Let's move forward. Together.

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.

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

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.

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.

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.

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.