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

Rhea-AI Summary

UBS Wealth Management USA forms Stone Harbor Group in Hartford, CT, comprising a team of Financial Advisors overseeing $1.3 billion in client assets with over 150 years of collective investment experience. The team aims to meet evolving client needs and enhance the client experience through collaboration and unique skills.

Positive

• Formation of Stone Harbor Group by UBS Wealth Management USA in Hartford, CT.
• Nine-person team with Financial Advisors managing $1.3 billion in client assets.
• Team collectively possesses over 150 years of investment experience.
• Focus on meeting evolving client needs and enhancing client experience.
• Emphasis on collaboration and leveraging unique skills of each advisor.

Negative

• None.

HARTFORD, Conn.--(BUSINESS WIRE)-- UBS Wealth Management USA today announced the formation of Stone Harbor Group, a new team of Financial Advisors in its Hartford, CT office. The nine-person team includes Financial Advisors Richard Cyphers, Gerald Dubey, Douglas Domian, Scott Mintz, David Sacharko and Sean Siana, as well as Client Service Associates Aranzazu Suarez, Jake Heyde and Christian Foxen. Together, the team oversees $1.3 billion in client assets and has more than 150 years of collective investment experience, spanning multiple generations.

“Our client base continues to evolve as does their needs, and this newly integrated team is well-positioned to meet those needs and provide an enhanced client experience,” said William Cholawa, UBS Greater New England Market Executive. “In coming together as one collaborative, complementary group, the team will be able to leverage the unique skills and talents of each advisor to continue to successfully deliver for their clients.”

Rick Cyphers helps families balance short and long-term financial goals by considering their objectives, liability requirements, risk tolerance and wealth transfer expectations. Prior to joining UBS in 2009, Rick was a Senior Advisor for Citi Family Office where he provided comprehensive wealth management services to private clients. He holds an M.B.A. from Tuck School of Business at Dartmouth College. An avid outdoorsman, Rick has hiked most of the Appalachian Trail, and splits time with his wife in Glastonbury, CT and Ludlow, VT.

Gerry Dubey delivers comprehensive wealth management, planning and wealth preservation strategies to private clients. Prior to joining UBS in 2009, he was a Senior Advisor at Citi Family Office where he advised clients on the complexities of significant wealth. A three-sport athlete at Tufts University, Gerry joined Burnham & Company in 1971 where he provided equity research to institutional clients throughout New England. He and his wife live in Chester, CT.

Doug Domian’s clients include families with multi-generational planning needs, corporate executives, business owners, and he has a strong passion for working with families who have children with Special Needs. Doug has the unique perspective of loving and raising his older daughter who is Intellectually Disabled, and he received specialized training for advising families with Special Needs at Merrill Lynch before joining UBS in 2013. Doug also earned the Chartered Retirement Planning Counselor designation, CRPC®. He enjoys spending his free time traveling with his family, golfing, and fishing.

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).

© UBS 2024. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. For press use only.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240326641619/en/

Media:

Christina Aquilina

Christina.aquilina@ubs.com



https://www.ubs.com

Source: UBS

FAQ

Who are the Financial Advisors in the Stone Harbor Group formed by UBS Wealth Management USA in Hartford, CT?

The Financial Advisors in the Stone Harbor Group include Richard Cyphers, Gerald Dubey, Douglas Domian, Scott Mintz, David Sacharko, and Sean Siana.

How much in client assets does the Stone Harbor Group oversee?

The Stone Harbor Group oversees $1.3 billion in client assets.

What is the collective investment experience of the Stone Harbor Group team?

The team has over 150 years of collective investment experience.

What is the main focus of the Stone Harbor Group team?

The team aims to meet evolving client needs and enhance the client experience through collaboration and leveraging unique skills.

Where is the Stone Harbor Group team located?

The Stone Harbor Group team is located in Hartford, CT.