First Vice President–Wealth Management
Portfolio Manager
Mellany is committed to helping clients preserve, grow, and transfer their wealth through generations and causes important to clients in the most tax efficient way possible. She is focused on providing timely, unbiased advice and earning clients’ confidence every day to help make a real difference in their lives.
Mellany went through a rigorous process and is board certified by the Certified Financial Planner Board of Standards and holds the Certified Financial Planner (CFP®) certification, that ensures planning is integral in all her client relationships. She also holds the Certified Exit Planning Advisor (CEPA®) designation, which equips her in helping business owners grow and transition their business into a successful exit. In addition, she holds the Chartered Divorce Financial Analyst (CDFA®) designation, to assist her clients during a tough time in their lives in the most objective way possible. Also holds the Chartered Retirement Planning Counselor (CRPC®) designation, Insurance Planning Director, Portfolio Management Director and licensed for Series 6,7,63, 66, Life, Health, Variable and Long-Term care Insurance.
Before joining UBS, Mellany was a First Vice President and Portfolio Manager at Morgan Stanley, and a Vice President – Wealth Management at Merrill Lynch. Prior to that, she was a banker at JP Morgan Chase. She graduated Magna Cum Laude from Mount Saint Mary College with a Bachelor of Science in Business and a concentration in Finance. Mellany served on the Board of Directors and Past President for Hudson Valley Estate Planning Council and served on the boards of the Community Foundations of the Hudson Valley, St. Luke’s Cornwall Hospital Foundation and other non-profit organizations.
Mellany lives in NYC and has two sons Paolo and Miguel. In her free time, she enjoys travelling, exploring new restaurants, playing tennis and golf and spending time with her boys and dog, Chewy.
Education
Credentials
First Vice President–Wealth Management
Portfolio Manager
Mellany is committed to helping clients preserve, grow, and transfer their wealth through generations and causes important to clients in the most tax efficient way possible. She is focused on providing timely, unbiased advice and earning clients’ confidence every day to help make a real difference in their lives.
Mellany went through a rigorous process and is board certified by the Certified Financial Planner Board of Standards and holds the Certified Financial Planner (CFP®) certification, that ensures planning is integral in all her client relationships. She also holds the Certified Exit Planning Advisor (CEPA®) designation, which equips her in helping business owners grow and transition their business into a successful exit. In addition, she holds the Chartered Divorce Financial Analyst (CDFA®) designation, to assist her clients during a tough time in their lives in the most objective way possible. Also holds the Chartered Retirement Planning Counselor (CRPC®) designation, Insurance Planning Director, Portfolio Management Director and licensed for Series 6,7,63, 66, Life, Health, Variable and Long-Term care Insurance.
Before joining UBS, Mellany was a First Vice President and Portfolio Manager at Morgan Stanley, and a Vice President – Wealth Management at Merrill Lynch. Prior to that, she was a banker at JP Morgan Chase. She graduated Magna Cum Laude from Mount Saint Mary College with a Bachelor of Science in Business and a concentration in Finance. Mellany served on the Board of Directors and Past President for Hudson Valley Estate Planning Council and served on the boards of the Community Foundations of the Hudson Valley, St. Luke’s Cornwall Hospital Foundation and other non-profit organizations.
Mellany lives in NYC and has two sons Paolo and Miguel. In her free time, she enjoys travelling, exploring new restaurants, playing tennis and golf and spending time with her boys and dog, Chewy.
Education
Credentials
Wealth Strategy Associate
Kaitlin Weaver is a Wealth Strategy Associate. Prior to UBS, Kaitlin served as a Registered Client Service Associate at Morgan Stanley in the One Penn Plaza NY office. Kaitlin first joined The Bagtas Group as a Wealth Management Intern in 2019 and, after graduating with a BA in Finance from Fordham University, began working with The Bagtas Group full-time in charge of client service and administration.
In her free time, Kaitlin enjoys cooking for her friends and family, as well as traveling and exploring new cities.
Education
Wealth Strategy Associate
Kaitlin Weaver is a Wealth Strategy Associate. Prior to UBS, Kaitlin served as a Registered Client Service Associate at Morgan Stanley in the One Penn Plaza NY office. Kaitlin first joined The Bagtas Group as a Wealth Management Intern in 2019 and, after graduating with a BA in Finance from Fordham University, began working with The Bagtas Group full-time in charge of client service and administration.
In her free time, Kaitlin enjoys cooking for her friends and family, as well as traveling and exploring new cities.
Education
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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