Managing Director–Wealth Management
Aric brings more than 20 years of experience to multigenerational families and
business owners by offering thoughtful advice in four core areas of focus: investment
management, lending solutions, tax-aware retirement planning and estate planning
strategies. Providing his high net worth clients a personalized experience, Aric and his
team strive to maintain high standards of integrity and professionalism in their
relationships. As of March 2021, Aric and his team oversee over $2 billion in
assets under management.
Aric is a lifelong learner, seeking ongoing accreditation and experience. As a Private
Wealth Advisor, he has a roster of clients that includes successful business and
entertainment executives, physicians, attorneys and real estate entrepreneurs. He
offers tailored, goal-oriented planning and objective investment guidance that looks
to align his clients’ long-term planning with their values. Aric believes that clients
appreciates his ability to anticipate needs, provide individual attention and
communicate clearly and confidently about important financial decisions. As a result,
he hopes that this will make a real impact in the lives of his clients.
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
Senior Wealth Strategy Associate
As an integral part of the team, Yev provides key capabilities for their holistic approach: market research, asset consolidation and allocation, portfolio construction, trade strategies and executions, and client reviews. Working extensively with ultra high net worth clients, Yev is dedicated to maintaining operational excellence, as well as the integrity, accuracy and discipline exemplified by the team.
Yev offers specializations in multiple aspects of investment management, analysis and research. He provides deep access to the global resources, solutions and services of UBS. The result is a highly personalized investment strategy and service experience for each client.
CA Insurance License #0M76971
“I am driven to provide insight and advice specific to each client’s needs. I have ongoing conversations not just about our clients’ overall finances, but their life goals, dreams and aspirations.”
– Yev Katkovsky
Senior Wealth Strategy Associate
Working directly with a diverse group of ultra high net worth clients across the US, Connor has experience with uncommonly complex investment needs. Specifically, he supports the team’s focus on multigenerational families and entrepreneurs by helping to create, review and track comprehensive financial plans that include retirement and cash flow analyses, estate planning strategies, and risk and liability reviews. Connor also helps coordinate lending transactions for the team’s clients.
Sharing the team’s commitment to providing white glove service, he is consistently focused on doing what is best for each client. Providing access to UBS products, services, research and global resources, he tracks clients’ progress toward their goals and works diligently to meet their immediate and long-term needs.
CA Insurance License #19087543
“I enjoy understanding our clients’ big picture and helping them pursue their goals. Building a strategy for them that sets their path to accomplish their goals is very rewarding.”
– Connor Wilhelm
With more than 20 years of financial services experience, Silvia is at the center of the Zamel Wealth Management Group, handling their operational requirements and their clients’ administrative needs. Responsible for all client accounts, Silvia manages account opening, transfers, disbursements, wires, credit lines and all related paperwork.
Excited every day by the opportunity to help clients and resolve interesting challenges, Silvia is a key part of the team’s client loyalty and longevity. She assists with account reviews and resolving complex banking and brokerage issues. Silvia takes pride in working with their impactful and driven clients.
“ I love working with clients and providing highly personalized service. I believe our clients deserve the best. That’s why every day I come in, I don’t feel like it’s work; I really enjoy what I do.”
- Silvia Hagoski
Ask Ari what he enjoys most about being a client service associate, and he will tell you that he loves assisting people. More specifically, he likes to help clients manage their accounts in ways that can help them save time and make their lives easier. His primary role is to support the operations and administrative needs of the team, which includes a host of tasks related to account management. Ari enjoys the role and as someone who has always been interested in finance, he is keen to learn more.
"I really enjoy working with our clients, and I want to assist them whenever possible. The more I learn, the more I can be there for them."
- Ari Benchimol