Your family wealth. Our experience.

Private Wealth Management

SBR team

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:

  • 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

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

- The SBR Group
  • Peter Skaperdas

    Peter D. Skaperdas

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
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    • CT
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    • FL
    • GA
    • IL
    • IN
    • MA
    • MI
    • NC
    • NH
    • NJ
    • NM
    • NY
    • PA
    • RI
    • SC
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    • VA
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    Deep understanding of the economy and financial markets

    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.

    Previous Experience

    • Chief US Economist, UBS
    • Senior Economist, Salomon Brothers
    • Senior Economist, Federal Reserve Bank of New York
    • In the industry since 1988

    Education

    • B.S., economics and mathematics, University of Illinois
    • M.S., economics, University of Wisconsin

    Life

    • Peter lives in New Canaan with his wife and their two children
    • He is President of the Board of Directors, New Canaan YMCA
    • Peter is a trustee of Connecticut College
    • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

        600 Washington Blvd
        Stamford, CT 06901
      • David Ball

        David F. Ball

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
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        • FL
        • GA
        • IN
        • MA
        • NC
        • NH
        • NJ
        • NM
        • NY
        • OK
        • RI
        • SC
        • TN
        • TX
        • VA
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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 their two children
        • He is a board member of Family Centers in Greenwich
        • David is an advisory committee member of Fairfield County Community Foundation
        • David enjoys golf, tennis, hockey, running and biking

              600 Washington Blvd
              Stamford, CT 06901
            • Prescott Romeyn

              Prescott C. Romeyn

              Senior Vice President–Wealth Management

              Financial Advisor

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              • DE
              • FL
              • GA
              • IN
              • MA
              • NC
              • NH
              • NJ
              • NM
              • NY
              • RI
              • SC
              • TN
              • TX
              • 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 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.

              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

                    600 Washington Blvd
                    Stamford, CT 06901
                  • Melissa Spohn

                    Melissa Spohn

                    Director

                    Team Administrator

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                    • AL
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                    • CT
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                    • FL
                    • GA
                    • IL
                    • IN
                    • MA
                    • MI
                    • NC
                    • NH
                    • NJ
                    • NY
                    • OH
                    • PA
                    • RI
                    • SC
                    • TN
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                    • WA
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                    Commitment to client service

                    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.

                    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 their twin daughters
                    • Melissa enjoys spending time with her family, traveling, cooking and skiing

                          600 Washington Blvd
                          Stamford, CT 06901
                        • David Priebe

                          David Hunter Priebe, Jr.

                          Wealth Strategy Associate

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                          • CO
                          • CT
                          • DE
                          • FL
                          • GA
                          • IL
                          • IN
                          • MA
                          • MI
                          • NC
                          • NH
                          • NJ
                          • NY
                          • OH
                          • PA
                          • RI
                          • SC
                          • TN
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                          • VA
                          • VT
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                          • WY

                          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.

                                600 Washington Blvd
                                Stamford, CT 06901

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                              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.

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                              A global leader in wealth management

                              $2.8 trillion

                              In invested assets globally 
                              As of 06/30/2022

                              51 countries

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                              Euromoney Private Banking and Wealth Management Survey, 2022