Senior Vice President–Wealth Management
Dana Macaluso began her financial services career in 2000, when she became an Institutional Equity Trader. This experience has given her a unique perspective on wealth management and the strategies that may be applied. Dana is a CERTIFIED FINANCIAL PLANNER™ a professional designation only earned by advisors who have met the rigorous experience and ethical requirements of the CFP® board. Dana also obtained her CPWA® in September 2020. Her comprehensive financial planning approach includes: assets, liabilities, tax & estate considerations, retirement planning, education funding and insurance. Dana is also a Senior Portfolio Manager, which is a UBS designation that recognizes an advanced level of expertise in professional portfolio management. Dana leverages her knowledge and experience of financial planning and portfolio management as well as UBS’s global resources, to create personalized strategies that are designed to help her clients manage and grow their assets.
Dana is a graduate of Emory University in Atlanta, Georgia, where she received a B.B.A. in finance and information technology. She earned an M.B.A. in taxation and finance from Fordham Business School. She holds Series 3, 7, 55, 63 and 65 securities licenses, as well as life, health, annuity and variable annuity licenses. She is on the leadership team for Business Guild 2 within the SI Chamber of Commerce. Dana actively supports many community and charitable organizations related to animal welfare and cancer research. She enjoys spending time with her husband and 2 boys as well as playing soccer, scuba diving, traveling, reading and Tae Kwon Do.
CA insurance license # 0L23582
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Dana Macaluso began her financial services career in 2000, when she became an Institutional Equity Trader. This experience has given her a unique perspective on wealth management and the strategies that may be applied. Dana is a CERTIFIED FINANCIAL PLANNER™ a professional designation only earned by advisors who have met the rigorous experience and ethical requirements of the CFP® board. Dana also obtained her CPWA® in September 2020. Her comprehensive financial planning approach includes: assets, liabilities, tax & estate considerations, retirement planning, education funding and insurance. Dana is also a Senior Portfolio Manager, which is a UBS designation that recognizes an advanced level of expertise in professional portfolio management. Dana leverages her knowledge and experience of financial planning and portfolio management as well as UBS’s global resources, to create personalized strategies that are designed to help her clients manage and grow their assets.
Dana is a graduate of Emory University in Atlanta, Georgia, where she received a B.B.A. in finance and information technology. She earned an M.B.A. in taxation and finance from Fordham Business School. She holds Series 3, 7, 55, 63 and 65 securities licenses, as well as life, health, annuity and variable annuity licenses. She is on the leadership team for Business Guild 2 within the SI Chamber of Commerce. Dana actively supports many community and charitable organizations related to animal welfare and cancer research. She enjoys spending time with her husband and 2 boys as well as playing soccer, scuba diving, traveling, reading and Tae Kwon Do.
CA insurance license # 0L23582
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Vice President–Wealth Management
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Vice President–Wealth Management
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Client Associate
Liz started her financial services career in 2012 and joined UBS in 2016. She has her series 7 and 66 licenses as well as the Chartered Retirement Planning Counselor (CRPC®) designation. She loves to travel and enjoys living in Florida with her husband and young son.
Credentials
Senior Client Associate
Liz started her financial services career in 2012 and joined UBS in 2016. She has her series 7 and 66 licenses as well as the Chartered Retirement Planning Counselor (CRPC®) designation. She loves to travel and enjoys living in Florida with her husband and young son.
Credentials
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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