$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Remember the space race in the 1960’s? Well, fast-forward to 2024 and we have different countries going back to the moon. Why are they spending all this money to do so? What’s the point of it? And why should you care?
Watch the replay of our latest House View live conversation which featured insights from David Lefkowitz, Head of Equities, CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas.
06 June 2024
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.
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.”
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager