The Heart of the Matter

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 financial wellness initiatives to meet diverse needs.

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.