The Heart of the Matter

In this episode, UBS Financial Advisors Eric and Joe Rosen explore what it means to build a lasting practice across generations. Together they reflect on work ethic, complementary strengths, holistic planning and the trust that turns client relationships into something far more personal. Join us for an insightful discussion on how legacy is shaped not just by succession, but by showing up with hea...

Julie Fox didn’t set out on a conventional path to wealth management, and that perspective has shaped the leader she is today. In this episode Julie discusses the mentors who took a chance on her, the importance of creating opportunities for others and why real leadership comes down to clarity and accountability.

Financial advisor Elijah Dornstreich shares how going “all in” on business owners shaped his practice. We discuss how he builds deep partnerships, switches seamlessly between big-picture strategy and detailed execution and embeds himself in every stage of the journey. Leveraging the breadth of UBS capabilities, from M&A insights to cross-border solutions, he delivers a tailored approach that h...

Join Shari Winkelman as she interviews Brian Catanella, Senior Vice President and Senior Retirement Plan Consultant at UBS. In this episode, Brian shares the story of his family’s legacy in financial services, working alongside his father to build a collaborative, trust-driven team. Discover how Brian’s team partners closely with employers and employees, tailoring educational programs and financia...

Discover how Anthony Pastore, Head of Broadcast Communications and Executive Producer at UBS Studios, transformed his creative passion into a powerhouse media role. In this episode, Anthony shares insights on the importance of authenticity and how financial professionals can embrace their unique stories, connect genuinely with clients and build trust through transparent communication.