$340 million advisor crew joins UBS in Hartford, Connecticut
HARTFORD, Conn., January 27, 2023–(BUSINESS WIRE)–UBS Wealth Administration USA at present introduced that Monetary Advisors David Sacharko and Sean Siana have joined the agency. They bring about greater than 30 years of mixed trade expertise, and are answerable for managing $340 million in consumer property for top web value people and households.
David and Sean will be part of the UBS Higher New England Market, managed by William Cholawa and Weisner Perez, and can be based mostly within the Hartford, Connecticut workplace.
“David and Sean are skilled advisors who’re well-versed in navigating household dynamics, which helps them present purchasers with complete plans for the buildup, retention and switch of wealth,” stated William Cholawa, Higher New England Market Government at UBS Wealth Administration USA. “Their crew is an impressive addition to our Hartford workplace and we’re thrilled to welcome them to UBS as we proceed to deal with being the agency of selection for the trade’s most efficient and gifted advisors.”
David Sacharko brings 20 years of wealth administration expertise to UBS. Beforehand, he was a Monetary Advisor with Merrill Lynch Wealth Administration since 2004. David and his crew, KSS Group, focuses on household wealth administration and constructing sturdy consumer relationships based mostly on belief and personalised service. He additionally holds his Licensed Plan Fiduciary Advisor and Chartered Retirement Planning Counselor designations. David graduated in 2002 from Central Connecticut State College and at the moment resides in Burlington, CT along with his spouse and two kids.
Sean Siana entered the monetary providers trade in 2012 with U.S. Belief (now referred to as Financial institution of America Non-public Financial institution), and joined Merrill Lynch Wealth Administration in 2014. He focuses on offering excessive web value purchasers with personalised wealth planning recommendation, together with belief and property planning providers, funding and retirement planning, and liquidity planning. Sean holds the Licensed Monetary Planner™ certification and graduated from Bryant College with a BSBA in Administration, together with an MBA in Administration from the Florida Institute of Expertise. He lives in Glastonbury along with his spouse, son and two canines.
The crew additionally contains Consumer Service Affiliate Barrett “Jake” Heyde who helps purchasers with onboarding, steady service and each day administration of consumer targets.
Notes to Editors
UBS convenes the worldwide ecosystem for investing, the place individuals and concepts are related and alternatives delivered to life, and offers monetary recommendation and options to rich, institutional and company purchasers worldwide, in addition to to non-public purchasers in Switzerland. UBS presents funding options, merchandise and impactful thought management, is the main international wealth supervisor, offers large-scale and diversified asset administration, targeted funding banking capabilities, and private and company banking providers in Switzerland. The agency focuses on companies which have a powerful aggressive place of their goal markets, are capital environment friendly and have a horny long-term structural development or profitability outlook.
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