Orchard Gate Partners - UBS Financial Services Inc.

James L. Koltes is a Senior Vice President at UBS Financial Services Inc., bringing over four decades of experience in institutional equity sales and wealth management. His extensive background includes leadership roles at prominent financial organizations and a commitment to quality client service and long-term relationships. In addition to his professional achievements, Mr. Koltes has been actively involved in various financial and charitable organizations, including the Navy-Marine Corps Relief Society and the District of Columbia Retirement Board. He holds a BA in Economics from the University of Notre Dame and has served as a Lieutenant in the United States Navy, with his experiences detailed in Max Hastings' book on the Vietnam War. Generated from the website

UBS Financial Services Inc., based in Washington, DC, is a prominent player in the wealth management sector, offering investment advisory and brokerage services backed by the strength of its parent company, UBS AG. The firm is dedicated to understanding the unique needs of its clients and local communities, emphasizing personalized relationships that reflect a global perspective on investment opportunities. Specializing in services for individuals with significant wealth, UBS Financial Services Inc. provides tailored advice to navigate complex financial landscapes. With a commitment to transparency and client education, the firm ensures clients are informed about the nature of its advisory and brokerage services, guiding them through their financial journeys. Generated from the website

Holidae Hayes - UBS Financial Services Inc. is a Washington, DC-based financial advisory firm that focuses on providing comprehensive financial planning and wealth management services tailored to meet the unique needs of their clients. Led by Senior Vice President and Financial Advisor Holidae Hayes, the firm combines a strong legal and financial background to help clients achieve their financial goals with confidence. With a commitment to building lasting relationships, the team at Holidae Hayes emphasizes understanding client priorities and concerns while offering insights into the complex landscape of finance. Their accolades include recognition from Barron's and Forbes, highlighting their expertise and dedication in the wealth management industry. Generated from the website