Experience

Makes all the difference

Today, more than ever, financial clarity and direction matter. That's why Vic Seested collaborates with a number of strategic partners across UBS to provide you with expansive advice and diverse insights and services to guide you forward.

 

Vic Seested, CPWA, CIMA

Senior Vice President–Wealth Management

Private Wealth Advisor

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

 

Registered States:
  • 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

Credentials

  • Private Wealth Advisor
  • Certified Investment Management Consultant
1501 K Street Northwest
11th Floor
Washington, DC 20005

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Ashley Ryan

Client Associate

Ashley is a Registered Client Service Associate for UBS Private Wealth Management. She assists by managing client relationships and providing administrative support. Prior to joining UBS in 2018, Ashley worked as Director of Client Services for a wealth management group at Northwestern Mutual.

Ashley graduated from Devry University with a BS in Business Administration, concentrating in Small Business Management and Entrepreneurship. She holds the Series 7 and 63 securities licenses as well as a NYS Life, Accident and Health Insurance license. In her free time, Ashley enjoys traveling and spending time with family and friends.  She resides in Connecticut with her husband and 2 dogs.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

Credentials

  • Series 66
600 Washington Blvd
Stamford, CT 06901

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Brian L. Lowenthal, CFP®

Managing Director–Wealth Management

Financial Advisor

“I enjoy keeping clients laser focused on their investment goals in both good times and bad.”

Brian Lowenthal specializes in all facets of investment strategy and asset allocation. He has worked with the team since 2007 and is a dedicated student of the markets. Brian enjoys working together with sophisticated clients to create individualized financial strategies. 

Credentials that Build Confidence

Brian has two decades of experience working with multi-generational families, corporate executives and not-for-profit organizations.

  • CERTIFIED FINANCIAL PLANNER®
  • Director at Lehman Brothers/Barclays
  • Financial Advisor at Merrill Lynch
  • Assistant Vice President at Sanford C. Bernstein and Co in 1997

Making a Difference

  • Board of Temple Beth David in Palm Beach Gardens
  • Morse Geriatric Center

Brian earned a B.A. in Communications from the State University of New York at Buffalo. He is an avid sports fan who is especially passionate about football teams FSU Seminoles and NY Giants.  Brian enjoys traveling and listening to a broad variety of music. He resides in Palm Beach Gardens with his wife and two daughters.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • PA
  • RI
  • SC
  • VA
  • WA

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2018, 2019
    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, 2020, 2021, 2022The 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

525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

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David Andreadis, CPWA®, CIMA®, CPM®, CRPC®,CEPA

Managing Director–Wealth Management

Financial Advisor

David has extensive experience delivering customized wealth management, financial planning, and asset protection strategies to high net-worth clients. He focuses on investment management, combining modern portfolio theory with cash flow analytics to build and manage client portfolios for the long term. The relationship aspect of his practice, however, continues to be his priority. Whether with an individual or institutional client, David has never underestimated the importance of listening to his clients and really hearing what they have to say. He strives to take a truly hands-on, personal approach with each relationship, creating an exclusive client experience.

In his over 25 years of industry experience, David has earned several professional designations. He is a Certified Private Wealth Advisor ® professional and Certified Investment Management Analyst® practitioner, certifications administered by the Investments and Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business and The Wharton School at the University of Pennsylvania, respectively. David earned his Certified Portfolio Manager® designation from Columbia University and the Portfolio Management Institute. David is also a Chartered Retirement Planning Counselor SM, a professional designation awarded by the College for Financial Planning®. David also earned the CEPA designation through the Exit Planning Institute. This dedication to ongoing education has deepened his understanding of both the challenges and opportunities facing his exclusive group of clients, and has prepared him with the expertise to address their most complex financial issues and most important goals.

David graduated from the University of Maryland with a B.S. in finance. He also holds Series 7, 31 and 66 securities licenses as well as licenses in health, life, variable annuity and variable life insurance. He lives in Darnestown, MD with his wife, Margaret, and their three children.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • LA
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WI
  • WV
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The 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

1501 K Street North West
Suite 1100
Washington, DC 20005

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David R. Stack, CAIA

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV
307 International Circle
4th Floor
Hunt Valley, MD 21030

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Franco Estrada

Managing Director–Wealth Management

Financial Advisor

Registered States:
  • AL
  • CA
  • CT
  • FL
  • GA
  • IA
  • MA
  • MI
  • NC
  • NJ
  • NY
  • PR
  • SC
  • TN
  • TX
  • VI

Recognized as an industry leader:

  • 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 Septermber 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 between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The 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.
  • On Wall Street – Top 40 Advisors Under 40, 2017, 2020The Financial Planning rating is awarded annually in January or February and is based on information from October to December 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

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

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

Senior Vice President–Wealth Management

Financial Advisor

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. 

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • LA
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WI
  • WV
  • WY
1501 K Street North West
Suite 1100
Washington, DC 20005

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Kristen Bissett

Senior Vice President–Wealth Management

Financial Advisor

There is no better job, no better place for me. Most clients have income needs, and that is one area where our strategies really make an impact.”

Kristen Bissett has always been captivated by the markets, even at a young age.  One of the favorite parts of her job is aligning her investment ideas with our clients’ financial needs.  She’s spent the last decade specializing in macroeconomic research and its impact on clients' portfolios.  She now works on crafting customized asset allocations and implementation strategies for multigenerational families, entrepreneurs and not-for-profit organizations.

Prior to joining UBS Private Wealth Management in 2015, she was an Investment Strategist for Barclays and JP Morgan Private Bank.

Giving Back

  • Treasurer for the Center for Creative Education
  • Member of the Young Friends of the Kravis Center

Kristen graduated from Drew University with a B.A. in economics.  She loves being outdoors, especially golfing, hiking, and listening to live music. She resides in Palm Beach Gardens with her husband, daughter and two dogs.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • PA
  • RI
  • SC
  • VA
  • WA

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Women Wealth Advisors, 2018, 2020, 2021, 2022The 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.
  • Forbes Best-in-State Wealth Advisors, 2021, 2022The 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 Women Wealth Advisors, 2020, 2021, 2022The 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.
  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October 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

525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

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Pedro A. Fernandez

Senior Vice President–Wealth Management

Financial Advisor

Pedro possesses a unique combination of business and investment experience.  He brings over 30 years of experience of business experience with 12 years in the wealth management arena.  Prior to joining UBS in 2014, he served as a Principal at Bernstein Global Wealth Management where he served the needs of business owners. His background includes serving in executive and managerial positions with Andersen Consulting, Cambridge Technology Partners, Syntel and Concero.

As a former corporate executive, he understands what it takes to operate a successful business and the unique elements of the entrepreneurial mindset.  His primary focus is understanding each client’s full picture including their assets, liabilities and legal structures and translating these into a cohesive wealth management strategy.  

Pedro is actively involved with the community serving on the board of Baptist Hospital, the Tocqueville Cabinet of the United Way and co-chairing the Perez Art Museum Miami’s Corporate Luncheon. He graduated magna cum laude with honors from the University of Miami earning a Bachelor of Science in Electrical Engineering. He and his wife Nory reside in Pinecrest with their two children.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • KS
  • MA
  • MD
  • NC
  • NJ
  • NY
  • PA
  • PR
  • SC
  • TX
  • UT
  • VA
550 Biltmore Way
Coral Gables, FL 33134

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

Managing Director–Wealth Management

Financial Advisor

“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®

 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • MS
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WV
  • WY

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022
    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, 2022The 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

1501 K Street North West
Suite 1100
Washington, DC 20005

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