Thoughtful advice. Shaped by experience.

When it comes to caring for your family, your business and your legacy, it’s more important than ever to work with the right team by your side. At Orchard Gate Partners, our clients often choose us for our extensive experience—working with families, their businesses and legacy goals. Today, as members of the exclusive UBS Private Wealth Management division, our entire team has never been better positioned to help you confidently move your wealth forward.

How do we do it? By navigating a global network of resources across all of UBS to uncover the opportunities you need to pursue your most important personal and business goals. Looking beyond our experience, though, we are also deeply engaged relationship builders—there when you need us with insight to help inform even your most complex decisions. From portfolio management and pre-liquidity preparation, to lending, estate planning and philanthropic strategies, our team can add value to your thinking and provide an ongoing source of financial advice today and for generations to come.

orchard partners team

Move forward confidently

We are deeply engaged relationship builders—there when you need us, with insight to help inform even your most complex decisions.

  • Kayvon-Sarmadi

    Kayvon Sarmadi, CEPA

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • KS
    • MA
    • MD
    • MN
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • 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, 2021, 2024The 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, 2024The 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 Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The 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
    1501 K Street North West
    Suite 1100
    Washington, D.C., DC 20005
    kayvon.sarmadi@ubs.com
    Kayvon Sarmadi, CEPA
    1501 K Street North West,Washington, D.C.,DC,20005
  • Toria-Scotto

    Toria Scotto, CFP, CPWA

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • KS
    • LA
    • MA
    • MD
    • ME
    • MN
    • 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 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, 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 Top Women Wealth Advisors Best-in-State, 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
    toria.scotto@ubs.com
    Toria Scotto, CFP, CPWA
    1501 K Street North West,Washington, D.C.,DC,20005
  • Haley

    Haley Hill

    Vice President

    Senior Wealth Strategy Associate

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    • 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
          haley.hill@ubs.com
          Haley Hill
          13024 Ballantyne Corporate Pl.,Charlotte,NC,28277
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          Omid Sarmadi

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • ID
          • IL
          • KS
          • MA
          • MD
          • ME
          • MN
          • NC
          • NJ
          • NV
          • NY
          • OH
          • PA
          • RI
          • TN
          • TX
          • VA
          • VT
          • WA

            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
                omid.sarmadi@ubs.com
                Omid Sarmadi
                1501 K Street North West,Washington, D.C.,DC,20005
              • Headshot

                Crystal Cleare

                Associate Director

                Team Administrator

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                • 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
                      crystal.m.cleare@ubs.com
                      Crystal Cleare
                      1501 K Street North West,Washington, D.C.,DC,20005
                    • Cecile Headshot

                      Cecile Sarmadi

                      Client Associate

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                        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
                            cecile.sarmadi@ubs.com
                            Cecile Sarmadi
                            1501 K Street North West,Washington, D.C.,DC,20005

                          Our clients

                          Working with a range of clients and their complex financial lives enables us to anticipate and address whatever challenges you may be facing.

                          Founders and entrepreneurs

                          Senior executives

                          Athletes and entertainers

                          Non-profits

                          Man looking in VR headset

                          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.

                          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

                          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.

                          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.

                          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.

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $5.9+ trn

                          UBS Group invested assets
                          As of 06/30/2024

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a leading and truly global wealth manager

                          Insights