Your goals. Our comprehensive plan.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Retired couple

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Gene Novak

    Gene Novak, CRPC

    First Vice President–Wealth Management

    Portfolio Manager, Portfolio Management Program

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    • AL
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NJ
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WY

    I joined UBS in 2013 with over 30 years in the financial services industry starting at A.G. Edwards. I leverage my extensive experience in the credit markets to create tax efficient portfolios for high net worth clients which includes a buy and sell discipline. My investment strategy includes a comprehensive focus on fundamental and technical analysis to suit my client's personal needs and risk tolerance.

        • Portfolio Manager, Portfolio Management Program
        909 Poydras Street
        Suite 2900
        New Orleans, LA 70112
      • David-Cancienne

        David Cancienne, CRPC

        First Vice President–Wealth Management

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        • AL
        • AZ
        • CA
        • CO
        • FL
        • GA
        • IN
        • LA
        • MA
        • MD
        • MI
        • MO
        • MS
        • NC
        • NY
        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA

        David joined UBS in 2008 and over the past 30 years he has helped clients manage their wealth through all types of market conditions. He is a wealth manager who works with high net worth individuals and their families offering customized solutions to their investment challenges. David emphasizes financial planning and asset allocation with a focus on capital
        preservation and retirement income planning.

        David's bachelor's degree is in International Trade and Finance from Louisiana State University and he earned his MBA at Tulane University with a concentration in Finance. David holds Series 3, 7, 9, 10, 31, 63 and 65 securities licenses as well as licenses for life, accident and health insurance and variable annuities. He is a Chartered Retirement Planning Counselor.

        David is active with the L.S.U. Alumni Association and is a parishioner at Mater Dolorosa Catholic church. He enjoys traveling, fishing, tennis and skiing. He is fluent in German. He and his wife, Lisa, live with their son, Cameron, in Metairie, LA, a suburb of New Orleans.

              909 Poydras Street
              Suite 2900
              New Orleans, LA 70112
            • William-Tresca

              Travis Tresca, CRPC

              Financial Advisor

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              • AL
              • AZ
              • CA
              • CO
              • FL
              • GA
              • IN
              • LA
              • MA
              • MD
              • MI
              • MO
              • MS
              • NC
              • NY
              • OK
              • OR
              • PA
              • SC
              • TN
              • TX
              • VA

              Prior to joining UBS in 2011, Travis and his family owned and operated one of the largest JCB Construction Equipment dealerships in North America. His experience as a successful business owner and family wealth manager provides accurate insight and credible perspective in understanding and anticipating our clients' wealth management needs. His focus on risk analysis and budgeting; estate and succession planning, help us provide a superior wealth management process tailored to high-net worth individuals and their families.

              Travis received his bachelor's degree in economics from Rollins College. He holds Series 7, 9, 10, 31 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities. He is a Chartered Retirement Planning Counselor.

              Travis and his wife, Julie, live in New Orleans. In his spare time, Travis enjoys family, friends, festivals, cooking, LSU, the Saints and all things outdoors. 

                  • Chartered Retirement Planning Counselor℠
                  909 Poydras Street
                  Suite 2900
                  New Orleans, LA 70112
                • Kerry Kungel

                  Kerry Kungel, CFP, CRPC

                  Vice President–Wealth Management

                  Portfolio Manager, Portfolio Management Program

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                  • AL
                  • AR
                  • AZ
                  • CA
                  • CO
                  • CT
                  • FL
                  • GA
                  • IL
                  • IN
                  • LA
                  • MA
                  • MD
                  • MI
                  • MO
                  • MS
                  • NC
                  • NV
                  • NY
                  • OK
                  • OR
                  • PA
                  • SC
                  • TN
                  • TX
                  • UT
                  • VA
                  • WA

                    • Purdue University, B.S.
                    • Harvard University, M.B.A.
                    • Portfolio Manager, Portfolio Management Program
                    • CERTIFIED FINANCIAL PLANNER™
                    • Chartered Retirement Planning Counselor℠
                    909 Poydras Street
                    Suite 2900
                    New Orleans, LA 70112
                  • Marlene-Messa

                    Marlene Messa

                    Senior Client Associate

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                    • AL
                    • LA
                    • MO
                    • MS
                    • TN
                    • TX

                    Marlene joined UBS in 2008 and has over 23 years of experience in the financial services industry. She manages our client service matrix and our credit and lending
                    services. Marlene holds Series 7 and 63 securities licenses. She is fluent in Spanish.

                    Marlene lives with her husband, Scott, and daughter, Brooke, in Folsom, Louisiana. Their daughter, Brooke, attends Auburn University. In her free time, she enjoys family and
                    the outdoors.

                          909 Poydras Street
                          Suite 2900
                          New Orleans, LA 70112

                        Defining your priorities. Pursuing what matters.

                        Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                        The Year Ahead - Sustainable Investing

                        Retirement planning

                        Retirement planning

                        Multigenerational planning

                        Multigenerational planning

                        Legacy—Wealth for others

                        For needs that go beyond your own—to help you improve the lives of others

                        What will your legacy be?
                        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                        Learn more at ubs.com/wealthway.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $2.8 trillion

                        In invested assets globally 
                        As of 06/30/2022

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager