Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Start the conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Bruce D. Ochsman

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- ID
- IL
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

bruce.ochsman@ubs.com

Bruce D. Ochsman

1800 North Military Trail,Boca Raton,FL,33431
Benjamin Blumenthal

First Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

benjamin.blumenthal@ubs.com

Benjamin Blumenthal

1800 North Military Trail,Boca Raton,FL,33431
Mason Trippe

Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- NM
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- WA
- WV
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

mason.trippe@ubs.com

Mason Trippe

1800 North Military Trail,Boca Raton,FL,33431
Natasha Rawding

Branch Office Administrator
View bio
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

natasha.rawding@ubs.com

Natasha Rawding

1800 North Military Trail,Boca Raton,FL,33431
Nicolas Santangelo

Wealth Planning Associate
View bio
- FL
Nick is a native of Southeastern Connecticut, has a love for soccer, and is well traveled throughout New England. Nick graduated from Bryant University, Cum Laude, in 2023, with a degree in Financial Services and a minor in Communications. Nick has obtained diverse experience by helping clients understand various aspects of their financial lives. Nick is family-oriented and very passionate about learning each client’s long-term goals as well as their fundamental values, and incorporates those foundational aspects into their unique, long-term financial plan.
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301

nicolas.santangelo@ubs.com

Nicolas Santangelo

401 East Las Olas Boulevard,Fort Lauderdale,FL,33301

Catherine McDermott

Executive Director

Senior Wealth Strategist

View bio

Catherine has over 24 years of wealth planning and legal experience. She helps our clients with comprehensive wealth, trust and estate planning, preservation, transfer and management of wealth.
Melissa Lilly, CEPA, CTFA

Director

Wealth Planning Strategist

View bio

Current role and areas of expertise

Melissa is a Wealth Planning Strategist for the Central and East Divisions. In this capacity,
Melissa is responsible for providing Financial Advisors and their high net worth clients with
unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced
financial planner, she provides expertise in the following areas:

- Estate and multi-generational planning
- Retirement income and cash flow analysis
- Business continuity and succession planning
- Retirement plans and employee benefits
- Risk and liability management planning
- Charitable giving strategies
- Executive compensation and benefit strategies

Professional history

Melissa joins the Wealth Planning Strategist team after serving as a UBS Financial Advisor where
she worked with the Exit Planning and Wealth Consulting Group. Prior to joining UBS, Melissa was a
Wealth Advisor and Trust Officer with IBERIABANK, providing estate and financial planning advice to
high net worth clients. Melissa's background is in estate planning law. She practiced law in
California prior to moving to New Orleans in 2009.

Education and personal information

Melissa has a Juris Doctor from University of California, Davis and a Bachelor of Arts in English
from the University of Colorado at Boulder. Melissa holds her Series 7 and Series 66 securities
licenses, as well and life and health insurance licenses. She is a Certified Exit Planning Advisor
(CEPA) and a Certified Trust and Financial Advisor (CTFA).

Melissa and her husband live in New Orleans with their daughter and three dogs. She enjoys spending
time with her family and in the outdoors running and swimming.
Todd Greenberg

NMLS #641853

Director Senior Wealth Management Banker

View bio

Experience

Todd Greenberg joined UBS Bank USA in 2013 and he is currently a Senior Wealth Management Banker covering the South Florida Markets along with both Miami International Markets and Puerto Rico. Todd has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Todd began his career in financial services in 1999. Prior to joining UBS, he started his banking career at NationsBank which quickly turned to Bank of America and then joined Merrill Lynch during the acquisition. During his tenure, he held positions including Vice President of Wealth Management Banking, Branch Leader, Senior Mortgage Consultant.

Education

In Todd Greenberg’s role as a Senior Wealth Management Banker his NMLS # is 641853. He currently holds permissive Series 7, 63, and 66 securities licenses. Outside of the office, Todd is married to his best friend Melissa, and they have three amazing children: Jordan, Alec, and Madolyn. In his spare time, he enjoys spending time with family and is an avid sports fan. Todd is also an advocate and participant annually with March of Dimes Foundation.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender
Scott Nevin

Director

WMA Salesperson

View bio

Scott is currently the Alternative Investment Consultant supporting the Philadelphia / Washington D.C/Charlotte, Mid-Atlantic, Atlanta, Florida, and South Central Markets. Prior to joining UBS, Scott held a number of senior positions in Alternative Investments: Director of Business Development and Product Management at Alpha Capital, Principal at HSN Financial Services, and Managing Director at Fairfield Heathcliff Capital. Earlier in his career, Scott was an Associate in fixed income sales at Citigroup, and an Analyst at Morgan Stanley.
Anthony Liotti

Managing Director

Head of WMA Fixed Income Sales

View bio

Anthony has been with UBS for more than 15 years and is currently Head of their Fixed Income SMA Advisory Group. He is a 32-year veteran to the bond industry and has been involved in many different facets of the fixed income markets including institutional sales, trading, marketing and portfolio management.

Prior to joining UBS, Anthony worked at Goldman Sachs as a municipal portfolio manager for their Separately Managed Account program. Anthony also worked for Morgan Stanley for more than 10 years where he was responsible for managing their high-net-worth Fixed Income Sales Team.

Anthony has a B.S. in business management and international business from St. Francis University in Loretto, PA.

Anthony holds the Series 7, 24, 53, 63 and 66 licenses.

Anthony currently resides in Manhattan and his interests outside of work include traveling, cooking, photography and an occasional round of golf.
Christopher McCullough

Executive Director

Wealth Planning Strategist

View bio

Chris is a Wealth Planning Strategist in our Mid Atlantic markets. In this capacity, Chris is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, he provides expertise in the following areas:

- Estate and multi-generational planning
- Retirement income and cash flow analysis
- Business continuity and succession planning
- Retirement plans and employee benefits
- Risk and liability management planning
- Charitable giving strategies
- Executive compensation and benefit strategies
- Special Needs & Disability Planning

Utilizing the wealth planning framework, Chris aims to deliver the full breadth of UBS services to aid clients in achieving their wealth planning goals.

Past experience
Prior to joining UBS in 2022, Chris served as a Senior Trust Officer with the Goldman Sachs Trust Companies. In this capacity, Chris worked closely with high net worth families to plan and implement generational wealth transfer strategies.

Education and credentials
Chris holds a B.A in History from Gettysburg College and a J.D. and LL.M., Taxation, from Villanova University School of Law.

Life
Chris is an active member of the Philadelphia Estate Planning Counsel. He lives in Philadelphia with his wife and son.

Bruce D. Ochsman

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- ID
- IL
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

bruce.ochsman@ubs.com

Bruce D. Ochsman

1800 North Military Trail,Boca Raton,FL,33431
Benjamin Blumenthal

First Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

benjamin.blumenthal@ubs.com

Benjamin Blumenthal

1800 North Military Trail,Boca Raton,FL,33431
Mason Trippe

Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- NM
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- WA
- WV
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

mason.trippe@ubs.com

Mason Trippe

1800 North Military Trail,Boca Raton,FL,33431
Natasha Rawding

Branch Office Administrator
View bio
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

natasha.rawding@ubs.com

Natasha Rawding

1800 North Military Trail,Boca Raton,FL,33431
Nicolas Santangelo

Wealth Planning Associate
View bio
- FL
Nick is a native of Southeastern Connecticut, has a love for soccer, and is well traveled throughout New England. Nick graduated from Bryant University, Cum Laude, in 2023, with a degree in Financial Services and a minor in Communications. Nick has obtained diverse experience by helping clients understand various aspects of their financial lives. Nick is family-oriented and very passionate about learning each client’s long-term goals as well as their fundamental values, and incorporates those foundational aspects into their unique, long-term financial plan.
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301

nicolas.santangelo@ubs.com

Nicolas Santangelo

401 East Las Olas Boulevard,Fort Lauderdale,FL,33301

Catherine McDermott

Executive Director

Senior Wealth Strategist

View bio

Catherine has over 24 years of wealth planning and legal experience. She helps our clients with comprehensive wealth, trust and estate planning, preservation, transfer and management of wealth.
Melissa Lilly, CEPA, CTFA

Director

Wealth Planning Strategist

View bio

Current role and areas of expertise

Melissa is a Wealth Planning Strategist for the Central and East Divisions. In this capacity,
Melissa is responsible for providing Financial Advisors and their high net worth clients with
unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced
financial planner, she provides expertise in the following areas:

- Estate and multi-generational planning
- Retirement income and cash flow analysis
- Business continuity and succession planning
- Retirement plans and employee benefits
- Risk and liability management planning
- Charitable giving strategies
- Executive compensation and benefit strategies

Professional history

Melissa joins the Wealth Planning Strategist team after serving as a UBS Financial Advisor where
she worked with the Exit Planning and Wealth Consulting Group. Prior to joining UBS, Melissa was a
Wealth Advisor and Trust Officer with IBERIABANK, providing estate and financial planning advice to
high net worth clients. Melissa's background is in estate planning law. She practiced law in
California prior to moving to New Orleans in 2009.

Education and personal information

Melissa has a Juris Doctor from University of California, Davis and a Bachelor of Arts in English
from the University of Colorado at Boulder. Melissa holds her Series 7 and Series 66 securities
licenses, as well and life and health insurance licenses. She is a Certified Exit Planning Advisor
(CEPA) and a Certified Trust and Financial Advisor (CTFA).

Melissa and her husband live in New Orleans with their daughter and three dogs. She enjoys spending
time with her family and in the outdoors running and swimming.
Todd Greenberg

NMLS #641853

Director Senior Wealth Management Banker

View bio

Experience

Todd Greenberg joined UBS Bank USA in 2013 and he is currently a Senior Wealth Management Banker covering the South Florida Markets along with both Miami International Markets and Puerto Rico. Todd has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Todd began his career in financial services in 1999. Prior to joining UBS, he started his banking career at NationsBank which quickly turned to Bank of America and then joined Merrill Lynch during the acquisition. During his tenure, he held positions including Vice President of Wealth Management Banking, Branch Leader, Senior Mortgage Consultant.

Education

In Todd Greenberg’s role as a Senior Wealth Management Banker his NMLS # is 641853. He currently holds permissive Series 7, 63, and 66 securities licenses. Outside of the office, Todd is married to his best friend Melissa, and they have three amazing children: Jordan, Alec, and Madolyn. In his spare time, he enjoys spending time with family and is an avid sports fan. Todd is also an advocate and participant annually with March of Dimes Foundation.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender
Scott Nevin

Director

WMA Salesperson

View bio

Scott is currently the Alternative Investment Consultant supporting the Philadelphia / Washington D.C/Charlotte, Mid-Atlantic, Atlanta, Florida, and South Central Markets. Prior to joining UBS, Scott held a number of senior positions in Alternative Investments: Director of Business Development and Product Management at Alpha Capital, Principal at HSN Financial Services, and Managing Director at Fairfield Heathcliff Capital. Earlier in his career, Scott was an Associate in fixed income sales at Citigroup, and an Analyst at Morgan Stanley.
Anthony Liotti

Managing Director

Head of WMA Fixed Income Sales

View bio

Anthony has been with UBS for more than 15 years and is currently Head of their Fixed Income SMA Advisory Group. He is a 32-year veteran to the bond industry and has been involved in many different facets of the fixed income markets including institutional sales, trading, marketing and portfolio management.

Prior to joining UBS, Anthony worked at Goldman Sachs as a municipal portfolio manager for their Separately Managed Account program. Anthony also worked for Morgan Stanley for more than 10 years where he was responsible for managing their high-net-worth Fixed Income Sales Team.

Anthony has a B.S. in business management and international business from St. Francis University in Loretto, PA.

Anthony holds the Series 7, 24, 53, 63 and 66 licenses.

Anthony currently resides in Manhattan and his interests outside of work include traveling, cooking, photography and an occasional round of golf.
Christopher McCullough

Executive Director

Wealth Planning Strategist

View bio

Chris is a Wealth Planning Strategist in our Mid Atlantic markets. In this capacity, Chris is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, he provides expertise in the following areas:

- Estate and multi-generational planning
- Retirement income and cash flow analysis
- Business continuity and succession planning
- Retirement plans and employee benefits
- Risk and liability management planning
- Charitable giving strategies
- Executive compensation and benefit strategies
- Special Needs & Disability Planning

Utilizing the wealth planning framework, Chris aims to deliver the full breadth of UBS services to aid clients in achieving their wealth planning goals.

Past experience
Prior to joining UBS in 2022, Chris served as a Senior Trust Officer with the Goldman Sachs Trust Companies. In this capacity, Chris worked closely with high net worth families to plan and implement generational wealth transfer strategies.

Education and credentials
Chris holds a B.A in History from Gettysburg College and a J.D. and LL.M., Taxation, from Villanova University School of Law.

Life
Chris is an active member of the Philadelphia Estate Planning Counsel. He lives in Philadelphia with his wife and son.

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Watch the replay of the CIO House View monthly livestream for a conversation with Mark Haefele, GWM Chief Investment Officer, and David Lefkowitz, Head of US Equities, CIO Americas, hosted by Anthony Pastore, Head of Broadcast Communications, CIO Americas. Global equity markets have surged on the momentum of artificial intelligence, but investors now face a pivotal question: can AI drive economies to “escape velocity” and unlock a new era of growth, or will challenges like rising debt and persistent inflation slow progress? Our discussion will help you interpret the signals, seize opportunities, and build resilient portfolios for long-term success. For more insights, read CIO’s Year Ahead 2026 outlook.

December 04, 2025

A leading global wealth manager

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Let's move forward. Together.

Pursuing your goals together

Bruce D. Ochsman

Benjamin Blumenthal

Mason Trippe

Natasha Rawding

Nicolas Santangelo

Catherine McDermott

Melissa Lilly, CEPA, CTFA

Todd Greenberg

Scott Nevin

Anthony Liotti

Christopher McCullough