Financial Advisors Michael Valenti and Samantha Maley join UBS in Rochester, NY
October 08 2021 - 11:01AM
Business Wire
UBS Wealth Management USA today announced that Michael (“Mike”)
Valenti and Samantha (“Sam”) Maley, Financial Advisors and
Institutional Consultants, have joined UBS in Rochester, New York.
Together, they have over 25 years of experience working with
institutional and wealth management clients.
Both Mike and Sam have joined The Schoff Group, a team at UBS
that specializes in advising corporations, unions, not-for-profits,
and ultra-high-net-worth families. The team also advises their
clients on stock plans, corporate financial wellness, advanced
planning and wealth management, and is now expanding their
expertise to consulting services related to Taft Hartley, 401k and
pension plans, as well as charitable endowments. With the addition
of Mike and Sam, the new team will now manage over $3 billion in
client assets.
“We continue to focus on recruiting and retaining the most
productive advisors in the industry,” said Ben Tarantino, New York
State Complex Director at UBS Wealth Management USA. “We believe we
have a strong platform for advisors in the Americas and with our
suite of Institutional and ultra-high-net-worth capabilities,
advisors like Mike and Sam, will be able to deliver the full power
of UBS to their clients.”
Mike brings more than 20 years of investment experience to UBS,
most recently serving as a Senior Vice President and Institutional
Consultant at Graystone Consulting, a division of Morgan Stanley.
Prior to joining Graystone, Mike spent 15 years at Manning &
Napier Advisors, managing a $1.7 billion franchise of both
ultra-high net worth individuals and institutional clients,
including endowments and foundations, Taft-Hartley DB and DC plans,
religious organizations, municipal plans, and corporate or family
office 401k and profit-sharing plans. Mike holds his Series 63, 65,
and 7 licenses. He graduated cum laude from Williams College and
lives in Pittsford, NY with his wife and two children.
Sam brings eight years of experience in the financial services
industry to UBS. She spent the first six years of her career at
Manning & Napier Advisors as a Relationship Manager for both
leveraged distribution and direct sales. Most recently, she was
with Graystone Consulting for two years, a division of Morgan
Stanley, focusing on institutional clients within the Taft-Hartley
construction trades. Sam holds her Series 6, 7, 63, and 65
licenses. She graduated summa cum laude with a B.A. in
Communication Studies and English Literature from St. John Fisher
College. Originally from Jamestown, NY, Samantha now lives in
Fairport, NY with her husband and two children.
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth
Management provides comprehensive advice, solutions and services to
wealthy families and individuals around the world. Clients who work
with UBS benefit from a fully integrated set of wealth management
capabilities and expertise, including wealth planning, investment
management, capital markets, banking, lending and institutional and
corporate financial advice.
About UBS
UBS provides financial advice and solutions to wealthy,
institutional and corporate clients worldwide, as well as private
clients in Switzerland. UBS's strategy is centered on our leading
global wealth management business and our premier universal bank in
Switzerland, enhanced by Asset Management and the Investment Bank.
The bank focuses on businesses that have a strong competitive
position in their targeted markets, are capital efficient, and have
an attractive long-term structural growth or profitability
outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 30% in Switzerland, 19% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people around the
world. Its shares are listed on the SIX Swiss Exchange and the New
York Stock Exchange (NYSE).
© UBS 2021. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS.
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Media Contact: Laura Hastings laura.hastings@ubs.com +1
212 882-5705 https://www.ubs.com
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