Roger Feldman, Bonita Rodriguez, Laura Michael, Daniel White and Christopher Hicks
UBS Wealth Management USA announced today a five-person team managing more than $1.1 billion in client assets has joined the firm in Baltimore, MD. The MWH Group is led by Financial Advisors Daniel White and Christopher Hicks. The team also includes Financial Advisor Roger Feldman and Senior Client Associates Bonita Rodriguez and Laura Michael. They join UBS’s Baltimore Wealth Management Market, which is led by UBS Branch Manager Chris Connolly.
“We are very excited to welcome Daniel, Christopher, Roger, Bonita and Laura to UBS,” said Chris. “Our team works day in and day out to earn our clients’ trust while demonstrating passion for helping them reach their financial and life goals. The MWH Group brings that same unwavering commitment to clients and they will now be backed by UBS’s comprehensive suite of capabilities to deliver a top wealth management experience.”
“One of our goals is to attract and retain the financial industry’s top talent in the Baltimore-area,” said Ellen Pierce, D.C., and Mid-Atlantic Market Head at UBS Wealth Management USA. “The MWH Group is a tremendous addition to our firm as we grow our branch and look for ways to continue meeting the needs of our clients in the region.”
A graduate of the U.S. Naval Academy, George Washington University, and the Merrill Wharton School Financial Consultants Program, Daniel White holds a Certified Financial Planner™ certification. Prior to joining UBS, Daniel began his career in wealth management in 1994 and is active in various civic organizations.
Christopher Hicks also holds the Certified Financial Planner™ certification, and is a graduate of Guilford College with a degree in economics. He focuses on corporate retirement benefits, implementing the high-net-worth strategies of the group, investment planning, and investment manager selection. Christopher also works closely to assist families with disabilities, and previously served on the Johns Hopkins Pediatric Oncology Advisory Board.
Roger Feldman brings more than 35 years of investment industry experience to UBS, and has navigated many different market conditions in those years. He has a track record of helping clients achieve their financial goals and providing excellent relationship management service.
Bonita Rodriguez has over 25 years of industry experience. Often the first point of contact, Bonita handles the team’s day-to-day operations with personal care and provides first-class service for clients. She attended Southern University.
Laura Michael has over twenty years of industry experience. She assists clients with a wide breadth of daily needs. She graduated with honors from Anne Arundel Community College with an Associates Degree in Business Management.
About UBS
UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target 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, 29% in Switzerland, 20% 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).
