$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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 economist, 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:
Our integrity coupled with the thoughtful advice we provide to our clients has earned us deep relationships.
Peter has been in the financial services industry for more than 30 years. In the first half of his career, he served as an economist with two global investment firms and the Federal Reserve. During that time, he was frequently called upon to provide his outlook on the economy and the financial markets.
“As a former economist, I bring a deep understanding of the global economy and financial markets to my work with clients. My unique perspective and insights into the markets can help shape the appropriate investment strategy. I am committed to providing thoughtful advice to help my clients with their specific financial needs.”
— Peter D. Skaperdas
In 2000, Peter transitioned from UBS Investment Bank to UBS Wealth Management USA to focus on the wealth management needs of affluent families. He provides clients with a big picture view of the economy and the financial markets, as well as his outlook. Peter offers his clients truly customized solutions to help solve their most complex needs.
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.
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 11 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.
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 Administrator, 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.
Hunter Priebe joined the team as a Wealth Strategy Associate supporting the Private Wealth Advisors in developing holistic wealth management strategies for the team's clients. 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. Most recently Hunter was a Senior Brokerage Associate at Vanguard cultivating relationships with high net worth clients.
Hunter lives in New York City. He enjoys traveling and playing golf.
Abigail Arturi joined the team as a Client Associate in 2022. Abbey graduated from Boston College in 2021 from the Morrissey College of Arts & Sciences, where she majored in economics. She joined Vanguard following her graduation as a client services associate.
Abbey lives in New York City. She enjoys spending time with her family and traveling.
Peter has been in the financial services industry for more than 30 years. In the first half of his career, he served as an economist with two global investment firms and the Federal Reserve. During that time, he was frequently called upon to provide his outlook on the economy and the financial markets.
“As a former economist, I bring a deep understanding of the global economy and financial markets to my work with clients. My unique perspective and insights into the markets can help shape the appropriate investment strategy. I am committed to providing thoughtful advice to help my clients with their specific financial needs.”
— Peter D. Skaperdas
In 2000, Peter transitioned from UBS Investment Bank to UBS Wealth Management USA to focus on the wealth management needs of affluent families. He provides clients with a big picture view of the economy and the financial markets, as well as his outlook. Peter offers his clients truly customized solutions to help solve their most complex needs.
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.
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 11 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.
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 Administrator, 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.
Hunter Priebe joined the team as a Wealth Strategy Associate supporting the Private Wealth Advisors in developing holistic wealth management strategies for the team's clients. 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. Most recently Hunter was a Senior Brokerage Associate at Vanguard cultivating relationships with high net worth clients.
Hunter lives in New York City. He enjoys traveling and playing golf.
Abigail Arturi joined the team as a Client Associate in 2022. Abbey graduated from Boston College in 2021 from the Morrissey College of Arts & Sciences, where she majored in economics. She joined Vanguard following her graduation as a client services associate.
Abbey lives in New York City. She enjoys spending time with her family and traveling.
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.
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.
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.
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.
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:
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.
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.
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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint