Experience

Bill began his financial services career in 1985 working with ultra-high net worth families.  A founding member of the SKF Group and a senior relationship manager, BIll oversees the development and implementation of highly customized wealth preservation and wealth transfer strategies.   As a Private Wealth Advisor, he assists clients in achieving their financial and life goals through understanding their needs and tolerance for risk.  Once understood he will implement the SKF Teams personalized investment strategies, which may incorporate individual stocks and bonds, model portfolios, private equity and third-party investment strategies.  

Bill earned a bachelor’s degree from the Boston College Carroll School of Management in 1985.  He is active in helping others through his work with wounded veterans and their families at Patriot Point and as a member of the executive committee of The Shepherd Foundation, providing tuition assistance to families needing financial assistance. Bill has enjoyed hockey, coaching and mentoring, for over 20 years. He was the head coach at Gonzaga College High School where he was recognized as the Washington Post All-Met Coach of the Year in his final year.  Bill and his wife, Lisa, enjoy golf, traveling and spending time with their four children.

JJ started his career in finance in 1987 and joined the SKF Group in 2002.  His disciplined, holistic, service-oriented approach, combined with years of industry experience, enables him to help clients make well informed financial decisions and tailor wealth management strategies to their individual goals, investment objectives, risk tolerance, time horizon and liquidity needs. J.J. is a Portfolio Manager who can help clients pursue their objectives by managing, on a discretionary basis, personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios and third-party investment strategies. 

 
J.J. received his bachelor’s degree in finance from Penn State University. He has previously served as a member of the board of trustees of the Academy of the Holy Cross School in Kensington, Maryland. J.J. and his wife, Tracey, enjoy spending time with their three children. 

Scott has been helping high net worth families implement comprehensive wealth management strategies since 1994. He has extensive experience in developing high-level strategic financial plans for clients through every market and economic cycle over the past 30 years  and provides advice and counsel with a philosophic approach.  Scott leads and guides clients through every financial situation including executing retirement, generational wealth, philanthropic, asset management, estate, and tax minimization strategies. 

Scott is one of only 200 UBS advisors that hold the Institutional Consultant accreditation.  In this role, Scott assists organizations in developing and implementing investment policies that focus on the organization’s success.  Scott also holds the Certified Investment Management Analyst® (CIMA®) designation and is a member of the Investment & Wealth Institute™. He is also a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

Prior to entering the financial services industry, Scott served as an officer in the U.S. Army for nine years, including a combat tour as the commanding officer of a company of infantry paratroopers in the 82nd Airborne Division. He served his final two years as the commanding officer of the U.S. Army’s 226-man Presidential Honor Guard Company, which included those soldiers serving at The Tomb of the Unknowns in Arlington National Cemetery. Scott is affiliated with several veteran’s service organizations, including the U.S. Army Ranger Association, The 82nd Airborne Division Association and The Old Guard Association. He earned his bachelor’s degree from the University of Maryland. He is also a graduate of the Wharton School of Business Executive Education Program’s Certified Investment Management Analyst program. Scott has been married to his wife, Gina, since 1986. They have two adult children, Brad and Sarah.

Ryan began working in the financial services industry in 2011 and joined the SKF Group in 2016.  Ryan focuses on guiding founders, entrepreneurs, C-level executives, and athletes and entertainers through asset allocation, philanthropy, trust and estate planning to reach their family vision and purpose.  Ryan particularly enjoys assisting the next generation of clients with financial planning, financial education, and providing helpful advice during periods of life transition.  

Ryan holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards Inc., and is a Certified Exit Planning Advisor® (CEPA®).  He is one of only a handful of UBS advisors that is an Athlete and Entertainers Consultant.  In addition, Ryan is an NFL Players Association Institutional Financial Advisor.  

Ryan graduated from the Georgetown University McDonough School of Business, where he played four years of collegiate lacrosse and was team captain. Ryan remains active in many local charities, including his high school alumni association and as a member of the National Links Trust Auxiliary Board. Ryan resides in Maryland with his wife, Carey, and their three children.

Disclaimer:
UBS is an official participant in the Institutional Financial Advisor program for the NFL Players Association (NFLPA). Participating advisors were selected by UBS based on program eligibility criteria established by the NFLPA. Advisors in the program are not endorsed by the NFLPA

Carey has spent more than two decades in the financial industry.  She has been a member of the Slater King Fitzenreiter Group since 2006 and over the years has focused on client service initiatives, team operations, and staff development.  Carey strives to provide holistic and personal wealth management guidance to clients with a focus on financial and retirement planning.  She works closely with accountants and estate attorneys to deliver coordinated tax-efficient and estate planning strategies aligned with client’s objectives.  She is dedicated to ensuring clients receive first-class service and works proactively to exceed expectations.   
  
Carey graduated magna cum laude from the University of South Carolina’s Moore School of Business and Honors College. She holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc.  She enjoys spending time with her family, tennis, listening to a good podcast, and walking her rescue dog, Bella.  She lives in Silver Spring, MD with her husband, Derek and two daughters.

Gigi joined the Slater King Fitzenreiter Group in 2008. Gigi serves as a relationship manager focused on developing strategies and advice for individuals and institutional clients by understanding their short- and long-term financial objectives. She works closely with their client’s full team of advisors, including attorneys, accountants and other advisors, to provide a coordinated approach to wealth management.

Before joining UBS in 2022, Gigi worked for seven years in the industry for two large financial services companies. She earned her bachelor's degree in economics and political science from Bucknell University in Lewisburg, Pennsylvania. She holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. Gigi and her husband, Matt,  and their two children reside in Arlington, Virginia, where she is also an active member of their local Parent Teacher Association and of the Advisory Council to Teaching and Learning for Arlington Public Schools.

Jennifer joined the SKF Group in 2016 and her responsibilities include client wealth and retirement planning, new client on boarding, general client service needs and day-to-day business operations. 

Jennifer joined the team from Bank of America, where she was a relationship manager in Washington DC and in Tokyo, Japan. She earned her bachelor’s degree in business administration from the University of Texas at Arlington in 2009. In her free time, Jennifer enjoys reading, trying her hand at new recipes, and traveling the globe with her son, Cameron. 

Greg joined the SKF Group in 2018 and his responsibilities include addressing client service needs, assisting with performance reporting, and day-to-day business operations. Greg helps develop wealth preservation, cash flow, and retirement analyses and also directs the team’s technology presence.

While in college, Greg enlisted in the United States Marine Corps Reserve and served six years as a Light Armored Reconnaissance Scout. In 2009, Greg was deployed to Helmand Province, Afghanistan in support of Operation Enduring Freedom where he served as an automatic rifleman and platoon forward observer. His battalion conducted interdiction operations to stem the flow of drugs, weapons, and fighters coming into the country from Pakistan. He fulfilled his service obligation in 2013 and was honorably discharged in 2014 at the rank of Corporal, a Non-Commissioned Officer.

Greg earned a bachelor’s degree from The University of Maryland and began his career in finance in 2013. He also holds the Chartered Retirement Planning Counselor, (CRPC®) designation. Greg lives in Maryland and enjoys playing golf, woodworking, and spending time with family and friends.

Amanda relocated from Connecticut and joined the SKF Group in August 2020. Her responsibilities with the team include addressing client service needs, handling daily trade requests for the team’s portfolio, and assisting with the new client on-boarding process.

Before joining the team, Amanda worked for a small mutual funds company in New York.  She graduated cum laude with her bachelor’s degree in finance and marketing from the Dolan School of Business at Fairfield University in 2017, where she was a member of the Division I Women’s Rowing team for four years and was team captain.  Outside of the office, Amanda enjoys traveling, snowboarding, and running with numerous run clubs in the DMV.  She ran the Marine Corps Marathon in 2022, the Chicago Marathon in 2023, and is always looking forward to her next race opportunity.