$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
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.
Jim joined UBS in 1997 and has since acquired many accreditations and awards for his dedication to clients and exceptional leadership. He focuses on high net worth individuals, business owners, retirement plans, asset allocation strategies and complex financial planning strategies.
Jim holds the Series 7, 31, 63 and 65 securities licenses and his insurance license. He earned an M.B.A. with a concentration in strategic planning and finance from the University of Pittsburgh’s Katz Graduate School of Business. Jim graduated with a B.S. in business and a minor in history from Miami University, Oxford, OH.
Jim is an active member of the local community. He has previously served on boards of the Pittsburgh Symphony, Longue Vue Club, the Coalition for Christian Outreach and Beverly Heights Presbyterian Church.
Jim lives in Mount Lebanon with his wife, Erin. He enjoys spending time traveling with his family and playing golf.
Dan began his career at UBS in December 1999, joining the Rimmel Mehaffey Pessy Wealth Consulting Group in August 2000. Using over 20 years of experience, Dan advises high-net worth individuals and business owners on wealth accumulation, preservation, and transfer strategies. His focus on financial and retirement planning, asset allocation analysis, and investment manager selection provides his clients with a full-service and holistic approach to wealth management. Dan also advises qualified retirement plans on plan design and fund selection, working closely with employers to provide a critical benefit to their employees.
Dan was named a Senior Portfolio Manager in the UBS Portfolio Management Program, allowing him to offer personalized, discretionary investment management to his clients. He has also completed the UBS Wealth Advisor Program, which educates exceptional advisors on connecting clients with the vast resources available at UBS and beyond.
Dan earned a B.S. in Finance and Investment Management from Duquesne University in Pittsburgh, PA. He is actively involved with his alma mater, as well as the American Cancer Society and various youth sports. Dan is an avid golfer, and enjoys travel, golf course architecture, and spending time with friends and family. He lives in Pittsburgh with his wife and two daughters.
As a relationship manager, John works with our individual clients, qualified retirement plans and their participants to find solutions for their financial needs. John concentrates on Next Gen and Rising Generation clients, helping them invest for retirement as well as potential education costs and home purchases. His focus on financial planning and investment management play a critical role in the long term financial success of our working-age clients.
John joined the Rimmel Mehaffey Pessy Wealth Consulting group in 2017. He holds Series 7 and 66 securities licenses and his Life, Accident & Health insurance license. John graduated from Grove City College with a B.S. in Business Finance. An active member of his community, John is involved with his alma mater and City Reformed church. He’s a lifelong basketball fan, and enjoys playing in league competition as well as coaching middle-school basketball in the Pittsburgh area. John enjoys golf, listening to audio books, and traveling to National Parks with his wife, Lauren. They reside in the North Hills of Pittsburgh.
As a Relationship Manager, Maggie works both with individual clients and managed account solutions across the business model. She focuses on Retirement Planning for working-age clients and Generational Wealth Planning for retirement-age clients. Maggie is interested in building personal relationships with clients and their families and a financial education for the next generation.
Maggie joined the Rimmel Mehaffey Pessy Group in April 2022 after working as a Financial Advisor in UBS’s Wealth Advice Center. She currently holds her Series 7 and 66 securities licenses. Maggie graduated from Emory University with a B.S. in Neuroscience and Behavioral Biology and a B.A. in Psychology. With a combination of her Psychology background and Financial training, Maggie loves to connect with clients and anticipate their needs or concerns.
In her free time, Maggie enjoys volleyball, Pilates, and traveling.
With a passion for finance, Anna enjoys working with clients to help them achieve their financial goals (anything from purchasing a Chanel handbag to saving for college!) and building generational wealth. Her attention to detail coupled with her strong communication skills make her a natural fit to be a frontline Senior Wealth Strategy Associate. With nearly a decade of financial experience working as a wholesaler and wealth management analyst, Anna joined the team in May 2023. Anna currently holds her Series 7 and 66 securities licenses. Through her professional and personal experiences, Anna has learned that the best investment you can make in life is people.
She is the President of the Pittsburgh Stock and Bond Society which is a non-profit that gives back to the local, Pittsburgh community. She is actively involved in volunteering at the Pittsburgh Food Bank and Delmont Public Library. She resides in downtown Pittsburgh and can be found golfing in the summer and skiing in the winter.
With twenty years of experience with the team, Christine is responsible for all aspects of client service and operations. She is also responsible for our client on-boarding process.
Christine joined the Rimmel Mehaffey Pessy Wealth Consulting Group in January 2003 after working as a sales assistant at Morgan Stanley and at a local venture capital firm.
She holds Series 7 and 66 securities licenses and has completed the Private Wealth Management Education Program. She graduated from Indiana University of Pennsylvania with a B.S. in communications. In her spare time, Christine is an active participant in rowing and enjoys traveling and reading.
Jenna has worked in the finance industry for over 15 years, joining the Rimmel Mehaffey Pessy Wealth Consulting Group in November 2020 as a Senior Registered Client Service Associate.
Jenna graduated from Youngstown State in 2008 with a B.S. in Finance. She holds a Series 7, Series 66 and her insurance license. Previously, Jenna worked for Ameriprise Financial in Client Service and Planning. She enjoys reading, cheering on her favorite sports teams, and trying new restaurants around the city. Jenna and her husband, Justin, reside in Greentree and love traveling together.
Jim joined UBS in 1997 and has since acquired many accreditations and awards for his dedication to clients and exceptional leadership. He focuses on high net worth individuals, business owners, retirement plans, asset allocation strategies and complex financial planning strategies.
Jim holds the Series 7, 31, 63 and 65 securities licenses and his insurance license. He earned an M.B.A. with a concentration in strategic planning and finance from the University of Pittsburgh’s Katz Graduate School of Business. Jim graduated with a B.S. in business and a minor in history from Miami University, Oxford, OH.
Jim is an active member of the local community. He has previously served on boards of the Pittsburgh Symphony, Longue Vue Club, the Coalition for Christian Outreach and Beverly Heights Presbyterian Church.
Jim lives in Mount Lebanon with his wife, Erin. He enjoys spending time traveling with his family and playing golf.
Dan began his career at UBS in December 1999, joining the Rimmel Mehaffey Pessy Wealth Consulting Group in August 2000. Using over 20 years of experience, Dan advises high-net worth individuals and business owners on wealth accumulation, preservation, and transfer strategies. His focus on financial and retirement planning, asset allocation analysis, and investment manager selection provides his clients with a full-service and holistic approach to wealth management. Dan also advises qualified retirement plans on plan design and fund selection, working closely with employers to provide a critical benefit to their employees.
Dan was named a Senior Portfolio Manager in the UBS Portfolio Management Program, allowing him to offer personalized, discretionary investment management to his clients. He has also completed the UBS Wealth Advisor Program, which educates exceptional advisors on connecting clients with the vast resources available at UBS and beyond.
Dan earned a B.S. in Finance and Investment Management from Duquesne University in Pittsburgh, PA. He is actively involved with his alma mater, as well as the American Cancer Society and various youth sports. Dan is an avid golfer, and enjoys travel, golf course architecture, and spending time with friends and family. He lives in Pittsburgh with his wife and two daughters.
As a relationship manager, John works with our individual clients, qualified retirement plans and their participants to find solutions for their financial needs. John concentrates on Next Gen and Rising Generation clients, helping them invest for retirement as well as potential education costs and home purchases. His focus on financial planning and investment management play a critical role in the long term financial success of our working-age clients.
John joined the Rimmel Mehaffey Pessy Wealth Consulting group in 2017. He holds Series 7 and 66 securities licenses and his Life, Accident & Health insurance license. John graduated from Grove City College with a B.S. in Business Finance. An active member of his community, John is involved with his alma mater and City Reformed church. He’s a lifelong basketball fan, and enjoys playing in league competition as well as coaching middle-school basketball in the Pittsburgh area. John enjoys golf, listening to audio books, and traveling to National Parks with his wife, Lauren. They reside in the North Hills of Pittsburgh.
As a Relationship Manager, Maggie works both with individual clients and managed account solutions across the business model. She focuses on Retirement Planning for working-age clients and Generational Wealth Planning for retirement-age clients. Maggie is interested in building personal relationships with clients and their families and a financial education for the next generation.
Maggie joined the Rimmel Mehaffey Pessy Group in April 2022 after working as a Financial Advisor in UBS’s Wealth Advice Center. She currently holds her Series 7 and 66 securities licenses. Maggie graduated from Emory University with a B.S. in Neuroscience and Behavioral Biology and a B.A. in Psychology. With a combination of her Psychology background and Financial training, Maggie loves to connect with clients and anticipate their needs or concerns.
In her free time, Maggie enjoys volleyball, Pilates, and traveling.
With a passion for finance, Anna enjoys working with clients to help them achieve their financial goals (anything from purchasing a Chanel handbag to saving for college!) and building generational wealth. Her attention to detail coupled with her strong communication skills make her a natural fit to be a frontline Senior Wealth Strategy Associate. With nearly a decade of financial experience working as a wholesaler and wealth management analyst, Anna joined the team in May 2023. Anna currently holds her Series 7 and 66 securities licenses. Through her professional and personal experiences, Anna has learned that the best investment you can make in life is people.
She is the President of the Pittsburgh Stock and Bond Society which is a non-profit that gives back to the local, Pittsburgh community. She is actively involved in volunteering at the Pittsburgh Food Bank and Delmont Public Library. She resides in downtown Pittsburgh and can be found golfing in the summer and skiing in the winter.
With twenty years of experience with the team, Christine is responsible for all aspects of client service and operations. She is also responsible for our client on-boarding process.
Christine joined the Rimmel Mehaffey Pessy Wealth Consulting Group in January 2003 after working as a sales assistant at Morgan Stanley and at a local venture capital firm.
She holds Series 7 and 66 securities licenses and has completed the Private Wealth Management Education Program. She graduated from Indiana University of Pennsylvania with a B.S. in communications. In her spare time, Christine is an active participant in rowing and enjoys traveling and reading.
Jenna has worked in the finance industry for over 15 years, joining the Rimmel Mehaffey Pessy Wealth Consulting Group in November 2020 as a Senior Registered Client Service Associate.
Jenna graduated from Youngstown State in 2008 with a B.S. in Finance. She holds a Series 7, Series 66 and her insurance license. Previously, Jenna worked for Ameriprise Financial in Client Service and Planning. She enjoys reading, cheering on her favorite sports teams, and trying new restaurants around the city. Jenna and her husband, Justin, reside in Greentree and love traveling together.
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.
Are we headed for a new regime in the markets or are we going “Back to the Future”? Will we experience continued uncertainty around the Fed, inflation and market volatility or is there another view brewing on the horizon?
A discussion on the latest debt ceiling developments and inflation data with John Savercool, Head of the UBS US Office of Public Policy, Brian Rose, Senior Economist, CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas.
Right now, we know a strong foundation is more important to you than ever. For more than 160 years, UBS has been tested and proven resilient—serving our clients through a wide range of financial challenges and market conditions. We continue to be recognized for, and demonstrate, our strength as a leader among the biggest, and strongest, globally systemic banks.
Taking first priority in estate planning
Wealth planning that makes a difference.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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