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.

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, CRPC

First Vice President–Wealth Management

Portfolio Manager, Portfolio Management Program
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- ID
- IL
- IN
- LA
- MD
- MI
- MO
- MS
- MT
- NC
- NJ
- OH
- OK
- OR
- 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, CRPC

First Vice President–Wealth Management
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- ID
- IN
- KY
- LA
- MD
- MO
- MS
- NC
- OK
- OR
- SC
- 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
Travis Tresca, CRPC

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- ID
- IN
- LA
- MD
- MO
- MS
- NC
- OK
- OR
- 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, CFP, CRPC

Vice President–Wealth Management

Portfolio Manager, Portfolio Management Program
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- ID
- IN
- LA
- MA
- MD
- MO
- MS
- NC
- NY
- OK
- OR
- PA
- TX
- VA
- 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

Senior Client Associate
View bio
- 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

Gene Novak, CRPC

First Vice President–Wealth Management

Portfolio Manager, Portfolio Management Program
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- ID
- IL
- IN
- LA
- MD
- MI
- MO
- MS
- MT
- NC
- NJ
- OH
- OK
- OR
- 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, CRPC

First Vice President–Wealth Management
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- ID
- IN
- KY
- LA
- MD
- MO
- MS
- NC
- OK
- OR
- SC
- 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
Travis Tresca, CRPC

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- ID
- IN
- LA
- MD
- MO
- MS
- NC
- OK
- OR
- 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, CFP, CRPC

Vice President–Wealth Management

Portfolio Manager, Portfolio Management Program
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- ID
- IN
- LA
- MA
- MD
- MO
- MS
- NC
- NY
- OK
- OR
- PA
- TX
- VA
- 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

Senior Client Associate
View bio
- 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.

Why does A.I. in space matter?

ElectionWatch: The race, world, and investments

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

Learn more

Modern Retirement Monthly

Retirement check-in and 2024 preview

Regardless of whether you have decades left to save for retirement, are transitioning into retirement, or are already enjoying your retirement years, it's always a good idea to have a regular check-in with your retirement plan.

Learn more

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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Your goals. Our comprehensive plan.

Pursuing your goals together

Gene Novak, CRPC

David Cancienne, CRPC

Travis Tresca, CRPC

Kerry Kungel, CFP, CRPC

Marlene Messa