As a registered investment advisor with nearly three decades of experience. Hammond Han focuses on developing comprehensive financial, estate and wealth management plans for corporate executives and entrepreneurs. Having experienced a wide array of market environments, Hammond drives capital allocation decisions across the team’s advisory business. Accordingly, he works closely with clients to implement disciplined wealth management strategies—carefully selecting and monitoring institutional money managers, exchange-traded funds (ETFs) and alternative investments.

Professional Experience

– UBS Financial Services Inc., Managing Director–Wealth Management, Senior Portfolio Manager, UBS Institutional Consultant, 2008 – present

– Citi Smith Barney, senior vice president, corporate client group director, 2002 – 2008

– Merrill Lynch, senior vice president–wealth management, assistant complex director, 1997 – 2002

– JPMorgan Chase, regional managing director, 1991 – 1997

Designations and accomplishments

– Barron’s Top 1,200 Financial Advisors, 2019-2020

– Forbes Best-In-State Wealth Advisors 2020

– Washingtonian Top Financial Advisor, 2016 – 2020

– Certified Investment Management Analyst® (CIMA®), Yale School of Management

– Chartered Retirement Plans SpecialistSM (CRPS®)

– Leadership Greater Washington, 2007 graduate

– UBS Chairman’s Council Member, 2016 – 2020

– Series 4, 7, 8, 24, 53, 63 and 65 securities licenses

Education

– B.S. in finance and information science, University of Maryland at College Park

– M.B.A. in finance and investments, George Washington University

Community involvement and personal interests

– Americans for the Arts

– National Foundation for Cancer Research

– Foundation Schools

– George Washington University School of Business, former Board advisor

– University of Maryland Entrepreneur Center,former Board advisor

– Resides in Bethesda, MD and New York, NY

Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WV, WY

Holidae Hayes combines a strong background as a banking and securities attorney and two decades of financial services experience to deliver uniquely insightful advice to clients. Holidae serves as a financial advisor and consultant to business owners, executives, families, and foundations. By providing truly comprehensive advice to her clients, Holidae is able to leverage her decades of experience to help ensure that clients are able to achieve their goals. A strong commitment to integrity and trust have been hallmarks of Holidae’s enduring client relationships.

Professional Experience

– UBS Financial Services Inc., Senior Vice President–Wealth Management, 2009 – present

– Morgan Stanley, Senior Vice President, Wealth Advisor, Institutional Consultant, 2002 – 2009

– Sanford C. Bernstein, financial advisor, 1996 – 2002

– U.S. Senate Committee on Banking, Housing & Urban Affairs, Majority Counsel, 1993 – 1996

– Federal Reserve Board of Governors, enforcement attorney, 1991 – 1993

Designations and accomplishments

– Senior Veteran Advisor & Field Director of Veteran Affairs, UBS Financial Services Inc.

– UBS Global Employee Volunteer Award Recipient

– Series 7, 31 and 66 securities licenses

Education

– B.A. in business administration, economics minor, University of Kentucky, Summa Cum Laude

– J.D., University of Kentucky College of Law, Order of the Coif, Law Review

Community involvement and personal interests

– Currently serves on the Board of Directors for No Greater Sacrifice and the Great Meadow Outdoors Foundation

– Meridian International Center Global Leadership Council Member

– Previously served on Board of Directors of Wolf Trap Foundation, Arena Stage, Helen Hayes Theater Awards, Columbia Lighthouse for the Blind and Chaired annual fundraisers for Make a Wish, Knock Out Abuse and numerous other community organizations

– She and her husband, Dr. Matt Gavin, have two daughters

Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV, WY

Barton J. Trenk is passionate when it comes to managing his clients’ investments and focuses on portfolio diversification, asset allocation and risk management. His primary goal of helping his clients to fulfill their dreams and financial objectives has led him to build strong personal and business relationships throughout his career.

Professional Experience

– UBS Financial Services Inc., Senior Vice President–Wealth Management, 1998 – present

– Prudential Securities, vice president–wealth management, 1984 – 1998

– Office of Personnel Management, auditor-in-charge, Federal Employee Health Benefits Program, 1976 – 1984

Designations and accomplishments

– Certified Financial PlannerTM professional (CFP®)

– Wealth Advisor, UBS Financial Services Inc.

– Series 7, 63 and 65 securities licenses

Education

– B.S. in accounting, University of Maryland at College Park

Community involvement and personal interests

– DC chapter of Best Buddies, fundraiser and bike ride participant

– Amity Club of Washington, member

– University of Maryland Alumni Association, member

– Avid golfer who enjoys the challenges of the game

– Resides in Potomac, MD with his wife, Gloria, and enjoys visiting their adult daughter, Samantha, who lives in New York City

Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, VA, WA, WV, WY

Nick Malliarakis is committed to providing holistic investment and wealth management advice to sophisticated investors and affluent families. He leverages his more than 40 years of experience to guide his clients through the creation and implementation of strategies to help accumulate, preserve and transfer their wealth.

Professional Experience

– UBS Financial Services Inc. (formerly PaineWebber),First Vice President–Wealth Management, Senior Portfolio Manager, 1979 – present

– Bache, financial advisor, 1975 – 1979

Designations and accomplishments

– Certified Financial PlannerTM professional (CFP®)

– Certified Private Wealth Advisor® (CPWA®) designation

– Certified Investment Management Analyst® (CIMA®)

– Investment Management Consultants Association (IMCA) Wealth Management Certificate

– Series 7 and 66 securities licenses

Education

– B.A. in international relations, University of Chicago

– M.B.A. in finance and investments, George Washington University

Community involvement and personal interests

– Resides in Arlington, VA with his wife

– Enjoys spending time with his two children and five grandchildren

Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, VA, WA, WV, WY

While Bill Zorr’s role has evolved over the course of more than 40 years—from stock broker to investment manager to wealth manager—his commitment to providing excellent, individualized financial guidance has remained steadfast. That commitment, combined with a focus on quality client service and Bill’s genuine aim to build lifelong relationships, are why many of his clients and their families have trusted Bill for generations.

Professional Experience

– UBS Financial Services Inc., First Vice President–Wealth Management, 1974 – present

– US Army and US Army Reserve, 1964 – 1970

Designations and accomplishments

– Series 1 and 63 securities licenses, life insurance and variable annuities licenses

Education

– B.A. in history and government, King’s College

Community involvement and personal interests

– Our Lady of Good Counsel, former Board member

– King’s College Washington Area Alumni Club, member

– William G. McGowan School of Business Forum, mentor

– An avid sports fan, especially of the Fighting Irish of Notre Dame

– Has an extensive collection of pop and rock records—from Frank Sinatra to The Beatles and everything in between

– Lives in Gaithersburg, MD with his wife, Lucy, with whom he has a son, a daughter and five grandchildren

Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV, WY

Guillermo Garcia focuses on comprehensive financial planning and international wealth management services. He works with clients to customize financial plans and portfolio allocations based on each individual’s investment goals, risk tolerance and investment time horizon. Additionally, he is experienced in assisting corporate executives with their equity awards, including stock options, restricted stock and 10b5-1 plans.

Professional Experience

– UBS Financial Services Inc., Vice President–Wealth Management, 2008 – present

– Citi Smith Barney, financial planning specialist, 2002 – 2008

Designations and accomplishments

– Certified Exit Planning Advisor® (CEPA®)

– 2008 graduate of Leadership Greater Washington

– Series 7 and 66 securities licenses

Education

– B.A. in Spanish and international business,Catholic University of America

Community involvement and personal interests

– Catholic University, Board of Governors member

– Catholic University Alumni Association, past president

– GALA Hispanic Theater, chairman of the Board

– Americans for the Arts, supporter

– Fluent in Spanish and English

– Resides in Arlington, VA with his wife and two sons

Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WV, WY

Andrew Halpern helps individuals, families, corporations and foundations achieve their financial and investment goals by providing holistic advice on asset allocation, insurance, retirement planning and estate planning strategies—including intergenerational wealth transfer. Working with a network of highly skilled tax and legal professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients’ lives.

Professional Experience

– UBS Financial Services Inc., Vice President–Wealth Management, 2012 – present

– Bernstein Global Wealth Management,financial advisor, 2000 – 2012

Designations and accomplishments

– Certified Financial PlannerTM professional (CFP®)

– Series 7 and 66 securities licenses

Education

– B.S. in business administration, American University

Community involvement and personal interests

– YM & YWHA of Washington Heights and Inwood, Board president

– Midway Jewish Center, Board member

– Resides in Long Island, NY with his wife and three children

– Enjoys traveling, coaching his children’s sports teams and experimenting in the kitchen with new recipes and cooking techniques

Registered States:
AZ, CA, CT, DC, FL, GA, IL, MA, MD, MI, NJ, NV, NY, PA, WA

John Hug focuses on corporate executive services. As a member of the UBS Equity Plan Advisory Network, he travels extensively to provide holistic wealth management and equity compensation advice to corporate executives. He focuses on comprehensive financial and estate planning to help simplify his clients’ busy lives.

Professional Experience

– UBS Financial Services Inc., Financial Advisor, Corporate Stock Benefit Consultant, 2008 – present

– Lehman Brothers, associate, 2006 – 2008

– Signature Securities, associate group director, 2003 – 2006

Designations and accomplishments

– Chartered Retirement Planning CounselorSM (CRPC®)

– Series 7 and 66 securities licenses

– National Association of Stock Plan Professionals, member

Education

– B.A. in history, Hobart College

Community involvement and personal interests

– Resides in Northern NJ with his wife, Monica, and his two sons

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

With nearly 15 years of experience in finance and banking, Nona has in-depth knowledge of the many financial and estate planning solutions that can be tailored to help clients pursue their goals. In taking a consultative approach to working with clients, she can also help identify advanced wealth planning opportunities around trusts, insurance and family dynamics.

Professional Experience

Designations and accomplishments

Education

Community involvement and personal interests

Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WV, WY

Megan Kondos focuses on marketing and business development for the Liberty Capitol Group. She manages the team’s client onboarding, administrative and marketing functions. She is also responsible for taking care of clients’ day-to-day service needs.

Professional Experience

– UBS Financial Services Inc., Wealth Management Associate, 2010 – present

Designations and accomplishments

– Series 7 and 66 securities licenses

Education

– B.A. in economics and political science, University of North Carolina at Chapel Hill

Community involvement and personal interests

– Resides in Garrett Park, MD with her husband and two children

Registered States:
CA, CO, CT, DC, FL, MA, MD, MT, NC, NY, VA, WA

Tori Baskerville provides client service and team administration for the Liberty Capitol Group. In addition to keeping the team organized and on point, Tori helps to drive operational efficiencies by developing, enhancing and implementing key processes. Above all, however, Tori is best known for her responsiveness: she gets it done and does it with a smile.

Professional Experience

– UBS Financial Services Inc., Senior Registered Client Service Associate, 2005 – present

Community involvement and personal interests

– Lives in Northern Virginia with her daughter and two sons

– A movie fanatic who enjoys all genres except romance and horror

Registered States:
CA, CO, CT, DC, FL, MA, MD, MT, NC, NY, VA, WA