal in Connecticut.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Managing Director–Wealth Management
Financial Advisor
Stefano Mascetti-Lazaro is a Managing Director and International Private Wealth Advisor covering Global Ultra High Net Worth clients at UBS Financial Services Inc. in Stamford and New York.
Stefano joined UBS in 1998 in Geneva and has worked in the United States since early 2000. He has been a senior advisor in New York, Stamford and Miami covering Global families. Stefano has previously been the Local Market Head at the Private Bank for Latin America and International in both New York and Miami. Over the last 26 years, he has put his experience to work for clients, helping them find the best way forward to pursue the goals that truly matter.
Stefano covers UHNW US and Global clients together with business partners Alex Court and Lorenz Lobsiger. The Mascetti I Court I Lobsiger Group delivers comprehensive Wealth Management; Alex, Lorenz and Stefano focus on helping clients design, implement and monitor investment portfolios that cover Liquidity, Longevity and Legacy needs. They work closely with internal partners at UBS to deliver the full capabilities of the firm to their global clients.
Stefano obtained a law degree from the Université de Lausanne, obtained a Master's degree in International Management at the Universidad Autónoma de Madrid and an MBA from IE Business School, Madrid. Stefano also completed the Master in WM (Wealth Management and Finance) from Rochester-Bern.
Stefano is passionate about history, cooking and hiking and lives with his wife Chantal in Connecticut.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Managing Director–Wealth Management
Financial Advisor
Alex Court is a Managing Director and International Private Wealth Advisor covering Global Ultra High Net Worth clients at UBS Financial Services Inc. in New York.
Alex joined UBS as a Financial Advisor in 2008 having previously worked in the same capacity for 5 years at New York Life Insurance Company. With over 20 years of experience in Financial Services, he has built his career on helping private wealth clients across the globe achieve their investment goals.
Alex covers UHNW US and Global clients together with business partners Stefano Mascetti-Lazaro and Lorenz Lobsiger. The Mascetti I Court I Lobsiger Group delivers comprehensive Wealth Management; Alex, Lorenz and Stefano focus on delivering a comprehensive approach to private wealth individuals, tailoring solutions to cover Liquidity, Longevity and Legacy management across generations . They work closely with internal partners at UBS to deliver the full capabilities of the firm to their global clients.
Alex obtained an MBA from TRIUM, the joint Executive MBA program created by New York University Stern School of Business (NYU), Hautes Etudes Commerciales Paris (HEC) & the London School of Economics and Political Science (LSE). He completed his undergraduate degree at Villanova University in Philadelphia, Pennsylvania.
Alex calls Connecticut home and enjoys travelling and spending time with his wife Sandy and daughters Colette and Margot.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Managing Director–Wealth Management
Financial Advisor
Alex Court is a Managing Director and International Private Wealth Advisor covering Global Ultra High Net Worth clients at UBS Financial Services Inc. in New York.
Alex joined UBS as a Financial Advisor in 2008 having previously worked in the same capacity for 5 years at New York Life Insurance Company. With over 20 years of experience in Financial Services, he has built his career on helping private wealth clients across the globe achieve their investment goals.
Alex covers UHNW US and Global clients together with business partners Stefano Mascetti-Lazaro and Lorenz Lobsiger. The Mascetti I Court I Lobsiger Group delivers comprehensive Wealth Management; Alex, Lorenz and Stefano focus on delivering a comprehensive approach to private wealth individuals, tailoring solutions to cover Liquidity, Longevity and Legacy management across generations . They work closely with internal partners at UBS to deliver the full capabilities of the firm to their global clients.
Alex obtained an MBA from TRIUM, the joint Executive MBA program created by New York University Stern School of Business (NYU), Hautes Etudes Commerciales Paris (HEC) & the London School of Economics and Political Science (LSE). He completed his undergraduate degree at Villanova University in Philadelphia, Pennsylvania.
Alex calls Connecticut home and enjoys travelling and spending time with his wife Sandy and daughters Colette and Margot.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Managing Director–Wealth Management
Financial Advisor
Lorenz Lobsiger was born, raised and educated in Bern, Switzerland. After completing his apprenticeship at the local UBS branch in 1989, he held various functions within UBS' Private Banking divisions in Bern, Locarno and Lugano. In 1997 he moved to New York where he has dedicated a lifetime of service at UBS in helping High Net and Ultra High Net Worth Clients with complex needs and multi-jurisdictional framework. Lorenz specializes in dealing with clients from Europe and the Middle East. He also services US Residents and International Expats living in the US.
Together with his business partners, Stefano Mascetti and Alex Court, Lorenz delivers comprehensive Wealth Management solutions with focus on helping clients design, implement and monitor investment portfolios that cover Liquidity, Longevity and Legacy needs. The Mascetti I Court I Lobsiger Group works closely with internal partners at UBS to deliver the full capabilities of the firm to their global clients.
Lorenz is on the board of directors of the Swiss Benevolent Society of New York, where he serves as the Head of the Investment Committee.
He is a member of the CFA® Institute and the CFA® Society of New York. He is FINRA Series 3, 7, 24 & 66 licensed.
Lorenz is fluent in English, German, Italian, French and conversational Spanish. He enjoys cooking, traveling and spending quality time with his family.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Managing Director–Wealth Management
Financial Advisor
Lorenz Lobsiger was born, raised and educated in Bern, Switzerland. After completing his apprenticeship at the local UBS branch in 1989, he held various functions within UBS' Private Banking divisions in Bern, Locarno and Lugano. In 1997 he moved to New York where he has dedicated a lifetime of service at UBS in helping High Net and Ultra High Net Worth Clients with complex needs and multi-jurisdictional framework. Lorenz specializes in dealing with clients from Europe and the Middle East. He also services US Residents and International Expats living in the US.
Together with his business partners, Stefano Mascetti and Alex Court, Lorenz delivers comprehensive Wealth Management solutions with focus on helping clients design, implement and monitor investment portfolios that cover Liquidity, Longevity and Legacy needs. The Mascetti I Court I Lobsiger Group works closely with internal partners at UBS to deliver the full capabilities of the firm to their global clients.
Lorenz is on the board of directors of the Swiss Benevolent Society of New York, where he serves as the Head of the Investment Committee.
He is a member of the CFA® Institute and the CFA® Society of New York. He is FINRA Series 3, 7, 24 & 66 licensed.
Lorenz is fluent in English, German, Italian, French and conversational Spanish. He enjoys cooking, traveling and spending quality time with his family.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Director
Senior Wealth Strategy Associate
André Chung is a Senior Wealth Strategy Associate at UBS Financial Services within the Wealth Management America's International Division. Andre joined UBS AG in 2008 as a Client Service Associate, focused on serving HNW and UHNW families in the US, Europe and Middle East. Prior to joining UBS, he was a Relationship Manager at RBC Private Bank, with the Anglo-Caribbean team and has over 24 years of wealth management experience, having started his career at Barclays Private Bank in 1998.
Andre earned his B.A. in Sociology and Anthropology from Florida International University and an A.A. in Business Administration from Miami Dade College, both in Miami, Florida. Andre holds a Series 7 and 66 License.
Andre enjoys traveling and most recently has developed a penchant for cooking.
Director
Senior Wealth Strategy Associate
André Chung is a Senior Wealth Strategy Associate at UBS Financial Services within the Wealth Management America's International Division. Andre joined UBS AG in 2008 as a Client Service Associate, focused on serving HNW and UHNW families in the US, Europe and Middle East. Prior to joining UBS, he was a Relationship Manager at RBC Private Bank, with the Anglo-Caribbean team and has over 24 years of wealth management experience, having started his career at Barclays Private Bank in 1998.
Andre earned his B.A. in Sociology and Anthropology from Florida International University and an A.A. in Business Administration from Miami Dade College, both in Miami, Florida. Andre holds a Series 7 and 66 License.
Andre enjoys traveling and most recently has developed a penchant for cooking.
Director
Senior Wealth Strategy Associate
Carolina Piñeira is a Senior Wealth Strategy Associate at UBS Financial Services within the Wealth Management America's International Division. Carolina joined UBS Financial Services in 2007 as a Client Advisor Assistant and Business Manager. Prior to joining UBS, she was a Relationship Associate at BNP Paribas. Carolina obtained an MBA from NYU's Stern School of Business and earned a B.A. in Management from Florida International University in Miami, Florida.
Carolina holds a Series 7 and 66 License and is fluent in Spanish.
Director
Senior Wealth Strategy Associate
Carolina Piñeira is a Senior Wealth Strategy Associate at UBS Financial Services within the Wealth Management America's International Division. Carolina joined UBS Financial Services in 2007 as a Client Advisor Assistant and Business Manager. Prior to joining UBS, she was a Relationship Associate at BNP Paribas. Carolina obtained an MBA from NYU's Stern School of Business and earned a B.A. in Management from Florida International University in Miami, Florida.
Carolina holds a Series 7 and 66 License and is fluent in Spanish.
Associate Director
Senior Wealth Strategy Associate
Carlos Canela is an Associate Director and Senior Wealth Strategist Associate at UBS Financial Services within the Wealth Management America’s division. With extensive experience within the international division, Carlos excels in providing tailored financial solutions to clients by managing high-net-worth and ultra-high-net-worth portfolios.
Since joining UBS in 2016, Carlos has held business and sales manager roles in various Global Wealth Management LatAm locations including Geneva, Panama, New York, and Zurich.
Carlos holds a bachelor’s in business administration from ESADE Business School. Licensed with Series 7 and 66 and speaks fluent Spanish.
Outside of work, Carlos enjoys traveling, playing tennis, and hiking with his wife Dominique.
Associate Director
Senior Wealth Strategy Associate
Carlos Canela is an Associate Director and Senior Wealth Strategist Associate at UBS Financial Services within the Wealth Management America’s division. With extensive experience within the international division, Carlos excels in providing tailored financial solutions to clients by managing high-net-worth and ultra-high-net-worth portfolios.
Since joining UBS in 2016, Carlos has held business and sales manager roles in various Global Wealth Management LatAm locations including Geneva, Panama, New York, and Zurich.
Carlos holds a bachelor’s in business administration from ESADE Business School. Licensed with Series 7 and 66 and speaks fluent Spanish.
Outside of work, Carlos enjoys traveling, playing tennis, and hiking with his wife Dominique.
Associate Director
Client Associate
Chris Ortiz is a Client Service Associate at UBS Financial Services within the Wealth Management America's International Division. Chris has over 15 years of experience in the Financial Industry. Chris joined UBS Financial Services in 2018 providing business support and project solutions, covering UHNW clients in the US and LATAM. Prior to joining UBS, Chris was a Relationship Officer at HSBC Bank, and prior to that, Chris was an Account Manager at Deutsche Bank . Chris has studied International Business at Liberty College and holds a Series 7 and a Series 66 License.
He is fluent in Spanish, enjoys music, football and travelling.
Associate Director
Client Associate
Chris Ortiz is a Client Service Associate at UBS Financial Services within the Wealth Management America's International Division. Chris has over 15 years of experience in the Financial Industry. Chris joined UBS Financial Services in 2018 providing business support and project solutions, covering UHNW clients in the US and LATAM. Prior to joining UBS, Chris was a Relationship Officer at HSBC Bank, and prior to that, Chris was an Account Manager at Deutsche Bank . Chris has studied International Business at Liberty College and holds a Series 7 and a Series 66 License.
He is fluent in Spanish, enjoys music, football and travelling.
Authorized Officer
Senior Client Associate
Conan Ayala is a Senior Registered Client Associate at UBS Financial Services within the Wealth Management America's International Division. Conan joined UBS financial Services in the beginning of 2022 after 4 years at Morgan Stanley. Conan obtained his Series 7,66 shortly after graduating Stony Brook University with a B.A in Economics.
Conan Is fluent in Spanish and enjoys playing soccer and tennis on his free time.
Authorized Officer
Senior Client Associate
Conan Ayala is a Senior Registered Client Associate at UBS Financial Services within the Wealth Management America's International Division. Conan joined UBS financial Services in the beginning of 2022 after 4 years at Morgan Stanley. Conan obtained his Series 7,66 shortly after graduating Stony Brook University with a B.A in Economics.
Conan Is fluent in Spanish and enjoys playing soccer and tennis on his free time.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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