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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.

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.

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.