Mellany Bagtas Joins UBS Wealth Management as Financial Advisor

UBS Wealth Management's office represents a hub for personalized financial advisory services.

News Summary

UBS Wealth Management US welcomes Mellany Bagtas as a Financial Advisor at its New York City office. With extensive experience in wealth management, Bagtas aims to provide personalized financial strategies to clients. Her previous roles include high-level positions at Morgan Stanley and Merrill Lynch. This addition underlines UBS’s commitment to enhancing its services in the financial advisory sector.

New York City – Mellany Bagtas has officially joined UBS Wealth Management US as a Financial Advisor, enhancing the firm’s capabilities in providing tailored financial strategies to its clients. Bagtas will operate from UBS’s office located at 299 Park Avenue in New York City, where she will report directly to Associate Market Executive Demie Kommatas.

Kellie Brady, the Manhattan Market Executive at UBS, expressed enthusiasm for Bagtas’s arrival, highlighting her commitment and unique perspective as significant assets to the firm. As Bagtas steps into this role, she is expected to leverage UBS’s extensive global resources to offer personalized financial solutions aimed at helping clients achieve their financial goals and maintain their wealth.

Demie Kommatas acknowledged Bagtas’s robust experience in the financial sector and praised her dedication to providing superior service to clients. With a background that includes several high-level roles in wealth management, Bagtas is poised to make a substantial impact at UBS.

Before joining UBS, Mellany Bagtas held the title of First Vice President and Portfolio Manager at Morgan Stanley. Her previous experience includes a position as Vice President of Wealth Management at Merrill Lynch, as well as serving as a banker at JPMorgan Chase. This diverse background equips her well to cater to a wide range of financial needs.

Bagtas specializes in collaborating with executives, founders, and business owners, assisting them and their families in realizing financial independence. Central to her practice is the assessment of clients’ objectives followed by the development of customized financial plans. Bagtas places significant emphasis on tracking financial progress and adapting strategies as necessary to meet changing circumstances and goals. She is dedicated to aiding her clients in growing, preserving, and transferring their wealth across generations.

Academically, Bagtas graduated Magna Cum Laude from Mount Saint Mary College, earning a Bachelor of Science degree in Business with a concentration in Finance. Her educational accomplishments are complemented by her active engagement in the community. She has contributed to various organizations, including serving on the Board of Directors and as Past President of the Hudson Valley Estate Planning Council, and involvement with the Community Foundations of the Hudson Valley and the St. Luke’s Cornwall Hospital Foundation.

In conjunction with Bagtas, Wealth Strategy Associate Kaitlin Weaver will also be joining the UBS team, providing additional support in delivering integrated wealth management strategies to clients.

UBS stands out as a leading global wealth manager and universal bank, with its headquarters stationed in Zurich, Switzerland. As of the fourth quarter of 2024, the firm manages approximately $6.1 trillion in invested assets, operating in over 50 markets worldwide. Listings include the SIX Swiss Exchange and the New York Stock Exchange (NYSE) under the ticker UBS, solidifying the firm’s presence in the financial landscape.

Mellany Bagtas’s addition to UBS Wealth Management US signals the firm’s ongoing commitment to strengthening its services and expanding its reach within the competitive financial advisory sector, ensuring clients receive expert guidance tailored to their specific needs.