Senior Vice President–Wealth Management
Financial Advisor
CA Insurance License #0F73773
Scott provides the team with decades of experience, centered around tailored wealth management solutions for multi-generational families, individuals, and institutions. He is a Senior Vice President-Wealth Management, Wealth Advisor and portfolio manager, who prides himself on offering advice catered to the goals and objectives of his clients. He and his wife, Tobey, are residents of West Simsbury, Connecticut and have two sons, Zev and Randall. Scott received his undergraduate degree from Suny Binghamton and his MBA from the University of Wisconsin-Madison. In addition to his passion for the financial markets, he loves the outdoors and enjoys hiking, tennis, gardening, and biking.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
CA Insurance License #0F73773
Scott provides the team with decades of experience, centered around tailored wealth management solutions for multi-generational families, individuals, and institutions. He is a Senior Vice President-Wealth Management, Wealth Advisor and portfolio manager, who prides himself on offering advice catered to the goals and objectives of his clients. He and his wife, Tobey, are residents of West Simsbury, Connecticut and have two sons, Zev and Randall. Scott received his undergraduate degree from Suny Binghamton and his MBA from the University of Wisconsin-Madison. In addition to his passion for the financial markets, he loves the outdoors and enjoys hiking, tennis, gardening, and biking.
Education
Credentials
Client Associate
Christian began his career in the financial services industry in 2021 with UBS. He graduated with a bachelor’s degree in Psychology from the University of Connecticut, where he was a member of the Men’s Basketball team for four years. Before his career at UBS, he played professional basketball overseas for two years in Portugal. These experiences have been instrumental in shaping his work ethic and ability to connect and service others. In his current role, Christian is responsible for account maintenance, administrative duties, while striving to ensure each client receives excellent service in a timely manner. Outside of work, Christian enjoys spending time with his family as well as playing recreational basketball in his local community.
Education
Client Associate
Christian began his career in the financial services industry in 2021 with UBS. He graduated with a bachelor’s degree in Psychology from the University of Connecticut, where he was a member of the Men’s Basketball team for four years. Before his career at UBS, he played professional basketball overseas for two years in Portugal. These experiences have been instrumental in shaping his work ethic and ability to connect and service others. In his current role, Christian is responsible for account maintenance, administrative duties, while striving to ensure each client receives excellent service in a timely manner. Outside of work, Christian enjoys spending time with his family as well as playing recreational basketball in his local community.
Education
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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