Seested Partners

Private Wealth Advisors

Vic Seested, CPWA, CIMA

Senior Vice President–Wealth Management

Private Wealth Advisor

Vic Seested, CPWA, CIMA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1700 M Street NW
5th Floor
Washington, DC 20036

202-942-2870

View bio

To Vic, wealth management has never been about overseeing assets. It’s an interwoven story of a client’s life that reflects their values, traditions and unique personal goals. As a UBS Private Wealth Advisor, a fourth-generation financial advisor with more than 25 years of experience, Vic embraces each “chapter” of that story, providing guidance that ultimately helps clients achieve financial success and confidence in their future. His advice centers on the particular planning and business transition needs of CEO founders, wealth creators, business owners and entrepreneurs.

Vic works with clients and their other professional advisors to help integrate their current objectives and long-term goals into an overall plan. He strives to deliver practical, executable strategies and solutions. Vic’s advice, informed by his professional collaboration with clients’ attorneys and CPAs, reflects their expertise and a consistent approach to managing the complexities of significant wealth.

Accolades and education

Certified Private Wealth Advisor® (CPWA®)
Certified Investment Management Analyst® (CIMA®)
B.S., finance, University of North Carolina

Life

Giving back to his community is the philosophy Vic lives by every day. This legacy includes the contributions of Vic’s late grandmother, Avis Birely, who is credited as the first woman to become the president of the Montgomery County Council Board.

Board member of Hearts & Homes for Youth and fundraiser for the Birely Home .
Planned Giving Council for The Place of Hope Palm Beach
Lombardi Cancer Center of Georgetown’s Men’s Event
The Association for Corporate Growth (ACG)
Jubilee Association of Maryland, The Jewish Social Service Agency, The Maryland Technology Council, The Northern Virginia Chamber of Commerce and an Emiratis board member for Easter Seals
Vic enjoys spending time with his three daughters in Palm Beach, FL and Potomac, MD, physical fitness, skiing, golf and boating

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.

Private Wealth Advisor
Certified Investment Management Consultant

1700 M Street NW
5th Floor
Washington, DC 20036

Franco Estrada

Managing Director–Wealth Management

Financial Advisor

Franco Estrada

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, 81808

787-250-3659

View bio Industry recognition

Having joined UBS Private Wealth Management in 2002, Franco founded The Estrada Group in 2013. He works closely with a select group of highly successful individuals and families, guiding them through a broad range of complex challenges and financial decisions.

Franco co-leads the team’s investment management committee and overseas—along with Jorge Rodriguez—the team’s portfolio management construction process. He is responsible for the overall business and drives the team’s multigenerational strategic plan. Franco is accountable for all client onboarding, much of which comes from the referrals of his loyal and long-term clients.

Past experience
– Franco began his career in the UBS New Financial Advisor development
program in Boston, MA. He joined UBS Private Wealth Management in 2002.

Education and credentials
– B.S., entrepreneurship and finance, Babson College
– Chartered Financial Analyst® (CFA®) designation
– Certified Investment Management Analyst® (CIMA®), The Wharton School, University of Pennsylvania
– Member, CFA Institute, the Boston Security Analysts Society and the Investments and Wealth Institute

Life
– Franco was born and raised in Caracas, Venezuela.
– He lives in San Juan, PR with his wife, Cristina, and daughters, Andrea and Valentina.
– Franco devotes his free time to mostly serving as an advisor and board
member for local nonprofits including PR Dermatology Foundation,
Casa Nueva Vida and the Hispanic American Chamber of Commerce.
– He is an art enthusiast and trains regularly in a wide array of sports including beach tennis, golf and wing foil.
– Franco is also an amateur Chess competitor and involved with the Puerto Rico Chess Federation.

Financial Planning Top 40 Financial Advisors Under 40, 2020, 2021The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2019, 2020The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
UBS Wealth Management Chairman’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

Babson College, B.S. entrepreneurship and finance

Chartered Financial Analyst
Certified Investment Management Analyst

250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, 81808

William B. Finnerty, CEPA, CIMA®, CPWA®

Managing Director–Wealth Management

Financial Advisor

William B. Finnerty, CEPA, CIMA®, CPWA®

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1700 M Street NW
5th Floor
Washington, D.C., DC 20036

202-942-2820

View bio Industry recognition

“People hire us for three reasons: they like us, they trust us, and they believe we're really good at what we do."
– William B. Finnerty

As the head of Finnerty Partners within Private Wealth Management in Washington, D.C., Will manages client relationships and leads all investment consulting, advanced planning, and relationship management efforts. His team consists of full time specialists that work with him in these areas to serve their clients with distinction.

Finnerty Partners is a boutique operation within UBS, only working with a few dozen ultra-high net worth families throughout the country, as well as internationally, the majority of which have $10 million or more in investable assets. More specifically, their sole focus is helping entrepreneurs and their families organize, plan, and manage all aspects of their wealth.

Education
Will was the top finance graduate at Georgetown University's McDonough School of Business. Upon graduating, he received a finance award which ultimately led to his career in wealth management in 1995. In 2000, he began teaching Entrepreneurship for Georgetown's McDonough School of Business and remained an Adjunct Professor for 16 years.

Firm-wide Recognition
Will has been exceptionally recognized within UBS as a national lecturer on financial advisor development and practice management. Additionally, from 2014 to 2016, he served as a member of UBS's Financial Advisor Advisory Committee (FAAC) to ensure UBS is the firm of choice for high net worth and ultra-high net worth investors along with the advisors that serve them.

Licenses and certificates
Will holds Series 7 and 66 securities licenses.

Will holds the following designations:

Certified Exit Planning Advisor (CEPA)
Certified Investment Management Analyst® (CIMA®)
CPWA®

Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025
The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

1700 M Street NW
5th Floor
Washington, D.C., DC 20036

Sean McElroy

First Vice President–Wealth Management

Financial Advisor

View bio Industry recognition

Sean McElroy, PWA focuses on portfolio construction, client service and education, and financial planning for Prism Wealth Consultants.

Sean believes the purpose of wealth is to maximize life. Since beginning his career at Millennium Partners, Sean's dual roles as a client and advisor uniquely positions him to uncover client needs, find relevant resources, and deliver meaningful advice. As a portfolio management analyst for Northrop Grumman's multi-billion dollar pension and 401(k) plans, he has been a client of prominent Wall Street firms. Sean has evaluated hundreds of investment presentations, focused on portfolio manager screening, due diligence and selection, as well as ongoing monitoring. He also passed Level I of the CFA exam set. Sean evaluated and supported the transition of 401(k) options to indexed investment vehicles, and negotiated fees for some of those options, helping hundreds of thousands of people save money.

After Northrop Grumman, Sean earned his MBA from Loyola University Maryland and became Operations Director for Baltimore Angels, Baltimore's largest group of venture capital investors. In this role, and as Director of Membership and Partnerships at Betamore, he was responsible for providing advice and connectivity to accredited investors and businesses, specifically focused on wealth creation.

Sean is passionate about improving community connectivity around positive social and economic impact. He has held (or holds) volunteer leadership roles at the following organizations: Cristo Rey Jesuit High School, Church of the Nativity, Baltimore Chamber Orchestra, and Marathon Youth Ministry.

Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.

307 International Circle
4th Floor
Hunt Valley, MD 21030

David R. Stack, CAIA

Managing Director–Wealth Management

Financial Advisor

View bio Industry recognition

Dave Stack, CAIA® discovers non-traditional opportunities for Prism Wealth Consultants clients to build long-term wealth, especially in challenging economic times.

As one of the first six Chartered Alternative Investment Analysts in Maryland, Dave's experience and expertise enable him to offer sound advice on (and access to) Alternative Investments, which continue to receive more attention from institutions and families with great wealth. He has worked as a financial advisor for over thirty years at leading institutions, including PaineWebber (acquired by UBS), Morgan Stanley and Merrill Lynch.

Dave is a graduate of Loyola University Maryland in Baltimore. He serves on the Board of Trustees for Horizon Day Camp. Additionally, he has also been on the boards and finance committees of the Children's Cancer Foundation, Chesapeake Shakespeare Company, and University of Maryland Medical Foundation.

Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.

Home Worker FL
Home Worker FL, FL 000

Diego Rojas

Client Associate

View bio

Diego Rojas has been a proud member of Seested Partners since 2022. He joined the team as an intern during his freshman year at The Catholic University of America and has worked under the guidance and mentorship of Vic Seested throughout his college career. Diego credits his growth as a professional and a person to the values instilled in him by the team at UBS and the example set by Mr. Seested, whom he considers one of his most important mentors.

Outside of UBS, Diego is a proud American committed to service and community impact. He is a two-term Commissioner in Washington, D.C., representing District 5A-4. First elected in December 2021 at just 18 years old, Diego became the youngest elected official in the city’s history. Throughout his tenure, he has voted on critical legislative matters such as budgeting, development projects, and public safety reform, with a focus on improving the quality of life for his constituents. He is also a two-time published author. His most recent book, The American Pilgrimage, explores the moral and civic lessons behind the monuments of Washington, D.C., with the goal of inspiring the next generation of American leaders.

Diego is a scratch golfer and serves as a captain of the Catholic University Men’s Golf Team. He is a senior finance major at The Catholic University of America, where he maintains a 3.9 GPA. Upon graduation, he will continue his education at The George Washington University, where he will pursue an MBA.

Diego believes in living his life in pursuit of the American Dream and honoring the sacrifices of great Americans who came before him by working for a better future in all that he does.

1150 17th St NW
5th Floor
Washington, D.C., DC 20036

Strategic Partners

Karen Ben-Shlaush, CFP®, CIMA®, CRPC®, CEPA

Senior Vice President–Wealth Management

Financial Advisor

Karen Ben-Shlaush, CFP®, CIMA®, CRPC®, CEPA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1700 M Street NW
5th Floor
Washington, D.C., DC 20036

202-585-5319

View bio Industry recognition

For over a decade, Karen has been fully engaged in effecting wealth management, financial planning, and investment solutions for high net worth individuals, business owners and retirees. She focuses on helping her clients achieve success across all aspects of their financial lives, and on providing an exceptional level of service.

Karen takes each client through a comprehensive planning process, which starts with carefully listening and making sure she understands their unique situation, values, and vision for their future. She then designs and implements a customized plan that draws on cash flow analysis, simulation testing, and risk management. To address her clients' most complex wealth planning issues, she incorporates trust and estate planning, as well as wealth transfer and philanthropic planning, ensuring that clients leave the lasting legacy they desire. The planning process is also ongoing, so as circumstances in their lives change, the plan evolves and adjusts for those shifts, giving clients the confidence to move forward no matter what challenges they are faced with.

Karen is a CERTIFIED FINANCIAL PLANNER™ professional, a certification she earned after obtaining a Certificate in Financial Planning from Georgetown University. She obtained the Certified Investment Management Analyst® designation upon successfully completing Yale University's CIMA® registered education program, administered by the Investments and Wealth Institute. She earned the Chartered Retirement Planning Counselor designation through the College for Financial Planning®. As a Certified Exit Planning Advisor, she understands the unique opportunities and challenges that come at every stage of an entrepreneur's personal and business life, from launch through exit and beyond.

Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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.
Forbes Top Women Wealth Advisors Best-in-State, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

1700 M Street NW
5th Floor
Washington, D.C., DC 20036

Peter Foley jr.

Managing Director–Wealth Management

Financial Advisor

Peter Foley jr.

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410

561-659-9552

View bio Industry recognition

Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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.

3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410

Justin Warzala

Vice President–Wealth Management

Financial Advisor

View bio Industry recognition

Justin is a seasoned financial advisor with over 10 years of experience in wealth management and financial planning. With a strong background in economics and finance, Justin specializes in helping individuals and families achieve their financial goals through personalized investment strategies and comprehensive financial plans.

Justin began his career at UBS, where he honed his skills in portfolio management, retirement planning, and tax-efficient investing. He is known for his client-centric approach, taking the time to understand each client's unique financial situation and aspirations. This dedication to personalized service has earned him a loyal client base and numerous accolades within the industry.

Justin holds a Bachelor's degree in Finance from Florida Gulf Coast University and is a Certified Financial Planner (CFP®). He is committed to ongoing education and stays current with the latest trends and regulations in the financial sector.

Justin is FINRA-registered and holds Series 7 and 66 securities licenses as well as licenses for life, long-term care, fixed and variable annuities.

Outside of UBS
Justin is married to his college sweetheart Liz and they have 2 daughters. He is an avid fan of the Minnesota Vikings and when not watching them he enjoys everything the South Florida lifestyle has to offer. On any given weekend you can find Justin and his family going to the beach, paddle boarding, and boating. Justin's community involvement includes: previously serving on the Board of Directors for his Alma mater Florida Gulf Coast University, and mentoring younger members of his fraternity Sigma Phi Epsilon.

Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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.

3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410

Donald Chomas

Senior Vice President–Wealth Management

Financial Advisor

View bio Industry recognition

Every day Don Chomas relishes the ability to help the people he cares about to enjoy a better life. As a Certified Financial PlannerTM professional, he believes that starting with a comprehensive, written financial plan—one that addresses both the good and not-so-good aspects of his clients' financial lives—is the foundation for helping high net worth families build upon the successes they've achieved. Don's solid educational foundation (B.A. with Honors in Finance and Accounting from Fairleigh Dickinson University), his experience across a wide variety of market conditions over nearly three decades, and a keen understanding of how to leverage the vast resources of UBS enable him to help his clients confidently make difficult decisions and weather challenging economic conditions.

In addition to serving his clients, philanthropy is a top priority for Don and his family. In 2011, Don founded Naptown barBAYq, a BBQ contest and music festival near Annapolis that benefits many local charities. He is also a Past President of the Rotary Club of Parole (Annapolis). Currently a volunteer soccer coach, an active member in his church and the captain of his platform tennis team, Don continues to find new outlets to engage with and help the people and causes he cares about most.

Don, his wife, Molly, and their daughters, Madaline and Isabel, live in Kensington, MD. When not volunteering together or running around on a soccer field, the family enjoys spending time outdoors with their two Siberian huskies.

CA Insurance License 0H23073

Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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.

7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

Russell Rifkin

Senior Vice President–Wealth Management

Financial Advisor

View bio Industry recognition

Driven by a desire to make a difference in people's lives, and armed with a degree in finance and economics, it's no surprise that Russell chose a career in financial services. As a Certified Financial PlannerTM professional, Russell believes that the key to success is gaining a full understanding of everything a client hopes to accomplish—enjoying retirement, funding a loved one's education, leaving a lasting legacy, among other things. He also believes that a thorough evaluation of both assets and liabilities is critical to building a truly comprehensive plan.

Russell started his financial services career in 2002 and in 2004 became a financial analyst at Smith Barney. In this role he helped to create hundreds of financial plans, which gave him unique insight into the myriad of solutions and strategies that can help increase the likelihood of meeting one's goals. He has leveraged this experience since becoming a Financial Advisor in 2007, helping his clients navigate good and bad market cycles, all while keeping their end goals in mind.

Russell graduated from the honors program at the University of Maryland with a double major in finance and economics. He currently lives in North Potomac, Maryland, with his wife and two sons. Russell loves spending time with his family and is a huge sports fan. Having spent most of his life in the DC area, he roots for all the local sports teams.

Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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.
Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

Lori DeJesus

Team Administrator

View bio

Private Wealth Advisors

Vic Seested, CPWA, CIMA

Senior Vice President–Wealth Management

Private Wealth Advisor
Vic Seested, CPWA, CIMA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1700 M Street NW
5th Floor
Washington, DC 20036

202-942-2870
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- LA
- MA
- MD
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
To Vic, wealth management has never been about overseeing assets. It’s an interwoven story of a client’s life that reflects their values, traditions and unique personal goals. As a UBS Private Wealth Advisor, a fourth-generation financial advisor with more than 25 years of experience, Vic embraces each “chapter” of that story, providing guidance that ultimately helps clients achieve financial success and confidence in their future. His advice centers on the particular planning and business transition needs of CEO founders, wealth creators, business owners and entrepreneurs.

Vic works with clients and their other professional advisors to help integrate their current objectives and long-term goals into an overall plan. He strives to deliver practical, executable strategies and solutions. Vic’s advice, informed by his professional collaboration with clients’ attorneys and CPAs, reflects their expertise and a consistent approach to managing the complexities of significant wealth.

Accolades and education
- Certified Private Wealth Advisor® (CPWA®)
- Certified Investment Management Analyst® (CIMA®)
- B.S., finance, University of North Carolina
Life

Giving back to his community is the philosophy Vic lives by every day. This legacy includes the contributions of Vic’s late grandmother, Avis Birely, who is credited as the first woman to become the president of the Montgomery County Council Board.
- Board member of Hearts & Homes for Youth and fundraiser for the Birely Home .
- Planned Giving Council for The Place of Hope Palm Beach
- Lombardi Cancer Center of Georgetown’s Men’s Event
- The Association for Corporate Growth (ACG)
- Jubilee Association of Maryland, The Jewish Social Service Agency, The Maryland Technology Council, The Northern Virginia Chamber of Commerce and an Emiratis board member for Easter Seals
- Vic enjoys spending time with his three daughters in Palm Beach, FL and Potomac, MD, physical fitness, skiing, golf and boating
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.
- Private Wealth Advisor
- Certified Investment Management Consultant
1700 M Street NW
5th Floor
Washington, DC 20036

vic.seested@ubs.com

Vic Seested, CPWA, CIMA

1700 M Street NW,Washington,DC,20036
Franco Estrada

Managing Director–Wealth Management

Financial Advisor
Franco Estrada

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, 81808

787-250-3659
View bio Industry recognition
- AR
- CA
- DE
- FL
- GA
- IA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NY
- OR
- PR
- SC
- TN
- TX
- VI
Having joined UBS Private Wealth Management in 2002, Franco founded The Estrada Group in 2013. He works closely with a select group of highly successful individuals and families, guiding them through a broad range of complex challenges and financial decisions.

Franco co-leads the team’s investment management committee and overseas—along with Jorge Rodriguez—the team’s portfolio management construction process. He is responsible for the overall business and drives the team’s multigenerational strategic plan. Franco is accountable for all client onboarding, much of which comes from the referrals of his loyal and long-term clients.

Past experience
– Franco began his career in the UBS New Financial Advisor development
program in Boston, MA. He joined UBS Private Wealth Management in 2002.

Education and credentials
– B.S., entrepreneurship and finance, Babson College
– Chartered Financial Analyst® (CFA®) designation
– Certified Investment Management Analyst® (CIMA®), The Wharton School, University of Pennsylvania
– Member, CFA Institute, the Boston Security Analysts Society and the Investments and Wealth Institute

Life
– Franco was born and raised in Caracas, Venezuela.
– He lives in San Juan, PR with his wife, Cristina, and daughters, Andrea and Valentina.
– Franco devotes his free time to mostly serving as an advisor and board
member for local nonprofits including PR Dermatology Foundation,
Casa Nueva Vida and the Hispanic American Chamber of Commerce.
– He is an art enthusiast and trains regularly in a wide array of sports including beach tennis, golf and wing foil.
– Franco is also an amateur Chess competitor and involved with the Puerto Rico Chess Federation.
- Financial Planning Top 40 Financial Advisors Under 40, 2020, 2021The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2019, 2020The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- UBS Wealth Management Chairman’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
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.
- Babson College, B.S. entrepreneurship and finance
- Chartered Financial Analyst
- Certified Investment Management Analyst
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, 81808

franco.estrada@ubs.com

Franco Estrada

250 Munoz Rivera Avenue,San Juan,,81808
William B. Finnerty, CEPA, CIMA®, CPWA®

Managing Director–Wealth Management

Financial Advisor
William B. Finnerty, CEPA, CIMA®, CPWA®

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1700 M Street NW
5th Floor
Washington, D.C., DC 20036

202-942-2820
View bio Industry recognition
- CA
- CT
- DC
- DE
- FL
- ID
- IL
- MA
- MD
- ME
- MN
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- VA
- WA
- WI
- WV
“People hire us for three reasons: they like us, they trust us, and they believe we're really good at what we do."
– William B. Finnerty

As the head of Finnerty Partners within Private Wealth Management in Washington, D.C., Will manages client relationships and leads all investment consulting, advanced planning, and relationship management efforts. His team consists of full time specialists that work with him in these areas to serve their clients with distinction.

Finnerty Partners is a boutique operation within UBS, only working with a few dozen ultra-high net worth families throughout the country, as well as internationally, the majority of which have $10 million or more in investable assets. More specifically, their sole focus is helping entrepreneurs and their families organize, plan, and manage all aspects of their wealth.

Education
Will was the top finance graduate at Georgetown University's McDonough School of Business. Upon graduating, he received a finance award which ultimately led to his career in wealth management in 1995. In 2000, he began teaching Entrepreneurship for Georgetown's McDonough School of Business and remained an Adjunct Professor for 16 years.

Firm-wide Recognition
Will has been exceptionally recognized within UBS as a national lecturer on financial advisor development and practice management. Additionally, from 2014 to 2016, he served as a member of UBS's Financial Advisor Advisory Committee (FAAC) to ensure UBS is the firm of choice for high net worth and ultra-high net worth investors along with the advisors that serve them.

Licenses and certificates
Will holds Series 7 and 66 securities licenses.

Will holds the following designations:
- Certified Exit Planning Advisor (CEPA)
- Certified Investment Management Analyst® (CIMA®)
- CPWA®
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
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.
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

william.finnerty@ubs.com

William B. Finnerty, CEPA, CIMA®, CPWA®

1700 M Street NW,Washington, D.C.,DC,20036
Sean McElroy

First Vice President–Wealth Management

Financial Advisor
Sean McElroy

First Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

307 International Circle
4th Floor
Hunt Valley, MD 21030

410-771-3154
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IN
- LA
- MA
- MD
- MI
- MT
- NC
- NJ
- NY
- OH
- PA
- PR
- RI
- SC
- UT
- VA
- VT
Sean McElroy, PWA focuses on portfolio construction, client service and education, and financial planning for Prism Wealth Consultants.

Sean believes the purpose of wealth is to maximize life. Since beginning his career at Millennium Partners, Sean's dual roles as a client and advisor uniquely positions him to uncover client needs, find relevant resources, and deliver meaningful advice. As a portfolio management analyst for Northrop Grumman's multi-billion dollar pension and 401(k) plans, he has been a client of prominent Wall Street firms. Sean has evaluated hundreds of investment presentations, focused on portfolio manager screening, due diligence and selection, as well as ongoing monitoring. He also passed Level I of the CFA exam set. Sean evaluated and supported the transition of 401(k) options to indexed investment vehicles, and negotiated fees for some of those options, helping hundreds of thousands of people save money.

After Northrop Grumman, Sean earned his MBA from Loyola University Maryland and became Operations Director for Baltimore Angels, Baltimore's largest group of venture capital investors. In this role, and as Director of Membership and Partnerships at Betamore, he was responsible for providing advice and connectivity to accredited investors and businesses, specifically focused on wealth creation.

Sean is passionate about improving community connectivity around positive social and economic impact. He has held (or holds) volunteer leadership roles at the following organizations: Cristo Rey Jesuit High School, Church of the Nativity, Baltimore Chamber Orchestra, and Marathon Youth Ministry.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
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.
307 International Circle
4th Floor
Hunt Valley, MD 21030

sean.mcelroy@ubs.com

Sean McElroy

307 International Circle,Hunt Valley,MD,21030
David R. Stack, CAIA

Managing Director–Wealth Management

Financial Advisor
David R. Stack, CAIA

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

Home Worker FL
Home Worker FL, FL 000

410-771-3114
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MT
- NC
- NJ
- NV
- NY
- OH
- PA
- PR
- RI
- SC
- TX
- UT
- VA
- VT
Dave Stack, CAIA® discovers non-traditional opportunities for Prism Wealth Consultants clients to build long-term wealth, especially in challenging economic times.

As one of the first six Chartered Alternative Investment Analysts in Maryland, Dave's experience and expertise enable him to offer sound advice on (and access to) Alternative Investments, which continue to receive more attention from institutions and families with great wealth. He has worked as a financial advisor for over thirty years at leading institutions, including PaineWebber (acquired by UBS), Morgan Stanley and Merrill Lynch.

Dave is a graduate of Loyola University Maryland in Baltimore. He serves on the Board of Trustees for Horizon Day Camp. Additionally, he has also been on the boards and finance committees of the Children's Cancer Foundation, Chesapeake Shakespeare Company, and University of Maryland Medical Foundation.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
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.
Home Worker FL
Home Worker FL, FL 000

david.r.stack@ubs.com

David R. Stack, CAIA

Home Worker FL,Home Worker FL,FL,000
Diego Rojas

Client Associate
Diego Rojas

Client Associate

UBS Financial Services Inc.

Private Wealth Management

1150 17th St NW
5th Floor
Washington, D.C., DC 20036

202-585-5309
View bio
Diego Rojas has been a proud member of Seested Partners since 2022. He joined the team as an intern during his freshman year at The Catholic University of America and has worked under the guidance and mentorship of Vic Seested throughout his college career. Diego credits his growth as a professional and a person to the values instilled in him by the team at UBS and the example set by Mr. Seested, whom he considers one of his most important mentors.

Outside of UBS, Diego is a proud American committed to service and community impact. He is a two-term Commissioner in Washington, D.C., representing District 5A-4. First elected in December 2021 at just 18 years old, Diego became the youngest elected official in the city’s history. Throughout his tenure, he has voted on critical legislative matters such as budgeting, development projects, and public safety reform, with a focus on improving the quality of life for his constituents. He is also a two-time published author. His most recent book, The American Pilgrimage, explores the moral and civic lessons behind the monuments of Washington, D.C., with the goal of inspiring the next generation of American leaders.

Diego is a scratch golfer and serves as a captain of the Catholic University Men’s Golf Team. He is a senior finance major at The Catholic University of America, where he maintains a 3.9 GPA. Upon graduation, he will continue his education at The George Washington University, where he will pursue an MBA.

Diego believes in living his life in pursuit of the American Dream and honoring the sacrifices of great Americans who came before him by working for a better future in all that he does.
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.
1150 17th St NW
5th Floor
Washington, D.C., DC 20036

diego.rojas@ubs.com

Diego Rojas

1150 17th St NW,Washington, D.C.,DC,20036

Strategic Partners

Karen Ben-Shlaush, CFP®, CIMA®, CRPC®, CEPA

Senior Vice President–Wealth Management

Financial Advisor
Karen Ben-Shlaush, CFP®, CIMA®, CRPC®, CEPA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1700 M Street NW
5th Floor
Washington, D.C., DC 20036

202-585-5319
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
For over a decade, Karen has been fully engaged in effecting wealth management, financial planning, and investment solutions for high net worth individuals, business owners and retirees. She focuses on helping her clients achieve success across all aspects of their financial lives, and on providing an exceptional level of service.

Karen takes each client through a comprehensive planning process, which starts with carefully listening and making sure she understands their unique situation, values, and vision for their future. She then designs and implements a customized plan that draws on cash flow analysis, simulation testing, and risk management. To address her clients' most complex wealth planning issues, she incorporates trust and estate planning, as well as wealth transfer and philanthropic planning, ensuring that clients leave the lasting legacy they desire. The planning process is also ongoing, so as circumstances in their lives change, the plan evolves and adjusts for those shifts, giving clients the confidence to move forward no matter what challenges they are faced with.

Karen is a CERTIFIED FINANCIAL PLANNER™ professional, a certification she earned after obtaining a Certificate in Financial Planning from Georgetown University. She obtained the Certified Investment Management Analyst® designation upon successfully completing Yale University's CIMA® registered education program, administered by the Investments and Wealth Institute. She earned the Chartered Retirement Planning Counselor designation through the College for Financial Planning®. As a Certified Exit Planning Advisor, she understands the unique opportunities and challenges that come at every stage of an entrepreneur's personal and business life, from launch through exit and beyond.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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.
- Forbes Top Women Wealth Advisors Best-in-State, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
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.
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

karen.benshlaush@ubs.com

Karen Ben-Shlaush, CFP®, CIMA®, CRPC®, CEPA

1700 M Street NW,Washington, D.C.,DC,20036
Peter Foley jr.

Managing Director–Wealth Management

Financial Advisor
Peter Foley jr.

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410

561-659-9552
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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.
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.
3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410

peter.foley@ubs.com

Peter Foley jr.

3801 PGA Boulevard,Palm Beach Gardens,FL,33410
Justin Warzala

Vice President–Wealth Management

Financial Advisor
Justin Warzala

Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410

561-659-9546
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Justin is a seasoned financial advisor with over 10 years of experience in wealth management and financial planning. With a strong background in economics and finance, Justin specializes in helping individuals and families achieve their financial goals through personalized investment strategies and comprehensive financial plans.

Justin began his career at UBS, where he honed his skills in portfolio management, retirement planning, and tax-efficient investing. He is known for his client-centric approach, taking the time to understand each client's unique financial situation and aspirations. This dedication to personalized service has earned him a loyal client base and numerous accolades within the industry.

Justin holds a Bachelor's degree in Finance from Florida Gulf Coast University and is a Certified Financial Planner (CFP®). He is committed to ongoing education and stays current with the latest trends and regulations in the financial sector.

Justin is FINRA-registered and holds Series 7 and 66 securities licenses as well as licenses for life, long-term care, fixed and variable annuities.

Outside of UBS
Justin is married to his college sweetheart Liz and they have 2 daughters. He is an avid fan of the Minnesota Vikings and when not watching them he enjoys everything the South Florida lifestyle has to offer. On any given weekend you can find Justin and his family going to the beach, paddle boarding, and boating. Justin's community involvement includes: previously serving on the Board of Directors for his Alma mater Florida Gulf Coast University, and mentoring younger members of his fraternity Sigma Phi Epsilon.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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.
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.
3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410

justin.warzala@ubs.com

Justin Warzala

3801 PGA Boulevard,Palm Beach Gardens,FL,33410
Donald Chomas

Senior Vice President–Wealth Management

Financial Advisor
Donald Chomas

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

301-718-5090
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
- WV
Every day Don Chomas relishes the ability to help the people he cares about to enjoy a better life. As a Certified Financial PlannerTM professional, he believes that starting with a comprehensive, written financial plan—one that addresses both the good and not-so-good aspects of his clients' financial lives—is the foundation for helping high net worth families build upon the successes they've achieved. Don's solid educational foundation (B.A. with Honors in Finance and Accounting from Fairleigh Dickinson University), his experience across a wide variety of market conditions over nearly three decades, and a keen understanding of how to leverage the vast resources of UBS enable him to help his clients confidently make difficult decisions and weather challenging economic conditions.

In addition to serving his clients, philanthropy is a top priority for Don and his family. In 2011, Don founded Naptown barBAYq, a BBQ contest and music festival near Annapolis that benefits many local charities. He is also a Past President of the Rotary Club of Parole (Annapolis). Currently a volunteer soccer coach, an active member in his church and the captain of his platform tennis team, Don continues to find new outlets to engage with and help the people and causes he cares about most.

Don, his wife, Molly, and their daughters, Madaline and Isabel, live in Kensington, MD. When not volunteering together or running around on a soccer field, the family enjoys spending time outdoors with their two Siberian huskies.

CA Insurance License 0H23073
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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.
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.
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

donald.chomas@ubs.com

Donald Chomas

7272 Wisconsin Avenue,Bethesda,MD,20814
Russell Rifkin

Senior Vice President–Wealth Management

Financial Advisor
Russell Rifkin

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

301-718-5089
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
- WV
Driven by a desire to make a difference in people's lives, and armed with a degree in finance and economics, it's no surprise that Russell chose a career in financial services. As a Certified Financial PlannerTM professional, Russell believes that the key to success is gaining a full understanding of everything a client hopes to accomplish—enjoying retirement, funding a loved one's education, leaving a lasting legacy, among other things. He also believes that a thorough evaluation of both assets and liabilities is critical to building a truly comprehensive plan.

Russell started his financial services career in 2002 and in 2004 became a financial analyst at Smith Barney. In this role he helped to create hundreds of financial plans, which gave him unique insight into the myriad of solutions and strategies that can help increase the likelihood of meeting one's goals. He has leveraged this experience since becoming a Financial Advisor in 2007, helping his clients navigate good and bad market cycles, all while keeping their end goals in mind.

Russell graduated from the honors program at the University of Maryland with a double major in finance and economics. He currently lives in North Potomac, Maryland, with his wife and two sons. Russell loves spending time with his family and is a huge sports fan. Having spent most of his life in the DC area, he roots for all the local sports teams.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
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.
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

russell.rifkin@ubs.com

Russell Rifkin

7272 Wisconsin Avenue,Bethesda,MD,20814
Lori DeJesus

Team Administrator
Lori DeJesus

Team Administrator

UBS Financial Services Inc.

Private Wealth Management

3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410

561-659-9531
View bio
- CA
- CO
- CT
- FL
- MA
- MD
- ME
- MT
- NC
- NJ
- NV
- NY
- OH
- PA
- TX
- VA
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.
3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410

lori.dejesus@ubs.com

Lori DeJesus

3801 PGA Boulevard,Palm Beach Gardens,FL,33410

Multigenerational families

Navigate family wealth with confidence
What is the best way to pass on your wealth—and your values—to your children? How do you educate them about financial responsibility? These are just a few of the many questions we can help answer as we help you build a comprehensive plan for transitioning assets to future generations.

Business owners and entrepreneurs

Grow. Expand. Exit.
From business transition planning to post-liquidity wealth management, we have the experience to help you with your plans for your business. We connect you to an extensive network of professionals and the right investment relationships to provide innovative yet practical solutions.

Senior executives

Manage corporate compensation
As a highly successful executive, wealth management advice becomes an even greater priority for your personal finances. Our Private Wealth Management team can simplify the complexity, identify an appropriate strategy, and ultimately help you enhance and preserve your corporate success, today and for many years to come.

Private Wealth Management

You. Connected
When it comes to caring for the family you love, the business you’ve built and the legacy you hope others will value, we believe connection is the key to transforming ideas into actions. As a UBS Private Wealth Management team, we are well-positioned to access all that UBS offers—locally and globally—to connect you to the premier services, solutions and support that can help you achieve your most important goals.

Family offices

Create continuity and connections for exceptional wealth
Partnering with resources across UBS, including the Global Family Office, Family Office Solutions as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.

Family Advisory and Philanthropy Services

Successful giving isn’t just about writing a check; it requires a clarity of purpose and a well-thought-out plan. We have the right expertise and resources to help guide you, including:

Align charitable goals with the appropriate giving vehicles, e.g., private foundation, donor-advised funds.
Develop and implement a strategic approach to philanthropy.
Design effective governance and grantmaking processes.
Thought leadership and annual client programs like the Philanthropy Forum and Autism Roundtable.

One relationship. A world of resources.

A collaborative team to guide you

Private Wealth Advisors

Vic Seested, CPWA, CIMA

Franco Estrada

William B. Finnerty, CEPA, CIMA®, CPWA®

Sean McElroy

David R. Stack, CAIA

Diego Rojas

Strategic Partners

Karen Ben-Shlaush, CFP®, CIMA®, CRPC®, CEPA

Peter Foley jr.

Justin Warzala

Donald Chomas

Russell Rifkin

Lori DeJesus

Pete Formidoni

Private Wealth Advisors

Vic Seested, CPWA, CIMA

Franco Estrada

William B. Finnerty, CEPA, CIMA®, CPWA®

Sean McElroy

David R. Stack, CAIA

Diego Rojas

Strategic Partners

Karen Ben-Shlaush, CFP®, CIMA®, CRPC®, CEPA

Peter Foley jr.

Justin Warzala

Donald Chomas

Russell Rifkin

Lori DeJesus

Pete Formidoni

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Unique clients. Tailored advice.

Unique clients. Tailored advice.

Multigenerational families

Multigenerational families

Business owners and entrepreneurs

Business owners and entrepreneurs

Senior executives

Senior executives

Ready to sell your business?

The depth and breadth of UBS

Private Wealth Management

Family offices

Family Advisory and Philanthropy Services

Trends and perspectives

The family-focused family office

Planning for the sale of a closely held business

Charitable Giving Rules of the Road

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