Experience

Makes all the difference

Michael Zinn

Managing Director–Wealth Management

Financial Advisor

Michael A. Zinn, CFP®, CIMA®, Managing Director, Wealth Management Advisor. Michael is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Certified Investment Management Analyst (CIMA®) and has been advising high net worth clients since 1990. A graduate of Tufts University, Michael taught math briefly before joining Cowen & Company in 1990 and then Merrill Lynch in 1993. At UBS, Michael's responsibilities include private portfolio management, selection of professional fee based money managers and financial planning analysis. Michael has made numerous appearances on CNBC to discuss his outlook on the market. Michael, his wife Nancy, three boys Sam Jonah and Danny, and Dog Augie reside in Montclair, NJ.

CA Insurance License: 0G81465

 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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, 2023The 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.

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

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Senior Portfolio Manager
  • Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

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Bradley Ray

Senior Vice President–Wealth Management

Financial Advisor

Bradley I. Ray, CFP®, CIMA®, Senior Vice President, Wealth Advisor, Senior Portfolio Manager, PMP Program. Brad is both a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Investment Management Analyst (CIMA®) and has been advising high net worth clients since 1999. Brad earned his BS from The Pennsylvania State University, where he studied Quantitative Psychology and Information Systems & Statistical Analysis. Brad's responsibilities include financial planning, investment strategy, corporate retirement plans and portfolio management. Brad, his wife Jennifer, daughter Ella, son Xavier and dogs Odin & Winnie reside in Larchmont, NY.

 

CA Insurance License: 0G81483

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • LA
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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, 2023The 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.

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

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Senior Portfolio Manager
  • Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

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Ryan Svatora

Senior Vice President–Wealth Management

Financial Advisor

Ryan J. Svatora, CRPC®, ADPA®, Senior Vice President, Financial Advisor. Ryan is a Chartered Retirement Planning Counselor SM™ & Accredited Domestic Partnership Advisor SM™ and has been advising high net worth clients since 2003. At UBS he focuses on Financial Planning for the Gay & Lesbian Community and its Allies. Ryan earned his BS from The Pennsylvania State University, where he studied International Business and Management.

CA Insurance License: 0M56365

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • LA
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023The 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.

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

1285 Avenue Of The Americas
New York, NY 10019

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Sophie Klepner

Authorized Officer

Wealth Strategy Associate

Sophie K. Jacobs, CIMA®, CRPC®, Wealth Strategy Associate. Sophie's responsibilities with the team include client relationship management, security transactions and assisting with market research. Sophie is originally from Blue Bell, PA, and graduated from the University of Miami where she majored in Finance. She currently resides in Manhattan, NY.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • LA
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WV
1285 Avenue Of The Americas
New York, NY 10019

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Olivia Cohen

Client Associate

Olivia Cohen, Client Associate. Olivia provides personalized service to our clients and is responsible for operational and administrative activities, security transactions, client onboarding, banking and cash management, and assisting with market research. Olivia is originally from Voorhees, NJ, and graduated from the University of Miami where she majored in Finance and Marketing. She currently resides on the Upper West Side in Manhattan, NY.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • LA
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WV
1285 Avenue Of The Americas
New York, NY 10019

Email Me