Your family wealth. Our experience.

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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.

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• AZ
• CA
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• DC
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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.

• AL
• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• IL
• IN
• MA
• MI
• NC
• NH
• NJ
• NV
• NY
• OH
• PA
• RI
• SC
• SD
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• UT
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• VT
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• 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

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• IN
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• MI
• NC
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• NY
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• PA
• RI
• SC
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• UT
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• VT
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• WI
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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

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.