UBS Wealth Management Forms $1.3 Billion Hartford-Based Stone Harbor Group

By Amit Chowdhry • Mar 29, 2024

UBS Wealth Management USA announced the formation of Stone Harbor Group, a new team of Financial Advisors in its Hartford, Connecticut office. The nine-person team includes Financial Advisors Richard Cyphers, Gerald Dubey, Douglas Domian, Scott Mintz, David Sacharko, and Sean Siana, and Client Service Associates Aranzazu Suarez, Jake Heyde, and Christian Foxen.

The team oversees $1.3 billion in client assets and has over 150 years of collective investment experience spanning multiple generations.

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

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

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. Domian 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. Domian also earned the Chartered Retirement Planning Counselor designation, CRPC. He enjoys spending his free time traveling with his family, golfing, and fishing.

Mintz brings decades of experience providing tailored wealth management solutions for multi-generational families, individuals, and institutions to the team. And Mintz offers personalized advice designed to meet his clients’ unique goals and objectives. Mintz 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. Along with his passion for the financial markets, he loves the outdoors and enjoys hiking, tennis, gardening, and biking.

Sacharko has over 20 years of wealth management experience. Before joining UBS last year, he was a Financial Advisor at Merrill Lynch since 2004. Sacharko 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. Sacharko graduated in 2002 from Central Connecticut State University and currently resides in Burlington, CT with his wife and two children.

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. Siana 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. Siana holds the Certified Financial Planner certification and graduated from Bryant University with a BSBA in Management and an MBA in Management from the Florida Institute of Technology. Sean lives in Glastonbury with his wife, son, and two dogs.

KEY QUOTE:

“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. 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.”

– William Cholawa, UBS Greater New England Market Executive