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
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
Credentials
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
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
Credentials
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
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
Credentials
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
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
Credentials
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
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 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
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
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.
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.
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.
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.
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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