Senior Vice President–Wealth Management
Private Wealth Advisor
Experience, Acumen, Relationships.
Loren's career on Wall St. started in 1984 on an equity trading and research desk where he worked with world ranked analysts to identify and market investment opportunities. This institutional background provided Loren with the ability to communicate with sophisticated investors who value expertise and common sense.
Over the course of 30 years, Loren has evolved an approach to wealth management that is built on best practices and a business plan process that begins with client goals. As the senior team leader, Loren has built our practice to be a clearing house of holistic ideas, offering clients appropriate strategies around wealth planning, retirement cash flows, estate planning, insurance and philanthropy.
“It is a privilege to be trusted by smart and successful clients. We especially enjoy hearing about our clients' philanthropic goals."
Life
Credentials
Senior Vice President–Wealth Management
Private Wealth Advisor
Experience, Acumen, Relationships.
Loren's career on Wall St. started in 1984 on an equity trading and research desk where he worked with world ranked analysts to identify and market investment opportunities. This institutional background provided Loren with the ability to communicate with sophisticated investors who value expertise and common sense.
Over the course of 30 years, Loren has evolved an approach to wealth management that is built on best practices and a business plan process that begins with client goals. As the senior team leader, Loren has built our practice to be a clearing house of holistic ideas, offering clients appropriate strategies around wealth planning, retirement cash flows, estate planning, insurance and philanthropy.
“It is a privilege to be trusted by smart and successful clients. We especially enjoy hearing about our clients' philanthropic goals."
Life
Credentials
First Vice President–Wealth Management
Financial Advisor
Working closely with individuals and families, Kevin and The Weiss Group team provide an integrated planning approach specifically tailored around each client’s goals, needs and dreams. Kevin is dedicated to helping clients grow and preserve wealth while planning a legacy to be proud of. He works closely with clients’ estate attorneys, insurance representatives, CPAs, business bankers and philanthropic advisors to develop integrated planning solutions that drive informed financial decisions.
“My father once told me, ‘One of the only things in life you can ruin and not fully repair is your last name. Your soul and spirituality, integrity and family should be what is most important in whatever you do in life and the decisions you make.”
Engaged in all aspects of the team’s relationships, he helps ensure each client has access to the full services of the firm. Appreciated for his moral and ethical approach to managing client relationships, Kevin focuses primarily on market research, portfolio analysis and investment solutions. When developing financial plans, he helps clients see how all aspects of their financial lives fit together, including asset allocation, retirement accounts, education planning, strategic philanthropy and estate plan strategies.
Experience
Credentials
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
First Vice President–Wealth Management
Financial Advisor
Working closely with individuals and families, Kevin and The Weiss Group team provide an integrated planning approach specifically tailored around each client’s goals, needs and dreams. Kevin is dedicated to helping clients grow and preserve wealth while planning a legacy to be proud of. He works closely with clients’ estate attorneys, insurance representatives, CPAs, business bankers and philanthropic advisors to develop integrated planning solutions that drive informed financial decisions.
“My father once told me, ‘One of the only things in life you can ruin and not fully repair is your last name. Your soul and spirituality, integrity and family should be what is most important in whatever you do in life and the decisions you make.”
Engaged in all aspects of the team’s relationships, he helps ensure each client has access to the full services of the firm. Appreciated for his moral and ethical approach to managing client relationships, Kevin focuses primarily on market research, portfolio analysis and investment solutions. When developing financial plans, he helps clients see how all aspects of their financial lives fit together, including asset allocation, retirement accounts, education planning, strategic philanthropy and estate plan strategies.
Experience
Credentials
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
Mike helps deliver the highest quality service to clients by always keeping their best interests at heart. He handles the day-to-day operations of the team and focuses on money manager research and analysis due diligence, market data and portfolio performance.
“We take the time to truly understand our clients’ needs and strive to always do what’s in their best interest.”
Mike understands that the first priority is always risk management. Dedicated to providing holistic wealth management, Mike works with the team and a client’s outside professional advisors to develop a comprehensive financial plan. His focus on financial education aims to help clients feel confident about making informed fiscal decisions.
Experience
Credentials
Life
Credentials
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
Mike helps deliver the highest quality service to clients by always keeping their best interests at heart. He handles the day-to-day operations of the team and focuses on money manager research and analysis due diligence, market data and portfolio performance.
“We take the time to truly understand our clients’ needs and strive to always do what’s in their best interest.”
Mike understands that the first priority is always risk management. Dedicated to providing holistic wealth management, Mike works with the team and a client’s outside professional advisors to develop a comprehensive financial plan. His focus on financial education aims to help clients feel confident about making informed fiscal decisions.
Experience
Credentials
Life
Credentials
Client Associate
Growing up in a family of financial industry professionals, Lexi quickly developed a passion for pursuing that same profession. She joined the Weiss Group in 2018 managing the team’s operations. Within that role, she simplifies each client’s financial life by organizing accounts, preparing performance summaries, providing education on the firm’s extensive capabilities and ultimately being readily available for all and any requests that may come her way.
“My complete focus is to help simplify our clients’ financial lives—this is what I find most rewarding.”
Credentials
Life
Client Associate
Growing up in a family of financial industry professionals, Lexi quickly developed a passion for pursuing that same profession. She joined the Weiss Group in 2018 managing the team’s operations. Within that role, she simplifies each client’s financial life by organizing accounts, preparing performance summaries, providing education on the firm’s extensive capabilities and ultimately being readily available for all and any requests that may come her way.
“My complete focus is to help simplify our clients’ financial lives—this is what I find most rewarding.”
Credentials
Life
Wealth Strategy Associate
Wealth Strategy Associate
Wealth Strategy Associate
Ian joined UBS Private Wealth Management in 2021 after starting his career at Equitable Advisors as a financial consultant. His areas of focus are investment manager due diligence, business development, investment research and client communications. He is a 2019 graduate of Gettysburg College where he was an athlete on the Lacrosse team. Ian currently resides in New York City and holds the SIE, Series 7, Series 66 and New York State Life, Accident and Health Insurance License. Ian grew up in Chadds Ford, Pennsylvania and enjoys Golfing and Fishing in his free time.
Wealth Strategy Associate
Ian joined UBS Private Wealth Management in 2021 after starting his career at Equitable Advisors as a financial consultant. His areas of focus are investment manager due diligence, business development, investment research and client communications. He is a 2019 graduate of Gettysburg College where he was an athlete on the Lacrosse team. Ian currently resides in New York City and holds the SIE, Series 7, Series 66 and New York State Life, Accident and Health Insurance License. Ian grew up in Chadds Ford, Pennsylvania and enjoys Golfing and Fishing in his free time.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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