Director
Senior Wealth Strategy Associate
William Hand, CFA® is a Senior Wealth Strategy Associate in the Private Wealth Management division of UBS Financial Services. Before joining UBS, William was a Vice President in the Global Wealth Management division at Stifel Financial Corporation. William joined Stifel as part of its 2015 acquisition of Barclays Wealth and Investment Management in the Americas, where he was a Vice President and Portfolio Analyst in the Private Client Group for four years.
William has nearly 25 years of experience at several top tier investment banks and an asset management firm, with expertise in research, asset allocation, investment management, alternative investments, capital markets, and institutional sales. Prior to joining the firm, William was an Associate Research Analyst at Macquarie Group, and an Associate Director at Bear Stearns & Co. where he covered Technology stocks in the Equity Research division. Prior to Bear Stearns, he was an Associate in Equity Research at Donaldson, Lufkin & Jenrette. He started his career at Scudder Kemper Investments as a Research Associate supporting multiple Portfolio Managers in the Technology Fund.
William graduated cum laude from Middlebury College with a Bachelor of Arts in History. He was awarded Chartered Financial Analyst® (CFA) designation in September 2010.
Director
Senior Wealth Strategy Associate
William Hand, CFA® is a Senior Wealth Strategy Associate in the Private Wealth Management division of UBS Financial Services. Before joining UBS, William was a Vice President in the Global Wealth Management division at Stifel Financial Corporation. William joined Stifel as part of its 2015 acquisition of Barclays Wealth and Investment Management in the Americas, where he was a Vice President and Portfolio Analyst in the Private Client Group for four years.
William has nearly 25 years of experience at several top tier investment banks and an asset management firm, with expertise in research, asset allocation, investment management, alternative investments, capital markets, and institutional sales. Prior to joining the firm, William was an Associate Research Analyst at Macquarie Group, and an Associate Director at Bear Stearns & Co. where he covered Technology stocks in the Equity Research division. Prior to Bear Stearns, he was an Associate in Equity Research at Donaldson, Lufkin & Jenrette. He started his career at Scudder Kemper Investments as a Research Associate supporting multiple Portfolio Managers in the Technology Fund.
William graduated cum laude from Middlebury College with a Bachelor of Arts in History. He was awarded Chartered Financial Analyst® (CFA) designation in September 2010.
Senior Client Associate
Avery Melville is a Registered Client Service Associate joining us from Stifel. She joined Stifel in 2021 after working for a Registered Investment Advisory firm in Boston. Avery combines her strengths in relationship building, due diligence and problem solving skills to provide day to day support to clients and the team.
Senior Client Associate
Avery Melville is a Registered Client Service Associate joining us from Stifel. She joined Stifel in 2021 after working for a Registered Investment Advisory firm in Boston. Avery combines her strengths in relationship building, due diligence and problem solving skills to provide day to day support to clients and the team.
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
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
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