UBS Advisors Peter Dorfman and Mike Carr Receive Managing Director – Wealth Management Title
UBS Wealth Management US has announced the promotion of Peter Dorfman and Mike Carr to Managing Director – Wealth Management positions. The two advisors, who are part of The Zelniker Dorfman Carr & Heritage Group at UBS, bring over 60 years of combined experience in financial services.
Peter Dorfman, who joined UBS in 2016, specializes in multigenerational wealth management and leads the team's investment committee. Mike Carr, who joined UBS in 2015, focuses on high-net-worth clients, particularly professional athletes and coaches, and is an NFL Players Association Institutional Player Financial Advisor through UBS.
The team, with offices in New York City, Gainesville, and Sarasota, serves successful families, business owners, athletes, and entertainers nationwide. Both advisors have received multiple industry recognitions, including appearances on the Forbes Best-in-State Wealth Advisors list and Forbes Best-in-State Wealth Management Teams list.
UBS Wealth Management US ha annunciato la promozione di Peter Dorfman e Mike Carr a Direttore Generale – Wealth Management. I due consulenti, che fanno parte del gruppo The Zelniker Dorfman Carr & Heritage di UBS, portano con sé oltre 60 anni di esperienza combinata nei servizi finanziari.
Peter Dorfman, che è entrato in UBS nel 2016, si specializza nella gestione patrimoniale multigenerazionale e guida il comitato d'investimento del team. Mike Carr, che è entrato in UBS nel 2015, si concentra su clienti ad alto patrimonio, in particolare atleti professionisti e allenatori, ed è un Consulente Finanziario Istituzionale per i Giocatori della NFL attraverso UBS.
Il team, con uffici a New York City, Gainesville e Sarasota, serve famiglie di successo, imprenditori, atleti e intrattenitori in tutto il paese. Entrambi i consulenti hanno ricevuto numerosi riconoscimenti nel settore, inclusi apparizioni nella lista dei migliori consulenti patrimoniali di Forbes e nella lista dei migliori team di gestione patrimoniale di Forbes.
UBS Wealth Management US ha anunciado la promoción de Peter Dorfman y Mike Carr a Director General – Wealth Management. Los dos asesores, que forman parte del grupo The Zelniker Dorfman Carr & Heritage en UBS, aportan más de 60 años de experiencia combinada en servicios financieros.
Peter Dorfman, quien se unió a UBS en 2016, se especializa en la gestión de patrimonios multigeneracionales y lidera el comité de inversiones del equipo. Mike Carr, quien se unió a UBS en 2015, se enfoca en clientes de alto patrimonio, particularmente atletas profesionales y entrenadores, y es un Asesor Financiero Institucional para Jugadores de la NFL a través de UBS.
El equipo, con oficinas en Nueva York, Gainesville y Sarasota, atiende a familias exitosas, dueños de negocios, atletas y artistas en todo el país. Ambos asesores han recibido múltiples reconocimientos en la industria, incluidas apariciones en la lista de los mejores asesores patrimoniales de Forbes y en la lista de los mejores equipos de gestión patrimonial de Forbes.
UBS Wealth Management US는 Peter Dorfman과 Mike Carr를 전무 – Wealth Management로 승진시켰다고 발표했습니다. 두 자문가는 UBS의 The Zelniker Dorfman Carr & Heritage Group의 일원으로, 금융 서비스 분야에서 60년 이상의 경력을 가지고 있습니다.
Peter Dorfman은 2016년에 UBS에 합류했으며, 다세대 자산 관리에 전문성을 가지고 있으며 팀의 투자 위원회를 이끌고 있습니다. Mike Carr는 2015년에 UBS에 합류했으며, 고액 자산 고객, 특히 프로 운동선수와 코치에 중점을 두고 있으며, UBS를 통해 NFL 선수 협회의 기관 선수 재무 자문가입니다.
뉴욕, 게인즈빌, 사라소타에 사무소를 두고 있는 이 팀은 성공적인 가족, 사업주, 운동선수 및 연예인을 전국적으로 서비스합니다. 두 자문가는 Forbes의 최고의 주 주 자산 자문가 목록 및 Forbes의 최고의 주 주 자산 관리 팀 목록에 등장하는 등 여러 산업 인정을 받았습니다.
UBS Wealth Management US a annoncé la promotion de Peter Dorfman et Mike Carr aux postes de Directeur Général – Wealth Management. Les deux conseillers, qui font partie du groupe The Zelniker Dorfman Carr & Heritage chez UBS, apportent plus de 60 ans d'expérience combinée dans les services financiers.
Peter Dorfman, qui a rejoint UBS en 2016, se spécialise dans la gestion de patrimoine multigénérationnelle et dirige le comité d'investissement de l'équipe. Mike Carr, qui a rejoint UBS en 2015, se concentre sur les clients fortunés, en particulier les athlètes professionnels et les entraîneurs, et est un conseiller financier institutionnel pour les joueurs de la NFL via UBS.
L'équipe, avec des bureaux à New York, Gainesville et Sarasota, sert des familles prospères, des propriétaires d'entreprises, des athlètes et des artistes à l'échelle nationale. Les deux conseillers ont reçu de nombreuses distinctions dans l'industrie, y compris des apparitions sur la liste des meilleurs conseillers en patrimoine de Forbes et sur la liste des meilleures équipes de gestion de patrimoine de Forbes.
UBS Wealth Management US hat die Beförderung von Peter Dorfman und Mike Carr zu Managing Director – Wealth Management bekannt gegeben. Die beiden Berater, die Teil der Zelniker Dorfman Carr & Heritage Group bei UBS sind, bringen über 60 Jahre kombinierte Erfahrung im Finanzdienstleistungsbereich mit.
Peter Dorfman, der 2016 zu UBS kam, ist auf multigenerationale Vermögensverwaltung spezialisiert und leitet das Investmentkomitee des Teams. Mike Carr, der 2015 zu UBS kam, konzentriert sich auf wohlhabende Kunden, insbesondere professionelle Sportler und Trainer, und ist ein institutioneller Finanzberater für NFL-Spieler über UBS.
Das Team mit Büros in New York City, Gainesville und Sarasota betreut erfolgreiche Familien, Geschäftsinhaber, Sportler und Entertainer im ganzen Land. Beide Berater haben zahlreiche Branchenanerkennungen erhalten, darunter Auftritte in der Forbes-Liste der besten Vermögensberater des Bundesstaates und der Forbes-Liste der besten Vermögensverwaltungsteams des Bundesstaates.
- Team expansion and strengthening of leadership positions
- Strategic focus on high-net-worth client segments including professional athletes
- Multiple industry recognitions and accolades for team members
- None.
Peter Dorfman and Mike Carr; Credit UBS
Peter and Mike have over 60 years of combined experience working in financial services. Together, alongside Private Wealth Advisor Scott Zelniker, they lead The Zelniker Dorfman Carr & Heritage Group at UBS. With offices in
“Peter and Mike are seasoned professionals who bring significant value to their clients,” said Kellie Brady and Lane Strumlauf, Market Executives at UBS. “We are proud to have them at UBS and congratulate them on this terrific achievement.”
Peter Dorfman began his career in wealth management at Merrill Lynch in 1997. He joined UBS in 2016 and is based in the firm’s
As part of the Zelniker Dorfman Carr & Heritage Group, Peter leads the team’s investment committee and is responsible for the research of equities, fixed income and alternative investments, as well as portfolio construction and analytics. He also holds the Certified Exit Planning Advisor (CEPA®) designation. Peter has received several industry accolades, including the Forbes Best-in-State Wealth Advisors list (2020-2025), the Forbes Best-in-State Wealth Management Teams list (2023-2025) and the NAPA Top DC Advisor Teams list (2021, 2022).
Mike Carr joined UBS with his team in 2015 to open the firm’s
As part of the Zelniker Dorfman Carr & Heritage Group, Mike focuses on high-net-worth clients with an emphasis on professional athletes and coaches. Mike is an NFL Players Association (NFLPA)* Institutional Player Financial Advisor through UBS. With this program, announced in 2023, select UBS Financial Advisors specializing in serving athlete and entertainer clients, provide holistic financial advice and guidance to current and retired NFL players to help them build their financial futures and create lasting legacies. Mike has been recognized on several industry accolade lists, including the Forbes Best-in-State Wealth Advisors list (2019-2024), the Forbes Best-in-State Wealth Management Teams list (2023-2025) and the NAPA Top DC Advisor Teams list (2021, 2022).
In addition to Peter and Mike, Justin Leins has been promoted to Senior Vice President – Wealth Management and Molly Townsend has been promoted to Vice President – Wealth Management.
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in
*UBS is an official participant in the Institutional Financial Advisor program for the NFL Players Association (NFLPA). Participating advisors were selected by UBS based on program eligibility criteria established by the NFLPA. Advisors in the program are not endorsed by the NFLPA.
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Media Contact:
Christina Aquilina
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Source: UBS
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