Senior Vice President–Wealth Management
Financial Advisor
Paul joined UBS in 2009. Smith Barney 1991 to 2009. Began at Merrill Lynch in 1985. Certified Financial Planner (CFP) since 1990. Certified Investment Management Analyst (CIMA) certification from The Wharton School of Business. B.A. from Drake University M.B.A. from Southern Illinois University. Paul likes to spend his spare time on community projects. He is a mentor with Mentor St. Louis. He is on the Boards of Focus St. Louis, Boys and Girls Club of St. Louis, and Mentor St. Louis. He volunteers for many community organizations. Paul and his wife Laura have two grown children.
Education
Credentials
First Vice President–Wealth Management
Rob joined UBS in 2009. He began his financial services career at Smith Barney and worked there from 1994 to 2009. Prior to this, Rob was an Associate Director at the Yale Alumni Fund and served in the U.S. Navy. He graduated from Tulane University in New Orleans, LA, with a B.A. in Political Science. Active in the community, Rob is a past Chairman of the Board of Therapeutic Horsemanship, one of the nation’s oldest and largest therapeutic riding centers. He serves on the Board of St. Louis Benefit Polo and is a multiple recipient of the President’s Volunteer Service Award. Rob is a mentor with American Corporate Partners.
Education
Credentials
Vice President–Wealth Management
Financial Advisor
Maria has 27 years of experience in financial services. She earned both her MBA and BSBA at Washington University in Finance and Economics, and holds both the Investment Management Analyst Certification from Wharton as well as the Certified Financial Planner designation. She is a member of the Investment Management Consultants Association and Financial Planning Association and is recognized as one of America’s Top Financial Planners. Also active in the community, she has been the recipient of the President’s Volunteer Service Award and selected for Leadership St. Louis 2008-2009.
Education
Senior Client Associate
Gena has been in the securities business for 25 years starting at EF Hutton in 1985 as the new accounts clerk. Gena's initiative has led to increased stature and responsibility in the financial services industry. She has been an integral part of The Omega Group since 2004. Gena holds Series 6,7, and 63 securities licenses. Gena assists clients with all aspects of client service.