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.  His emphasis is on 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 and his wife Kathy have 3 adult children. 

    • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025, 2026The 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, 2024, 2025, 2026The 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.
    • UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

    • Pennsylvania State University, B.S. in Electrical Engineering
    • University of Pittsburgh, M.B.A.
    • Senior Portfolio Manager
    • Portfolio Manager
    4000 Town Center
    Canonsburg, PA 15317
    edward.brown@ubs.com
    Edward Brown
    4000 Town Center,Canonsburg,PA,15317
  • Daniel Fitzpatrick Profile Photo

    Daniel Fitzpatrick

    Senior 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 help achieve their financial goals.  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 help provide 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 certifications including CERTIFIED FINANCIAL PLANNER™ professional, AWMA™, Accredited Wealth Management Advisor (SM) 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 and son Colin.

     

    • Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award 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
  • 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 and Insurance, Life Accident and Health. 

    Lou and his wife have four sons and 3 grandchildren.

     

     

     

    • Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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
      600 Grant Street
      Suite 4650
      Pittsburgh, PA 15219
      louis.sforza@ubs.com
      Louis Sforza
      600 Grant Street,Pittsburgh,PA,15219
    • Jameson Headshot

      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 30+ years as a veteran of the securities industry, 13+ 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 graduate of Georgetown Law School and works for a law firm in Manhattan, NY and Alex is a graduate of Robert Morris University working for an audit and consulting firm in Pittsburgh, PA.  Both are passionate about community affairs and civic involvement.

      • Forbes Best-in-State Wealth Management Teams, 2026The 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.

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

          Niko Iacono

          Financial Advisor

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          Niko attended the Kelley School of Business at Indiana University, where he earned a B.S. in Accounting and Finance as well as an M.S. in Accounting and Data Analytics. After graduating, he spent three years in Chicago working as a Certified Public Accountant before joining UBS in 2024. Since joining UBS, Niko has combined his accounting background with a holistic wealth management approach to deliver a comprehensive and thoughtful client experience. He values partnering closely with clients to help them plan for what matters most.

           

          As a member of the PGH Wealth Management Group, Niko focuses on asset allocation strategies, financial planning, tax planning strategies, and estate planning strategies. He holds his Series 7 and Series 66 licenses and has earned the AWMA™ (Accredited Wealth Management Advisor™) designation.

           

          Niko lives in the South Hills of Pittsburgh with his wife. Outside of work, he enjoys hiking, traveling, and being actively involved in his local church.

                4000 Town Center
                Canonsburg, PA 15317
                niko.iacono@ubs.com
                Niko Iacono
                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

                      Registered 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
                          • Lexie Pic

                            Alexandra Iacono

                            Wealth Strategy Associate

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                            Alexandra has a Finance and Business Analytics degree from the Kelley School of Business at Indiana University Bloomington. 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. She and her husband live in the South Hills of Pittsburgh. 

                                  4000 Town Center
                                  Canonsburg, PA 15317
                                  alexandra.brown@ubs.com
                                  Alexandra Iacono
                                  4000 Town Center,Canonsburg,PA,15317
                                • MB

                                  Michael Brown

                                  Registered Client Associate

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                                  Michael graduated from the Palumbo-Donahue school of business at Duquesne University with majors in both Finance and Business Analytics. He began his career at Federated Hermes, where he interned in the Market Intelligence department for two school years. After graduation, he worked as an internal wholesaler at Federated Hermes, obtaining his SIE, Series 7, and Series 66 licenses. At PGH Wealth Management Group, he focuses on client service, market data, and account analysis. Michael lives in the South Hills of Pittsburgh where he enjoys cooking, hiking, and attending Pittsburgh sporting events.

                                        4000 Town Center
                                        Canonsburg, PA 15317
                                        michael.brown@ubs.com
                                        Michael 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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                                      Turn possibilities into a plan

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                                      A leading global wealth manager

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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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