Your future. Your legacy.

How can we help bring your vision to life?

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.

Start the planning conversation

Sam Sabaugh

Forbes Best-in-State Wealth Advisors, 2020, 2022, 2023, 2024

Jason M. Sabaugh, CFP, CEPA

Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023

View all

Jason M. Sabaugh, CFP, CEPA

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- SC
- TX
- UT
- VA
- WA
- WV
- WY
Jason leads the team's advisory and lending practices and focuses on serving the needs of business owners, aspiring investors, and high net worth individuals and their families. He has proudly obtained the Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA) designations which he leverages to help maximize outcomes for The Sabaugh Group's clients.

He earned a B.S. in Business Administration from The University of Southern California and currently holds his Series 6, 7, 63, & 66 securities licenses as well as his life, health & annuity insurance licenses.

Jason resides in Newport Beach, CA, with his wife, Jillian, and their three children, Malone, Franklin & Clementine.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Southern California, B.S., Business Administration - Entrepreneurial Studies
- University of California, Irvine, Certificate in Personal Financial Planning
- Certified Exit Planning Advisor
- CERTIFIED FINANCIAL PLANNER™
Financial planning

Retirement planning

Exit planning

Investing

Lending services

Multi-generational families

Business owners

Entrepreneurs

888 San Clemente Drive
Suite 300
Newport Beach, CA 92660
Sam Sabaugh

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MI
- MN
- MO
- MS
- NC
- ND
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- SC
- SD
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Sam joined UBS in 1982 and has the distinction of spending his entire career with UBS. He is the senior member of the team. Sam provides comprehensive estate and multigenerational financial planning. In addition to serving private clients, Sam also serves qualified retirement plans. He holds the series 7, 3, 5 63 and 65 securities licenses. Sam and his wife, Sue, reside in Leawood, Kansas.
- Forbes Best-in-State Wealth Advisors, 2020, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
Financial planning

Long-term care planning

Retirement planning

Estate planning strategies

Legacy planning

Investing

Custom portfolios

Multi-generational families

One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211
Michael Sabaugh

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- MD
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WV
- WY
Mike joined UBS in 1987 and has the distinction of spending his entire career with UBS. Mike specializes in all phases of retirement planning including accumulation and distribution phases. Mike is a graduate of Western Michigan University and is a Michigan native. He holds the series 7, 31, 63 & 65 securities licenses. Mike and his wife, Rashell, reside in Leawood, Kansas.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
Financial planning

Long-term care planning

Retirement planning

Estate planning strategies

Legacy planning

Investing

Custom portfolios

Asset allocation

One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211
Kaitlyn Jones

Client Associate
View bio
Kaitlyn joined UBS as a Client Associate in March 2022 eager to begin her career in the financial services industry. Prior to joining UBS, Kaitlyn served in the Missouri Army National Guard as an Intelligence Analyst and earned an Associate’s degree in Intelligence Operations as part of her training. Kaitlyn’s commitment to serve others has followed her as she strives to provide excellent client service with integrity and dependability.

Kaitlyn resides in Warrensburg, Missouri with her husband, Nathanael, and their daughter, Ellison. In her free time, she enjoys riding dirtbikes and spending time with her family.
One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211
June Bahr

Senior Client Associate
View bio
- CA
- CO
- CT
- ID
- IL
- MI
- MT
- NC
- NV
- NY
- TN
- TX
- WA
June joined PaineWebber in 1988, the predecessor Firm to UBS Financial Services. June is a Senior Registered Client Service Associate, and holds her Series 7, 63 and 65 Securities Licenses, in addition to her Insurance License. June has extensive experience in the financial services industry.

June understands the importance of providing exceptional client service, based on integrity, reliability and professionalism. She is responsible for all client service requests and day-to-day operations.

June enjoys travelling, volunteering, needlepointing and spending time with friends.
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660
Derek Sabaugh

Client Associate
View bio
Derek is the newest member of the Sabaugh Group and aspires to start his career in advising at UBS. He attained his B.S. in Communications at the University of Kansas in 2019. His employment experience includes 3 years of customer service specializing in banking and insurance. He is currently in the process of obtaining his Series 7,63 & 65 licenses to become the next advisor on the team.
One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211

Sam Sabaugh, III

Client Associate
View bio
One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211

Roubina Kurkjian

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Roubina Kurkjian joined UBS Bank USA in 2016 and she is currently a Senior Wealth Management Banker covering the Orange County Market.

Roubina has an extensive background in relationship banking. She 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

Roubina began her career in financial services in 1998. Prior to joining UBS, Roubina was most recently a Wealth Management Banker at Merrill Lynch.

Education and personal information

In Roubina’s role as a Senior Wealth Management Banker her NMLS # is 637447. She holds her Series 7 and 66 securities licenses, and California Insurance license . She also holds a B.S in Business Management and Operations Management from California State University Long Beach.

Outside of the office, Roubina currently lives in Cowan Heights, California with her husband and two children.

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
Nicole Sebastian

Executive Director

Family Advisor/Family Office Solutions Group

View bio

In January 2019, Nicole joined the newly formed Family Office Solutions (FOS) team within UBS Private Wealth Management, serving as a Senior Strategist representing Family Advisory and Philanthropy Services Americas. Nicole works closely with Advisors in Private Wealth Management, where FOS delivers dedicated and comprehensive services to ultra-high net worth clients.

Nicole joined UBS in 2014 to establish and lead the UBS Optimus Foundation presence in the U.S.; a global network that supports programs focused on the potential to be transformative, scalable and sustainable in the areas of health, education and child protection. Under her leadership, the Foundation platform became available to all clients and employees of UBS Financial Services, and this offering now serves as a true differentiator and is a core component in delivering the firm.

Nicole has over two decades of experience in the non-profit, philanthropic and corporate sectors, and brings a wealth of knowledge in non-profit management, corporate and nonprofit governance, fundraising, performance assessment, leadership advisory services and policy research. Previously, Nicole held roles with Heidrick & Struggles, Robin Hood Foundation, VCG Governance Matters, French-American Chamber of Commerce, Saint-Gobain Desjonquères, UNICEF and UNDP. She has served as an Adjunct Professor at Columbia University, teaching a graduate-level Strategic Management course, and currently serves as an Adjunct Professor and Advisor for NYU Stern's Board Fellows Program, a year-long experiential class offered to second-year MBA candidates.
Adewale Ogunleye

Managing Director

Head of Sports and Entertainment

View bio

Wale Ogunleye leads the UBS Sports and Entertainment business for Wealth Management USA. As head of the division, Wale draws on his background as a college and professional football player to help Financial Advisors understand and address the needs of athletes and entertainers. The goal of the team is to facilitate holistic advice and planning for these high-profile individuals, and provide Financial Advisors who are focused on this segment with the resources they need to grow their business.

Making a difference—beyond the game Wale notes that, far too often, we see our favorite athletes or entertainers in the news because they have made poor financial choices or listened to unsound advice. As an NFL player, he had the common experience of being offered a wide variety of financial opportunities without any context for how to evaluate them. After his football career, Wale pursued his interest in business by earning his M.B.A. He joined UBS in order to help make a positive impact on the lives of athletes and entertainers.

Wale is a natural leader who was named Most Valuable Player by the Miami Dolphins in 2004. As the team captain for the Chicago Bears in 2006, he helped them win their conference title and reach Super Bowl XLI. He brings that leadership experience to UBS, working with Financial Advisors to harness the firm’s capabilities on behalf of their sports and entertainment clients.

Wale is singularly focused on creating a division that is thoughtful in its approach, rigorous in its planning, grounded in integrity and dedicated to putting clients first. Wale’s goal is simple: to advise every client as if they were the CEO of a multimillion- dollar business. The team will also help student athletes prepare for life after college by educating them about personal financial topics.
Daniel Scansaroli, Ph. D.

Head of Portfolio Strategy & UBS Wealth Way Solutions Americas, UBS Global Wealth Management

View bio

Daniel Scansaroli is a Managing Director and Head Americas Portfolio Strategy & UBS Wealth Way Solutions for the UBS Chief Investment Office. Dan advises individuals and institutions on asset allocation, goals-based investing, and portfolio/risk management. He also leads the intellectual capital offering for Wealth Way and the Ultra High Net Worth business.

Daniel joined UBS from BlueMountain Capital Management, where he was the Head of Portfolio Construction & Modeling and a Managing Portfolio Strategist responsible for leading the investment process, sizing frameworks, modeling, and risk management for all multi-strategy funds. As part of the CIO’s Fund Management Committee, he was responsible for strategy and execution of tailored asset allocations, and dynamic hedging programs to manage factor exposures in accordance with institutional client risk and return mandates.

Dan joined J.P. Morgan from Lehigh University’s $1B+ Endowment where he was responsible for portfolio construction, risk management, manager due diligence, and performance/investment analysis. Dan has also worked as a lead Process Management Consultant, and as an Analyst at Rothschild’s M&A and Restructuring division. Dan holds several degrees from Lehigh University, including a doctorate (Ph.D.) in Industrial/Financial Engineering, a M.S. in Applied Mathematics, a M.S. in Management Science, and a B.S. in Mechanical Engineering. He is also an Industry Advisory Council member for Lehigh University’s Master in Financial Engineering Program.
Casey Verst

Executive Director

Senior Wealth Strategy Consultant

View bio

Introduction
Casey works with high net worth clients to help develop estate plans that achieve personal goals, while simultaneously leveraging their gift, estate and generation-skipping transfer (GST) tax exemptions to preserve and protect family wealth. Casey also helps review clients' current estate plans and coordinates with clients' advisors to ensure each client's estate planning goals are being achieved in a tax efficient manner.

Professional History
Prior to joining UBS, Casey practiced law with the law firm Katten Muchin Rosenman LLP in Los Angeles, CA, focusing on estate and tax planning for high-net worth individuals.

Education
Casey received his B.A. in Political Science from UCLA, and his J.D. from UC Hastings College of the Law.
Solita Marcelli

Chief Investment Officer Americas, UBS Global Wealth Management

Deputy Head of CIO Americas

View bio

Solita Marcelli is Chief Investment Officer Americas for UBS Global Wealth Management. Solita is responsible for bringing together market and investment insights to optimize impact for UBS Americas clients, with over USD 1.3 trillion in total invested assets. She is a member of the global CIO and WM USA management committees, in addition to serving on the Global Investment Committee, which is responsible for formulating the UBS Global Wealth Management
Investment House View.

Prior to UBS, Solita was the Global Head of Fixed Income, Currencies, and Commodities (FICC) for Wealth Management at J.P. Morgan. Previously, she was a member of the equity research team at DLJ / Credit Suisse First Boston, and later held a similar role at Thomas Weisel Partners.

Solita holds an MBA from the Stern School of Business at New York University and a BA in Economics and History from Brandeis University. Solita currently serves on several committees of the UJA Federation of New York including the Wall Street Strategic Council and Finance Committee. Solita is a Fellow of the 2018 Class of the Finance Leaders Fellowship and a member of the Aspen Global Leadership Network, as well as a member of the Economic Club of New York. Solita is a frequent contributor to numerous financial media, including CNBC, Bloomberg, and the Wall Street Journal. Solita grew up in Istanbul, Turkey and now resides in New York City with her husband and daughter.

Jason M. Sabaugh, CFP, CEPA

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- SC
- TX
- UT
- VA
- WA
- WV
- WY
Jason leads the team's advisory and lending practices and focuses on serving the needs of business owners, aspiring investors, and high net worth individuals and their families. He has proudly obtained the Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA) designations which he leverages to help maximize outcomes for The Sabaugh Group's clients.

He earned a B.S. in Business Administration from The University of Southern California and currently holds his Series 6, 7, 63, & 66 securities licenses as well as his life, health & annuity insurance licenses.

Jason resides in Newport Beach, CA, with his wife, Jillian, and their three children, Malone, Franklin & Clementine.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Southern California, B.S., Business Administration - Entrepreneurial Studies
- University of California, Irvine, Certificate in Personal Financial Planning
- Certified Exit Planning Advisor
- CERTIFIED FINANCIAL PLANNER™
Financial planning

Retirement planning

Exit planning

Investing

Lending services

Multi-generational families

Business owners

Entrepreneurs

888 San Clemente Drive
Suite 300
Newport Beach, CA 92660
Sam Sabaugh

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MI
- MN
- MO
- MS
- NC
- ND
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- SC
- SD
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Sam joined UBS in 1982 and has the distinction of spending his entire career with UBS. He is the senior member of the team. Sam provides comprehensive estate and multigenerational financial planning. In addition to serving private clients, Sam also serves qualified retirement plans. He holds the series 7, 3, 5 63 and 65 securities licenses. Sam and his wife, Sue, reside in Leawood, Kansas.
- Forbes Best-in-State Wealth Advisors, 2020, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
Financial planning

Long-term care planning

Retirement planning

Estate planning strategies

Legacy planning

Investing

Custom portfolios

Multi-generational families

One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211
Michael Sabaugh

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- MD
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WV
- WY
Mike joined UBS in 1987 and has the distinction of spending his entire career with UBS. Mike specializes in all phases of retirement planning including accumulation and distribution phases. Mike is a graduate of Western Michigan University and is a Michigan native. He holds the series 7, 31, 63 & 65 securities licenses. Mike and his wife, Rashell, reside in Leawood, Kansas.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
Financial planning

Long-term care planning

Retirement planning

Estate planning strategies

Legacy planning

Investing

Custom portfolios

Asset allocation

One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211
Kaitlyn Jones

Client Associate
View bio
Kaitlyn joined UBS as a Client Associate in March 2022 eager to begin her career in the financial services industry. Prior to joining UBS, Kaitlyn served in the Missouri Army National Guard as an Intelligence Analyst and earned an Associate’s degree in Intelligence Operations as part of her training. Kaitlyn’s commitment to serve others has followed her as she strives to provide excellent client service with integrity and dependability.

Kaitlyn resides in Warrensburg, Missouri with her husband, Nathanael, and their daughter, Ellison. In her free time, she enjoys riding dirtbikes and spending time with her family.
One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211
June Bahr

Senior Client Associate
View bio
- CA
- CO
- CT
- ID
- IL
- MI
- MT
- NC
- NV
- NY
- TN
- TX
- WA
June joined PaineWebber in 1988, the predecessor Firm to UBS Financial Services. June is a Senior Registered Client Service Associate, and holds her Series 7, 63 and 65 Securities Licenses, in addition to her Insurance License. June has extensive experience in the financial services industry.

June understands the importance of providing exceptional client service, based on integrity, reliability and professionalism. She is responsible for all client service requests and day-to-day operations.

June enjoys travelling, volunteering, needlepointing and spending time with friends.
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660
Derek Sabaugh

Client Associate
View bio
Derek is the newest member of the Sabaugh Group and aspires to start his career in advising at UBS. He attained his B.S. in Communications at the University of Kansas in 2019. His employment experience includes 3 years of customer service specializing in banking and insurance. He is currently in the process of obtaining his Series 7,63 & 65 licenses to become the next advisor on the team.
One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211
Sam Sabaugh, III

Client Associate
View bio
One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211

Roubina Kurkjian

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Roubina Kurkjian joined UBS Bank USA in 2016 and she is currently a Senior Wealth Management Banker covering the Orange County Market.

Roubina has an extensive background in relationship banking. She 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

Roubina began her career in financial services in 1998. Prior to joining UBS, Roubina was most recently a Wealth Management Banker at Merrill Lynch.

Education and personal information

In Roubina’s role as a Senior Wealth Management Banker her NMLS # is 637447. She holds her Series 7 and 66 securities licenses, and California Insurance license . She also holds a B.S in Business Management and Operations Management from California State University Long Beach.

Outside of the office, Roubina currently lives in Cowan Heights, California with her husband and two children.

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
Nicole Sebastian

Executive Director

Family Advisor/Family Office Solutions Group

View bio

In January 2019, Nicole joined the newly formed Family Office Solutions (FOS) team within UBS Private Wealth Management, serving as a Senior Strategist representing Family Advisory and Philanthropy Services Americas. Nicole works closely with Advisors in Private Wealth Management, where FOS delivers dedicated and comprehensive services to ultra-high net worth clients.

Nicole joined UBS in 2014 to establish and lead the UBS Optimus Foundation presence in the U.S.; a global network that supports programs focused on the potential to be transformative, scalable and sustainable in the areas of health, education and child protection. Under her leadership, the Foundation platform became available to all clients and employees of UBS Financial Services, and this offering now serves as a true differentiator and is a core component in delivering the firm.

Nicole has over two decades of experience in the non-profit, philanthropic and corporate sectors, and brings a wealth of knowledge in non-profit management, corporate and nonprofit governance, fundraising, performance assessment, leadership advisory services and policy research. Previously, Nicole held roles with Heidrick & Struggles, Robin Hood Foundation, VCG Governance Matters, French-American Chamber of Commerce, Saint-Gobain Desjonquères, UNICEF and UNDP. She has served as an Adjunct Professor at Columbia University, teaching a graduate-level Strategic Management course, and currently serves as an Adjunct Professor and Advisor for NYU Stern's Board Fellows Program, a year-long experiential class offered to second-year MBA candidates.
Adewale Ogunleye

Managing Director

Head of Sports and Entertainment

View bio

Wale Ogunleye leads the UBS Sports and Entertainment business for Wealth Management USA. As head of the division, Wale draws on his background as a college and professional football player to help Financial Advisors understand and address the needs of athletes and entertainers. The goal of the team is to facilitate holistic advice and planning for these high-profile individuals, and provide Financial Advisors who are focused on this segment with the resources they need to grow their business.

Making a difference—beyond the game Wale notes that, far too often, we see our favorite athletes or entertainers in the news because they have made poor financial choices or listened to unsound advice. As an NFL player, he had the common experience of being offered a wide variety of financial opportunities without any context for how to evaluate them. After his football career, Wale pursued his interest in business by earning his M.B.A. He joined UBS in order to help make a positive impact on the lives of athletes and entertainers.

Wale is a natural leader who was named Most Valuable Player by the Miami Dolphins in 2004. As the team captain for the Chicago Bears in 2006, he helped them win their conference title and reach Super Bowl XLI. He brings that leadership experience to UBS, working with Financial Advisors to harness the firm’s capabilities on behalf of their sports and entertainment clients.

Wale is singularly focused on creating a division that is thoughtful in its approach, rigorous in its planning, grounded in integrity and dedicated to putting clients first. Wale’s goal is simple: to advise every client as if they were the CEO of a multimillion- dollar business. The team will also help student athletes prepare for life after college by educating them about personal financial topics.
Daniel Scansaroli, Ph. D.

Head of Portfolio Strategy & UBS Wealth Way Solutions Americas, UBS Global Wealth Management

View bio

Daniel Scansaroli is a Managing Director and Head Americas Portfolio Strategy & UBS Wealth Way Solutions for the UBS Chief Investment Office. Dan advises individuals and institutions on asset allocation, goals-based investing, and portfolio/risk management. He also leads the intellectual capital offering for Wealth Way and the Ultra High Net Worth business.

Daniel joined UBS from BlueMountain Capital Management, where he was the Head of Portfolio Construction & Modeling and a Managing Portfolio Strategist responsible for leading the investment process, sizing frameworks, modeling, and risk management for all multi-strategy funds. As part of the CIO’s Fund Management Committee, he was responsible for strategy and execution of tailored asset allocations, and dynamic hedging programs to manage factor exposures in accordance with institutional client risk and return mandates.

Dan joined J.P. Morgan from Lehigh University’s $1B+ Endowment where he was responsible for portfolio construction, risk management, manager due diligence, and performance/investment analysis. Dan has also worked as a lead Process Management Consultant, and as an Analyst at Rothschild’s M&A and Restructuring division. Dan holds several degrees from Lehigh University, including a doctorate (Ph.D.) in Industrial/Financial Engineering, a M.S. in Applied Mathematics, a M.S. in Management Science, and a B.S. in Mechanical Engineering. He is also an Industry Advisory Council member for Lehigh University’s Master in Financial Engineering Program.
Casey Verst

Executive Director

Senior Wealth Strategy Consultant

View bio

Introduction
Casey works with high net worth clients to help develop estate plans that achieve personal goals, while simultaneously leveraging their gift, estate and generation-skipping transfer (GST) tax exemptions to preserve and protect family wealth. Casey also helps review clients' current estate plans and coordinates with clients' advisors to ensure each client's estate planning goals are being achieved in a tax efficient manner.

Professional History
Prior to joining UBS, Casey practiced law with the law firm Katten Muchin Rosenman LLP in Los Angeles, CA, focusing on estate and tax planning for high-net worth individuals.

Education
Casey received his B.A. in Political Science from UCLA, and his J.D. from UC Hastings College of the Law.
Solita Marcelli

Chief Investment Officer Americas, UBS Global Wealth Management

Deputy Head of CIO Americas

View bio

Solita Marcelli is Chief Investment Officer Americas for UBS Global Wealth Management. Solita is responsible for bringing together market and investment insights to optimize impact for UBS Americas clients, with over USD 1.3 trillion in total invested assets. She is a member of the global CIO and WM USA management committees, in addition to serving on the Global Investment Committee, which is responsible for formulating the UBS Global Wealth Management
Investment House View.

Prior to UBS, Solita was the Global Head of Fixed Income, Currencies, and Commodities (FICC) for Wealth Management at J.P. Morgan. Previously, she was a member of the equity research team at DLJ / Credit Suisse First Boston, and later held a similar role at Thomas Weisel Partners.

Solita holds an MBA from the Stern School of Business at New York University and a BA in Economics and History from Brandeis University. Solita currently serves on several committees of the UJA Federation of New York including the Wall Street Strategic Council and Finance Committee. Solita is a Fellow of the 2018 Class of the Finance Leaders Fellowship and a member of the Aspen Global Leadership Network, as well as a member of the Economic Club of New York. Solita is a frequent contributor to numerous financial media, including CNBC, Bloomberg, and the Wall Street Journal. Solita grew up in Istanbul, Turkey and now resides in New York City with her husband and daughter.

Collective years of experience

$600M

Assets under management

Years in business as a team

A focus on personalized access and service

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.

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

Learn more

ElectionWatch: The race, world, and investments

Wealth, from your point of view

What’s really important to you—today and for the long term? Our approach 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.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. 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.}

Success to succession

Enabling the transfer of all you hold valuable

What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?

Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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Sam Sabaugh

Jason M. Sabaugh, CFP, CEPA

Jason M. Sabaugh, CFP, CEPA

Sam Sabaugh

Michael Sabaugh

Kaitlyn Jones

June Bahr

Derek Sabaugh

Sam Sabaugh, III

Roubina Kurkjian

Nicole Sebastian

Adewale Ogunleye

Daniel Scansaroli, Ph. D.

Casey Verst

Solita Marcelli

Jason M. Sabaugh, CFP, CEPA

Sam Sabaugh

Michael Sabaugh

Kaitlyn Jones

June Bahr

Derek Sabaugh

Sam Sabaugh, III

Roubina Kurkjian

Nicole Sebastian

Adewale Ogunleye

Daniel Scansaroli, Ph. D.

Casey Verst

Solita Marcelli

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Backed by the strength of UBS

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