Insight for lifelong wealth management

Private Wealth Management

Thoughtful financial planning and disciplined investing are key to helping you align your wealth, life and your most important goals—to us, the essence of navigating toward your “True North.”

As Private Wealth Advisors with access to deep global resources and solutions across all of UBS, we are passionate about helping you grow and preserve the success you have achieved. From strategically planning a business sale to pursuing an upcoming real estate venture to preparing a multi-generational wealth transfer strategy, you should be working with professionals who understand the complexity of your wealth in each area of your financial world.

We believe that the diversity of our team across experience, gender, age and focus provides you that range of problem-solving perspective. With the dedication and service of a boutique team, we offer you the insight to help inform your decisions, the resources to deliver truly tailored solutions and the commitment to your financial well-being throughout your journey today and for many years to come.

The proof is in our numbers

$6 bn

Assets under management

Investment professionals on the team

200

Collective years of experience

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Henry "Hank" Ludwicki

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
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- VA
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- WI
“Working hard to help our clients build a strong financial future brings me the greatest satisfaction. My goal is to help clients confidently navigate the road ahead”

Hank provides financial insight and guidance to wealthy individuals, families, business owners and their corporate investments. He also has extensive experience managing assets for select insurance companies and captives.

Hank is well versed in delivering solutions tailored for complex wealth. He also has a unique perspective on comprehensive financial planning and asset management, particularly fixed-income strategies.

Experience
- More than 40 years of investment management experience
- Joined UBS Private Wealth Management in 2004
- Held several positions at J.P. Morgan Private Bank; was a credit and lending securities manager, then promoted to head up a trading desk
Life
- Hank and his wife, Angela, live in Lloyd Neck, NY, and he loves spending his personal time with his five children and three grandchildren
- Hank supports the Caumsett Foundation, which is dedicated to the environmental preservation of Caumsett State Historic Park Preserve as a unique and historic environment on Long Island’s north shore.
- He has made a long-standing commitment to working with the Boy Scouts of America and has coached both boys’ and girls’ basketball.
- Through the Huntington Breast Cancer Association, Hank is actively involved in promoting and funding breast cancer awareness initiatives.
- In his free time, he is passionate about skiing, boating and mountain biking.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Advisors, 2024The 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Hofstra University, B.A.A.
- Wharton Executive Education program
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

hank.ludwicki@ubs.com

Henry "Hank" Ludwicki

1285 Avenue Of The Americas,New York,NY,10019
Jason E. Latos

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- TX
- UT
- VA
- WA
- WI
“There’s nothing more important to me than helping clients understand complex topics well enough to then make smarter financial decisions. With this knowledge, our clients embrace the future with confidence.”

For the past 28 years, Jason has been helping wealthy individuals and families understand and organize all aspects of their financial lives. As a Private Wealth Advisor, he offers access to a distinctive level of advice and service for sophisticated clients. Jason is highly regarded for his thoughtful and direct approach to providing insights and education, from basic financial concepts to complex strategies. His primary focus on investment strategy—specifically strategic and tactical asset allocation—leverages his expertise in equity, fixed income, foreign exchange, alternative and derivative strategies. He has also expanded his focus as team leader within sustainable and impact investing.

Previous experience
- Sales Trader at J.P. Morgan Private Bank for 10 years
- Joined UBS Private Wealth Management in 2004
Life
- Jason divides his time between Charleston, SC and NYC.
- He is a longtime supporter of the Surfrider Foundation.
- His hobbies and interests include surfing, skiing, golf, tennis, NYC restaurants and international travel.
- Priority project is being a change agent within sustainable and impact investing.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Delaware - Alfred Lerner College of Business and Economics, B.S. Finance and Marketing
- Private Wealth Advisor
Home Worker SC
Home Worker SC, SC 000

jason.latos@ubs.com

Jason E. Latos

Home Worker SC,Home Worker SC,SC,000
Brent T. Barnhart

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- TX
- UT
- VA
- WA
- WI
“I always put client interests first—while remaining objective and diligent with my approach to wealth management. Integrity, trust and discretion are the cornerstones of my practice.”

Individuals and families with significant wealth require a customizable investment solution that is tailored to their specific goals and objectives—which often change over time. Brent Barnhart and his team, True North Partners, are focused on preserving wealth and uncovering investment opportunities across multiple generations.

As a UBS Private Wealth Advisor, Brent is part of an exclusive, boutique division within UBS Wealth Management that provides a distinctive level of sophisticated advice and service. Accessing the global platforms across all of UBS Private Wealth Management and the Family Office Solutions Group, Brent delivers tailored credit, estate planning, asset management and investment banking strategies to entrepreneurs, family offices, business owners and real estate principals who often require bespoke solutions to address the complexity of their financial lives.

Experience
- Portfolio management analyst at Twin Focus Capital Partners—Multi Family Office
- Research analyst at La Fayette Investment Management—Fund of Hedge Funds
- Joined UBS Wealth Management in 2010
Life
- Originally from Bloomfield Hills, MI, Brent now lives in New York City.
- Brent is a board member of the Lincoln Center Young Patrons.
- He also supports the LUNGevity Foundation, serving as Vice Chair of the annual Celebration of Hope Gala in New York City.
- Brent’s interests include horology, adventurous travel, great restaurants, health and fitness.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2024The 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Boston University Questrom School of Business, B.S.B.A. Finance
- London School of Economics
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

truenorthpartners@ubs.com

Brent T. Barnhart

1285 Avenue Of The Americas,New York,NY,10019
Maria Farhat Tanzola

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- TX
- UT
- VA
- WA
- WI
“Nothing is as important to me as earning and retaining the trust that our client families have with our support and advice.”

Maria joined UBS in 2012, culminating over 30 years in private wealth management. She leads the team in delivering all aspects of wealth management and life planning to ultra high net worth families. She provides insightful execution to help her clients address the complexities of significant wealth. Maria, a founding member of UBS Sustainable Investment Advisory Council, is the creator of ImpactNJ, an investment strategy focused on supporting the rebuild efforts of New Jersey communities.

A very committed member of the community, Maria spends much of her personal time involved with many nonprofit organizations such as the FoodBank of Monmouth & Ocean County, Monmouth Park Charity Fund and Council of New Jersey Grantmakers. She was most recently honored as a Woman of Distinction by the Girl Scouts of America.

Experience
- Joined UBS in 2012
- Private Wealth Advisor, US Trust, 2005 – 2012
- Private Wealth Advisor, PNC Private Bank, 1981 – 2005
Personal & Community
- Creator, Impact NJ, an investment strategy focused on supporting the rebuilding efforts of New Jersey communities
- Member, Financial Women's Association of New York
- Retired board member, Girl Scouts of the Jersey Shore
- Board co-president, Monmouth Park Charity Fund and the Winners Circle Society
- Founding member, UBS Sustainable Investment Advisory Council
- Maria and her husband, Vince, live in Sea Girt, NJ and Bonita Springs, FL with their Havanese, Ginger.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Women Wealth Advisors Best-in-State, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Cannon Financial Institute
- Aresty Institute of Executive Education - Private Wealth Management, The Wharton School
- Moravian College
- Private Wealth Advisor
2107 Route 34
Suite 102
Wall, NJ 07719

maria.tanzola@ubs.com

Maria Farhat Tanzola

2107 Route 34,Wall,NJ,07719
Mark Stuckless, CFA

Senior Vice President–Investments

Financial Advisor
View bio
- AZ
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Guiding international clients to tailored wealth management solutions for two decades

With 22 years of experience in international markets, Mark specializes in providing advice to international private clients and their families, US citizens living abroad or in transition, and international small to midsized endowments and foundations.

In 2000, at the age of 23, Mark started his career as an Financial Advisor at Merrill Lynch in Ottawa. It was two months before the tech bubble burst—but the resulting experience gave him perspectives which help guide his clients today. He joined UBS in Toronto in 2008 as Desk Head for high net worth clients and, after a 2013 relocation to his wife’s hometown of San Antonio, became Branch Manager and Financial Advisor for UBS’s international office.

As the Truth North team’s go-to person for international questions, Mark helps his clients resolve a host of different issues—they’re more likely to own non-US securities, need a loan in another currency or move to other jurisdictions. Mark draws upon the global resources of UBS, as well as the relationships he’s built across the firm, to develop the best possible wealth management solution for each client’s unique needs. What he enjoys most about working with the people he serves is learning about their families and what matters most to them—and then helping them achieve their financial goals.

Outside the office

Mark and his wife, Kerry, keep busy with their triplets, born in 2013, who Mark enjoys coaching in their sporting activities. They travel as much as possible. In 2021 alone, Mark went to five countries. and has been to 43 of the 50 states, all the Canadian provinces and 23 countries. Although Mark is mostly focused on family and career, he and his wife enjoy their time as members of The Club at Horseshoe Bay Resort and The Club at Sonterra.
200 Concord Plaza Drive
Suite 400
San Antonio, TX 78216

mark.stuckless@ubs.com

Mark Stuckless, CFA

200 Concord Plaza Drive,San Antonio,TX,78216
Jake W. Huff, CFA

Senior Vice President–Wealth Management

Portfolio Manager
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
“I help ensure a family’s wealth does not crumble between generations.”

Having started his career in a family office, Jake has a deep, personal understanding of the ultra-high net worth market. Jake focuses on building customized portfolios and strives to create innovative solutions to the challenges that come with exceptional wealth. That’s why, since joining UBS, his focus has been building customized investment strategies for high-net worth millennials, entrepreneurs, executives, and family offices. At UBS, Jake manages a concentrated equity strategy that consists of high growth and defensive companies of all sizes and across select industries, guided by specific themes and concepts.

Jake graduated from Duke University with a B.S. in economics and finance. Subsequently he earned a master’s degree in finance from IE Business School in Madrid and an Executive MBA from Columbia University. His additional designations include:
- Chartered Financial Analyst®
- Certified Financial PlannerTM
- Certificate in Investment Performance MeasurementTM
Experience
- Began his career in his family office, W.R. Huff Asset Management
- Worked for Morgan Stanley Private Wealth Management in 2013
- Joined UBS in 2015
Education
- Duke University, B.S. Economics
- IE Business School, M.S. Finance
- Columbia University, M.B.A.
Life
- Jake is a member of the International Academic Salon, which promotes international cultural, scientific, and business ties though its events around the world.
- He also serves on the board of a regional non-profit called SuitUp, which empowers students to discover their passions through experiential learning opportunities and mentorship alongside corporate volunteers.
- In his free time, Jake enjoys tennis, skiing, traveling, and reading.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Duke University, B.S. Economics
- IE Business School, M.S. Finance
- Columbia University , M.B.A.
- Portfolio Manager
- Chartered Financial Analyst®
- CERTIFIED FINANCIAL PLANNER®
- Certificate in Investment Performance Measurement
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

jake.huff@ubs.com

Jake W. Huff, CFA

1285 Avenue Of The Americas,New York,NY,10019

Scott D. MacDonald, CPWA®

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- KS
- KY
- MA
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- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Scott has been with UBS for over sixteen years, starting as an intern while in college. After graduating from Northwood University in 2008, Scott was hired into the Associate Program. During his time as an associate, Scott was selected to work in the Regional Consulting Center where he worked alongside The Firm's top consultants in banking, financial planning and alternative investments.

In 2016 he attained the UBS Wealth Advisor certification, a comprehensive process at UBS to help advise high net worth individuals, business owners and families focused on generational wealth preservation. Scott also holds the Certified Private Wealth Advisor® (CPWA®) designation, administered by Investments & Wealth Institute® formerly IMCA.

He currently serves as the Finance Chair for Don't Ever Give Up for the V Foundation for Cancer Research as well as sitting on the Board of Directors for Catholic Charities Community Services of Arizona.
- Financial Planning Top 40 Financial Advisors Under 40, 2025The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018, 2020, 2021, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Private Wealth Advisor
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

scott.macdonald@ubs.com

Scott D. MacDonald, CPWA®

2575 East Camelback Road,Phoenix,AZ,85016
Allison Wisniewski

Associate Director

Investment Associate
View bio
- AL
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“The personal relationships I build with our clients allow me to truly understand their goals. I focus on answering the tough questions and assisting with whatever a client may need.”

With more than 17 years of financial services industry experience, Allison delivers a highly personalized service experience focused on the unique needs of private wealth management clients. By handling operations for the team and serving as the point of contact for trading, lending and banking inquiries, she is wholly dedicated to making our clients’ lives easier.

In addition, Allison is committed to providing financial education for any issue or challenge our clients face. She is especially well-versed in helping clients understand cybersecurity and the importance of safeguarding personal and account information.

Experience
- Started her career as a financial advisor trainee at American Express Financial Advisors in 2002
- Worked as a client service associate in the Private Bank at Morgan Stanley and Lehman Brothers
- Joined UBS in 2008
Life
- Allison resides in Brooklyn, NY, and is a proud WVU Mountaineer fan.
- She is committed to environmental causes and is an animal lover.
- A seasoned traveler who has been to countries such as Iceland and Australia, she is on a mission to visit all 50 states.
- Private Wealth Management Program at the University of Pennsylvania’s Wharton School
- West Virginia University, B.A. Finance
1285 Avenue Of The Americas
New York, NY 10019

allison.wisniewski@ubs.com

Allison Wisniewski

1285 Avenue Of The Americas,New York,NY,10019
Susan Daly, CFP, CPWA

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®
View bio
- AL
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“Our clients look to us to provide solutions that address their overall financial wellness. We get to these solutions after we clarify their goals and create a clear financial road map for the future.”

Since 2005, Susan has provided ultra high net worth individuals and families with financial organization and solutions focused on building a solid foundation for success. Bringing together financial modeling, asset allocation and risk/return strategies, she works with clients in all phases of their financial lives.

Susan’s primary focus is the delivery of comprehensive planning. Working one-on-one during changing life circumstances, she makes a real impact on the financial well-being of her clients. With a special interest in guiding women through challenging times, Susan advises on the financial complexities associated with divorce, the death of a spouse and business transition planning.

Experience
- Started her career at Smith Barney Global Wealth Management in 2005
- Joined UBS Private Wealth Management in 2006 and became a member of True North Partners in 2011
Life
- Susan is an active volunteer for many local charity initiatives and raises money for Irish cultural efforts.
- Susan, her husband and three young children reside in Westchester, NY, where she enjoys giving back to her community and teaching her children how to do the same.
- Concordia College, M.S. Business Leadership
- Berkeley College, B.A. International Business
- CERTIFIED FINANCIAL PLANNER®
1285 Avenue Of The Americas
New York, NY 10019

susan.daly@ubs.com

Susan Daly, CFP, CPWA

1285 Avenue Of The Americas,New York,NY,10019
Lauren Healey

Wealth Strategy Associate
View bio
- AL
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Lauren has built her career around client service and relationship management. She finds it extremely rewarding to build personal relationships to truly understand clients’ goals and make their lives easier.

Lauren’s primary focus is handling daily operations for the team, including implementing new account strategies, transaction processing, account opening and assisting clients with all aspects of their financial lives. She also works with the team on financial modeling and building out asset allocation spreadsheets to help clients achieve their financial goals.

Experience
- Started her career in client service in 2012, working in commercial real estate
- Joined UBS Private Wealth Management and became a member of True North Partners in 2015
Education and accomplishments
- Series 7 and 66 securities licenses
- B.A., Communication Studies, Northeastern University
Life
- Lauren and her husband live in upstate New York with their dog and two cats.
- Her hobbies and interests include interior design, golf, travel and hiking.
- Lauren is originally from Massachusetts and is a proud Boston sports fan.
Home Worker NY
Home Worker NY, NY 000

lauren.m.healey@ubs.com

Lauren Healey

Home Worker NY,Home Worker NY,NY,000
Kirsten Gabbett, CFP

Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®
View bio
- AL
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- AZ
- CA
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- DC
- DE
- FL
- GA
- HI
- IL
- IN
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Kirsten is dedicated to building strong long-term relationships with our clients and their families. She is passionate about helping our clients reach their personal and financial goals and building their own legacy.

Kirsten assists with all client service efforts, including preparation of client portfolio reviews, customized performance reporting and building financial plans. She is also responsible for daily operations and account maintenance. Kirsten takes pride in her work and in empowering clients to achieve success.

Experience
- Started her career in financial services at Vanguard in 2019
- Worked as a client associate at Wells Fargo Advisors
- Joined UBS in 2022 and became a member of True North Partners in 2023
Accomplishments
- Kirsten holds her Series 7, 63 and 66 securities licenses.
- Kirsten holds a B.S. in finance from West Virginia University.
Life
- Kirsten is originally from Pennsylvania and has enjoyed getting to know New York City by visiting new neighborhoods and exploring new restaurants.
- Her hobbies and interests include yoga, gardening, international travel and skiing.
- CERTIFIED FINANCIAL PLANNER®
1285 Avenue Of The Americas
New York, NY 10019

kirsten.gabbett@ubs.com

Kirsten Gabbett, CFP

1285 Avenue Of The Americas,New York,NY,10019
Leo Dannenbaum

Registered Client Associate
View bio
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Leo is committed to forming genuine, personal connections with our clients. He spearheads a wide variety of service items including operations, general account maintenance, and trading.

Leo’s passing of the Certified Financial Planner® Exam has led him to achieve the ability to personalize our clients’ needs according to their financial situations. This ability allows Leo to pursue his passion of coming to understand clients on a deeper level, leading to compelling and fruitful relationships.

Experience
- Started his career as a Client Associate at Schwab Wealth Advisory in 2022
- Became a member of True North Partners in 2024
Accomplishments
- Leo holds his Series 7 and 66 securities licenses
- Leo holds a B.S. in finance from the Kelley School of Business at Indiana University
- In July of 2023, Leo passed the CFP® certification exam
Life
- Leo is originally from Voorhees, NJ. He moved to New York in 2024 after living in Denver, CO for two years
- His hobbies include backpacking, pizza making, snowboarding, and live music
1285 Avenue Of The Americas
New York, NY 10019

leo.dannenbaum@ubs.com

Leo Dannenbaum

1285 Avenue Of The Americas,New York,NY,10019

Adam T. Argo, CIMA

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- IL
- NJ
- NY
Adam joined UBS in 2018 as a Wealth Strategy Associate and supports the team’s investment management and financial planning process. He focuses on portfolio construction, asset allocation, and manager selection. Adam also works closely with Scott to develop custom financial plans and solutions for clients. Prior to UBS, he was an analyst in J.P. Morgan’s Private Bank.

Adam earned a BBA in economics from the University of Oklahoma and holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute® in conjunction with the Yale School of Management.

Outside the office, Adam enjoys spending time with his wife and children, reading, and traveling.
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

adam.argo@ubs.com

Adam T. Argo, CIMA

2575 East Camelback Road,Phoenix,AZ,85016
Sommer Arekat

Wealth Management Associate
View bio
- AZ
- CA
- MA
Sommer joined UBS in 2012. She earned her B.A. in Design Management upon graduating from Arizona State University. Sommer currently holds the Series 7 and 66 securities licenses. Her areas of focus include operations, client service, and investment management.

Sommer spent three years in the San Francisco Bay Area working in UBS's Private Wealth Management division where she gained extensive knowledge in advanced planning, trading, and ultra high net worth client servicing. In January 2018, Sommer re-joined UBS Scottsdale's team.

Sommer lives in Phoenix with her husband and two young sons. In her free time she also enjoys traveling and cooking for her large extended family.
14624 N Scottsdale Road
Suite 150
Scottsdale, AZ 85254

sommer.arekat@ubs.com

Sommer Arekat

14624 N Scottsdale Road,Scottsdale,AZ,85254
Susie Wong

Wealth Management Associate
View bio
- AK
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Susie earned her Bachelor of Science degree in Finance Magna Cum Laude from Arizona State University in 1997. She began her career as a Consulting Group Analyst with Smith Barney in Phoenix, AZ and Menlo Park, CA focusing on portfolio construction, investment manager research, and performance attribution reporting. She then transferred overseas to join Citigroup Asset Management based in Hong Kong strengthening relationships with Asia's ultra-high net worth business owners and families. Then she became Director of Marketing & Communications for HSBC Private Bank further building the brand across Asia.

After over a decade abroad and meeting her husband in Toyko, Japan, she returned to her native Scottsdale, AZ in 2011 to continue her financial services career. She enjoys cheering on local Valley sports teams, volunteering at pet shelters and long family walks with their two dogs.
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

susie.wong@ubs.com

Susie Wong

2575 East Camelback Road,Phoenix,AZ,85016

Henry "Hank" Ludwicki

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
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- WI
“Working hard to help our clients build a strong financial future brings me the greatest satisfaction. My goal is to help clients confidently navigate the road ahead”

Hank provides financial insight and guidance to wealthy individuals, families, business owners and their corporate investments. He also has extensive experience managing assets for select insurance companies and captives.

Hank is well versed in delivering solutions tailored for complex wealth. He also has a unique perspective on comprehensive financial planning and asset management, particularly fixed-income strategies.

Experience
- More than 40 years of investment management experience
- Joined UBS Private Wealth Management in 2004
- Held several positions at J.P. Morgan Private Bank; was a credit and lending securities manager, then promoted to head up a trading desk
Life
- Hank and his wife, Angela, live in Lloyd Neck, NY, and he loves spending his personal time with his five children and three grandchildren
- Hank supports the Caumsett Foundation, which is dedicated to the environmental preservation of Caumsett State Historic Park Preserve as a unique and historic environment on Long Island’s north shore.
- He has made a long-standing commitment to working with the Boy Scouts of America and has coached both boys’ and girls’ basketball.
- Through the Huntington Breast Cancer Association, Hank is actively involved in promoting and funding breast cancer awareness initiatives.
- In his free time, he is passionate about skiing, boating and mountain biking.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Advisors, 2024The 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Hofstra University, B.A.A.
- Wharton Executive Education program
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

hank.ludwicki@ubs.com

Henry "Hank" Ludwicki

1285 Avenue Of The Americas,New York,NY,10019
Jason E. Latos

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
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- UT
- VA
- WA
- WI
“There’s nothing more important to me than helping clients understand complex topics well enough to then make smarter financial decisions. With this knowledge, our clients embrace the future with confidence.”

For the past 28 years, Jason has been helping wealthy individuals and families understand and organize all aspects of their financial lives. As a Private Wealth Advisor, he offers access to a distinctive level of advice and service for sophisticated clients. Jason is highly regarded for his thoughtful and direct approach to providing insights and education, from basic financial concepts to complex strategies. His primary focus on investment strategy—specifically strategic and tactical asset allocation—leverages his expertise in equity, fixed income, foreign exchange, alternative and derivative strategies. He has also expanded his focus as team leader within sustainable and impact investing.

Previous experience
- Sales Trader at J.P. Morgan Private Bank for 10 years
- Joined UBS Private Wealth Management in 2004
Life
- Jason divides his time between Charleston, SC and NYC.
- He is a longtime supporter of the Surfrider Foundation.
- His hobbies and interests include surfing, skiing, golf, tennis, NYC restaurants and international travel.
- Priority project is being a change agent within sustainable and impact investing.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Delaware - Alfred Lerner College of Business and Economics, B.S. Finance and Marketing
- Private Wealth Advisor
Home Worker SC
Home Worker SC, SC 000

jason.latos@ubs.com

Jason E. Latos

Home Worker SC,Home Worker SC,SC,000
Brent T. Barnhart

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
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- UT
- VA
- WA
- WI
“I always put client interests first—while remaining objective and diligent with my approach to wealth management. Integrity, trust and discretion are the cornerstones of my practice.”

Individuals and families with significant wealth require a customizable investment solution that is tailored to their specific goals and objectives—which often change over time. Brent Barnhart and his team, True North Partners, are focused on preserving wealth and uncovering investment opportunities across multiple generations.

As a UBS Private Wealth Advisor, Brent is part of an exclusive, boutique division within UBS Wealth Management that provides a distinctive level of sophisticated advice and service. Accessing the global platforms across all of UBS Private Wealth Management and the Family Office Solutions Group, Brent delivers tailored credit, estate planning, asset management and investment banking strategies to entrepreneurs, family offices, business owners and real estate principals who often require bespoke solutions to address the complexity of their financial lives.

Experience
- Portfolio management analyst at Twin Focus Capital Partners—Multi Family Office
- Research analyst at La Fayette Investment Management—Fund of Hedge Funds
- Joined UBS Wealth Management in 2010
Life
- Originally from Bloomfield Hills, MI, Brent now lives in New York City.
- Brent is a board member of the Lincoln Center Young Patrons.
- He also supports the LUNGevity Foundation, serving as Vice Chair of the annual Celebration of Hope Gala in New York City.
- Brent’s interests include horology, adventurous travel, great restaurants, health and fitness.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2024The 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Boston University Questrom School of Business, B.S.B.A. Finance
- London School of Economics
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

truenorthpartners@ubs.com

Brent T. Barnhart

1285 Avenue Of The Americas,New York,NY,10019
Maria Farhat Tanzola

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- TX
- UT
- VA
- WA
- WI
“Nothing is as important to me as earning and retaining the trust that our client families have with our support and advice.”

Maria joined UBS in 2012, culminating over 30 years in private wealth management. She leads the team in delivering all aspects of wealth management and life planning to ultra high net worth families. She provides insightful execution to help her clients address the complexities of significant wealth. Maria, a founding member of UBS Sustainable Investment Advisory Council, is the creator of ImpactNJ, an investment strategy focused on supporting the rebuild efforts of New Jersey communities.

A very committed member of the community, Maria spends much of her personal time involved with many nonprofit organizations such as the FoodBank of Monmouth & Ocean County, Monmouth Park Charity Fund and Council of New Jersey Grantmakers. She was most recently honored as a Woman of Distinction by the Girl Scouts of America.

Experience
- Joined UBS in 2012
- Private Wealth Advisor, US Trust, 2005 – 2012
- Private Wealth Advisor, PNC Private Bank, 1981 – 2005
Personal & Community
- Creator, Impact NJ, an investment strategy focused on supporting the rebuilding efforts of New Jersey communities
- Member, Financial Women's Association of New York
- Retired board member, Girl Scouts of the Jersey Shore
- Board co-president, Monmouth Park Charity Fund and the Winners Circle Society
- Founding member, UBS Sustainable Investment Advisory Council
- Maria and her husband, Vince, live in Sea Girt, NJ and Bonita Springs, FL with their Havanese, Ginger.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Women Wealth Advisors Best-in-State, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Cannon Financial Institute
- Aresty Institute of Executive Education - Private Wealth Management, The Wharton School
- Moravian College
- Private Wealth Advisor
2107 Route 34
Suite 102
Wall, NJ 07719

maria.tanzola@ubs.com

Maria Farhat Tanzola

2107 Route 34,Wall,NJ,07719
Mark Stuckless, CFA

Senior Vice President–Investments

Financial Advisor
View bio
- AZ
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Guiding international clients to tailored wealth management solutions for two decades

With 22 years of experience in international markets, Mark specializes in providing advice to international private clients and their families, US citizens living abroad or in transition, and international small to midsized endowments and foundations.

In 2000, at the age of 23, Mark started his career as an Financial Advisor at Merrill Lynch in Ottawa. It was two months before the tech bubble burst—but the resulting experience gave him perspectives which help guide his clients today. He joined UBS in Toronto in 2008 as Desk Head for high net worth clients and, after a 2013 relocation to his wife’s hometown of San Antonio, became Branch Manager and Financial Advisor for UBS’s international office.

As the Truth North team’s go-to person for international questions, Mark helps his clients resolve a host of different issues—they’re more likely to own non-US securities, need a loan in another currency or move to other jurisdictions. Mark draws upon the global resources of UBS, as well as the relationships he’s built across the firm, to develop the best possible wealth management solution for each client’s unique needs. What he enjoys most about working with the people he serves is learning about their families and what matters most to them—and then helping them achieve their financial goals.

Outside the office

Mark and his wife, Kerry, keep busy with their triplets, born in 2013, who Mark enjoys coaching in their sporting activities. They travel as much as possible. In 2021 alone, Mark went to five countries. and has been to 43 of the 50 states, all the Canadian provinces and 23 countries. Although Mark is mostly focused on family and career, he and his wife enjoy their time as members of The Club at Horseshoe Bay Resort and The Club at Sonterra.
200 Concord Plaza Drive
Suite 400
San Antonio, TX 78216

mark.stuckless@ubs.com

Mark Stuckless, CFA

200 Concord Plaza Drive,San Antonio,TX,78216
Jake W. Huff, CFA

Senior Vice President–Wealth Management

Portfolio Manager
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- ME
- MI
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- MS
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- NC
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- NY
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- RI
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“I help ensure a family’s wealth does not crumble between generations.”

Having started his career in a family office, Jake has a deep, personal understanding of the ultra-high net worth market. Jake focuses on building customized portfolios and strives to create innovative solutions to the challenges that come with exceptional wealth. That’s why, since joining UBS, his focus has been building customized investment strategies for high-net worth millennials, entrepreneurs, executives, and family offices. At UBS, Jake manages a concentrated equity strategy that consists of high growth and defensive companies of all sizes and across select industries, guided by specific themes and concepts.

Jake graduated from Duke University with a B.S. in economics and finance. Subsequently he earned a master’s degree in finance from IE Business School in Madrid and an Executive MBA from Columbia University. His additional designations include:
- Chartered Financial Analyst®
- Certified Financial PlannerTM
- Certificate in Investment Performance MeasurementTM
Experience
- Began his career in his family office, W.R. Huff Asset Management
- Worked for Morgan Stanley Private Wealth Management in 2013
- Joined UBS in 2015
Education
- Duke University, B.S. Economics
- IE Business School, M.S. Finance
- Columbia University, M.B.A.
Life
- Jake is a member of the International Academic Salon, which promotes international cultural, scientific, and business ties though its events around the world.
- He also serves on the board of a regional non-profit called SuitUp, which empowers students to discover their passions through experiential learning opportunities and mentorship alongside corporate volunteers.
- In his free time, Jake enjoys tennis, skiing, traveling, and reading.
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Duke University, B.S. Economics
- IE Business School, M.S. Finance
- Columbia University , M.B.A.
- Portfolio Manager
- Chartered Financial Analyst®
- CERTIFIED FINANCIAL PLANNER®
- Certificate in Investment Performance Measurement
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

jake.huff@ubs.com

Jake W. Huff, CFA

1285 Avenue Of The Americas,New York,NY,10019
Scott D. MacDonald, CPWA®

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
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- TX
- UT
- VA
- VT
- WA
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- WY
Scott has been with UBS for over sixteen years, starting as an intern while in college. After graduating from Northwood University in 2008, Scott was hired into the Associate Program. During his time as an associate, Scott was selected to work in the Regional Consulting Center where he worked alongside The Firm's top consultants in banking, financial planning and alternative investments.

In 2016 he attained the UBS Wealth Advisor certification, a comprehensive process at UBS to help advise high net worth individuals, business owners and families focused on generational wealth preservation. Scott also holds the Certified Private Wealth Advisor® (CPWA®) designation, administered by Investments & Wealth Institute® formerly IMCA.

He currently serves as the Finance Chair for Don't Ever Give Up for the V Foundation for Cancer Research as well as sitting on the Board of Directors for Catholic Charities Community Services of Arizona.
- Financial Planning Top 40 Financial Advisors Under 40, 2025The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018, 2020, 2021, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Private Wealth Advisor
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

scott.macdonald@ubs.com

Scott D. MacDonald, CPWA®

2575 East Camelback Road,Phoenix,AZ,85016
Allison Wisniewski

Associate Director

Investment Associate
View bio
- AL
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“The personal relationships I build with our clients allow me to truly understand their goals. I focus on answering the tough questions and assisting with whatever a client may need.”

With more than 17 years of financial services industry experience, Allison delivers a highly personalized service experience focused on the unique needs of private wealth management clients. By handling operations for the team and serving as the point of contact for trading, lending and banking inquiries, she is wholly dedicated to making our clients’ lives easier.

In addition, Allison is committed to providing financial education for any issue or challenge our clients face. She is especially well-versed in helping clients understand cybersecurity and the importance of safeguarding personal and account information.

Experience
- Started her career as a financial advisor trainee at American Express Financial Advisors in 2002
- Worked as a client service associate in the Private Bank at Morgan Stanley and Lehman Brothers
- Joined UBS in 2008
Life
- Allison resides in Brooklyn, NY, and is a proud WVU Mountaineer fan.
- She is committed to environmental causes and is an animal lover.
- A seasoned traveler who has been to countries such as Iceland and Australia, she is on a mission to visit all 50 states.
- Private Wealth Management Program at the University of Pennsylvania’s Wharton School
- West Virginia University, B.A. Finance
1285 Avenue Of The Americas
New York, NY 10019

allison.wisniewski@ubs.com

Allison Wisniewski

1285 Avenue Of The Americas,New York,NY,10019
Susan Daly, CFP, CPWA

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®
View bio
- AL
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- AZ
- CA
- CT
- DC
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“Our clients look to us to provide solutions that address their overall financial wellness. We get to these solutions after we clarify their goals and create a clear financial road map for the future.”

Since 2005, Susan has provided ultra high net worth individuals and families with financial organization and solutions focused on building a solid foundation for success. Bringing together financial modeling, asset allocation and risk/return strategies, she works with clients in all phases of their financial lives.

Susan’s primary focus is the delivery of comprehensive planning. Working one-on-one during changing life circumstances, she makes a real impact on the financial well-being of her clients. With a special interest in guiding women through challenging times, Susan advises on the financial complexities associated with divorce, the death of a spouse and business transition planning.

Experience
- Started her career at Smith Barney Global Wealth Management in 2005
- Joined UBS Private Wealth Management in 2006 and became a member of True North Partners in 2011
Life
- Susan is an active volunteer for many local charity initiatives and raises money for Irish cultural efforts.
- Susan, her husband and three young children reside in Westchester, NY, where she enjoys giving back to her community and teaching her children how to do the same.
- Concordia College, M.S. Business Leadership
- Berkeley College, B.A. International Business
- CERTIFIED FINANCIAL PLANNER®
1285 Avenue Of The Americas
New York, NY 10019

susan.daly@ubs.com

Susan Daly, CFP, CPWA

1285 Avenue Of The Americas,New York,NY,10019
Lauren Healey

Wealth Strategy Associate
View bio
- AL
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Lauren has built her career around client service and relationship management. She finds it extremely rewarding to build personal relationships to truly understand clients’ goals and make their lives easier.

Lauren’s primary focus is handling daily operations for the team, including implementing new account strategies, transaction processing, account opening and assisting clients with all aspects of their financial lives. She also works with the team on financial modeling and building out asset allocation spreadsheets to help clients achieve their financial goals.

Experience
- Started her career in client service in 2012, working in commercial real estate
- Joined UBS Private Wealth Management and became a member of True North Partners in 2015
Education and accomplishments
- Series 7 and 66 securities licenses
- B.A., Communication Studies, Northeastern University
Life
- Lauren and her husband live in upstate New York with their dog and two cats.
- Her hobbies and interests include interior design, golf, travel and hiking.
- Lauren is originally from Massachusetts and is a proud Boston sports fan.
Home Worker NY
Home Worker NY, NY 000

lauren.m.healey@ubs.com

Lauren Healey

Home Worker NY,Home Worker NY,NY,000
Kirsten Gabbett, CFP

Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
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Kirsten is dedicated to building strong long-term relationships with our clients and their families. She is passionate about helping our clients reach their personal and financial goals and building their own legacy.

Kirsten assists with all client service efforts, including preparation of client portfolio reviews, customized performance reporting and building financial plans. She is also responsible for daily operations and account maintenance. Kirsten takes pride in her work and in empowering clients to achieve success.

Experience
- Started her career in financial services at Vanguard in 2019
- Worked as a client associate at Wells Fargo Advisors
- Joined UBS in 2022 and became a member of True North Partners in 2023
Accomplishments
- Kirsten holds her Series 7, 63 and 66 securities licenses.
- Kirsten holds a B.S. in finance from West Virginia University.
Life
- Kirsten is originally from Pennsylvania and has enjoyed getting to know New York City by visiting new neighborhoods and exploring new restaurants.
- Her hobbies and interests include yoga, gardening, international travel and skiing.
- CERTIFIED FINANCIAL PLANNER®
1285 Avenue Of The Americas
New York, NY 10019

kirsten.gabbett@ubs.com

Kirsten Gabbett, CFP

1285 Avenue Of The Americas,New York,NY,10019
Leo Dannenbaum

Registered Client Associate
View bio
- AL
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Leo is committed to forming genuine, personal connections with our clients. He spearheads a wide variety of service items including operations, general account maintenance, and trading.

Leo’s passing of the Certified Financial Planner® Exam has led him to achieve the ability to personalize our clients’ needs according to their financial situations. This ability allows Leo to pursue his passion of coming to understand clients on a deeper level, leading to compelling and fruitful relationships.

Experience
- Started his career as a Client Associate at Schwab Wealth Advisory in 2022
- Became a member of True North Partners in 2024
Accomplishments
- Leo holds his Series 7 and 66 securities licenses
- Leo holds a B.S. in finance from the Kelley School of Business at Indiana University
- In July of 2023, Leo passed the CFP® certification exam
Life
- Leo is originally from Voorhees, NJ. He moved to New York in 2024 after living in Denver, CO for two years
- His hobbies include backpacking, pizza making, snowboarding, and live music
1285 Avenue Of The Americas
New York, NY 10019

leo.dannenbaum@ubs.com

Leo Dannenbaum

1285 Avenue Of The Americas,New York,NY,10019
Adam T. Argo, CIMA

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- IL
- NJ
- NY
Adam joined UBS in 2018 as a Wealth Strategy Associate and supports the team’s investment management and financial planning process. He focuses on portfolio construction, asset allocation, and manager selection. Adam also works closely with Scott to develop custom financial plans and solutions for clients. Prior to UBS, he was an analyst in J.P. Morgan’s Private Bank.

Adam earned a BBA in economics from the University of Oklahoma and holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute® in conjunction with the Yale School of Management.

Outside the office, Adam enjoys spending time with his wife and children, reading, and traveling.
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

adam.argo@ubs.com

Adam T. Argo, CIMA

2575 East Camelback Road,Phoenix,AZ,85016
Sommer Arekat

Wealth Management Associate
View bio
- AZ
- CA
- MA
Sommer joined UBS in 2012. She earned her B.A. in Design Management upon graduating from Arizona State University. Sommer currently holds the Series 7 and 66 securities licenses. Her areas of focus include operations, client service, and investment management.

Sommer spent three years in the San Francisco Bay Area working in UBS's Private Wealth Management division where she gained extensive knowledge in advanced planning, trading, and ultra high net worth client servicing. In January 2018, Sommer re-joined UBS Scottsdale's team.

Sommer lives in Phoenix with her husband and two young sons. In her free time she also enjoys traveling and cooking for her large extended family.
14624 N Scottsdale Road
Suite 150
Scottsdale, AZ 85254

sommer.arekat@ubs.com

Sommer Arekat

14624 N Scottsdale Road,Scottsdale,AZ,85254
Susie Wong

Wealth Management Associate
View bio
- AK
- AZ
- CA
- ID
- IL
- OR
- TX
- UT
- VA
- WA
- WI
Susie earned her Bachelor of Science degree in Finance Magna Cum Laude from Arizona State University in 1997. She began her career as a Consulting Group Analyst with Smith Barney in Phoenix, AZ and Menlo Park, CA focusing on portfolio construction, investment manager research, and performance attribution reporting. She then transferred overseas to join Citigroup Asset Management based in Hong Kong strengthening relationships with Asia's ultra-high net worth business owners and families. Then she became Director of Marketing & Communications for HSBC Private Bank further building the brand across Asia.

After over a decade abroad and meeting her husband in Toyko, Japan, she returned to her native Scottsdale, AZ in 2011 to continue her financial services career. She enjoys cheering on local Valley sports teams, volunteering at pet shelters and long family walks with their two dogs.
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

susie.wong@ubs.com

Susie Wong

2575 East Camelback Road,Phoenix,AZ,85016

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Henry "Hank" Ludwicki

Jason E. Latos

Brent T. Barnhart

Maria Farhat Tanzola

Mark Stuckless, CFA

Jake W. Huff, CFA

Scott D. MacDonald, CPWA®

Allison Wisniewski

Susan Daly, CFP, CPWA

Lauren Healey

Kirsten Gabbett, CFP

Leo Dannenbaum

Adam T. Argo, CIMA

Sommer Arekat

Susie Wong

Henry "Hank" Ludwicki

Jason E. Latos

Brent T. Barnhart

Maria Farhat Tanzola

Mark Stuckless, CFA

Jake W. Huff, CFA

Scott D. MacDonald, CPWA®

Allison Wisniewski

Susan Daly, CFP, CPWA

Lauren Healey

Kirsten Gabbett, CFP

Leo Dannenbaum

Adam T. Argo, CIMA

Sommer Arekat

Susie Wong

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The first 100 days

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