Begin with a plan

For your goals. For your future.

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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 Profile Photo

    Edward Brown

    Managing Director–Wealth Management

    Financial Advisor

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    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 plan strategies.  

    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, 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 Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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
    edward.brown@ubs.com
    Edward Brown
    Home Worker FL,Home Worker FL,FL,000
  • Daniel Fitzpatrick Profile Photo

    Daniel Fitzpatrick

    Vice President–Wealth Management

    Financial Advisor

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    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.

     

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • 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
    daniel.fitzpatrick@ubs.com
    Daniel Fitzpatrick
    4000 Town Center,Canonsburg,PA,15317
  • Staci Black Profile Photo

    Staci Black

    Team Administrator

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    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
          staci.black@ubs.com
          Staci Black
          4000 Town Center,Canonsburg,PA,15317
        • Allison Daube Profile Photo

          Allison Daube

          Client Associate

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          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
                allison.daube@ubs.com
                Allison Daube
                4000 Town Center,Canonsburg,PA,15317
              • Lou

                Louis Sforza

                Executive Director

                Market Director

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                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.

                 

                 

                 

                • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                  • Certified Exit Planning Advisor
                  500 Grant Street
                  BNY Mellon Center
                  Pittsburgh, PA 15219
                  louis.sforza@ubs.com
                  Louis Sforza
                  500 Grant Street,Pittsburgh,PA,15219
                • Perry

                  Perry Ninness

                  Client Associate

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                  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
                        perry.ninness@ubs.com
                        Perry Ninness
                        500 Grant Street,Pittsburgh,PA,15219
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                        Jon Hawk

                        Senior Vice President–Wealth Management

                        Financial Advisor

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                        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                            4000 Town Center
                            Canonsburg, PA 15317
                            jon.hawk@ubs.com
                            Jon Hawk
                            4000 Town Center,Canonsburg,PA,15317
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                            Jameson Viljaste

                            Director

                            Financial Advisor

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                            Jameson is the former Producing Branch Manager for the Sewickley Office of UBS Wealth Management Americas in Sewickley, Pennsylvania- just outside of Pittsburgh.  Jameson was also previously the Branch Manager for the North Hills Morgan Stanley Office for five years before joining UBS in May 2013.  He is celebrating 27 years as a veteran of the securities industry, 11 of which are here at UBS. Jameson graduated from Boston University in 1992 where he received his Liberal Arts degree in Political Science.  He started his career as a Financial Advisor in 1997 for Smith Barney in Minneapolis, Minnesota.  In 2006, he and his wife and two boys relocated to the Pittsburgh area that enabled his wife to further her career in her hometown with Westinghouse.   

                            Although not affiliated with any specific charity, the Viljaste Family enjoys being active in local community and non-profit organizations and supporting the philanthropic passions of others.  In his spare time, Mr. Viljaste enjoys trophy class freshwater fishing, golf, amateur photography, cooking and music. Jameson and his wife, Deanna, reside in Gibsonia, PA- part of the Treesdale Residential and Golf Community.  They have two boys, Tyler and Alex; Tyler is a third-year law student at Georgetown University and Alex is a recent graduate of Robert Morris University with degrees in Accounting and Finance.  Both are passionate about community affairs and civic involvement.

                                  2200 Georgetowne Drive
                                  Suite 600
                                  Sewickley, PA 15143
                                  jameson.viljaste@ubs.com
                                  Jameson Viljaste
                                  2200 Georgetowne Drive,Sewickley,PA,15143
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                                  Alexandra Brown

                                  Wealth Strategy Associate

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                                  Alexandra received her bachelor’s degree from the Kelley School of Business at Indiana University in Bloomington, Indiana where she majored in Finance and Business Analytics. After graduation, she worked in Chicago at the UBS Wealth Advice Center where she earned her Series 7 and Series 66 licenses. 

                                  Now, with PGH Wealth Management Group, she focuses on client service, market data, and account analysis.

                                        4000 Town Center
                                        Canonsburg, PA 15317
                                        alexandra.brown@ubs.com
                                        Alexandra Brown
                                        4000 Town Center,Canonsburg,PA,15317

                                      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.

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                                      UBS and Credit Suisse—stronger than ever

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                                      Women, wealth and well-being

                                      The challenges women breadwinners face embracing their financial clout

                                      Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

                                      We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

                                      Download the report

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