Name: Orchard Gate Partners
Telephone: 202-585-4030

Private Wealth Advisors

Kayvon Sarmadi, CEPA

Senior Vice President–Wealth Management

Private Wealth Advisor

Kayvon Sarmadi, CEPA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

202-585-4030

View bio Industry recognition

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

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

1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

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

1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

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 between June and September 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, 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 Women Wealth Advisors, 2020, 2021, 2022, 2023The 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

1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

Haley Hill

Vice President

Senior Wealth Strategy Associate

View bio

Strategic Partners

Omid Sarmadi

Financial Advisor

View bio

Crystal Cleare

Associate Director

Team Administrator

View bio

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

1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

Private Wealth Advisors

Kayvon Sarmadi, CEPA

Senior Vice President–Wealth Management

Private Wealth Advisor
Kayvon Sarmadi, CEPA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

202-585-4030
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- KS
- LA
- MA
- MD
- ME
- MN
- NC
- NJ
- NV
- NY
- OH
- PA
- PR
- RI
- SC
- TN
- TX
- 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, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 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.
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
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005
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

1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

202-585-5413
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KS
- LA
- MA
- MD
- ME
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- PA
- PR
- RI
- TN
- TX
- 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 between June and September 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, 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 Women Wealth Advisors, 2020, 2021, 2022, 2023The 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
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005
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
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
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

Strategic Partners

Omid Sarmadi

Financial Advisor
Omid Sarmadi

Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

202-585-4013
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- KS
- LA
- MA
- MD
- ME
- MN
- NC
- NJ
- NV
- NY
- OH
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
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
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005
Crystal Cleare

Associate Director

Team Administrator
Crystal Cleare

Associate Director
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

202-585-5399
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- ID
- LA
- MA
- MD
- ME
- MN
- NC
- NJ
- NV
- NY
- OH
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
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
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005
Cecile Sarmadi

Client Associate
Cecile Sarmadi

Client Associate

UBS Financial Services Inc.

Private Wealth Management

1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

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
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

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.

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Thoughtful advice. Shaped by experience.

Orchard Gate Partners

Move forward confidently

Private Wealth Advisors

Kayvon Sarmadi, CEPA

Toria Scotto, CFP, CPWA

Haley Hill

Strategic Partners

Omid Sarmadi

Crystal Cleare

Cecile Sarmadi

Private Wealth Advisors

Kayvon Sarmadi, CEPA

Toria Scotto, CFP, CPWA

Haley Hill

Strategic Partners

Omid Sarmadi

Crystal Cleare

Cecile Sarmadi

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Founders and entrepreneurs

Senior executives

Athletes and entertainers

Non-profits

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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

Backed by the strength of UBS

A global leader in wealth management

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