UBS Financial Advisors form $1.3 billion team in Hartford, CT - Seite 2

Scott Mintz brings decades of experience, centered around providing tailored wealth management solutions for multi-generational families, individuals and institutions to the team. He offers personalized advice designed to meet the unique goals and objectives of his clients. Scott received his undergraduate degree from Suny Binghamton and his MBA from the University of Wisconsin-Madison. He and his wife are residents of West Simsbury, Connecticut and have two sons. In addition to his passion for the financial markets, he loves the outdoors and enjoys hiking, tennis, gardening and biking.

David Sacharko has over 20 years of wealth management experience. Prior to joining UBS in 2023, he was a Financial Advisor at Merrill Lynch since 2004. David focuses on family wealth management and building strong client relationships based on trust and personalized service. He also holds his Chartered Retirement Planning Counselor designation, CRPC. David graduated in 2002 from Central Connecticut State University and currently resides in Burlington, CT with his wife and two children.

Sean Siana entered the financial services industry in 2012 with U.S. Trust (now part of Bank of America), and later was a Financial Advisor at Merrill Lynch. Sean joined UBS in 2023 and focuses on providing clients with personalized wealth planning advice, including trust and estate planning services, investment, retirement and liquidity planning. He holds the Certified Financial Planner certification and graduated from Bryant University with a BSBA in Management, along with an MBA in Management from the Florida Institute of Technology. Sean lives in Glastonbury with his wife, son and two dogs.

Notes to Editors

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

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The UBS Group Stock at the time of publication of the news with a fall of -0,59 % to 28,83EUR on Lang & Schwarz stock exchange (26. März 2024, 20:22 Uhr).