Knowledge

“Trust, communication, transparency and partnership guide my delivery of a holistic wealth management practice.”

When it comes to wealth management, Don's experience speaks volumes. From trading to private banking to Private Wealth Management, Don has gained invaluable insight by learning the business from the ground up. In particular, his credit, banking and investment training has given him a solid foundation and a solutions-based approach to serve the complex needs of ultra high net worth clients and family offices.

Don strives to bring the vision of his Private Wealth Management team, Trident Partners, to the marketplace by drawing upon the vast resources of UBS to provide solutions customized for the unique needs of clients with significant wealth.

Don is among a select group of UBS Financial Advisors who have earned the FOC business designation. They have undergone rigorous training to strengthen their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families. Understanding the complexities of intergenerational wealth and the challenges faced by UHNW clients, Don, as a Private Wealth Advisor and FOC, aligns specific needs to the full suite of UBS capabilities. Working together, he strives to help these exceptional clients address critical concerns to pursue their most important goals.

Experience
- Director, Barclays Wealth with Barclays Group
- President, Radnor Trust Wealth Management
- Senior Vice President and Managing Director of Wachovia Bank Wealth Management & Institutional Trust Groups

Life
- Don sits on the board of the Alliance for Decision Education (formerly How I Decide).
- He is a former board member of the Union League of Philadelphia now sits on the admissions committee.
- Don and his wife have three children and two grandchildren. The entire family loves spending summers at the beach.
- Don also enjoys playing golf.

“Regardless of our clients’ background or challenges, our goal is to become their lifelong advisor and advocate.”

Todd’s fascination with how the financial markets and client relationships intersect began early on and has continued over the last 30 years. Today, as a UBS Private Wealth Advisor with Trident Partners, Todd is passionate about finding specific solutions to help clients achieve what matters most. Access to deep UBS resources along with his team’s decades of experience managing significant wealth for investors, support him as he strives to be their lifelong advisor.

Todd’s clients include family offices, general partners of private equity firms and hedge funds, entrepreneurs and corporate executives along with their families who have created or inherited substantial wealth. Todd creates an exclusive, hands-on boutique environment to provide complete investment and planning solutions. Given the level of complexity and his clients’ time constraints, he integrates his advice with that of their legal and estate professionals to help streamline that process for them. Todd’s relationships often span decades—a testament to the fact that he and his team always put their clients first and never stop striving to improve upon how they can best serve client needs.

Experience
– Private Wealth Advisor, UBS Private Wealth Management
– Executive director, Morgan Stanley Private Wealth Management Group

Life
– Outside of work, Todd is passionate about skiing, sailing and racquet sports.
– He manages an eight-week youth sailing program.
– Todd also sits on the board of Islesboro Affordable Housing.
– He is the vice chairman of the fine arts committee for the Diplomatic Reception Rooms of the US Department of State.
– Todd lives in Jackson, WY with his wife, Claire, and their two children, Olivia and George.

“We put our clients’ interests first, act with integrity and strive for excellence in every facet of our practice.”

A senior partner and Private Wealth Advisor with UBS Private Wealth team Trident Partners, Brian works closely with successful families, business owners, corporate executives, and their accounting and legal advisors, to provide comprehensive wealth management solutions.

Over the course of his more than 20-year career, Brian has focused on addressing the needs and priorities of affluent investors. He understands the complexities of managing significant wealth and the importance of looking holistically at the big picture. He integrates financial planning, investment management solutions and advice, trust and estate planning, philanthropic resources, and multigenerational family dynamics and legacy planning.

Experience
– Private Wealth Advisor, UBS Private Wealth Management
– Executive Director, Morgan Stanley Private Wealth Management Group

Life
– Outside of work, Brian enjoys coaching youth sports and the outdoors, including fishing, skiing, cycling and yard work.
– He and his wife and their four children live in Cohasset, MA.

"No matter how much markets, plans and life changes, it’s the trust we build with clients that helps our relationships last over time.”

Rajas Desai learned the value of wealth management advice at a young age. His parents were educated immigrants who left a great life in another country to come to America. Watching them work hard, save and invest without guidance showed him that they could have achieved so much had they received the planning insight of a wealth advisor.                                           

Though he began his career on the institutional side of the financial industry, private wealth management was Rajas's calling. Today, as a Private Wealth Advisor with Trident Partners, he provides clients—ultra high net worth entrepreneurs, executives and their family offices—with a comprehensive financial plan, their road map for financial wellness.

Rajas’s plans integrate investment advice, trust and estate planning strategies, philanthropy and financial education. He often works with entire families to address their needs around multigenerational wealth and legacy planning. His team’s highly personalized service model, combined with their extensive ultra high net worth expertise and resources of UBS, provides Rajas with the support and solutions his clients deserve.

Experience
– Private Wealth Management Financial Advisor, UBS
– Associate Director, Private Wealth Management, UBS
– Portfolio Management Associate, Private Wealth Management, Morgan Stanley

Life
– Rajas and his wife, Natasha, share their home with their daughter, Leela and
their mini golden-doodle, Ebbett.
– He enjoys traveling, cooking, hiking, reading and South Asian history.

Karen joined UBS Wealth Management Americas in 2011 and joined Trident Partners in 2017. Prior to UBS, she worked in Private Wealth Management at Lehman Brothers for three years.
As the most senior associate on the team, Karen is responsible for all aspects of client service, operations and account administration.

Experience
- Private Wealth Management Associate, Lehman Brothers
- Private Wealth Management Senior Client Associate, UBS

Life
- Karen lives in Charleston, South Carolina.
- Karen enjoys spending time with friends at the beach and watching sports, specifically college football and golf.
- Karen is also an avid traveler.

Sophia is a Relationship Manager and Senior Wealth Strategy Associate in UBS’s private wealth management where she focuses on client relationship management, estate planning, philanthropy, and lending. Prior to joining Trident Partners in 2020, she serviced UBS clients at the UBS Wealth Advice Center, a Financial Advisor training program, for three years. Sophia is committed to helping clients achieve their investment goals and works tirelessly to ensure that their accounts are handled with utmost care.

 Experience
- Relationship Manager, UBS Private Wealth Management
- Senior Wealth Strategy Associate, UBS Private Wealth Management
- Financial Advisor, UBS Wealth Advice Center

Life
- Outside of work, Sophia enjoys exploring New York, watching documentaries, rooting for the Tar Heels, and spending time with friends and family.
- She currently lives in the East Village neighborhood of Manhattan.

William has worked diligently alongside UHNW clients and institutions over the course of his career, developing an interest in financial markets and a passion for providing specialized solutions. He started out as a private equity analyst for a multifamily office, sourcing and conducting due diligence on existing and new managers for PE vehicles across buyout, venture, natural resources, and real estate. He then became a portfolio analyst at an independent investment management firm serving private clients, institutions, endowments, and foundations where he was responsible for implementing diverse portfolio management and investment activities across client and fund portfolios.

William joined UBS Private Wealth Management in 2022 as a Senior Wealth Strategy Associate. He leads manager due diligence for Trident Partners and works with the team to guide new investment implementation and asset allocation. His responsibilities also include research and analysis of financial and economic trends and applying those findings to help develop customized asset allocation strategies and investment plans for clients. His background and experience allow him to support the team with client relationship building and business development activities as well.     

 Experience
- Senior Wealth Strategy Associate, UBS Private Wealth Management
- Portfolio Analyst, Brown Advisory
- Private Equity Analyst, Signature Family Wealth Advisors

Life
- Outside of work, William enjoys running, skiing, playing guitar, and spending time with friends and family.
- He serves as the Director of Operations for The BIPIS Foundation, a private operating foundation with a mission to preserve Costa Rican rainforest land.

Presley joined the Trident team in August 2022 as a Client Service Associate. She graduated from Santa Clara University in 2021 with a degree in finance. Her favorite class in college was a portfolio management course, during which she competed with classmates to achieve the highest return possible in a limited timeframe. Presley works closely with Karen in servicing the team’s ultra-high net worth clients.

Experience
- Client Service Associate, UBS Private Wealth Management
- Client Service Associate, ESOP team

Life
- Outside of work, Presley enjoys spending time with her dogs, running, hiking and trying new restaurants.