Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
Director
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.
Director
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.
Senior Wealth Strategy Associate
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.
Senior Wealth Strategy Associate
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.
Client Associate
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.
Client Associate
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.
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