Your life. Your wealth. Your future.

Pursue what matters most

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.

Meet the Team

Robert P. Pizzella

Managing Director–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Rob Pizzella is a Managing Director and Financial Advisor based in Greenwich, CT who works with individuals, family offices, C- suite executives, private business owners, non-profits, endowments, and foundations.

Rob works in concert with a team of UBS specialists to act as a strategic advisor to clients that always begins with a tax efficient financial plan. The plan is followed by a prudent and dynamic investment allocation with diligent consideration of risk management assessments. Leveraging the extensive resources of UBS, guides clients on both sides of their balance sheet with customized credit, mortgage lending, concentrated positions, estate planning and wealth transfer.

Rob has over 30 years of both Private Bank Advisory and Institutional Capital Markets experience working directly with clients. In addition, he also has held market executive leadership roles for investment management teams at Bank of America, Merrill Lynch and most recently as a Senior Private banker and Managing Director at J.P. Morgan Private Bank. His “student of the market” mindset provides his clients the most up to date perspectives on trending themes, favored sectors and geopolitical issues effecting portfolio construction.

Rob earned his undergraduate Bachelor of Science degree from Fairfield University and an MBA from Fordham University, majoring in finance. In addition, he holds a certificate of studies in strategy and innovation from the Massachusetts Institute of Technology, Sloan School.

Rob is active in the local community and is currently serving on the Northeast Greenwich Association Board. He has been a presenter at the Greenwich Boys and Girls club on financial literacy, as well as a former trustee of the Westport Country Playhouse. He resides in Greenwich with his wife Marna and their three children, Madigan, Lauren, Jacklyn and their two dogs Ryely and Goose! In his leisure time, Rob enjoys golf, history and traveling.
- Portfolio Manager
100 West Putnam Avenue
2nd Floor
Greenwich, CT 06830

robert.pizzella@ubs.com

Robert P. Pizzella

100 West Putnam Avenue ,Greenwich,CT,06830
Viviana Coelho

Registered Client Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
With over twenty years in the financial services industry, Viviana joined UBS in June 2023 as a Registered Client associate and takes pride in providing the ultimate client experience. Conscientious and thorough, whenever a client has a request, question or concern, she is dedicated to addressing their needs in a prompt and careful manner.

Outside of the office, Viviana enjoys spending quality time with her husband and three children. She volunteers regularly at her children’s school and can be found cheering from the soccer sidelines most weekends. In her free time she enjoys traveling, reading, and a good cup of coffee.
Home Worker CT
Home Worker CT, CT 000

viviana.coelho@ubs.com

Viviana Coelho

Home Worker CT,Home Worker CT,CT,000

Dan Scheinthal

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Daniel Scheinthal joined UBS Bank USA in 2016 and he is currently a Senior Wealth Management Banker covering the Soundview and Greater New England Markets.

Daniel has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Daniel began his career in financial services in 2007. Prior to joining UBS, Daniel spent 6 years at Merrill Lynch.

Education and personal information

In Daniel’s role as a Senior Wealth Management Banker his NMLS # is 642136. He holds his Series 7, 66 & 24 securities licenses. He also holds a degree in Public Finance from Indiana University and an MBA in Finance from NYU Stern School of Business.

Outside of the office, Daniel enjoys spending time with his wife, Kim and their two children Liam & Ava.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
Mark Vanderburg, CIMA®

Director

Advisory Sales Consultant

View bio

Mark is a Director, Advisory Sales Consultant, providing financial advisors education, practice management, and investment manager implementation ideas on the UBS Advisory Platforms.

Professional History

Mark joined UBS in 2020 as an Advisory Sales Consultant based in San Francisco and relocated in 2023 to work with the Manhattan Market. Prior to joining UBS, Mark spent over seven years at Merrill Lynch within their Advisory Specialist organization. He began his career at Merrill Lynch on the Internal Advisory desk primarily covering the Mid-Atlantic, Western Pennsylvania and Ohio Markets. In 2018, Mark relocated to San Francisco to become the external Advisory Specialist covering the San Francisco Bay Area. Mark began his career in the financial service industry within Vanguard’s Client Service Team where he worked directly with UHNW clients for two years.

Education

He is also a Certified Investment Management Analyst® (CIMA®), a designation sponsored by the Investments & Wealth Institute and taught in conjunction with the Wharton School, University of Pennsylvania. He holds the FINRA Series 6, 7, 63 and 65 licenses.

Personal

Mark is originally from Northeastern Pennsylvania and is a graduate from Susquehanna University. Mark resides in Norwalk, CT with his wife, Caitlin, one year old son, Arthur, and dog, Bodhi.
Kirtana Patel

Executive Director

Life Insurance Planning Consultant

View bio

Kirtana has 15 years of experience in the Life Insurance & Financial Services industry. Kirtana began her career in financial services with various life insurance companies such as Northwestern Mutual and Guardian Life. This led to her most notably working at Merrill Lynch Bank of America whereby she was the UHNW Wealth Structuring Insurance Specialist covering 3000 FAs. Prior to joining UBS, Kirtana was a General Agent herself working at Crump Life, Truist Financial as a Regional Insurance Specialist.

She earned her degree in Economics and Statistics at Rutgers University and has obtained her Series 7 and 66 securities licenses as well as her life insurance and annuity licenses. In addition, Kirtana has earned her CFP® designations. Kirtana currently resides in New Jersey with her husband and three boys.

Robert P. Pizzella

Managing Director–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Rob Pizzella is a Managing Director and Financial Advisor based in Greenwich, CT who works with individuals, family offices, C- suite executives, private business owners, non-profits, endowments, and foundations.

Rob works in concert with a team of UBS specialists to act as a strategic advisor to clients that always begins with a tax efficient financial plan. The plan is followed by a prudent and dynamic investment allocation with diligent consideration of risk management assessments. Leveraging the extensive resources of UBS, guides clients on both sides of their balance sheet with customized credit, mortgage lending, concentrated positions, estate planning and wealth transfer.

Rob has over 30 years of both Private Bank Advisory and Institutional Capital Markets experience working directly with clients. In addition, he also has held market executive leadership roles for investment management teams at Bank of America, Merrill Lynch and most recently as a Senior Private banker and Managing Director at J.P. Morgan Private Bank. His “student of the market” mindset provides his clients the most up to date perspectives on trending themes, favored sectors and geopolitical issues effecting portfolio construction.

Rob earned his undergraduate Bachelor of Science degree from Fairfield University and an MBA from Fordham University, majoring in finance. In addition, he holds a certificate of studies in strategy and innovation from the Massachusetts Institute of Technology, Sloan School.

Rob is active in the local community and is currently serving on the Northeast Greenwich Association Board. He has been a presenter at the Greenwich Boys and Girls club on financial literacy, as well as a former trustee of the Westport Country Playhouse. He resides in Greenwich with his wife Marna and their three children, Madigan, Lauren, Jacklyn and their two dogs Ryely and Goose! In his leisure time, Rob enjoys golf, history and traveling.
- Portfolio Manager
100 West Putnam Avenue
2nd Floor
Greenwich, CT 06830

robert.pizzella@ubs.com

Robert P. Pizzella

100 West Putnam Avenue ,Greenwich,CT,06830
Viviana Coelho

Registered Client Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
With over twenty years in the financial services industry, Viviana joined UBS in June 2023 as a Registered Client associate and takes pride in providing the ultimate client experience. Conscientious and thorough, whenever a client has a request, question or concern, she is dedicated to addressing their needs in a prompt and careful manner.

Outside of the office, Viviana enjoys spending quality time with her husband and three children. She volunteers regularly at her children’s school and can be found cheering from the soccer sidelines most weekends. In her free time she enjoys traveling, reading, and a good cup of coffee.
Home Worker CT
Home Worker CT, CT 000

viviana.coelho@ubs.com

Viviana Coelho

Home Worker CT,Home Worker CT,CT,000

Dan Scheinthal

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Daniel Scheinthal joined UBS Bank USA in 2016 and he is currently a Senior Wealth Management Banker covering the Soundview and Greater New England Markets.

Daniel has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Daniel began his career in financial services in 2007. Prior to joining UBS, Daniel spent 6 years at Merrill Lynch.

Education and personal information

In Daniel’s role as a Senior Wealth Management Banker his NMLS # is 642136. He holds his Series 7, 66 & 24 securities licenses. He also holds a degree in Public Finance from Indiana University and an MBA in Finance from NYU Stern School of Business.

Outside of the office, Daniel enjoys spending time with his wife, Kim and their two children Liam & Ava.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
Mark Vanderburg, CIMA®

Director

Advisory Sales Consultant

View bio

Mark is a Director, Advisory Sales Consultant, providing financial advisors education, practice management, and investment manager implementation ideas on the UBS Advisory Platforms.

Professional History

Mark joined UBS in 2020 as an Advisory Sales Consultant based in San Francisco and relocated in 2023 to work with the Manhattan Market. Prior to joining UBS, Mark spent over seven years at Merrill Lynch within their Advisory Specialist organization. He began his career at Merrill Lynch on the Internal Advisory desk primarily covering the Mid-Atlantic, Western Pennsylvania and Ohio Markets. In 2018, Mark relocated to San Francisco to become the external Advisory Specialist covering the San Francisco Bay Area. Mark began his career in the financial service industry within Vanguard’s Client Service Team where he worked directly with UHNW clients for two years.

Education

He is also a Certified Investment Management Analyst® (CIMA®), a designation sponsored by the Investments & Wealth Institute and taught in conjunction with the Wharton School, University of Pennsylvania. He holds the FINRA Series 6, 7, 63 and 65 licenses.

Personal

Mark is originally from Northeastern Pennsylvania and is a graduate from Susquehanna University. Mark resides in Norwalk, CT with his wife, Caitlin, one year old son, Arthur, and dog, Bodhi.
Kirtana Patel

Executive Director

Life Insurance Planning Consultant

View bio

Kirtana has 15 years of experience in the Life Insurance & Financial Services industry. Kirtana began her career in financial services with various life insurance companies such as Northwestern Mutual and Guardian Life. This led to her most notably working at Merrill Lynch Bank of America whereby she was the UHNW Wealth Structuring Insurance Specialist covering 3000 FAs. Prior to joining UBS, Kirtana was a General Agent herself working at Crump Life, Truist Financial as a Regional Insurance Specialist.

She earned her degree in Economics and Statistics at Rutgers University and has obtained her Series 7 and 66 securities licenses as well as her life insurance and annuity licenses. In addition, Kirtana has earned her CFP® designations. Kirtana currently resides in New Jersey with her husband and three boys.

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

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Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Your life. Your wealth. Your future.

Robert P. Pizzella

Viviana Coelho

Dan Scheinthal

Mark Vanderburg, CIMA®

Kirtana Patel