Insight-based advice

Chess pieces on a chessboard

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Pensive Man On Boat

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Kyle's Picture

    Kyle Hublitz

    Senior Vice President–Wealth Management

    Financial Advisor

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    Kyle Hublitz is a Financial Advisor with UBS Financial Services as a Senior Vice President with his five person team out of their Westport, CT office. He has been in the investment industry since 1991, originally in the banking and mutual fund sectors, transitioning to a Financial Planning Specialist in 1993. His focus is on financial planning, implementing, and tracking towards his clients individualized and family financial goals; with expertise in asset allocation and mutual fund analysis. Kyle is originally from the Boston area, he graduated from Hamilton College with a B.A. in Economics and he now lives with his wife and two sons in Fairfield, CT. He is an active member of the community through involvement with the Make-A-Wish of CT organization and enjoys golfing, boating, and skiing as family activities.

     

    • Forbes Best-in-State Wealth Advisors, 2022The 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.

    • Hamilton College, B.A. Economics
    • Wealth Advisor
    8 Wright Street
    3rd Floor
    Westport, CT 06880
  • Kevin-Toohill

    Kevin Toohill

    Senior Vice President–Wealth Management

    Financial Advisor

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    Kevin has been in the investment industry since 1999 where he has served as an Investment Director with Citigroup Asset Management and as a Financial Planning Specialist. His strength and experience in asset management provides the team with an in-depth perspective on professional money management. Kevin earned a Bachelor of Science degree in Marketing with a minor in Economics from Fairfield University.  Kevin currently resides in Wilton with his wife Jamie and two sons, Conor and Gavin.

    California License Number 0C93177

      • Fairfield University, B.S. Marketing
      • Portfolio Manager
      • Wealth Advisor
      8 Wright Street
      3rd Floor
      Westport, CT 06880
    • Kerry's Picture

      Kerry Zavory

      Team Administrator

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      Kerry has been working in the financial services Industry for over 25 years. After starting her career in Operations she moved to the Riven Group as a Sales Associate. Today, she oversees all client administration for the group. Kerry’s financial knowledge, experience, and exceptional interpersonal skills all add tremendous value to the team. She holds her Series 7, 63, and 65. Kerry received a B.A. degree from Hofstra University.  She resides in Fairfield, CT with her husband and two children.

            8 Wright Street
            3rd Floor
            Westport, CT 06880
          • Rena's Picture

            Norena Dahl Howard

            Senior Wealth Strategy Associate

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            Rena has been providing our clients with excellent service and attention for 20 years.  Rena’s experience, knowledge, exceptional interpersonal skills, dedication to meeting our client’s needs and strong work ethic are the components that drive our client experience.  She actively participates in the Season of Service efforts with the Westport office, volunteering and spearheading our annual local community outreach program.  Rena graduated from Villanova University with a B.A. in Communications holds her series 7 and 66 licenses and is a CT State Notary. She resides in Fairfield, CT  with her husband Terry .

                  8 Wright Street
                  3rd Floor
                  Westport, CT 06880
                • Brandon's Picture

                  Brandon Nicholas Troiano

                  Senior Wealth Strategy Associate

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                  Brandon has been a part of the Riven Group at UBS since 2015.  He assists with creating and implementing client reports as well as the UBS Financial Planning Tool for client meetings.  Additionally, Brandon is the head trader and head research analyst for the team in terms of mutual funds, stocks, and overall macro-economic trends.  He graduated Fordham University in 2015 with a B.S. in Business Administration concentrating in Finance, minoring in Economics.  He currently holds the Series 7 and Series 66 certification.  Brandon lives in West Harrison, NY with his wife Alexa.

                        8 Wright Street
                        3rd Floor
                        Westport, CT 06880

                      The circular economy: What is it?

                      Retirement planning

                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      Legacy—Wealth for others

                      For needs that go beyond your own—to help you improve the lives of others

                      What will your legacy be?
                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                      Learn more at ubs.com/wealthway.

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                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

                      Our global footprint

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                      UBS is a world-leading wealth manager

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