Lasting relationships. For all that matters

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

We're ready to listen.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Benjamin Quick

Senior Vice President–Investments

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Ben is at the center of all of our financial plans within Soundview Wealth Management and is a Certified Financial Planner. With more than 20 years of wealth management experience, he focuses on creating a comprehensive financial plan specific to your family, your goals, and your objectives. He graduated from Colgate in 1993, and became a bench chemist at the biotechnology company, Chiron. Ben's interest in the investment process grew during these years of strong biotechnology equity markets. He then spent five years of intensive training at the Quick & Reilly Group in several roles in investment services and management prior to joining UBS in 2001. Ben resides in Old Greenwich with his wife, Nadja, and their three daughters, Kendall, Brielle, and Giselle.

Licenses: Series 7 - General Securities Representative; Series 3 - National Commodities Futures; Series 4 - Registered Options Principle; Life & Health Insurance Licensed
- Forbes Best-in-State Wealth Advisors, 2023, 2024The 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.
- Colgate University
- CERTIFIED FINANCIAL PLANNER™
- Wealth Advisor
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

benjamin.quick@ubs.com

Benjamin Quick

100 West Putnam Ave,Greenwich,CT,06830
Megan Berendowski

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Megan joined UBS in 2004 as part of the firm’s Graduate Training Program, a rotational program throughout Wealth Management. After completing the program in 2006, she joined the Institutional Equities Group, working with UBS Investment Bank’s global equity research team to facilitate the investment process for hedge funds, mutual funds, and managed account investment management teams. Within Soundview Wealth Management, she combines her capital markets experience with her wealth management experience to provide comprehensive and tailored solutions. She received a B.S. in Management and International Business from The Pennsylvania State University. She lives in Old Greenwich with her husband, Craig, and their three sons, Austin, Owen, and Logan.

Licenses: Series 7 - General Securities Representative
- The Pennsylvania State University, B.S. in Management and International Business
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

megan.berendowski@ubs.com

Megan Berendowski

100 West Putnam Ave,Greenwich,CT,06830
Denise Manning

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
- Forbes America’s Top Women Wealth Advisors, 2021The 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, 2022, 2023, 2024The 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 Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The 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.
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

denise.manning@ubs.com

Denise Manning

100 West Putnam Ave,Greenwich,CT,06830
James Milde

Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Home Worker FL
Home Worker FL, FL 000

james.t.milde@ubs.com

James Milde

Home Worker FL,Home Worker FL,FL,000
Doug Milde

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- MA
- MD
- NC
- NH
- NJ
- NY
- OR
- PA
- PR
- RI
- TN
- TX
- UT
- VA
- WA
- WI
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

doug.milde@ubs.com

Doug Milde

100 West Putnam Ave,Greenwich,CT,06830
Elizabeth Mcdougall

Senior Client Associate
View bio
- CT
- FL
- NJ
- NY
Elizabeth has been with our office since 1990 and has over 30 years of financial services experience. Prior to joining UBS, she held positions in operations including operations manager. She initially joined the team in 2008, and strives to not only provide a superior level of service to clients, but to sustain a strong business relationship with them as well. Among her many responsibilities, she is charged with daily administrative functions, order entry and client communications. Elizabeth holds her series 7 and 66 license. She resides in Stamford, Connecticut, with her husband, Daniel.
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

elizabeth.mcdougall@ubs.com

Elizabeth Mcdougall

100 West Putnam Ave,Greenwich,CT,06830

Bari Kramer

Senior Client Associate
View bio
- CT
- FL
- NY
- RI
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

bari.kramer@ubs.com

Bari Kramer

100 West Putnam Ave,Greenwich,CT,06830

Benjamin Quick

Senior Vice President–Investments

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Ben is at the center of all of our financial plans within Soundview Wealth Management and is a Certified Financial Planner. With more than 20 years of wealth management experience, he focuses on creating a comprehensive financial plan specific to your family, your goals, and your objectives. He graduated from Colgate in 1993, and became a bench chemist at the biotechnology company, Chiron. Ben's interest in the investment process grew during these years of strong biotechnology equity markets. He then spent five years of intensive training at the Quick & Reilly Group in several roles in investment services and management prior to joining UBS in 2001. Ben resides in Old Greenwich with his wife, Nadja, and their three daughters, Kendall, Brielle, and Giselle.

Licenses: Series 7 - General Securities Representative; Series 3 - National Commodities Futures; Series 4 - Registered Options Principle; Life & Health Insurance Licensed
- Forbes Best-in-State Wealth Advisors, 2023, 2024The 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.
- Colgate University
- CERTIFIED FINANCIAL PLANNER™
- Wealth Advisor
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

benjamin.quick@ubs.com

Benjamin Quick

100 West Putnam Ave,Greenwich,CT,06830
Megan Berendowski

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Megan joined UBS in 2004 as part of the firm’s Graduate Training Program, a rotational program throughout Wealth Management. After completing the program in 2006, she joined the Institutional Equities Group, working with UBS Investment Bank’s global equity research team to facilitate the investment process for hedge funds, mutual funds, and managed account investment management teams. Within Soundview Wealth Management, she combines her capital markets experience with her wealth management experience to provide comprehensive and tailored solutions. She received a B.S. in Management and International Business from The Pennsylvania State University. She lives in Old Greenwich with her husband, Craig, and their three sons, Austin, Owen, and Logan.

Licenses: Series 7 - General Securities Representative
- The Pennsylvania State University, B.S. in Management and International Business
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

megan.berendowski@ubs.com

Megan Berendowski

100 West Putnam Ave,Greenwich,CT,06830
Denise Manning

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
- Forbes America’s Top Women Wealth Advisors, 2021The 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, 2022, 2023, 2024The 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 Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The 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.
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

denise.manning@ubs.com

Denise Manning

100 West Putnam Ave,Greenwich,CT,06830
James Milde

Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Home Worker FL
Home Worker FL, FL 000

james.t.milde@ubs.com

James Milde

Home Worker FL,Home Worker FL,FL,000
Doug Milde

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- MA
- MD
- NC
- NH
- NJ
- NY
- OR
- PA
- PR
- RI
- TN
- TX
- UT
- VA
- WA
- WI
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

doug.milde@ubs.com

Doug Milde

100 West Putnam Ave,Greenwich,CT,06830
Elizabeth Mcdougall

Senior Client Associate
View bio
- CT
- FL
- NJ
- NY
Elizabeth has been with our office since 1990 and has over 30 years of financial services experience. Prior to joining UBS, she held positions in operations including operations manager. She initially joined the team in 2008, and strives to not only provide a superior level of service to clients, but to sustain a strong business relationship with them as well. Among her many responsibilities, she is charged with daily administrative functions, order entry and client communications. Elizabeth holds her series 7 and 66 license. She resides in Stamford, Connecticut, with her husband, Daniel.
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

elizabeth.mcdougall@ubs.com

Elizabeth Mcdougall

100 West Putnam Ave,Greenwich,CT,06830
Bari Kramer

Senior Client Associate
View bio
- CT
- FL
- NY
- RI
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

bari.kramer@ubs.com

Bari Kramer

100 West Putnam Ave,Greenwich,CT,06830

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Goals-based planning

Investment management

Money management that puts your best interests first

Our disciplined planning process drives a highly personalized investment strategy. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.

A focus on asset allocation and risk management. By listening and aligning with your objectives, we can craft an asset allocation based on your family’s goals, growth and income needs. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Your personalized portfolio. Many clients prefer to delegate the day-to-day management of their assets. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks. When we take on discretionary management of your portfolio, we are transparent about our fiduciary responsibility.

Open access and analysis. Through our open platform, we can offer premium financial solutions both within and outside of UBS. This access, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.

Insights for each generation. We offer timely perspectives that drive a fully integrated suite of financial solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations and we will work with your tax and legal advisors to develop tax-advantaged solutions.

Outlook on interest rates

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Lasting relationships. For all that matters

Pursuing your goals together

Benjamin Quick

Megan Berendowski

Denise Manning

James Milde

Doug Milde

Elizabeth Mcdougall

Bari Kramer