Global Access. Boutique Solutions.

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Charlie is a Senior Vice President and Senior Portfolio Manager at UBS. Charlie believes that your financial success should be the result of skill and a plan, not luck or an accident. As a financial advisor, he has a unique view of financial planning — he thinks that you should enjoy your wealth. Successful financial planning is not just about money, but how your money can change your life. Through careful planning and meticulous implementation of your plan, you can achieve most, if not all, of your life goals.

When Charlie started his career as a financial advisor in the 1981-1982 Bear Market, interest rates were moving toward 20%. He has guided clients through five presidents, five bear markets, and both rising and falling interest rates. Charlie is a graduate of The Ohio State University B.A., M.B.A., and Capital University Law School J.D. He has completed some of the most rigorous training in the investment industry including the CERTIFIED FINANCIAL PLANNER™ professional, Certified Investment Management Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®), and prestigious UBS Wealth Advisor programs.

Charlie enjoys spending time with friends and family, all types of music and exercise, travel, fine wine, and cooking (and eating) good food.  He lives in New Albany and has three children, Courtney, Chad, and Whitney.

• Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Romeo is a Senior Vice President and Senior Portfolio Manager at UBS, specializing in retirement planning, portfolio management and implementation. Using a service-oriented, consultative approach, he works closely with you, helping you to articulate and prioritize your needs and aspirations for the future so that a realistic plan can be created to get you to your goals. Throughout his career, many of his clients have said that they rely on him to monitor their retirement strategy and goals and take the stress of portfolio management away so they can spend their time with family and friends and enjoy their true passions in life.

Romeo began his career in one of the greatest technology boom periods on record—and over the past two decades he has helped clients manage their wealth through good times and bad. He joined UBS in 2016 after spending his previous years with Morgan Stanley. He emphasizes asset allocation and total portfolio management with a focus on retirement income planning. He also advises on education funding, structuring for charitable giving, and estate planning.

After graduating from Wright State University with a Bachelor of Science in business with a major in financial services, he followed his lifelong ambition to begin a career in the financial services industry. Romeo is FINRA registered, holds the Series 7 and 63 securities licenses as well as licenses for life, health, long-term care insurance and variable annuities.

Romeo lives in New Albany with his wife, Kendra, and their two sons. He is an active alumni member with Wright State University, and in his spare time, he enjoys reading and playing competitive tennis.

• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Kevin is a Financial Advisor with New Albany Wealth Partners at UBS where he works closely with the team's clients, families, and advisors across wealth planning, investment management, philanthropy, and borrowing.  Kevin is a Chartered Financial Analyst and is known for his holistic approach to financial planning and portfolio management when working with families with generational wealth and advising corporate executives.

Kevin began his career working in institutional investment management helping manage the pension investments for a large nonprofit in Columbus.  In 2014 he transitioned to advising high net worth families on financial planning, investing, and wealth transfer strategies.  His professional experience includes time with J.P. Morgan Private Bank in both Columbus and Palm Beach, Florida.  He also worked as a Wealth Planning Analyst for UBS.

Kevin graduated from The Ohio State University with majors in Finance and Economics.  He is a member of Parsons Avenue Redevelopment Corporation and lives in Upper Arlington with his wife Emily.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Patrick joined New Albany Wealth Partners in 2017 as a Senior Registered Client Service Associate.  In this role he strives to be a go-to resource and master of all trades for clients.  Prior to joining the team, Patrick held similar roles at Morgan Stanley and UBS where he also worked as a project manager facilitating the transitions of newly hired financial advisors, including our own Romeo Vuticevski.

Patrick earned a B.S. in Economics with honors from The Ohio State University and is a CERTIFIED FINANCIAL PLANNER™ professional.  In addition, he holds his Series 7 and 66 securities licenses as well as licenses for life and health insurance and variable annuities.  Away from the office, Patrick enjoys exploring Columbus, distance running, and traveling — 21 countries and counting.

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Courtney Storer joined New Albany Wealth Partners in 2022 as a Registered Client Service Associate. She is happy to help you find answers to your questions and ensure your account maintenance needs are completed quickly. Prior to joining the team, Courtney gained industry experience with Vanguard, where she participated in a Personal Advisor Services rotational development program. 

Courtney attended The Ohio State University, where she graduated with a Bachelor of Science in Business Administration specializing in Finance. She is FINRA registered and holds her Series 7, Series 63, and Series 66 securities licenses. In her spare time, Courtney enjoys spending time outdoors with friends and family.  

Amy joined New Albany Wealth Partners in 2021 as a Client Service Associate. She began her career at UBS in 2018 as a Client Service Associate and Branch Operations Associate. She has extensive client and customer service experience spanning more than 25 years.

Amy graduated from The Ohio State University with a Bachelor of Music Education degree. She is an active musician in the Columbus area as a member of the Dublin Silver Band, a British-style brass band. In her spare time, she loves exploring Columbus and enjoying time with friends and family.