Capabilities to impact your life and wealth
Todd has spent his entire career committed to wealth management and guiding his clients. His disciplined financial planning and budgeting approach can help you stay focused on the plan we develop together. With experience that spans several decades, he has the expertise to help you move forward with confidence.

Experience to guide you forward
Prior to joining UBS in 2010, Todd held various advisor positions focused on private and corporate wealth management at the Citibank Family Office, Morgan Stanley Smith Barney and Merrill Lynch. Over his career, Todd has attained the designation of Certified Investment Management Analyst® (CIMA®) at the Wharton School of the University of Pennsylvania. Todd graduated from Pace University with a B.A. in business administration and an M.B.A. in financial management. He has been a member of the Investment Management Consultants Association® (IMCA®) since 2004 and holds the Series 3, 7 and 66 securities licenses, as well as life and health insurance licenses.

Professional achievements and education
Todd has served as a Retirement Plan Consultant to a number of private equity, distribution and services companies across the United States. He has continued to hone his skills and experience in the retirement planning arena by obtaining the designation of Chartered Retirement Plans Specialist, (CRPS®), which focuses on retirement plan administration, design and maintenance.

Max is a Private Wealth Advisor that advises entrepreneurs, early employees and financial executives on their complex financial planning strategies and investment needs. Max has been at UBS since 2010, holding various positions at the firm. Prior to becoming a Private Wealth Advisor, Max was an advanced financial planning resource for the UBS Americas New York Office, supporting Private Wealth Advisors in delivering comprehensive financial planning to ultra high net worth clients. Prior to that role, he pioneered the new Financial Advisor program at UBS, managing and training the new advisors who joined the firm. Max continues to work closely with clients to deliver comprehensive and holistic financial planning, utilizing his in depth knowledge of the many financial planning solutions that can be tailored to address each client’s individual priorities. 

Education and credentials
Max received his B.B.A in finance from The College of William & Mary where he was also a dual sport athlete as an all-conference varsity gymnast and a member of the varsity swimming and diving team. Max is a Certified Financial Planner™ professional and is trained in personal financial planning, retirement planning and estate planning strategies. He also holds the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investment Management Consultants Association® and taught in conjunction with The Massachusetts Institute of Technology, Sloan School of Management. Max is also a Certified Exit Planning Advisor, administered by the Exit Planning Institute. He maintains the Series 7 and 66 securities licenses, as well as multiple state health and insurance licenses.

Outside of UBS
Max grew up in the Midwest but splits his time with his wife between the east coast hubs, Miami and Manhattan, and enjoys being closer to the beaches. In his spare time, he is passionate about working out, golfing and traveling.

As a Senior Wealth Strategy Associate, Sarah assists Todd and Max on enhancing existing relationships and sourcing new client opportunities. She focuses on the team’s operations, financial planning, investment management, and client portfolio reporting. Sarah is a Certified Financial Planner™ professional and is trained in personal financial planning, retirement planning and estate planning strategies.

Prior to joining ZS Wealth Partners, Sarah worked on the Family Advisory and Philanthropy Services team at UBS.  In this role, she worked with Ultra High Net Worth clients and their families on multi-generational wealth transfers, family governance, and philanthropic strategy. She is passionate about working with families to engage their next generation(s) to best prepare them for their own financial decision making and wealth stewardship.

Sarah graduated from the University of Florida in 2018 earning a Bachelors of Science in Finance. She then joined UBS Wealth Management’s Graduate Talent Program, where she spent two years rotating throughout the firm and gaining a strong foundation in its capabilities and resources. Sarah grew up in Rye, New York and now lives in Manhattan.  In her free time, she enjoys hiking and visiting the mountains, golfing, and finding new restaurants in NYC.

Sarah maintains her Series 7 and 66 licenses as well as life and health insurance licenses.

Mabel Lee is the Senior Registered Client Service Associate for ZS Wealth Partners. She has been with UBS Financial Services Inc. for more than 15 years and has been in the financial services industry for more than 20 years. Prior to joining UBS, Mabel worked as a Portfolio Analyst for a large New York based pension fund. Mabel provides comprehensive client service in all aspects of account administration and operations, in addition to supporting the team’s business development and marketing efforts. She is also responsible for performing activities designed to provide education, enhance communication and facilitate the overall client experience.