Experience

Harvey joined UBS Private Wealth Management in 2011 and has over 20 years of experience advising clients.  Harvey began his career in wealth management with Lehman Brothers in 1991 and most recently was with U.S. Trust and Merrill Lynch.  Harvey is the architect of the group's risk management, investment and liquidity strategies and leads all of the strategic, advisory and planning aspects of client relationships.

Harvey received his B.S. in Finance and Economics from Valparaiso University and completed post -graduate business studies at IMD in Lausanne, Switzerland.  He holds the Certified Investment Manager Analyst designation.  Harvey lives in Charlotte with his wife Tiffany and children, Max and Lucy, and is actively involved in supporting many non-profit organizations and charities.  He enjoys golf and is an avid hunter and angler.

Haley joined UBS Private Wealth Management in 2011 and has over 10 years of experience in wealth management, most recently with U.S. Trust.  Haley advises and supports clients in all facets of the broader wealth strategy with a particular focus on the construction and implementation of complex planning strategies including but not limited to: trusts and estate, cash flow modeling, business succession and monetization.

Haley earned a B.S. in Finance from the University of North Carolina at Charlotte and holds the Certified Financial Planner^TM certification.  Haley currently holds the Series 7 (General Securities), 31 (Futures Managed Funds), Series 66 (Combined State) and life and health insurance licenses. She lives in Charlotte, is active with various local charities, and enjoys reading, staying active and spending time with friends and family.