An experienced and committed team

Charlie Dankworth, Senior Portfolio Manager at UBS, forged his path to success through a childhood marked by financial adversity. Growing up amidst constant financial struggles, he resolved to carve out a secure future for himself. From mowing lawns and shoveling snow as a child, to managing three newspaper routes by the age of 12, Charlie's tireless work ethic laid the foundation for his journey. After navigating entrepreneurial ventures and practicing law, he discovered a true passion in guiding others towards financial security.

Charlie approaches money management with a holistic perspective. He works closely with wealthy investors and their families, collaborating with other financial advisors to develop comprehensive plans tailored to each client's unique goals and circumstances. By focusing not just on accumulating wealth, but leveraging it to create meaningful change and security, Charlie helps his clients achieve true financial well-being. With 42 years of experience under his belt and recognition as one of America's top wealth advisors by Barron’s, Dankworth continues to stay on the cutting edge of his craft. He was chosen by Morgan Stanley as one of only 50 advisors to complete their two-year Advanced Wealth Management program at the Wharton School. Additionally, he has obtained advanced designations as a CERTIFIED FINANCIAL PLANNER™ professional, Certified Investment Management Analyst® (CIMA®), and most recently as a Certified Private Wealth Advisor® (CPWA®).

Charlie and his wife Faith live in New Albany with their Cavalier King Charles puppy, Pablo. Charlie has three children and four grandchildren who live across the country in New York City, Austin (Minnesota), and Seattle. When time permits, the family likes to gather for skiing, hiking and other outdoor activities at their home in Breckenridge, Colorado. 

Born to immigrant parents from a small village in Macedonia, Romeo is no stranger to challenges and sacrifice. He developed a reputable work ethic from a very young age, lending a hand wherever he could to help his family navigate an environment where resources were scarce.

Despite the financial struggles, Romeo’s parents instilled in him the importance of education and the belief that with determination, anything is possible. Set out to build a life his parents would be proud of, Romeo graduated with a degree in finance and obtained designation as a Chartered Retirement Plans SpecialistSM (CRPS®). He also holds licenses for life, health, and long-term care insurance, as well as variable annuities.

Romeo began his financial 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 years with Morgan Stanley. Using a service-oriented, consultative approach, he works closely with clients, helping articulate needs and prioritize goals. He emphasizes asset allocation and total portfolio management, while advising on retirement income planning, education funding, structuring for charitable giving, and estate planning.

Romeo lives in New Albany with his wife, Kendra, and their two sons. He enjoys playing tennis and has recently started coaching the men’s tennis team at New Albany High School.

As a financial advisor, Kevin brings a unique blend of expertise and empathy to the table. Raised by divorced entrepreneur parents, he learned firsthand the challenges and triumphs of business ownership. Growing up with a special needs sister further instilled in him the value of careful planning and compassionate support. Through all of this, he developed a deep understanding of the importance of financial planning and security, especially in times of uncertainty.

With a commitment to personalized service, Kevin works closely with business owners and executives to navigate complex financial landscapes, offering tailored solutions to help them achieve their goals and safeguard their assets. He believes in a holistic approach to financial planning, taking into account not just the numbers, but also the unique circumstances and aspirations of each client.

Driven by a passion for making a meaningful difference in the lives of others, Kevin is dedicated to helping clients build a solid financial foundation that supports their dreams and aspirations. Whether it's planning for retirement, managing investments, or preparing for the future of a loved one, he is committed to providing expert guidance every step of the way.

Whether it’s a riddle, jigsaw, or financial plan, Patrick has always loved puzzles.  With a keen eye for detail and a knack for solving complex problems, he helps clients navigate the intricacies of wealth management with the same precision he applies to his daily crossword.

Patrick is the Chief Administrative Officer for New Albany Wealth Partners and leads the team’s operations.  Simply put, he’s always a phone call away for clients and any ask. In his 15 years of industry experience, he continues to approach each day with patience, strategy, and a commitment to finding solutions. 

Previously, Patrick has 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, traveling, and the occasional puzzle.

Courtney joined New Albany Wealth Partners in 2022 as a Registered Client Service Associate. She found her interest in the financial services industry after recognizing her passion for helping people and enjoyment of the financial markets, while attending The Ohio State University. She graduated with a Bachelor of Science in Business Administration and went on to obtain the FINRA registration she holds today, including her Series 7, Series 63, and Series 66 securities licenses. Prior to joining UBS, Courtney gained industry experience with Vanguard, where she participated in a Personal Advisor Services rotational development program.

Courtney brings a fresh perspective to the team and has earned a distinguished reputation for client service through her aggressive entry into the industry. She is a client advocate who thoroughly enjoys supporting our clients and their families.

In her free time, Courtney enjoys reading, writing, and exploring Columbus with her husband and their dog, Prince.

Amy Baker grew up in a Canton, Ohio working class community in a second-generation immigrant household, which led her to value hard work, helping others, and education.

Her commitment to education and a passion for music led her obtain a degree in Music Education and a love for playing cornet in a brass band. She uses the skills she has built throughout her decades of music making including collaboration, careful listening, empathy, and compassion, to build a career in client service that hits all the right notes with clients and colleagues alike.

Amy enjoys competing in brass band competitions across the US and UK, exploring the vibrant craft brewery scene in Columbus, Ohio, hiking in the many parks in the area, and spending time with her children and dog, Aria.