Your family wealth. Our experience.

Private Wealth Management

At The SBR Group, we focus on developing long-lasting relationships with our clients that deepen over time. This enables us to address short-term concerns, such as effective tax planning, as well as long-term legacy and philanthropic goals. We draw on the distinctive backgrounds of our team, including a former private equity principal and Fortune 500 executive, to tailor personalized financial planning to each client’s specific needs. As UBS Private Wealth Advisors, we provide access to the firm’s global wealth management resources, encompassing a wide range of experts and research.

Every client relationship begins with a series of in-depth conversations, so that we can get a clear sense of what truly matters to you, and your vision for the future. Whether you’re navigating a life event or planning a philanthropic gift, you can expect realistic guidance that adapts to your needs. We also understand the deep connection between wealth and family, and can provide a framework for educating and engaging the next generation.

Our Private Wealth Management resources encompass key areas of expertise, including:

Portfolio Advisory Group
Insurance
Trust and estate planning strategies
Credit and liquidity solutions
CIO Americas, Wealth Management research
Family Advisory and Philanthropy Services
Advanced Planning Group

Let's get started

Our integrity coupled with the thoughtful advice we provide to our clients has earned us deep relationships.
- The SBR Group

David F. Ball

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Beyond investment management

David was a senior leader with major Fortune 500 companies for many years before his move to a financial advisory role. While working with who he believes to be some of the best American businesses, he gained insights and perspectives that he draws upon every day as he helps clients achieve their goals. David brings a unique background to the team, with broad experiences beyond investing.

“I bring a great understanding of what’s behind the success of major corporations to my work. These insights and perspectives add a deeper dimension to client conversations as we address complex goals. It’s all about being focused on you and offering advice across all your wealth management needs.”

— David F. Ball

David joined UBS so that he could work with affluent clients and help them navigate their wealth management world. He focuses on listening to you and truly understanding your goals in order to help you pursue the financial future you envision.

Previous Experience
- Senior leadership roles at Philip Morris, Major League Baseball and AOL Time Warner
- In the financial services industry since 2003
Education
- B.A., economics, St. Lawrence University
Life

• David lives in Darien with his wife and they have two children
• He is a board member of Family Centers in Greenwich
• David is also on the board of the Lake Waramaug Conservancy
• He is an advisory committee member of Fairfield County Community Foundation
• David enjoys golf, tennis, hockey, running and biking
- Forbes Best-in-State Wealth Management Teams, 2025The 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.
600 Washington Blvd
Stamford, CT 06901

david.ball@ubs.com

David F. Ball

600 Washington Blvd,Stamford,CT,06901
Prescott C. Romeyn

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Focus on portfolio construction

Pres took a nontraditional path to his financial advisory career. He started his career as a private equity principal, and through broad exposure to private and public markets, he has experience in assessing and managing risk. After 20 years in private equity, Pres decided he was more interested in advising individual investors and their families, which would allow him to focus on personal relationships in a way that you cannot in the institutional side of the business.

“Through my experiences in private equity and the institutional world, I had deep exposure to public and private markets. These insights have helped me better assess and manage risk, which are critical skills required when designing investment portfolios to help meet your financial goals.”

— Prescott C. Romeyn

With more than 18 years as a Private Wealth Advisor, Pres focuses on long-term relationships and a holistic wealth management approach. He starts by understanding your goals, objectives, concerns and risk tolerance, and then works with the team and exclusive UBS resources as necessary to help determine your optimal portfolio mix. Pres looks to be your “go to” advisor to help manage all aspects of your financial world.

Previous Experience
- Managing Director, AEA Investors
- Principal, Kohlberg & Company
- Director, Singer Worldwide, Rand McNally & FTD
- In the financial services industry since 1985
Education
- B.A., economics, Dartmouth College
- M.B.A., Amos Tuck School of Business, Dartmouth College
Life
- Pres lives in Darien with his wife and their three children
- He is a former trustee of Darien Public Library
- Pres enjoys spending time with his family, and exercise, hockey, skiing and fishing
- Forbes Best-in-State Wealth Management Teams, 2025The 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.
600 Washington Blvd
Stamford, CT 06901

prescott.romeyn@ubs.com

Prescott C. Romeyn

600 Washington Blvd,Stamford,CT,06901
Melissa Spohn

Director
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- MA
- MI
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Commitment to our Clients' Experience

Melissa has broad management experience with an entire career focused on the needs of high net worth investors. She made the transition from management because she wanted to have direct interactions with clients and develop meaningful relationships. As part of The SBR Group, Melissa passionately serves as the Team Business Manager, where she is responsible for delivering exceptional client service. By leveraging her strong management experience, she has the ability to quickly assess situations, figure out how to get things done and how to resolve issues.

“I fully leverage our service capabilities to make the financial part of your life that much easier. I seek to build your trust by providing quality and responsive service, and by getting to know you and what’s going on in your broader life.”

— Melissa Spohn

Melissa serves as a client advocate and focuses on building authentic connections that extend far beyond your financial life. She also understands complex wealth management needs—and the importance of a financial plan to help you pursue all that matters.

Previous Experience
- Complex Administrative Manager, UBS Private Wealth Management Stamford
- Managing Director, JP Morgan Private Wealth Management
- In the financial services industry since 1986
Education
- B.A., economics, Hamilton College
- Executive Education for Women, Smith College
Life
- Melissa lives in Wilton with her husband and has twin daughters
- Melissa enjoys spending time with her family, traveling, cooking and skiing
600 Washington Blvd
Stamford, CT 06901

melissa.spohn@ubs.com

Melissa Spohn

600 Washington Blvd,Stamford,CT,06901
Hunter Priebe

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- MA
- MI
- NC
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Hunter Priebe joined the team in 2017 supporting the Private Wealth Advisors in developing holistic wealth management strategies for the team’s clients. As a Certified Financial Planner™ he provides financial planning needs for clients and prospects. Hunter is a 2015 graduate of Elon University’s Martha and Spencer Love School of Business, where he majored in finance and minored in accounting and economics. Prior to UBS, Hunter was a Senior Brokerage Associate at Vanguard cultivating relationships with high net worth clients.

Hunter lives in New Canaan with his wife and 1 year old boy and enjoys traveling and playing golf.
- CERTIFIED FINANCIAL PLANNER®
600 Washington Blvd
Stamford, CT 06901

hunter.priebe@ubs.com

Hunter Priebe

600 Washington Blvd,Stamford,CT,06901
Joey Cannata

Client Associate
View bio
Joey Cannata joined the team as a Client Service Associate in 2025. Joey attended Fairfield University where he double majored in Accounting and Political Science. His primary degree, Accounting, is accredited by Fairfield University’s Dolan School of Business. Prior to Joey’s time at UBS, his professional experiences include the United States House of Representatives, Ernst and Young, Northwestern Mutual.
600 Washington Blvd
Stamford, CT 06901

joseph.cannata@ubs.com

Joey Cannata

600 Washington Blvd,Stamford,CT,06901

David F. Ball

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Beyond investment management

David was a senior leader with major Fortune 500 companies for many years before his move to a financial advisory role. While working with who he believes to be some of the best American businesses, he gained insights and perspectives that he draws upon every day as he helps clients achieve their goals. David brings a unique background to the team, with broad experiences beyond investing.

“I bring a great understanding of what’s behind the success of major corporations to my work. These insights and perspectives add a deeper dimension to client conversations as we address complex goals. It’s all about being focused on you and offering advice across all your wealth management needs.”

— David F. Ball

David joined UBS so that he could work with affluent clients and help them navigate their wealth management world. He focuses on listening to you and truly understanding your goals in order to help you pursue the financial future you envision.

Previous Experience
- Senior leadership roles at Philip Morris, Major League Baseball and AOL Time Warner
- In the financial services industry since 2003
Education
- B.A., economics, St. Lawrence University
Life

• David lives in Darien with his wife and they have two children
• He is a board member of Family Centers in Greenwich
• David is also on the board of the Lake Waramaug Conservancy
• He is an advisory committee member of Fairfield County Community Foundation
• David enjoys golf, tennis, hockey, running and biking
- Forbes Best-in-State Wealth Management Teams, 2025The 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.
600 Washington Blvd
Stamford, CT 06901

david.ball@ubs.com

David F. Ball

600 Washington Blvd,Stamford,CT,06901
Prescott C. Romeyn

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Focus on portfolio construction

Pres took a nontraditional path to his financial advisory career. He started his career as a private equity principal, and through broad exposure to private and public markets, he has experience in assessing and managing risk. After 20 years in private equity, Pres decided he was more interested in advising individual investors and their families, which would allow him to focus on personal relationships in a way that you cannot in the institutional side of the business.

“Through my experiences in private equity and the institutional world, I had deep exposure to public and private markets. These insights have helped me better assess and manage risk, which are critical skills required when designing investment portfolios to help meet your financial goals.”

— Prescott C. Romeyn

With more than 18 years as a Private Wealth Advisor, Pres focuses on long-term relationships and a holistic wealth management approach. He starts by understanding your goals, objectives, concerns and risk tolerance, and then works with the team and exclusive UBS resources as necessary to help determine your optimal portfolio mix. Pres looks to be your “go to” advisor to help manage all aspects of your financial world.

Previous Experience
- Managing Director, AEA Investors
- Principal, Kohlberg & Company
- Director, Singer Worldwide, Rand McNally & FTD
- In the financial services industry since 1985
Education
- B.A., economics, Dartmouth College
- M.B.A., Amos Tuck School of Business, Dartmouth College
Life
- Pres lives in Darien with his wife and their three children
- He is a former trustee of Darien Public Library
- Pres enjoys spending time with his family, and exercise, hockey, skiing and fishing
- Forbes Best-in-State Wealth Management Teams, 2025The 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.
600 Washington Blvd
Stamford, CT 06901

prescott.romeyn@ubs.com

Prescott C. Romeyn

600 Washington Blvd,Stamford,CT,06901
Melissa Spohn

Director
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- MA
- MI
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Commitment to our Clients' Experience

Melissa has broad management experience with an entire career focused on the needs of high net worth investors. She made the transition from management because she wanted to have direct interactions with clients and develop meaningful relationships. As part of The SBR Group, Melissa passionately serves as the Team Business Manager, where she is responsible for delivering exceptional client service. By leveraging her strong management experience, she has the ability to quickly assess situations, figure out how to get things done and how to resolve issues.

“I fully leverage our service capabilities to make the financial part of your life that much easier. I seek to build your trust by providing quality and responsive service, and by getting to know you and what’s going on in your broader life.”

— Melissa Spohn

Melissa serves as a client advocate and focuses on building authentic connections that extend far beyond your financial life. She also understands complex wealth management needs—and the importance of a financial plan to help you pursue all that matters.

Previous Experience
- Complex Administrative Manager, UBS Private Wealth Management Stamford
- Managing Director, JP Morgan Private Wealth Management
- In the financial services industry since 1986
Education
- B.A., economics, Hamilton College
- Executive Education for Women, Smith College
Life
- Melissa lives in Wilton with her husband and has twin daughters
- Melissa enjoys spending time with her family, traveling, cooking and skiing
600 Washington Blvd
Stamford, CT 06901

melissa.spohn@ubs.com

Melissa Spohn

600 Washington Blvd,Stamford,CT,06901
Hunter Priebe

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- MA
- MI
- NC
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Hunter Priebe joined the team in 2017 supporting the Private Wealth Advisors in developing holistic wealth management strategies for the team’s clients. As a Certified Financial Planner™ he provides financial planning needs for clients and prospects. Hunter is a 2015 graduate of Elon University’s Martha and Spencer Love School of Business, where he majored in finance and minored in accounting and economics. Prior to UBS, Hunter was a Senior Brokerage Associate at Vanguard cultivating relationships with high net worth clients.

Hunter lives in New Canaan with his wife and 1 year old boy and enjoys traveling and playing golf.
- CERTIFIED FINANCIAL PLANNER®
600 Washington Blvd
Stamford, CT 06901

hunter.priebe@ubs.com

Hunter Priebe

600 Washington Blvd,Stamford,CT,06901
Joey Cannata

Client Associate
View bio
Joey Cannata joined the team as a Client Service Associate in 2025. Joey attended Fairfield University where he double majored in Accounting and Political Science. His primary degree, Accounting, is accredited by Fairfield University’s Dolan School of Business. Prior to Joey’s time at UBS, his professional experiences include the United States House of Representatives, Ernst and Young, Northwestern Mutual.
600 Washington Blvd
Stamford, CT 06901

joseph.cannata@ubs.com

Joey Cannata

600 Washington Blvd,Stamford,CT,06901

Planning

Focus on your vision for the future

For every relationship, we begin with comprehensive financial planning. Through a series of in-depth conversations, we get a clear sense of what really matters. What do you want to do with your money? What do you want to do with your life? What concerns you? How much risk are you comfortable with? By getting to know your concerns and worries, we can help you plan for what’s important.

From these conversations, we develop a comprehensive financial plan focused on your unique vision for the future. At the heart of our goals-based planning approach is the pursuit of your long-term goals. Whether you’re navigating a major life event or planning your legacy, we offer realistic guidance that grows with your needs.

Investing

Fully customized solutions aligned with your goals

When it comes to managing your wealth, our diverse backgrounds and critical thinking lead us to the best solutions. Your tailored portfolio is based on your goals, aspirations, risk tolerance and income requirements. At the end of the day, we are not looking to beat the market, but rather to construct a lifelong plan, which then becomes a benchmark for how success is measured.

As we implement your tailored investment strategy, we communicate regularly and make adjustments for life changes and economic conditions.

Service

Your needs always at the forefront

Nothing is more important to us than exceptional service. With a dedicated service team that is always accessible, we respond quickly to your questions and concerns.

We are most proud of our deep client relationships that are sustained by: integrity, openness, honesty and a focus on your goals and the financial well-being of your family members. Our clients know how much we care about them and that they can count on us. If something is important to our client, we will work with them to accomplish it. By listening carefully and getting to know you better, we can find new ways to do more for you—so you can focus on what matters most.

Access

A global network of resources for every dimension of your life

As UBS Private Wealth Advisors, we provide access to our global platforms and the financial and intellectual strengths of our experts in Wealth Management, Asset Management and our Private and Investment Banks. Our Private Wealth Management resources include:

Portfolio Advisory Group
Insurance
Trust and estate planning strategies
Credit and liquidity solutions
CIO Americas, Wealth Management research
UBS Global Family Office
Family Advisory and Philanthropy Services

Connection

Multigenerational strategies to address life’s big decisions

We understand the deep connection between wealth and family. For many clients, we work together to involve their young adult children in dynastic planning conversations. For others, we build new financial relationships with their children and provide advice to help them get off to a successful financial start.

Through every stage of life, we can also help you with your most defining challenges: the health of aging parents, the difficulties of a divorce or an unexpected loss. Whatever family issues you’re faced with, we’re here with sophisticated solutions to help make your demanding life easier.

Insights

Diverse perspectives enhance the investment decision-making process

With our passion for the markets and the broader financial world, we provide guidance through our investment advice. Client conversations frequently start with a discussion on our latest global research, where we exchange ideas then actively construct an individually tailored plan for you. Clients value our diversity of thoughts and deep insights they gain through our conversations.

UBS Optimus Foundation

Impactful philanthropy that delivers breakthrough solutions to pressing social and environmental issues

Do you want your giving to be strategic and focused on outcomes? You can be sure that we have the right experience, knowledge and network to help you make the most impact in your giving.

Learn more about how the UBS Optimus Foundation can help you pursue your philanthropic goals.

A leader in wealth management

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

Your family wealth. Our experience.

Private Wealth Management

David F. Ball

Beyond investment management

Previous Experience

Education

Life

Prescott C. Romeyn

Focus on portfolio construction

Previous Experience

Education

Life

Melissa Spohn

Commitment to our Clients' Experience

Previous Experience

Education

Life

Hunter Priebe

Joey Cannata

David F. Ball

Beyond investment management

Previous Experience

Education

Life

Prescott C. Romeyn

Focus on portfolio construction

Previous Experience

Education

Life

Melissa Spohn

Commitment to our Clients' Experience

Previous Experience

Education

Life

Hunter Priebe

Joey Cannata

*

*

Education

Credentials

*

*

Education

Credentials

*

*

Planning

Investing

Service

Access

Connection

Insights

UBS Optimus Foundation

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Insights

*

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