Global access. Strategic solutions.

Private Wealth Management

At Park Avenue Partners, we are a seasoned Private Wealth team that offers sophisticated clients the diverse insight and access that is crucial to success within today’s complex wealth management landscape. Reflecting the global nature of both our clients and the markets in which we operate, our knowledge, experience and team members are multicultural, and our insights are informed by decades of expertise in global wealth management. While your financial success is always our priority, our commitment to you does not stop there. We go above and beyond to exceed your expectations—our relationship and your wealth deserve nothing less.

Start the conversation

Private Wealth Advisors

Ruedi Greiner

Executive Director
Ruedi Greiner

Executive Director
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-7080
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Born, raised and educated in Switzerland, Ruedi learned the trade of “private banker” in the traditional way—by first working as an apprentice in all the major departments of a bank—from securities trading and underwriting to commercial loans and mortgages. He furthered his education by attending and graduating from business school in Switzerland. At the same time, Ruedi also completed mandatory training as a soldier in the Swiss Army, finishing as First Lieutenant, and spent time in France as well as in several countries in South and Central America. This diverse background serves him well today, as he is able to serve each client with a multifaceted approach.

Ruedi and his team take a holistic approach to wealth management, analyzing a client’s entire income statement and balance sheet, addressing both assets and liabilities. As a global citizen, Ruedi strengthens client relationships through a global expertise that includes currency overlay management and risk reduction through the inclusion of foreign-listed equities and the powerful service ethic imbued during his private banking past.

A longtime board member of the Swiss Benevolent Society of New York, a charitable organization founded in 1846 as a self-help organization for Swiss immigrants, Ruedi currently serves as chairman of the scholarship committee.

Ruedi lives on Long Island with his wife and daughter. As might be expected, he is an avid skier, and fluent in English, German, French and Spanish.
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.
- Private Wealth Advisor
299 Park Avenue
New York, NY 10017

ruedi.greiner@ubs.com

Ruedi Greiner

299 Park Avenue,New York,NY,10017
Steven Wagner

Executive Director
Steven Wagner

Executive Director
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-7132
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Steven is an Executive Director of UBS Financial Services, Inc. As a Private Wealth Advisor with 30+ years of financial services experience, he helps his diverse client base of publically and privately held businesses, their owners and multi-generational family members to integrate their corporate and personal finances with wealth transfer and business succession strategies.

He advises ultra-high net worth clients on designing and deploying customized strategies by serving their wealth management needs, including employing a diversified global approach to asset allocation and prudently maintaining a securities backed portfolio. Steven also assists in wealth planning, financial goal analysis, trust and estate planning strategies, insurance needs, college education savings, and philanthropic giving strategies. Additionally, he can provide investment banking introductions for corporate executives and their operating companies.

Steven began his career in 1986 as an Associate in the Private Banking division of J.P. Morgan & Co. He joined the Private Bank of the Union Bank of Switzerland in 1998, where he served as a senior Private Banker. Following the formation of UBS Financial Services (formerly, UBS PaineWebber), Steven joined the Private Wealth Management office in NY.

Steven holds Series 7 and 66 securities licenses and several insurance agent licenses. He is accredited as a Private Wealth Advisor, and completed The Wharton School’s Private Wealth Executive Education Program and the Columbia Business School Private Wealth Executive Education Program. Steven lives on the South Shore of Long Island with his wife and their 2 sons. In his spare time, he volunteers as a Board Member of the finance committee for his local church parish and at Bethlehem Assembly of God. He is a Board Member of the Hispanic Brotherhood, Inc. and a Gold Member of ALPFA, Association of Latino Professionals for America.
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.
- Private Wealth Advisor
299 Park Avenue
New York, NY 10017

dl-parkavepartners@ubs.com,steven.wagner@ubs.com

Steven Wagner

299 Park Avenue,New York,NY,10017
Spencer Pearson, CFA

Senior Vice President–Wealth Management
Spencer Pearson, CFA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-7133
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Spencer brings broad multinational financial experience to Park Avenue Partners. He joined the financial services industry after college graduation in 1997, when he worked for a large South African financial services company. In 2000, he moved to HSBC Asset Management, where he was responsible for marketing the bank’s investment products to financial advisors. In 2002, he joined Barclays Wealth as an investment manager on a high net worth advisor team. He moved to UBS Wealth Management in Zurich in 2005 before joining the New York office in 2010.

At UBS, Spencer focuses on portfolio construction, asset allocation, and security selection using proprietary and third-party solutions.

Spencer graduated with a B.S. in medical biochemistry from the University of Birmingham in England. He holds Series 7 and 66 securities licenses and is accredited as a Private Wealth Advisor. Spencer is a CFA charterholder and a member of the New York Society of Security Analysts. He is also proficient in German and knows conversational French.

Spencer lives in Connecticut with his wife and their three children. In his free time, Spencer enjoys snowboarding, soccer and cycling.
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.
- University of Birmingham in England, B.S. Medical Biochemistry
- Chartered Financial Analyst®
- Private Wealth Advisor
299 Park Avenue
New York, NY 10017

spencer.pearson@ubs.com

Spencer Pearson, CFA

299 Park Avenue,New York,NY,10017
Marc Simon-Vermot

Senior Vice President–Wealth Management
Marc Simon-Vermot

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-7089
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Marc joined UBS in 2010 after spending two years working at a strategy consulting firm in Boston. At UBS, Marc works with entrepreneurs, family offices and executives, assisting with portfolio management, asset allocation and risk management.

A Boston College graduate, Marc earned his B.A. in economics, English and history. He holds Series 7 and 66 securities licenses and is accredited as a Private Wealth Advisor.

Marc resides on the Upper East Side of Manhattan with his wife and two sons.
- Forbes Best-in-State Wealth Advisors, 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.
- Boston College, B.A. Economics, English, History
- Private Wealth Advisor
299 Park Avenue
New York, NY 10017

marc.simon@ubs.com

Marc Simon-Vermot

299 Park Avenue,New York,NY,10017
Karen Ng

Associate Director

Wealth Strategy Associate
Karen Ng

Associate Director
Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-7085
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NY
- OH
- OK
- PA
- SC
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Karen joined UBS in 2000. As a Registered Client Service Associate, she supports the team and its clients with trading, inquiries and all aspects of account administration.

Karen graduated with a B.A. from the University of Miami and holds Series 7 and 66 securities licenses. She is a member of Support Parents of Allergic Kids (SPOAK) and The Food Allergy and Anaphylaxis Network, organizations that promote food allergy awareness. Outside of work, she enjoys cooking, running and skiing.
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.
- University of Miami, B.A.
299 Park Avenue
New York, NY 10017

karen.ng@ubs.com

Karen Ng

299 Park Avenue,New York,NY,10017
Vanessa Wagner

Wealth Strategy Associate
Vanessa Wagner

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-7148
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NY
- OH
- OK
- PA
- SC
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Vanessa Wagner began her career at UBS AG Private Bank in 2007, and she transitioned to the New York Private Wealth Management office in 2009. Vanessa is the Wealth Strategy Associate of the Park Avenue Partners team. In her role, she supports the team by servicing the wealth management needs of individuals, families and corporate executives of substantial wealth. Her area of focus include assisting with trading, developing various investment management plans and cultivating new relationships.

Vanessa regularly meets with clients and assists advisors with building tailored plans and strategic solutions based on actively listening, understanding and analyzing clients’ needs, goals and risk assessment.

In addition, she assists the team with and enjoys the day to day interactions with their existing domestic and international clients.

Vanessa received her Business Administration degree from Baruch College. She is fluent in Spanish and holds Series 3, 7 and 66 securities licenses and insurance licenses. Vanessa resides on the South Shore of Long Island with her husband and their 2 sons. Outside of work, she is a member of the Financial Women’s Association, a network that empowers women in finance. Vanessa is also a Board Member of the Hispanic Brotherhood of Rockville Centre, an organization that helps underserved Latino communities, and a member and Sponsor of ALPFA, Association of Latino Professionals for America.
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.
- Baruch College, Business Administration
299 Park Avenue
New York, NY 10017

vanessa.wagner@ubs.com

Vanessa Wagner

299 Park Avenue,New York,NY,10017

Strategic Partners

Patric Mesot

Executive Director
Patric Mesot

Executive Director
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

550 Biltmore Way
Coral Gables, FL 33134

212-821-7131
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NH
- NJ
- NY
- OH
- OK
- PA
- SC
- SD
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Patric received his education in Switzerland and began his career in 1989 at Credit Suisse before joining UBS Basel in 1995 and moved to New York in 2000. Patric moved to Coral Gables, Florida in 2019.

He spent three years pursuing a well-rounded education, earning a degree in finance and banking from KV Basel in Switzerland in 1992, and gaining valuable work experience in many different areas of banking, including private banking, retail banking, commercial lending, private lending, mortgage finance and securities trading. Patric continued his professional education, which culminated in 1998 with his accreditation as a Swiss Certified Banking Expert.

Patric gained a very broad understanding of the various aspects of each business area and finally chose his career of Financial Advisor. He was fortunate to have been able to align his personal passion for investing and markets with his career in Private Wealth Management. He enjoys the day-to-day interaction with clients of various backgrounds and investment expertise and the exchange of ideas and insights required to guide clients and their families successfully through their lifetime.

Patric holds Series 7 and 66 securities licenses and insurance licenses and is accredited as a Private Wealth Advisor. He is also fluent in English and German and speaks conversational French. In his free time, Patric enjoys traveling, badminton, hiking and skiing.
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.
- Private Wealth Advisor
550 Biltmore Way
Coral Gables, FL 33134

patric.mesot@ubs.com

Patric Mesot

550 Biltmore Way,Coral Gables,FL,33134

Private Wealth Advisors

Ruedi Greiner

Executive Director
Ruedi Greiner

Executive Director
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-7080
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Born, raised and educated in Switzerland, Ruedi learned the trade of “private banker” in the traditional way—by first working as an apprentice in all the major departments of a bank—from securities trading and underwriting to commercial loans and mortgages. He furthered his education by attending and graduating from business school in Switzerland. At the same time, Ruedi also completed mandatory training as a soldier in the Swiss Army, finishing as First Lieutenant, and spent time in France as well as in several countries in South and Central America. This diverse background serves him well today, as he is able to serve each client with a multifaceted approach.

Ruedi and his team take a holistic approach to wealth management, analyzing a client’s entire income statement and balance sheet, addressing both assets and liabilities. As a global citizen, Ruedi strengthens client relationships through a global expertise that includes currency overlay management and risk reduction through the inclusion of foreign-listed equities and the powerful service ethic imbued during his private banking past.

A longtime board member of the Swiss Benevolent Society of New York, a charitable organization founded in 1846 as a self-help organization for Swiss immigrants, Ruedi currently serves as chairman of the scholarship committee.

Ruedi lives on Long Island with his wife and daughter. As might be expected, he is an avid skier, and fluent in English, German, French and Spanish.
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.
- Private Wealth Advisor
299 Park Avenue
New York, NY 10017

ruedi.greiner@ubs.com

Ruedi Greiner

299 Park Avenue,New York,NY,10017
Steven Wagner

Executive Director
Steven Wagner

Executive Director
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-7132
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Steven is an Executive Director of UBS Financial Services, Inc. As a Private Wealth Advisor with 30+ years of financial services experience, he helps his diverse client base of publically and privately held businesses, their owners and multi-generational family members to integrate their corporate and personal finances with wealth transfer and business succession strategies.

He advises ultra-high net worth clients on designing and deploying customized strategies by serving their wealth management needs, including employing a diversified global approach to asset allocation and prudently maintaining a securities backed portfolio. Steven also assists in wealth planning, financial goal analysis, trust and estate planning strategies, insurance needs, college education savings, and philanthropic giving strategies. Additionally, he can provide investment banking introductions for corporate executives and their operating companies.

Steven began his career in 1986 as an Associate in the Private Banking division of J.P. Morgan & Co. He joined the Private Bank of the Union Bank of Switzerland in 1998, where he served as a senior Private Banker. Following the formation of UBS Financial Services (formerly, UBS PaineWebber), Steven joined the Private Wealth Management office in NY.

Steven holds Series 7 and 66 securities licenses and several insurance agent licenses. He is accredited as a Private Wealth Advisor, and completed The Wharton School’s Private Wealth Executive Education Program and the Columbia Business School Private Wealth Executive Education Program. Steven lives on the South Shore of Long Island with his wife and their 2 sons. In his spare time, he volunteers as a Board Member of the finance committee for his local church parish and at Bethlehem Assembly of God. He is a Board Member of the Hispanic Brotherhood, Inc. and a Gold Member of ALPFA, Association of Latino Professionals for America.
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.
- Private Wealth Advisor
299 Park Avenue
New York, NY 10017

dl-parkavepartners@ubs.com,steven.wagner@ubs.com

Steven Wagner

299 Park Avenue,New York,NY,10017
Spencer Pearson, CFA

Senior Vice President–Wealth Management
Spencer Pearson, CFA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-7133
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Spencer brings broad multinational financial experience to Park Avenue Partners. He joined the financial services industry after college graduation in 1997, when he worked for a large South African financial services company. In 2000, he moved to HSBC Asset Management, where he was responsible for marketing the bank’s investment products to financial advisors. In 2002, he joined Barclays Wealth as an investment manager on a high net worth advisor team. He moved to UBS Wealth Management in Zurich in 2005 before joining the New York office in 2010.

At UBS, Spencer focuses on portfolio construction, asset allocation, and security selection using proprietary and third-party solutions.

Spencer graduated with a B.S. in medical biochemistry from the University of Birmingham in England. He holds Series 7 and 66 securities licenses and is accredited as a Private Wealth Advisor. Spencer is a CFA charterholder and a member of the New York Society of Security Analysts. He is also proficient in German and knows conversational French.

Spencer lives in Connecticut with his wife and their three children. In his free time, Spencer enjoys snowboarding, soccer and cycling.
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.
- University of Birmingham in England, B.S. Medical Biochemistry
- Chartered Financial Analyst®
- Private Wealth Advisor
299 Park Avenue
New York, NY 10017

spencer.pearson@ubs.com

Spencer Pearson, CFA

299 Park Avenue,New York,NY,10017
Marc Simon-Vermot

Senior Vice President–Wealth Management
Marc Simon-Vermot

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-7089
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Marc joined UBS in 2010 after spending two years working at a strategy consulting firm in Boston. At UBS, Marc works with entrepreneurs, family offices and executives, assisting with portfolio management, asset allocation and risk management.

A Boston College graduate, Marc earned his B.A. in economics, English and history. He holds Series 7 and 66 securities licenses and is accredited as a Private Wealth Advisor.

Marc resides on the Upper East Side of Manhattan with his wife and two sons.
- Forbes Best-in-State Wealth Advisors, 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.
- Boston College, B.A. Economics, English, History
- Private Wealth Advisor
299 Park Avenue
New York, NY 10017

marc.simon@ubs.com

Marc Simon-Vermot

299 Park Avenue,New York,NY,10017
Karen Ng

Associate Director

Wealth Strategy Associate
Karen Ng

Associate Director
Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-7085
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NY
- OH
- OK
- PA
- SC
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Karen joined UBS in 2000. As a Registered Client Service Associate, she supports the team and its clients with trading, inquiries and all aspects of account administration.

Karen graduated with a B.A. from the University of Miami and holds Series 7 and 66 securities licenses. She is a member of Support Parents of Allergic Kids (SPOAK) and The Food Allergy and Anaphylaxis Network, organizations that promote food allergy awareness. Outside of work, she enjoys cooking, running and skiing.
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.
- University of Miami, B.A.
299 Park Avenue
New York, NY 10017

karen.ng@ubs.com

Karen Ng

299 Park Avenue,New York,NY,10017
Vanessa Wagner

Wealth Strategy Associate
Vanessa Wagner

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10017

212-821-7148
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NY
- OH
- OK
- PA
- SC
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Vanessa Wagner began her career at UBS AG Private Bank in 2007, and she transitioned to the New York Private Wealth Management office in 2009. Vanessa is the Wealth Strategy Associate of the Park Avenue Partners team. In her role, she supports the team by servicing the wealth management needs of individuals, families and corporate executives of substantial wealth. Her area of focus include assisting with trading, developing various investment management plans and cultivating new relationships.

Vanessa regularly meets with clients and assists advisors with building tailored plans and strategic solutions based on actively listening, understanding and analyzing clients’ needs, goals and risk assessment.

In addition, she assists the team with and enjoys the day to day interactions with their existing domestic and international clients.

Vanessa received her Business Administration degree from Baruch College. She is fluent in Spanish and holds Series 3, 7 and 66 securities licenses and insurance licenses. Vanessa resides on the South Shore of Long Island with her husband and their 2 sons. Outside of work, she is a member of the Financial Women’s Association, a network that empowers women in finance. Vanessa is also a Board Member of the Hispanic Brotherhood of Rockville Centre, an organization that helps underserved Latino communities, and a member and Sponsor of ALPFA, Association of Latino Professionals for America.
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.
- Baruch College, Business Administration
299 Park Avenue
New York, NY 10017

vanessa.wagner@ubs.com

Vanessa Wagner

299 Park Avenue,New York,NY,10017

Strategic Partners

Patric Mesot

Executive Director
Patric Mesot

Executive Director
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

550 Biltmore Way
Coral Gables, FL 33134

212-821-7131
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NH
- NJ
- NY
- OH
- OK
- PA
- SC
- SD
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Patric received his education in Switzerland and began his career in 1989 at Credit Suisse before joining UBS Basel in 1995 and moved to New York in 2000. Patric moved to Coral Gables, Florida in 2019.

He spent three years pursuing a well-rounded education, earning a degree in finance and banking from KV Basel in Switzerland in 1992, and gaining valuable work experience in many different areas of banking, including private banking, retail banking, commercial lending, private lending, mortgage finance and securities trading. Patric continued his professional education, which culminated in 1998 with his accreditation as a Swiss Certified Banking Expert.

Patric gained a very broad understanding of the various aspects of each business area and finally chose his career of Financial Advisor. He was fortunate to have been able to align his personal passion for investing and markets with his career in Private Wealth Management. He enjoys the day-to-day interaction with clients of various backgrounds and investment expertise and the exchange of ideas and insights required to guide clients and their families successfully through their lifetime.

Patric holds Series 7 and 66 securities licenses and insurance licenses and is accredited as a Private Wealth Advisor. He is also fluent in English and German and speaks conversational French. In his free time, Patric enjoys traveling, badminton, hiking and skiing.
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.
- Private Wealth Advisor
550 Biltmore Way
Coral Gables, FL 33134

patric.mesot@ubs.com

Patric Mesot

550 Biltmore Way,Coral Gables,FL,33134

Access and opportunity for multicultural investors

Our team is committed to creating an inclusive experience that best serves all our clients so they can pursue new avenues for growth and success. No matter where you are on your wealth journey, we can connect you to a global network of experts and opportunities to help you and your family achieve your most important goals.

Let's invest to advance

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

You. Connected

How do you make decisions that will guide you successfully forward, no matter what your goal? At Park Avenue Partners we believe it’s all about connection. As our Private Wealth client, you’re connected to a global powerhouse of wealth management expertise, strategic thought leadership and bespoke solutions both here and abroad. When it comes to caring for your family, your business and a legacy you hope others will remember, it’s more important than ever to have a team you can trust by your side.

Workplace Wealth Solutions

Insights

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

Global access. Strategic solutions.

Private Wealth Advisors

Ruedi Greiner

Steven Wagner

Spencer Pearson, CFA

Marc Simon-Vermot

Karen Ng

Vanessa Wagner

Strategic Partners

Patric Mesot

Private Wealth Advisors

Ruedi Greiner

Steven Wagner

Spencer Pearson, CFA

Marc Simon-Vermot

Karen Ng

Vanessa Wagner

Strategic Partners

Patric Mesot

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Education

Credentials

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Education

Credentials

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Access and opportunity for multicultural investors

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Connecting you to the deep resources of UBS

You. Connected

Workplace Wealth Solutions

Insights

A leader in wealth management

Backed by the strength of our parent company, UBS AG

*

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