Experience

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.

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.

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.

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.

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.

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.

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.