Let's move forward. Together.

Path

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.

  • Ryan Small

    Ryan Small

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    Ryan offers 10 years of experience in the Wealth Management industry and focuses on retirement, estate, and tax planning for retirees, pre-retirees, business owners, and executives.  Ryan has found that he could have a significant impact on his clients’ lives by helping them make well-informed decisions and connecting them to the expertise they need.  He is energized by presenting his clients with a broad range of custom solutions and “outside the box” critical thinking. 

    As a resident of Chicago for 10 years prior to moving to Cincinnati, Ryan discovered his passion for giving back to his community.  He became the youngest board member at the Jewish Council for Youth Services.  Upon moving to Cincinnati he quickly found ways to have an impact on the local community.  Ryan has served on the board at Rockwern Academy and the Adath Israel Congregation.  He has also taken active roles in the Cincinnati Beyond 2020 Initiative, the Jewish Professional Advisors Network, and the Jewish Federation Planning and Allocations committee.  Ryan and his wife, Sari, live in Sycamore Township with their three children, Sloane, Lennox, and Barrett.   

          8044 Montgomery Road
          The Towers At Kenwood
          Cincinnati, OH 45236
          ryan.small@ubs.com
          Ryan Small
          8044 Montgomery Road,Cincinnati,OH,45236
        • Kyle McCarthy

          Kyle McCarthy

          Senior Wealth Strategy Associate

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          • CA
          • CT
          • DE
          • FL
          • IL
          • IN
          • KY
          • MA
          • MD
          • ME
          • MI
          • NJ
          • NY
          • OH
          • RI
          • SC
          • TN
          • TX
          • WI

          Kyle joined UBS in 2024 after spending 13 years with JP Morgan Asset Management as an Executive Director in Cincinnati and Indianapolis. His primary role was trading high yield corporate debt for both institutional and retail clients. Prior to JP Morgan, Kyle spent 2 years at Johnson Investment Counsel, beginning his career as a portfolio manager assistant and then as a fixed income trader. He is a graduate of the University of Cincinnati with a B.B.A. in Finance and has over 15 years of industry experience. He also holds the Series 7 and 66 licenses.

          Kyle and his wife, Katie, live on the West side of Cincinnati with their 3 children, Nora (9), Finn (8) and Lucas (5). His interests include reading historical non-fiction, learning about landscape architecture and trying to find more time to fly-fish.   

                8044 Montgomery Road
                The Towers At Kenwood
                Cincinnati, OH 45236
                kyle.mccarthy@ubs.com
                Kyle McCarthy
                8044 Montgomery Road,Cincinnati,OH,45236
              • Alyson Workman

                Alyson Workman

                Senior Registered Client Associate

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                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IL
                • IN
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • NC
                • NH
                • NJ
                • NY
                • OH
                • OR
                • PA
                • RI
                • SC
                • TX
                • VA
                • VT
                • WA
                • WI

                Alyson joined UBS Financial Services in 2020.  Prior to joining the team, she spent 5 ½ years with Goldman Sachs in Chicago.  She is a graduate of the University of Kentucky with a B.B.A. in Management and Marketing, and has over fourteen years of industry experience.

                As a Senior Registered Client Associate, Alyson handles all administrative and operational needs for our clients.

                In her free time, Alyson enjoys traveling, outdoor activities, and spending time with family and friends.

                      8044 Montgomery Road
                      Suite 100W
                      Cincinnati, OH 45236
                      alyson.workman@ubs.com
                      Alyson Workman
                      8044 Montgomery Road,Cincinnati,OH,45236
                    • Aaron Goldhoff

                      Aaron Goldhoff

                      Client Associate

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                      • CA
                      • FL
                      • IL
                      • KY
                      • MA
                      • MD
                      • NJ
                      • NY
                      • OH
                      • SC
                      • TX
                      • WI

                      Aaron joined UBS in 2021. Prior to joining the team, he spent 5.5 successful years with C.H. Robinson in Chicago. On This team Aaron's responsibilities include: all scheduling, marketing, company research, meeting prep work, and team organization. He also holds the Series 7, Series 66 licenses, along with his Life, Accident, and Health Insurance license.

                      Aaron was born and raised here in Cincinnati, graduating from Sycamore High School in 2011. He then went west to the University of Arizona where he earned a degree in Sports Management and Sociology, and a certificate in Sales. Since moving back to Cincinnati in November of 2021 with his wife Olivia, Aaron enjoys playing softball, Golfing and writing about movies on his personal website.

                            8044 Montgomery Road
                            Suite 100W
                            Cincinnati, OH 45236
                            aaron.goldhoff@ubs.com
                            Aaron Goldhoff
                            8044 Montgomery Road,Cincinnati,OH,45236
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                          A plan to simplify your financial life

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                          UBS Wealth Way

                          Wealth from your point of view

                          An approach that works for your entire financial life
                          Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $6 trn

                          UBS Group invested assets
                          As of 12/31/2024

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                          UBS is a leading and truly global wealth manager

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