Let's move forward. Together.

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Leonard's focus is on implementing capital market strategies for clients by concentrating on aspects of asset management which include stocks, bonds, fixed income and risk analytics.

Lenny is married to Laurie and they have two sons. He's a graduate of Syracuse University and he and Laurie are very involved with the David Posnak Jewish Community Center of Broward County.

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• Syracuse University

• Senior Portfolio Manager

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Seth has been a wealth management professional since 1992. His focus is on Portfolio Management, Estate Planning and the creation of holistic Financial Goal Analysis plans for high net worth individuals and families.

Seth is a Certified Financial Planner® and a graduate of the University of Miami. He is married to Beverly and they have two children. His free time is filled with the children's activities within their community and their respective schools.

• Forbes Best-in-State Wealth Advisors, 2020, 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 Best-in-State Wealth Management Teams, 2023The 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.

• University of Miami

• CERTIFIED FINANCIAL PLANNER®
• Senior Portfolio Manager

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• UT
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Karleen has been an investment professional since 1996, assisting her clients to build, manage and preserve their wealth. In 2012 she received the "5 Star Wealth Manager Award". Her focus is on providing alternative lifetime income strategies and legacy planning through risk management.

Karleen is a Certified Divorce Financial Analyst and a cum laude graduate of Salve Regina University. Karleen is married to Jack and has three sons. She is currently a member of the Board of Trustees and Chairperson  of the Institutional Advancement Committee at Miami Country Day School.

• Forbes Best-in-State Wealth Management Teams, 2023The 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, 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.

• Salve Regina University

• Certified Divorce Financial Analyst
• Senior Portfolio Manager

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• VT
• WV

Laura has been an investment professional since 1999. She has been honored with several professional awards, including the Business Journal's "Up and Comer Upwards", and the "Forty Under Forty Award". Her focus is working with clients and their families to identify their financial needs and goals. She brings the best of both the team's and UBS' resources together to implement a holistic and comprehensive path toward achieving those goals.

Laura is the proud mother of Adam Raybin, a Fireman and Paramedic. She is active in the community and is currently a Commissioner at the South Broward Hospital District.

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

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Brad's continued focus is making UBS Aventura the destination of choice for wealthy clients.
Brad joined UBS (then PaineWebber) in March of 1996. Throughout his more than 25 years at UBS, he has built an in-depth knowledge of the solutions and services we offer our clients, and how best to deliver them to help with their ever-changing needs.

Brad received his Masters of Business Administration in Finance from New York University’s Stern School of Business. He earned his Bachelor of Arts in Economics from Rutgers College, Rutgers University. He is very involved in the community philanthropically, with Make a Wish Southern Florida and The Chapman Partnership, among others.

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• Wealth Advisor

• FL

Gigi has been in the financial services industry since 1981. Her focus is to lead the daily operations of the team and ensure service excellence for clients. Additionally, she maintains up to date knowledge of the firm's resources, policies and procedures. She is fully licensed to provide support to the Financial Advisors on her team.

Gigi is married to Don and has a son and lovely granddaughter.

Rebecca has been in the financial services industry since 1986. Rebecca's responsibility is to enhance the client experience by servicing clients along with providing operational and administrative support to the financial advisors on the team. She is well versed on UBS' Securities Backed Lending, handles the review of daily reports, processes the transfers of funds/assets, educates clients on the use of UBS' online system and resolves general trouble shooting issues.

Rebecca is the proud mother of Jack, who is 11 years old and an avid basketball player.

Susie has been in the financial services industry business since 2000. Her responsibility is to educate clients on the firms account services and capabilities, collect appropriate paperwork to set up new accounts, and support the financial advisors on the team in their daily business practice. Her expertise is in efficiently processing insurance/annuity and long term care documentation

Susie is married to Shawn and they have three children.