Experience

Dave Stack, CAIA® discovers non-traditional opportunities for Prism Wealth Consultants clients to build long-term wealth, especially in challenging economic times.

As the longest tenured Chartered Alternative Investment Analyst in Maryland, Dave's experience and expertise enable him to offer sound advice on (and access to) Alternative Investments, which continue to receive more attention from institutions and families with great wealth. He has worked as a financial advisor since 1988 at leading institutions, including PaineWebber (Acquired by UBS), Morgan Stanley, and Merrill Lynch.

Dave is a graduate of Loyola University Maryland in Baltimore. He is an active supporter of the arts community in Key West, Florida. Additionally, he has also been on the boards and finance committees of the Children's Cancer Foundation, Chesapeake Shakespeare Community, Horizon Day Camp, and University of Maryland medical Foundation. He is a die-hard Baltimore Ravens and Maryland Terps fan, and the inventor of flip cup.

Mitchell Brown advises affluent families and family offices on sophisticated wealth strategies, with a particular focus on alternative investments and bespoke financial solutions. His team delivers tailored access to UBS’s global investment platform—leveraging the capabilities of UBS Investment Bank, UBS Wealth Management, and UBS Asset Management—to help clients achieve long-term wealth preservation and growth.

Mitchell specializes in structuring non-traditional and customized investments, private equity and hedge fund access, private market financing, tailored lending and credit solutions, and strategies for managing executive compensation and concentrated stock holdings. His approach is grounded in deep market knowledge and a commitment to personalized service.

Mitchell has over 40 years of experience on Wall Street. He began his career in Institutional Fixed Income at Goldman Sachs, later advising high net worth and ultra-high net worth individuals, families, and hedge funds at Credit Suisse in New York and Baltimore. Mitchell holds an MBA from NYU Stern School of Business and a BA from Middlebury College (where he was on the squash and lacrosse teams). He also studied at the London School of Economics.

Sean McElroy, PWA focuses on portfolio construction, client service and education, and financial planning for Prism Wealth Consultants. Sean believes the purpose of wealth is to maximize life. Since beginning his career at Millennium Partners, Sean's dual roles as a client and advisor uniquely positions him to uncover client needs, find relevant resources, and deliver meaningful advice. As a portfolio management analyst for Northrop Grumman's multi-billion dollar pension and 401(k) plans, he has been a client of prominent Wall Street firms. Sean has evaluated hundreds of investment presentations, focused on portfolio manager screening, due diligence and selection, as well as ongoing monitoring. He also passed Level I of the CFA exam set. Sean evaluated and supported the transition of 401(k) options to indexed investment vehicles, and negotiated fees for some of those options, helping hundreds of thousands of people save money.

After Northrop Grumman, Sean earned his MBA from Loyola University Maryland and became Operations Director for Baltimore Angels, Baltimore's largest group of venture capital investors. In this role, and as Director of Membership and Partnerships at Betamore, he was responsible for providing advice and connectivity to accredited investors and businesses, specifically focused on wealth creation.

Sean is passionate about improving community connectivity around positive social and economic impact. He has held (or holds) volunteer leadership roles at the following organizations: Cristo Rey Jesuit High School, Church of the Nativity, Baltimore Chamber Orchestra, and Marathon Youth Ministry.

Tim McElroy is the team's Senior Wealth Strategy Associate (SWSA), enhancing the day to day client experience of Prism Wealth Consultants by providing both operational and administrative support, in addition to direct coverage for a select number of clients.

Tim began his Finance career at the Knights of Columbus headquarters in New Haven, CT as a Credit Analyst, where he specialized in Fixed Income research and oversaw the company’s Church Loan Program. Prior to joining UBS, Tim worked for Morgan Stanley as a Municipal Analyst for the Institutional Fixed Income Desk, and became Director of Advisory Trade Support for Morgan Stanley Wealth Management, assisting in the day to day Operations for both Financial Advisors and Money Managers.

Tim is an avid New York Giants fan, and co-founder of Connecticut Young Professionals, a statewide networking organization committed to getting young professionals more involved in their communities. Tim has held (or holds) volunteer positions at Bmore Votes, Meals on Wheels, and Church of the Nativity in Timonium, MD.

Zach McCaskill is the team's Client Service Associate (CSA), enhancing the day-to-day client experience of Prism Wealth Consultants by providing both operational and administrative support.

After a summer interning at the Sickle Cell Disease Association of America (SCDAA), Zach graduated university and started his career at Morgan Stanley in Baltimore, MD.  He started on the Institutional Global Corporate Loan desk, then moving to the Wealth Management Fixed Income desk.  Zach became director of Fixed Income operations, Advisory/3rd Party Management operations, and finally director of Regulatory Reporting operations.

Zach’s major claim to fame was his time as the Chick-fil-A cow mascot in high school and college.  Zach held (or holds) volunteer positions at the Maryland Food Bank, Kennedy Krieger Institute, First Fruits Farm, and Grace Fellowship Church in Timonium, MD.

Davis joined UBS as a Client Service Associate in the fall of 2024. He is an alumnus of Baltimore School for the Arts and The University of Maryland, College Park where he graduated with a Theatre major and Arts Leadership minor. While primarily in Baltimore, he has recently spent some time in Key West, FL where he attained his scuba certification last year. Davis assists clients and the team through various financial modelling and administrative tasks.