An experienced and committed team

Sergio began his career at Merrill Lynch Wealth Management in 2000 and soon after formed The Forlini Group with his brother, Mario. Sergio joined UBS in 2024. His passion is in portfolio management and he focuses on asset allocation, diversification and concentrated stock strategies for the team. He also focuses on retirement and education planning. Sergio works closely with a select group of families who have achieved extraordinary financial success. He has a disciplined and dedicated investment process that focuses specifically on identifying the investment objectives, time horizon and appropriate risk tolerance for each unique family in order to develop strategies that truly pursue their goals and needs.

Sergio graduated from Sacred Heart University with a major in Finance. He resides in Greenwich, CT with his wife Kristen and their three children SJ, Lena and Sebastian. Sergio and Kristen are actively involved with many nonprofits within their community. They have served as co-chairs and committee members to the Greenwich United Way, and Under the stars event for Greenwich Hospital.

Prior to joining UBS Financial Services, Faith Logan previously worked at Merrill Lynch Wealth Management, Morgan Stanley, JPMorgan Chase, and David Lerner Associates. She holds the SIE, Series 7, Series 63, and Series 66 investment licenses. 

Faith obtained her Bachelor of Arts Degree in Music Business (with a minor in Italian) from Manhattanville University, and has earned two Master's Degrees from Universidad Isabel I (MBA, 2020; International Trade, 2023). 

She is also multilingual. In addition to her native English, she speaks French, Italian, Spanish, Portuguese, and German. She is currently learning Danish.

Faith holds strong ties to the entertainment industry, having worked as an actress, model, and classically-trained opera singer. She is also a certified makeup artist, sports nutritionist, and personal trainer. She is a proud union member of SAG-AFTRA, Actors' Equity Association (AEA), and the American Guild of Musical Artists (AGMA). In addition to her union memberships, Faith is a member of the Junior League of Greenwich.

In her spare time, she is an avid sports fan and athlete, enjoys traveling, spending time with family and friends, volunteering, reading, and cooking. 

Prior to joining UBS Financial Services, Garrett Graham previously worked at Merrill Lynch Wealth Management and JPMorgan Chase. 

Garrett received his Associate's Degree in Business Administration and Management at CUNY. He has an outstanding track record of facilitating complex, deadline-driven operations, identifying goals and priorities, and resolving issues in initial stages. He leverages strong communication, as well as problem solving skills, to forge and nurture professional relationships at all levels.

He holds the SIE and is currently studying to become a fully registered representative. He serves as Community Engagement Coordinator for the non-profit organization Equal 2 US. In his spare time, he enjoys playing golf, snowboarding, and spending time with family and friends.