Managing Director–Wealth Management
Having learned at an early age what it takes to be successful in business, Scott certainly found his niche as a dedicated Private Wealth Advisor and true partner and problem-solver for his clients. He joined UBS Private Wealth Management in 2008 and offers more than 20 years of experience in the financial services industry. Prior to joining UBS, Scott worked at Lehman Brothers in private investment management for 10 years. Scott serves the wealth management needs of individuals, families and corporate executives of substantial wealth, and also provides investment banking introductions for corporate executives and their operating companies. His areas of focus include asset allocation strategies, concentrated stock management strategies, 10b5-1 plans, corporate cash management, equity, fixed income and alternative investments. He also has specialized expertise in structuring complex lending solutions for executives in need of liquidity management solutions.
Outside of work, Scott is passionate about philanthropy. In 2007, he was the founder and chairman of the Heroes, Heart & Hope Gala to New York City to benefit the Challenged Athletes Foundation (CAF). CAF provides high-tech prosthetics and sports adaptive equipment to people with severe physical disabilities to help them rehabilitate through activity and participation in sports. In 2008, he was awarded the Jim MacLaren Award as a result of these efforts. The Heroes, Heart & Hope Gala has since raised over $20 million as of 2018, making it the most successful event in CAF’s history. In 2009, Scott was also honored by the Parker Institute, which provides quality care for individuals in their final stages of life. Scott is an accomplished three-time Ironman triathlete and has successfully competed twice in the World Championship Ironman in Kona, Hawaii. Scott lives in Manhattan with his wife Emily and their two children.
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
Managing Director–Wealth Management
Having learned at an early age what it takes to be successful in business, Scott certainly found his niche as a dedicated Private Wealth Advisor and true partner and problem-solver for his clients. He joined UBS Private Wealth Management in 2008 and offers more than 20 years of experience in the financial services industry. Prior to joining UBS, Scott worked at Lehman Brothers in private investment management for 10 years. Scott serves the wealth management needs of individuals, families and corporate executives of substantial wealth, and also provides investment banking introductions for corporate executives and their operating companies. His areas of focus include asset allocation strategies, concentrated stock management strategies, 10b5-1 plans, corporate cash management, equity, fixed income and alternative investments. He also has specialized expertise in structuring complex lending solutions for executives in need of liquidity management solutions.
Outside of work, Scott is passionate about philanthropy. In 2007, he was the founder and chairman of the Heroes, Heart & Hope Gala to New York City to benefit the Challenged Athletes Foundation (CAF). CAF provides high-tech prosthetics and sports adaptive equipment to people with severe physical disabilities to help them rehabilitate through activity and participation in sports. In 2008, he was awarded the Jim MacLaren Award as a result of these efforts. The Heroes, Heart & Hope Gala has since raised over $20 million as of 2018, making it the most successful event in CAF’s history. In 2009, Scott was also honored by the Parker Institute, which provides quality care for individuals in their final stages of life. Scott is an accomplished three-time Ironman triathlete and has successfully competed twice in the World Championship Ironman in Kona, Hawaii. Scott lives in Manhattan with his wife Emily and their two children.
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
Managing Director–Wealth Management
Lyle joined UBS Private Wealth Management in 2008 and has more than 13 years of experience in the financial services industry. Prior to joining UBS, he worked at Lehman Brothers in private investment management. At Lehman Brothers, Lyle co-founded the Community Investing Index Group in order to help a large public foundation commercialize a suite of innovative mission-oriented investment products.
As a Private Wealth Advisor at UBS, Lyle concentrates on providing clients with holistic investment consulting and advice, including estate planning, asset allocation, portfolio construction and manager selection. Furthermore, Lyle is responsible for helping clients scaffold complex financial problems to help provide manageable and comprehensive solutions. To accomplish this, Lyle takes a balance sheet approach to wealth management, integrating clients’ investment and non-investment assets, liabilities, risk tolerance, needs, goals and investment experience in order to build custom portfolios and solutions.
Lyle’s expertise includes asset allocation, portfolio construction, alternative investments, liquid markets, banking products, lending, and insurance solutions. Lyle enjoys working with clients to coordinate all aspects of their financial life, collaborating with other outside advisors, and bringing to bear resources inside and outside of UBS.
Lyle received a bachelor’s degree from Washington University in St. Louis and an M.B.A. from the Marshall School of Business at the University of Southern California. Outside the office, Lyle has a passion for sustainability and social and green entrepreneurship and currently serves as an advisor to the Bard College M.B.A. in Sustainability program. He lives in Greenwich Village with his wife, Jennifer, and their two children.
Lyle holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:4206940).
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
Managing Director–Wealth Management
Lyle joined UBS Private Wealth Management in 2008 and has more than 13 years of experience in the financial services industry. Prior to joining UBS, he worked at Lehman Brothers in private investment management. At Lehman Brothers, Lyle co-founded the Community Investing Index Group in order to help a large public foundation commercialize a suite of innovative mission-oriented investment products.
As a Private Wealth Advisor at UBS, Lyle concentrates on providing clients with holistic investment consulting and advice, including estate planning, asset allocation, portfolio construction and manager selection. Furthermore, Lyle is responsible for helping clients scaffold complex financial problems to help provide manageable and comprehensive solutions. To accomplish this, Lyle takes a balance sheet approach to wealth management, integrating clients’ investment and non-investment assets, liabilities, risk tolerance, needs, goals and investment experience in order to build custom portfolios and solutions.
Lyle’s expertise includes asset allocation, portfolio construction, alternative investments, liquid markets, banking products, lending, and insurance solutions. Lyle enjoys working with clients to coordinate all aspects of their financial life, collaborating with other outside advisors, and bringing to bear resources inside and outside of UBS.
Lyle received a bachelor’s degree from Washington University in St. Louis and an M.B.A. from the Marshall School of Business at the University of Southern California. Outside the office, Lyle has a passion for sustainability and social and green entrepreneurship and currently serves as an advisor to the Bard College M.B.A. in Sustainability program. He lives in Greenwich Village with his wife, Jennifer, and their two children.
Lyle holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:4206940).
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
Financial Advisor
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
Senior Vice President–Wealth Management
Financial Advisor
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
First Vice President–Wealth Management
Financial Advisor
Matthew Klein holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:2124703).
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
First Vice President–Wealth Management
Financial Advisor
Matthew Klein holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:2124703).
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
Client Associate
Client Associate
Authorized Officer
Wealth Strategy Associate
Authorized Officer
Wealth Strategy Associate
Executive / Team Assistant
Executive / Team Assistant
Director
Senior Wealth Strategy Associate
Director
Senior Wealth Strategy Associate
Wealth Strategy Associate
Wealth Strategy Associate
Associate Director
Team Administrator
Associate Director
Team Administrator
Director
Senior Wealth Strategy Associate
Director
Senior Wealth Strategy Associate
Wealth Strategy Associate
Wealth Strategy Associate
Authorized Officer
Wealth Strategy Associate
Authorized Officer
Wealth Strategy Associate
Wealth Strategy Associate
Wealth Strategy 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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