Begin with a plan

For your goals. For your future.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

Edward Brown

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- MA
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NM
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
- WY
Ed has over 30 years of financial services experience. He has always valued relationships with his clients as his most important assets. As an advisor he is focused on providing tailored wealth management strategies and portfolio management to help clients grow their assets and help achieve financial goals. He specializes in managing discretionary portfolios constructed of individual equity, fixed income and related securities and managing those portfolios through multiple market cycles on behalf of individual clients. He works closely with external client advisors including CPAs and estate planning professionals to develop detailed and customized financial, tax and estate plans.

Ed has a B.S. in Electrical Engineering from Pennsylvania State University and an M.B.A. from the University of Pittsburgh. He currently has Series 7, 63 and 65 securities licenses and life, health and accident insurance licenses. Ed lives in South Fayette with his wife Kathy and their three children.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The 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.
- Pennsylvania State University, B.S. in Electrical Engineering
- University of Pittsburgh, M.B.A.
- Senior Portfolio Manager
- Portfolio Manager
Home Worker FL
Home Worker FL, FL 000
Daniel Fitzpatrick

Account Vice President

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- MA
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NM
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
- WY
Helping individuals and families accomplish their financial goals is paramount in all that Dan does. Since joining UBS in 2016, Dan has helped numerous families develop customized and comprehensive strategies in order to achieve what matters most in life. His approach focuses on education, and helps to make decisions with you – not for you. Dan integrates his financial planning experience with investment management solutions to ensure a complete wealth management experience.

Prior to joining UBS, Dan worked as a Hedge Fund Specialist with JP Morgan in Boston, MA. He has a B.S. in Finance from The Pennsylvania State University. Dan holds several industry designations including CFP^® (CERTIFIED FINANCIAL PLANNER), AWMA^® (Accredited Wealth Management Advisor^₎, CEPA^® (Certified Exit Planning Advisor) and CPWA^® (Certified Private Wealth Advisor). He also holds Series 7 and 66 securities licenses, as well as life, accident, and health insurance licenses. Dan currently lives in Mt. Lebanon with his wife Holly.
- Pennsylvania State University, Bachelor of Science
- CERTIFIED FINANCIAL PLANNER™
- Accredited Wealth Management Advisor
- Certified Exit Planning Advisor
- Certified Private Wealth Advisor
4000 Town Center
Canonsburg, PA 15317
Staci Black

Team Administrator
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- MA
- MI
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WV
Staci, is the focal point of a consistent and smooth client service experience. She is responsible for managing the day-to-day affairs of the PGH Wealth Management Group including coordinating incoming and outgoing communications, managing account documentation, executing asset and cash movements and quarterbacking general client interaction with the team. She has over 20 years of experience at UBS in client facing responsibilities and is deeply skilled at service and support functions. In addition to her formal responsibilities, Staci serves as an office and firm-wide training resource and mentors new and inexperienced administrative staff. Additional experience includes more than 30 years in the financial services industry. Staci holds the Series 7, 63 and 65 securities licenses and is a member of the Team Associate Coach Network at UBS.

Staci enjoys baking, walking/running and spending time with her family. She and her husband Douglas currently live in South Fayette with their four children.
4000 Town Center
Canonsburg, PA 15317
Allison Daube

Client Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
Allison has over 20 years of experience in the financial services industry. She previously worked for Merrill Lynch in their Baltimore, Annapolis and Washington DC offices where she worked as both a member of the management team supervising the support staff and working with clients as a Registered Manager's Assistant. Allison joined UBS in 2011 and focuses on client portfolio reporting and financial planning for the team.

She and her husband David currently live in Peters Township with their three children.
Financial planning

4000 Town Center
Canonsburg, PA 15317
Louis Sforza

Executive Director

Market Director
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MS
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WV
- WY
Lou joined UBS’s predecessor Paine Webber in 1993. He started his career in the financial services industry in 1984 with Dean Witter Reynolds. Before entering management, Lou was a financial advisor for 17 years. In 2001, he became the manager of the UBS Westfield New Jersey branch. In 2005, Lou became the Business development officer for the UBS Mid Atlantic region before relocating to Pittsburgh in 2007 as the Complex Director and currently holds the title of Market Director.

Lou holds Series 65,63, SIE,3,7,9,10,8, Insurance, Life Accident and Health as well as industry designation CEPA (Certified Exit Planning Advisor).

Lou and his wife have four sons and 3 grandchildren.
- Certified Exit Planning Advisor
500 Grant Street
BNY Mellon Center
Pittsburgh, PA 15219
Perry Ninness

Client Associate
View bio
- AZ
- CA
- CO
- DE
- FL
- GA
- IN
- KY
- MI
- MN
- NC
- NM
- NV
- NY
- OH
- PA
- SC
- TX
- UT
Perry joined PGH Wealth Management as a Client Service Associate (CSA) and has a supporting role in the market branch operations. Perry initially interned at UBS during his undergraduate years and returned after time as a Derivatives Specialist at BNY Mellon.

Perry graduated from Point Park University with a B.S. in Accounting. He is currently pursuing his series 9/10 designations. Perry is a motorsports fanatic. He regularly attends all forms of racing, from Formula 1 to local dirt track events, travelling in his own sports car. He enjoys his annual hunting trip with his father and relaxing in their cabin. Perry is a long-term resident of Mt. Washington, where he currently sits as President of the local Community Development Corporation.
500 Grant Street
BNY Mellon Center
Pittsburgh, PA 15219

Edward Brown

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- MA
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NM
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
- WY
Ed has over 30 years of financial services experience. He has always valued relationships with his clients as his most important assets. As an advisor he is focused on providing tailored wealth management strategies and portfolio management to help clients grow their assets and help achieve financial goals. He specializes in managing discretionary portfolios constructed of individual equity, fixed income and related securities and managing those portfolios through multiple market cycles on behalf of individual clients. He works closely with external client advisors including CPAs and estate planning professionals to develop detailed and customized financial, tax and estate plans.

Ed has a B.S. in Electrical Engineering from Pennsylvania State University and an M.B.A. from the University of Pittsburgh. He currently has Series 7, 63 and 65 securities licenses and life, health and accident insurance licenses. Ed lives in South Fayette with his wife Kathy and their three children.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The 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.
- Pennsylvania State University, B.S. in Electrical Engineering
- University of Pittsburgh, M.B.A.
- Senior Portfolio Manager
- Portfolio Manager
Home Worker FL
Home Worker FL, FL 000
Daniel Fitzpatrick

Account Vice President

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- MA
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NM
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
- WY
Helping individuals and families accomplish their financial goals is paramount in all that Dan does. Since joining UBS in 2016, Dan has helped numerous families develop customized and comprehensive strategies in order to achieve what matters most in life. His approach focuses on education, and helps to make decisions with you – not for you. Dan integrates his financial planning experience with investment management solutions to ensure a complete wealth management experience.

Prior to joining UBS, Dan worked as a Hedge Fund Specialist with JP Morgan in Boston, MA. He has a B.S. in Finance from The Pennsylvania State University. Dan holds several industry designations including CFP^® (CERTIFIED FINANCIAL PLANNER), AWMA^® (Accredited Wealth Management Advisor^₎, CEPA^® (Certified Exit Planning Advisor) and CPWA^® (Certified Private Wealth Advisor). He also holds Series 7 and 66 securities licenses, as well as life, accident, and health insurance licenses. Dan currently lives in Mt. Lebanon with his wife Holly.
- Pennsylvania State University, Bachelor of Science
- CERTIFIED FINANCIAL PLANNER™
- Accredited Wealth Management Advisor
- Certified Exit Planning Advisor
- Certified Private Wealth Advisor
4000 Town Center
Canonsburg, PA 15317
Staci Black

Team Administrator
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- MA
- MI
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WV
Staci, is the focal point of a consistent and smooth client service experience. She is responsible for managing the day-to-day affairs of the PGH Wealth Management Group including coordinating incoming and outgoing communications, managing account documentation, executing asset and cash movements and quarterbacking general client interaction with the team. She has over 20 years of experience at UBS in client facing responsibilities and is deeply skilled at service and support functions. In addition to her formal responsibilities, Staci serves as an office and firm-wide training resource and mentors new and inexperienced administrative staff. Additional experience includes more than 30 years in the financial services industry. Staci holds the Series 7, 63 and 65 securities licenses and is a member of the Team Associate Coach Network at UBS.

Staci enjoys baking, walking/running and spending time with her family. She and her husband Douglas currently live in South Fayette with their four children.
4000 Town Center
Canonsburg, PA 15317
Allison Daube

Client Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
Allison has over 20 years of experience in the financial services industry. She previously worked for Merrill Lynch in their Baltimore, Annapolis and Washington DC offices where she worked as both a member of the management team supervising the support staff and working with clients as a Registered Manager's Assistant. Allison joined UBS in 2011 and focuses on client portfolio reporting and financial planning for the team.

She and her husband David currently live in Peters Township with their three children.
Financial planning

4000 Town Center
Canonsburg, PA 15317
Louis Sforza

Executive Director

Market Director
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MS
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WV
- WY
Lou joined UBS’s predecessor Paine Webber in 1993. He started his career in the financial services industry in 1984 with Dean Witter Reynolds. Before entering management, Lou was a financial advisor for 17 years. In 2001, he became the manager of the UBS Westfield New Jersey branch. In 2005, Lou became the Business development officer for the UBS Mid Atlantic region before relocating to Pittsburgh in 2007 as the Complex Director and currently holds the title of Market Director.

Lou holds Series 65,63, SIE,3,7,9,10,8, Insurance, Life Accident and Health as well as industry designation CEPA (Certified Exit Planning Advisor).

Lou and his wife have four sons and 3 grandchildren.
- Certified Exit Planning Advisor
500 Grant Street
BNY Mellon Center
Pittsburgh, PA 15219
Perry Ninness

Client Associate
View bio
- AZ
- CA
- CO
- DE
- FL
- GA
- IN
- KY
- MI
- MN
- NC
- NM
- NV
- NY
- OH
- PA
- SC
- TX
- UT
Perry joined PGH Wealth Management as a Client Service Associate (CSA) and has a supporting role in the market branch operations. Perry initially interned at UBS during his undergraduate years and returned after time as a Derivatives Specialist at BNY Mellon.

Perry graduated from Point Park University with a B.S. in Accounting. He is currently pursuing his series 9/10 designations. Perry is a motorsports fanatic. He regularly attends all forms of racing, from Formula 1 to local dirt track events, travelling in his own sports car. He enjoys his annual hunting trip with his father and relaxing in their cabin. Perry is a long-term resident of Mt. Washington, where he currently sits as President of the local Community Development Corporation.
500 Grant Street
BNY Mellon Center
Pittsburgh, PA 15219

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.

Focus on liquidity management

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Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

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Life is unpredictable. Could we be better prepared?

For some of life's questions you're not alone. Together we can find the answer.

With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

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Begin with a plan

Pursuing your goals together

Edward Brown

Daniel Fitzpatrick

Staci Black

Allison Daube

Louis Sforza

Perry Ninness

Edward Brown

Daniel Fitzpatrick

Staci Black

Allison Daube

Louis Sforza

Perry Ninness

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A focus on personalized access and service

Focus on liquidity management

CIO House View monthly livestream

UBS and Credit Suisse—stronger than ever

Life is unpredictable. Could we be better prepared?

Backed by the strength of UBS

A global leader in wealth management

Insights

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