Managing Director–Wealth Management
Mikail is the Founder and Senior Financial Advisor of Qazi, Martin & Associates. He received his Chartered Retirement Planning CounselorSM, CRPC® designation in 2008.
Mikail has built a team that focuses on developing detailed financial plans and investment strategies for individuals, families, and institutions. Qazi, Martin & Associates assists their clients in meeting their objectives in the areas of retirement, education, wealth structuring, portfolio management and estate planning. Prior to joining UBS Private Wealth Management in 2022, Mikail was a Senior Vice President at Merrill Lynch Wealth Management for over 16 years. From 2003 – 2005, Mikail was an Assistant Vice President with Brookwood LLC, a Private Equity Firm, where he assisted in delivering Alternative Investment solutions to high net-worth clients.
Mikail graduated from the University of Virginia as a Rodman Scholar, an academic honor reserved for less than one percent of each graduating class. He earned his degree in Systems Engineering with a specialization in Risk Management. He lives in Arlington, Virginia and has participated in charitable organizations for the last twenty years, including Habitat for Humanity and Madison House.
First Vice President–Wealth Management
Tim is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., a Certified Investment Management Analyst® professional, and holds the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning. Prior to joining UBS Private Wealth Management in 2022, he was a financial advisor at Merrill Lynch for 10 years.
Tim attended the University of South Carolina on an academic scholarship and graduated summa cum laude with a Bachelor of Science degree in Finance. He’s a McLean, VA native and currently resides in Alexandria, VA. Tim spends most of his free time with his family or with his nose in a book.
Senior Wealth Strategy Associate
Albana holds the Chartered Retirement Planning CounselorSM designation awarded by the College for Financial Planning. She brings a helpful, experienced perspective to every interaction, and is responsible for upholding our commitment to ongoing client relationships. Albana coordinates our client review process by facilitating the interactions and performing the requisite analyses. She’s responsible for ensuring client requests are handled promptly and that all inquiries are responded to in a timely manner. She also provides analytical support to our wealth management and portfolio management processes. Albana has been in the financial services industry since 2007 and joined our team in 2015.
Albana graduated from the Academy of Economic Sciences in Bucharest, Romania with a Bachelor of Arts degree in International Business.
Courtney Babcock is the Client Service Associate for Qazi, Martin & Associates. She joins the team with ten years’ experience in client relations, most recently supporting high and ultra-high net worth clients at Morgan Stanley. Courtney brings a warm and reassuring presence to every interaction and strives to improve the client experience by emphasizing responsiveness and diligence.
Courtney graduated from Florida Atlantic University with a Bachelor of Arts degree in Psychology. As a former North Carolina and Florida resident, she now resides in Silver Spring, MD. In her free time she enjoys volunteering at local animal rescue shelters, as well as playing with her two cats, Loki and Gandalf.