Orchard Gate Partners

Private Wealth Advisors

Kayvon Sarmadi, CEPA

Managing Director–Wealth Management

Private Wealth Advisor

Focused on excellence. Delivering the firm.
Kayvon traded his first stock at age nine. His career path was set at 23 years old,
when he started as a solo financial advisor and immediately began working with
entrepreneurs. He has never looked back.

Today, Kayvon is a UBS Private Wealth Advisor co-leading his team, Orchard Gate
Partners. He has a major voice on the team’s investment committee and guides their
approach to managing alternative investments and complex business transitions.

Notably, Kayvon also serves on the the UBS Financial Advisor Advisory Committee. He is
the youngest member of this esteemed group, an elite team of 17 who represent all
UBS Advisors in addressing their concerns and goals with UBS senior leadership.
From the team’s utmost dedication to client service to the depth of their relationships,
to their ability to navigate the extensive resources of UBS Private Wealth Management
and all of UBS, Kayvon relentlessly pursues excellence each day in service to clients and
their best interests.

Professional experience
– Private Wealth Advisor, UBS Financial Services Inc

Outside of UBS
– Kayvon enjoys spending time with his family—his wife Nadira, son Arya, daughter
Neyla and their Doberman Mila.
– He loves to travel and has visited nearly 40 countries.
– Kayvon’s passion is soccer, which he has played all his life, including four years
in college.
– He and his family are active in the Iranian American community and support many
charitable causes within their community.
– Kayvon is a mentor to young athletes who aspire to be successful businessmen
and women.

Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025, 2026The 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, 2026The 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.
Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

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.

Roanoke College, Business Administration

Private Wealth Advisor
Certified Exit Planning Advisor
Portfolio Manager

1700 M Street NW
5th Floor
Washington, D.C., DC 20036

Toria Scotto, CFP, CPWA

Senior Vice President–Wealth Management

Private Wealth Advisor

Toria Scotto, CFP, CPWA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1700 M Street NW
5th Floor
Washington, D.C., DC 20036

202-585-5413

View bio Industry recognition

Living her passion
Toria always knew growing up that she wanted to be a businesswoman, but until she shadowed traders at the American Stock Exchange, she didn’t know what that meant. Her interest in the stock market continued through college with an eye-opening UBS internship. At that point, she was hooked on problem solving, analytics—and most importantly, client relationships.

Today, as a UBS Private Wealth Advisor, Toria combines those skills with the UBS solutions and specialist resources that can help clients address all areas of their financial lives. While she focuses on relationship management, financial planning and investment management, Toria is passionate about helping clients understand the numbers and assumptions that support her thorough analysis and precise plan. In learning about what matters most to them, their goals and dreams, and helping them plan more confidently for the future, she is gratified to know she can make a difference in their lives.

Professional experience
– Private Wealth Advisor, UBS Financial Services Inc.
– Branch Analyst, UBS Financial Services Inc.
– Various positions at UBS since 2004, including Intern, Client Associate and Managed Account Sales Associate

Outside of UBS
– Toria enjoys spending time with her two young children, Giuliana and Giovanni, and her husband, Paul. Her dogs—two golden retrievers and a rescue mix are also loving family members.
– She is passionate about animal rescue. She spent many years actively involved with a local animal rescue organization, Lucky Dog Animal Rescue, helping to train new fosters and organize and host adoption events.
– Toria and her family recently moved to Great Falls, VA, where they enjoy meeting new friends and, learning the parks, a must for trail running.
– She also loves to visit family and friends in her hometown in upstate NY.

Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2026The 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, 2026The 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.
Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

Long Island University—C. W. Post, B.S., business administration with a concentration in finance
Georgetown University School of Continuing Studies, Executive Certificate in Financial Planning
Yale School of Management, Executive Certificate in Wealth Management Theory & Practice

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER
CPWA®
Endowment & Foundation Consultant

1700 M Street NW
5th Floor
Washington, D.C., DC 20036

Haley Hill

Vice President

Senior Wealth Strategy Associate

View bio

Living her passion

As a seasoned financial services professional with 25 years of industry experience, Haley is dedicated to helping clients navigate life's financial complexities with confidence. She believes strong relationships are the foundation of exceptional service and enjoys partnering closely with clients to understand their goals, values, and unique family dynamics.

Haley supports clients across a wide range of needs, from everyday account servicing to lending solutions and the implementation of financial and estate planning strategies. She also works closely with clients' external advisors to help deliver a coordinated and comprehensive wealth management experience.

Professional experience

Merrill Lynch, Client Associate, 2001-2004
Bank of America Private Bank/US Trust, Private Client Manager, 2004-2011
UBS Financial Services, Sr Wealth Strategy Associate, 2011-present

Outside of UBS

Haley works out of our Charlotte, North Carolina office
In her free time, she enjoys live music, group fitness and spending time with friend, family and her senior dog Hank.

13024 Ballantyne Corporate Pl.
Suite 650
Charlotte, NC 28277

Strategic Partners

Omid Sarmadi

Account Vice President

Financial Advisor

View bio Industry recognition

Growing up working in his family’s business, Omid developed an entrepreneurial spirit and an early appreciation for the dedication, resilience and long-term thinking it takes to build something meaningful. That experience continues to shape the way he approaches his work with clients today.

As a Financial Advisor with Orchard Gate Partners, Omid is focused on developing meaningful relationships with clients and helping them navigate the financial decisions that accompany both personal and professional success. His background gives him a particular appreciation for the perspectives of business owners, entrepreneurs and families who have spent years building and protecting their wealth.

Prior to joining UBS, Omid spent several years in the insurance industry, where he developed experience helping individuals and families understand risk and prepare for the unexpected. He brings that perspective to his work at Orchard Gate, taking a thoughtful approach to understanding each client’s priorities and the broader picture surrounding their wealth.

Outside of UBS

— Omid lives in McLean, VA with his wife, Megan, and their daughter, Layla

— He is an avid soccer fan and loyal New England Patriots supporter

— Enjoys traveling the world and in particular cruising with his family

Forbes Best-in-State Wealth Management Teams, 2026The 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.

1700 M Street NW
5th Floor
Washington, D.C., DC 20036

Crystal Cleare

Associate Director

Team Administrator

View bio

Living her passion
Crystal is the Team Business Manager focused on helping the team deliver exceptional service to clients and their families. She provides operational and strategic support to advance business priorities and elevate client experience. Her responsibilities include planning, communications, stakeholder coordination, team engagement, and execution of key initiatives.

Crystal brings a collaborative, solutions-oriented approach to her work, with a focus on creating clarity, strengthening connections, and improving team operations. As Team Manager, she keeps the team organized by tracking goals, monitoring performance, supporting business planning, and coordinating meetings and events. Since joining UBS in 2018 and the team in 2023, Crystal has built strong client operations expertise and remains committed to delivering excellent client service.

Professional experience
– UBS Financial Services, Field Engagement Team Business Analyst, 2020 – 2023

– UBS Financial Services, HR Talent & Development Specialist, 2019 – 2020

– UBS Financial Services, Wealth Management Graduate Talent Program Analyst 2018 – 2019

Outside of UBS
– Crystal lives in downtown Washington, D.C. with her cockapoo, Geo

– In her free time, Crystal enjoys going to the museum, volunteering with her local church and community, spending time with family and friends and singing.

1700 M Street NW
5th Floor
Washington, D.C., DC 20036

Cecile Sarmadi

Client Associate

View bio

Living her passion
Cecile thoroughly enjoys making clients’ lives easier. As the Client Associate for her
UBS Private Wealth team, Orchard Gate Partners, she provides seamless operational
and administrative support, account management and troubleshooting. To her, the best
part of her job is getting to know each client personally and developing a relationship
clients can count on. Cecile assesses their particular situation to determine the best
approach to serving their needs. Her service commitment is a top priority. Simply, clients
come first.

Cecile comes to UBS from a 15-year career in higher education, specifically in accounts
servicing. There she connected with people of all ages and backgrounds, strengthening
her attention to detail, as well as her relationship, communication and follow-through
skills. There could have been no better preparation for her to successfully transition to
her current role.

Professional experience
– Accounts Servicing, Accounts Payable, Purchasing, 2007 – 2021

Outside of UBS
– Cecile is fluent in three languages: English, Arabic and Farsi.
– She was born and raised in sunny Southern California, has lived in the garden state of
New Jersey and is enjoying her current home in Bethesda, MD.

Bloomfield College, Bachelor’s Degree in Computer Graphics and Fine Arts

1700 M Street NW
5th Floor
Washington, D.C., DC 20036

Shelby Tennant

Registered Client Associate

View bio

Living her passion
Shelby joined the Orchard Gate Partners UBS Private Wealth Management team in November 2025 as a Registered Client Associate. She began her UBS career in 2017 while earning her undergraduate B.S. degree in Finance from the University of Delaware. In her role, she is dedicated to delivering exceptional client service, creating a seamless client experience, and supporting the team's daily operations. She enjoys building lasting relationships and strives to be a trusted resource for both clients and colleagues alike. To her, the most rewarding part of her role is getting to know clients on a personal level and serving as a trusted resource they can depend on.

Professional experience
Registered Client Associate, UBS Financial Services Inc.

Various positions at UBS since 2017, including Intern, Office Administrator, and Market Technology Liaison

Outside of UBS
Shelby enjoys live music events, following football and baseball, and spending quality time with her family and friends.

She is passionate about giving back through organizations such as Supporting Kidds and Ronald McDonald House Charities.

Shelby values cultural diversity and global perspectives, shaped by her childhood living in Panama, Puerto Rico, and Curaçao before relocating to various regions of the United States.

In her free time, Shelby also enjoys mentoring young athletes and helping them develop confidence through individualized skills training.

1700 M Street NW
5th Floor
Washington, D.C., DC 20036

Private Wealth Advisors

Kayvon Sarmadi, CEPA

Managing Director–Wealth Management

Private Wealth Advisor
Kayvon Sarmadi, CEPA

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1700 M Street NW
5th Floor
Washington, D.C., DC 20036

202-585-4030
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- KS
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Focused on excellence. Delivering the firm.
Kayvon traded his first stock at age nine. His career path was set at 23 years old,
when he started as a solo financial advisor and immediately began working with
entrepreneurs. He has never looked back.

Today, Kayvon is a UBS Private Wealth Advisor co-leading his team, Orchard Gate
Partners. He has a major voice on the team’s investment committee and guides their
approach to managing alternative investments and complex business transitions.

Notably, Kayvon also serves on the the UBS Financial Advisor Advisory Committee. He is
the youngest member of this esteemed group, an elite team of 17 who represent all
UBS Advisors in addressing their concerns and goals with UBS senior leadership.
From the team’s utmost dedication to client service to the depth of their relationships,
to their ability to navigate the extensive resources of UBS Private Wealth Management
and all of UBS, Kayvon relentlessly pursues excellence each day in service to clients and
their best interests.

Professional experience
– Private Wealth Advisor, UBS Financial Services Inc

Outside of UBS
– Kayvon enjoys spending time with his family—his wife Nadira, son Arya, daughter
Neyla and their Doberman Mila.
– He loves to travel and has visited nearly 40 countries.
– Kayvon’s passion is soccer, which he has played all his life, including four years
in college.
– He and his family are active in the Iranian American community and support many
charitable causes within their community.
– Kayvon is a mentor to young athletes who aspire to be successful businessmen
and women.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025, 2026The 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, 2026The 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
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.
- Roanoke College, Business Administration
- Private Wealth Advisor
- Certified Exit Planning Advisor
- Portfolio Manager
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

kayvon.sarmadi@ubs.com

Kayvon Sarmadi, CEPA

1700 M Street NW,Washington, D.C.,DC,20036
Toria Scotto, CFP, CPWA

Senior Vice President–Wealth Management

Private Wealth Advisor
Toria Scotto, CFP, CPWA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1700 M Street NW
5th Floor
Washington, D.C., DC 20036

202-585-5413
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- PR
- RI
- TN
- TX
- UT
- VA
- VT
- WA
Living her passion
Toria always knew growing up that she wanted to be a businesswoman, but until she shadowed traders at the American Stock Exchange, she didn’t know what that meant. Her interest in the stock market continued through college with an eye-opening UBS internship. At that point, she was hooked on problem solving, analytics—and most importantly, client relationships.

Today, as a UBS Private Wealth Advisor, Toria combines those skills with the UBS solutions and specialist resources that can help clients address all areas of their financial lives. While she focuses on relationship management, financial planning and investment management, Toria is passionate about helping clients understand the numbers and assumptions that support her thorough analysis and precise plan. In learning about what matters most to them, their goals and dreams, and helping them plan more confidently for the future, she is gratified to know she can make a difference in their lives.

Professional experience
– Private Wealth Advisor, UBS Financial Services Inc.
– Branch Analyst, UBS Financial Services Inc.
– Various positions at UBS since 2004, including Intern, Client Associate and Managed Account Sales Associate

Outside of UBS
– Toria enjoys spending time with her two young children, Giuliana and Giovanni, and her husband, Paul. Her dogs—two golden retrievers and a rescue mix are also loving family members.
– She is passionate about animal rescue. She spent many years actively involved with a local animal rescue organization, Lucky Dog Animal Rescue, helping to train new fosters and organize and host adoption events.
– Toria and her family recently moved to Great Falls, VA, where they enjoy meeting new friends and, learning the parks, a must for trail running.
– She also loves to visit family and friends in her hometown in upstate NY.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2026The 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, 2026The 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.
- Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.
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.
- Long Island University—C. W. Post, B.S., business administration with a concentration in finance
- Georgetown University School of Continuing Studies, Executive Certificate in Financial Planning
- Yale School of Management, Executive Certificate in Wealth Management Theory & Practice
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER
- CPWA®
- Endowment & Foundation Consultant
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

toria.scotto@ubs.com

Toria Scotto, CFP, CPWA

1700 M Street NW,Washington, D.C.,DC,20036
Haley Hill

Vice President

Senior Wealth Strategy Associate
Haley Hill

Vice President
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

13024 Ballantyne Corporate Pl.
Suite 650
Charlotte, NC 28277

704-362-8213
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Living her passion

As a seasoned financial services professional with 25 years of industry experience, Haley is dedicated to helping clients navigate life's financial complexities with confidence. She believes strong relationships are the foundation of exceptional service and enjoys partnering closely with clients to understand their goals, values, and unique family dynamics.

Haley supports clients across a wide range of needs, from everyday account servicing to lending solutions and the implementation of financial and estate planning strategies. She also works closely with clients' external advisors to help deliver a coordinated and comprehensive wealth management experience.

Professional experience
- Merrill Lynch, Client Associate, 2001-2004
- Bank of America Private Bank/US Trust, Private Client Manager, 2004-2011
- UBS Financial Services, Sr Wealth Strategy Associate, 2011-present
Outside of UBS
- Haley works out of our Charlotte, North Carolina office
- In her free time, she enjoys live music, group fitness and spending time with friend, family and her senior dog Hank.
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.
13024 Ballantyne Corporate Pl.
Suite 650
Charlotte, NC 28277

haley.hill@ubs.com

Haley Hill

13024 Ballantyne Corporate Pl.,Charlotte,NC,28277

Strategic Partners

Omid Sarmadi

Account Vice President

Financial Advisor
Omid Sarmadi

Account Vice President
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1700 M Street NW
5th Floor
Washington, D.C., DC 20036

202-585-4013
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KS
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- TN
- TX
- UT
- VA
- VT
- WA
Growing up working in his family’s business, Omid developed an entrepreneurial spirit and an early appreciation for the dedication, resilience and long-term thinking it takes to build something meaningful. That experience continues to shape the way he approaches his work with clients today.

As a Financial Advisor with Orchard Gate Partners, Omid is focused on developing meaningful relationships with clients and helping them navigate the financial decisions that accompany both personal and professional success. His background gives him a particular appreciation for the perspectives of business owners, entrepreneurs and families who have spent years building and protecting their wealth.

Prior to joining UBS, Omid spent several years in the insurance industry, where he developed experience helping individuals and families understand risk and prepare for the unexpected. He brings that perspective to his work at Orchard Gate, taking a thoughtful approach to understanding each client’s priorities and the broader picture surrounding their wealth.

Outside of UBS

— Omid lives in McLean, VA with his wife, Megan, and their daughter, Layla

— He is an avid soccer fan and loyal New England Patriots supporter

— Enjoys traveling the world and in particular cruising with his family
- Forbes Best-in-State Wealth Management Teams, 2026The 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.
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.
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

omid.sarmadi@ubs.com

Omid Sarmadi

1700 M Street NW,Washington, D.C.,DC,20036
Crystal Cleare

Associate Director

Team Administrator
Crystal Cleare

Associate Director
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

1700 M Street NW
5th Floor
Washington, D.C., DC 20036

202-585-5399
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- ID
- LA
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NV
- NY
- OH
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
Living her passion
Crystal is the Team Business Manager focused on helping the team deliver exceptional service to clients and their families. She provides operational and strategic support to advance business priorities and elevate client experience. Her responsibilities include planning, communications, stakeholder coordination, team engagement, and execution of key initiatives.

Crystal brings a collaborative, solutions-oriented approach to her work, with a focus on creating clarity, strengthening connections, and improving team operations. As Team Manager, she keeps the team organized by tracking goals, monitoring performance, supporting business planning, and coordinating meetings and events. Since joining UBS in 2018 and the team in 2023, Crystal has built strong client operations expertise and remains committed to delivering excellent client service.

Professional experience
– UBS Financial Services, Field Engagement Team Business Analyst, 2020 – 2023

– UBS Financial Services, HR Talent & Development Specialist, 2019 – 2020

– UBS Financial Services, Wealth Management Graduate Talent Program Analyst 2018 – 2019

Outside of UBS
– Crystal lives in downtown Washington, D.C. with her cockapoo, Geo

– In her free time, Crystal enjoys going to the museum, volunteering with her local church and community, spending time with family and friends and singing.
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.
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

crystal.m.cleare@ubs.com

Crystal Cleare

1700 M Street NW,Washington, D.C.,DC,20036
Cecile Sarmadi

Client Associate
Cecile Sarmadi

Client Associate

UBS Financial Services Inc.

Private Wealth Management

1700 M Street NW
5th Floor
Washington, D.C., DC 20036

202-585-5398
View bio
Living her passion
Cecile thoroughly enjoys making clients’ lives easier. As the Client Associate for her
UBS Private Wealth team, Orchard Gate Partners, she provides seamless operational
and administrative support, account management and troubleshooting. To her, the best
part of her job is getting to know each client personally and developing a relationship
clients can count on. Cecile assesses their particular situation to determine the best
approach to serving their needs. Her service commitment is a top priority. Simply, clients
come first.

Cecile comes to UBS from a 15-year career in higher education, specifically in accounts
servicing. There she connected with people of all ages and backgrounds, strengthening
her attention to detail, as well as her relationship, communication and follow-through
skills. There could have been no better preparation for her to successfully transition to
her current role.

Professional experience
– Accounts Servicing, Accounts Payable, Purchasing, 2007 – 2021

Outside of UBS
– Cecile is fluent in three languages: English, Arabic and Farsi.
– She was born and raised in sunny Southern California, has lived in the garden state of
New Jersey and is enjoying her current home in Bethesda, MD.
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.
- Bloomfield College, Bachelor’s Degree in Computer Graphics and Fine Arts
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

cecile.sarmadi@ubs.com

Cecile Sarmadi

1700 M Street NW,Washington, D.C.,DC,20036
Shelby Tennant

Registered Client Associate
Shelby Tennant

Registered Client Associate

UBS Financial Services Inc.

Private Wealth Management

1700 M Street NW
5th Floor
Washington, D.C., DC 20036

202-585-5393
View bio
- DC
- DE
- FL
- MD
- NY
- PA
- TX
- VA
- VT
- WA
Living her passion
Shelby joined the Orchard Gate Partners UBS Private Wealth Management team in November 2025 as a Registered Client Associate. She began her UBS career in 2017 while earning her undergraduate B.S. degree in Finance from the University of Delaware. In her role, she is dedicated to delivering exceptional client service, creating a seamless client experience, and supporting the team's daily operations. She enjoys building lasting relationships and strives to be a trusted resource for both clients and colleagues alike. To her, the most rewarding part of her role is getting to know clients on a personal level and serving as a trusted resource they can depend on.

Professional experience
Registered Client Associate, UBS Financial Services Inc.

Various positions at UBS since 2017, including Intern, Office Administrator, and Market Technology Liaison

Outside of UBS
Shelby enjoys live music events, following football and baseball, and spending quality time with her family and friends.

She is passionate about giving back through organizations such as Supporting Kidds and Ronald McDonald House Charities.

Shelby values cultural diversity and global perspectives, shaped by her childhood living in Panama, Puerto Rico, and Curaçao before relocating to various regions of the United States.

In her free time, Shelby also enjoys mentoring young athletes and helping them develop confidence through individualized skills training.
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.
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

shelby.tennant@ubs.com

Shelby Tennant

1700 M Street NW,Washington, D.C.,DC,20036

Making sense of significant wealth

We can help you plan for it.

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

Our customized approach

Whether you’re expanding or exiting your business, incorporating alternatives into your allocation or creating a nonprofit, we collaborate efficiently across the firm to help you achieve those goals. Expect a comprehensive plan and solution set customized to your unique life.

Planning for generations

Your plan is a commitment you and your family make over time. We believe your plan needs to evolve with your life and changing needs and helps you navigate the intersection of family, business, finance and legacy.

Giving back strategically

Connecting you to our UBS team of philanthropy experts, we can address your current charitable goals and design a strategy for creating real impact in the world.

Thoughtful advice. Shaped by experience.

Move forward confidently

Private Wealth Advisors

Kayvon Sarmadi, CEPA

Toria Scotto, CFP, CPWA

Haley Hill

Strategic Partners

Omid Sarmadi

Crystal Cleare

Cecile Sarmadi

Shelby Tennant

Private Wealth Advisors

Kayvon Sarmadi, CEPA

Toria Scotto, CFP, CPWA

Haley Hill

Strategic Partners

Omid Sarmadi

Crystal Cleare

Cecile Sarmadi

Shelby Tennant

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Education

Credentials

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Education

Credentials

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Our clients

Founders and entrepreneurs

Senior executives

Athletes and entertainers

Non-profits

Making sense of significant wealth

Collaboration and connection across UBS

Collaboration and connection across UBS

Our customized approach

Our customized approach

Planning for generations

Planning for generations

Giving back strategically

Giving back strategically

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Insights

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