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Campeau Wealth Management

UBS Financial Services Inc.1 Century Tower, 4th and 6th Floors265 Church StreetNew Haven, CT 06510800-922-3237www.ubs.com/team/campeauwealthmanagement

Advice and Guidance to Last Your Lifetime

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John C. Campeau Jr.Senior Vice President–InvestmentsAdvisory & Brokerage ServicesSenior Managed Accounts ConsultantWealth Advisor203-498-3375john.campeau@ubs.com

David L. Ivanovich Jr.Vice President–InvestmentsAdvisory & Brokerage ServicesCorporate Services Financial Advisor203-498-3302david.ivanovich@ubs.com

Christopher A. CavallaroFinancial Advisor203-498-3328christopher.cavallaro@ubs.com

Rhonda L. Lisbon-KendallSenior Registered Client Service Associate203-498-3352rhonda.lisbon-kendall@ubs.com

So much of your future relies on our ability to understandyou and the things that are important in your life.

That is why our first priority is to spend time listening to you and learningabout your goals and aspirations. We will work to create a partnershipwith you that facilitates ongoing dialog so that we can use our firm’sglobal expertise and experience to develop personalized strategies for your individual needs and goals. From giving advice when you ask for it,to anticipating your changing needs, we are dedicated to helping youpursue your goals. After all, isn’t that what matters most?

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Our Focus and ExperienceJohn C. Campeau Jr. I am a Senior Vice President–Investments of Campeau WealthManagement for UBS Financial Services, Inc. in New Haven,Connecticut, with over 23 years of experience in the financialservices industry. I provide investment management andconsulting services with a focus on retirement planning andeducation funding. My clients include well-known entertainersand medical practitioners, as well as foundations, nonprofitorganizations and several major publicly traded corporations. Amajority of our clientele is concentrated in the greater New YorkCity and Los Angeles entertainment communities.

I graduated cum laude from Susquehanna University, double majoring in economics and finance and minoring in communications. I am a Wealth Advisor here at UBS—adistinction only earned by a small percentage of the consultantsat our firm. I am a nationally recognized public speaker. Bayer,Pfizer Pharmaceuticals and Amgen have requested me on anongoing basis to teach groups of physicians how to manage and understand their investments. For 10 years, I hosted theBusiness Brief segment of Good Morning, Connecticut andproduced and hosted Your Money. Both programs were shownon the Connecticut ABC affiliate. I have periodically appeared as a financial expert on nationally syndicated programs, mostrecently appearing as a financial expert on MSNBC’s Buchanan & Press.

John C. Campeau Jr.

Campeau Wealth Management team members, clockwise from left, David L. Ivanovich Jr., John C. Campeau Jr.,Christopher A. Cavallaro and Rhonda L. Lisbon-Kendall

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In addition to my finance-related activities, I have an extensivebackground in athletics. I was a nationally ranked competitivefreestyle skier. I had the privilege of announcing the FIS WorldCup Ski Tour. I announced the Freestyle Skiing events at the2002 Winter Olympics Games in Park City, Utah. I am alsoinvolved in numerous charities and boards in the greater NewHaven area, including St. Francis Home for Children.

David L. Ivanovich Jr.I have over 21 years of experience assisting high net worthindividuals pursuing their investment and estate planning goals.I analyze investment portfolios, provide tactical and strategicasset allocation advice as well as ongoing performanceevaluation. I also hold the title of Corporate Services FinancialAdvisor and spent the past 15 years advising both publiclytraded and privately held corporations on managing their cashand retirement plans. My clientele is a broad-based collection of executives and small- to mid-size business owners across the country.

I am a graduate of Nichols College in Massachusetts, where Iobtained a bachelor of science degree in general business with a concentration in finance and economics. I also studied abroadat Regent’s College in London, England.

I am an avid saltwater fly fisherman who enjoys kayaking, bikingand jogging. I reside in Milford, Connecticut, with my wife andtwo daughters.

Christopher A. CavallaroI am a Financial Advisor with Campeau Wealth Management forUBS Financial Services Inc. in New Haven, Connecticut. I havebeen in the financial services field locally for about five years;however, my financial knowledge expands across our borders, as I have greatly contributed to international projects in bothAsia, specifically Japan, and Central America. I am a graduate of Hawaii Pacific University with a double major in internationalbusiness and Japanese, and a minor in Asian studies. I have livedand worked in Japan for four years as a financial controller aswell as living in Belize for three years in the same capacity.

Christopher A. Cavallaro

David L. Ivanovich Jr.

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I am very active in the not-for-profit community in New Havenand have been recognized for my efforts by the receipt ofvarious community awards. I provide financial planning,investment advice and consulting services with a focus on estate planning and wealth transfer. I have recently beenrecognized by UBS Financial Services Inc. as a PacesetterCouncil Member, recognition of the firm’s more successfuladvisors.

My wife, Randima, and I spend our free time traveling, cycling,skiing and expanding our efforts for the recognition of humanecanine treatment in lesser-developed countries.

Rhonda L. Lisbon-KendallI am our lead Registered Client Service Associate. I attended theUniversity of New Haven and began my career in the financialindustry with Merrill Lynch in 2000 before joining our team in2007. I currently hold Series 7 and 66 and insurance producerlicenses. I am dedicated to the handling of all operational,compliance and client relationship aspects of our business, as well as overseeing our junior associate and intern staff. I am married and live with my husband, Robert, in New Haven,Connecticut.

Rhonda L. Lisbon-Kendall

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Your Future Begins with a Conversation

Growing your wealthYour personalized investment strategy is only the first step in helping you grow your wealth. The relationship we develop with you will be ongoing,and we will use the global resources of UBS to not only address yourevolving investment strategy, butcontinually review its role in your overall wealth management plan.Whatever expectations you have for the future, we will work with you tohelp keep you on track toward yourgoals.

The UBS Client Experience

In delivering the UBS Client Experience, our Financial Advisors take the time to understand your needs and goals and proactively provideappropriate solutions. We keep you informed on a periodic basis, and can monitor and update strategies, as appropriate, to respond to ever-changing markets and your evolving needs.

We take the time to understandyou, your values and what you’dlike your finances to do for you.

Our conversations will focus on helpingyou make appropriate financial choicesfor today and for the future.

Whether it’s specific goals you have foryourself, your business, your family orthe legacy you hope to leave behind,we’ll help ensure that you have accessto our full range of wealth planning,investment, banking services, andfinancing opportunities here in the U.S. and globally—all focused on yourbest interests.

Aligned with these powerful globalresources among a comprehensiveselection of products and servicesavailable and complete dedication toyou and your needs, we will be yourpersonal advocates throughout yourrelationship with UBS.

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Preserving your wealthOver time, you have planned andinvested prudently to build your wealth.We understand how important it is topreserve what you’ve worked so hard toachieve. That’s why we will work withyou to review your investment plan onan ongoing basis, making adjustmentsthat take into account factors such astaxes*, inflation and unforeseen eventsthat could undo a lifetime of work.

Maintaining your lifestyleYour vision of retirement is unique.Whatever your retirement goals are, we will work with you to create apersonalized investment plan designedto address your income requirementsand to help maintain the lifestyle youdesire.

Generating income throughretirement What does retirement mean to you?Your retirement vision is the basis ofyour retirement strategy, and we willspend time exploring the life youimagine. Then we can assess whetheryour retirement assets are sufficient to generate income for day-to-dayretirement expenses, fulfill theretirement dreams you hope to make a reality, keep pace with inflation andmeet healthcare costs. Together, we candevelop a personalized strategy to helpfund the retirement you envision.

Caring for othersThe decisions you make regarding yourwealth can have a significant impact on the people and causes you careabout. Whether you are planning forloved ones or your favorite charities, we will work with you to establish apersonalized strategy to help youprovide for them now and in the future.

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Focusing on Your Individuality

From years of listening to our clients, we have developedour practice with a focus on your specific needs.

Wealth management and estateplanning for entertainmentprofessionalsAt Campeau Wealth Management, we offer exclusive specialized planningfor those in the creative world. We have managed assets in the artisticcommunity for over 22 years and truly understand the challenges andvagaries your passion and vocationpresent when it comes to managingyour money. Whether you are a writer, actor, producer, director, artist,photographer, agent or businessmanager, we can make the process ofgrowing your assets both manageableand understandable.

With close to 50 years of combinedexperience, we are well equipped tohandle all of your investment andplanning needs. We work hand in

hand with your business managers and have a comprehensive monitoringprocess to keep you abreast of bothmarket activity and, more important,whether or not you are on track tomeet your personal goals.

You are unique, and yourmoney and financial life deservethe attention of those who understand.

Estate planning strategiesYou have spent your life accumulatingassets, and now you want to helpsecure the future of your loved ones.Together with your professionaladvisors, we focus on identifyingpersonalized estate planning strategiesthat can help minimize the effect ofestate taxes* while ensuring that yourestate will be distributed according toyour wishes.

* Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You mustconsult with your legal or tax advisor regarding your personal circumstances.

** Attorneys in the Attorney Network program are independent of, and unaffiliated with, UBS Financial Services Inc.

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In addition, with the help of ournationwide Attorney Networkprogram,** we can introduce you to an independent, experienced trustand/or estate attorney. There are morethan 350 attorneys in this establishednetwork with no fee for an initialconsultation. With the guidance of an experienced attorney, we can helpyou establish a comprehensive estateplanning and philanthropic planningstrategy. You have worked hard to buildyour wealth over time, and we want tohelp you address the needs of thoseyou care about.

Transferring wealth to othersThere are people in your life who youcare about, and you may have one or more favorite causes you want tosupport financially. How do you balancecaring for yourself, your loved ones andmaking a difference in your communityor the world at large? And how can you position your assets to continueproviding financial support after you’regone?

Together with our team of dedicatedspecialists in strategic estate planning,wealth transfer and gifting techniques,we can help you identify personalizedfinancial strategies to support thepeople and causes you care about while continuing to provide for yourown needs now and in the future.Working with your attorney and otherprofessionals, we can determine howthese strategies can also reduce theimpact of taxes on your estate.*

Personalized financial strategies forwomenSince women often find themselvessolely responsible for their financialwell-being at some point in their lives,we will work with you to create apersonalized investment strategy thatwill help preserve your assets now, as well as help you create a wealthmanagement plan for the future. Weunderstand how important it is to youto live comfortably, independently andwithout the worry that you will outliveyour assets.

Wealth management for domesticpartnerships Our experience working with domesticpartners provides insight into theunique issues and challenges you face. We understand the complexitiesinvolved in navigating a wealthmanagement plan and, together with your professional advisors, focuson helping domestic partners designpersonalized strategies that addressitems such as wills, living trusts andestate planning strategies. As you planyour shared life together, we will workwith you to help make sure your goalsstay in focus.

All couples seek a financially securefuture. As your life changes andlegislation evolves, we will work to keep your strategies up to date. We are committed to helping you create a future you can depend on.

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Investment strategies tailored toyour small business As a small business owner, it’simportant that you work with a firm that understands the financialrequirements, risks and rewards of asmall business. We are familiar withstrategies for meeting start-up costs andoverhead charges, as well as fundingcapital expenditures. We can help yougrow your business by appropriatelybalancing your investment and liquidityneeds and providing you with access tocurrent account information at all times.

Structuring an investment programfor your healthcare practiceWith many years of experience helpinghealthcare professionals, we can designa personalized investment program thatwill address any cash flow concernswhile providing you access toinformation about your practice’sfinances. We’ll also present retirementand insurance alternatives for you andyour employees and can help you planfor the succession or transfer of yourpractice.

Managing the finances of your lawpracticeAs an attorney, you’re often subjectedto an unpredictable income stream.Case loads vary, appeals can delay thepayment of your fees and any fees maybe contingent on amounts awarded toyour client. These and other factors canpresent challenges for your practice.Having worked with many attorneys,we know how to design personalizedinvestment strategies to help youpursue your long-term goals whileaddressing liquidity and financingconcerns as they arise.

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UBS: Our GlobalStrength. YourIndividual Vision.

As a UBS client, you benefitfrom the experience of one of the world’s leading wealthmanagement firms.

We have been serving affluentindividuals, corporations, institutionsand governments for over 150 years.Through our teams of professionalsaround the globe and their diverseexpertise across a range of disciplines,we are committed to helping each client realize their own vision forfinancial success.

Our relationship with youOur work ethic is simple and powerful.It is based on the value of collaboration.We work side by side with our clients,taking the time to understand theirindividual needs and goals and thedreams they have for themselves, theirfamilies and their future. This deepunderstanding, combined with thepowerful global resources we are able to access on your behalf, lay thefoundation for your relationship withUBS.

Financial management for realestate professionalsGiven the changing nature of the realestate market, perhaps you are lookingfor ways to unlock the earning powerof your cash and investments or seeksimpler, more flexible ways to manageyour cash flow. In addition, you may be interested in identifying creativefinancing strategies to help fund futuregrowth.

At UBS, we work with you to developappropriate strategies specific to yourreal estate business. We can assist youwith cash management and financingrelevant to the changing real estatemarket, identify financial strategies foryou and your employees, and help youplan for transfer and successionopportunities to help preserve yourbusiness now and in the future.

UBS Wealth Management Research

UBS Wealth Management Research is dedicated to providing the information andinsights you need to make informed financial decisions. Backed by the internationalresources of one of the world’s leading wealth management firms, we have developeda global network of analysts who conduct research on markets and trends relevant to individual investors. And at UBS, you have direct access to these experts throughour team†.

Important Information about Advisory & Brokerage Services

It is important that you understand the ways in which UBS Financial Services Inc. (UBS) conductsbusiness and the applicable laws and regulations that govern the firm. As a firm providing wealthmanagement services to clients in the U.S., UBS is registered with the U.S. Securities and ExchangeCommission (SEC) as an investment adviser and a broker-dealer, offering both investment advisoryand brokerage services. Though there are similarities among these services, the investment advisoryprograms and brokerage accounts UBS offers are separate and distinct, differ in material ways and are governed by different laws and separate contracts.

It is important that you carefully read the agreements and disclosures UBS provides to you about the products or services offered. While UBS strives to ensure that these materials clearly describe the nature of the services provided, please do not hesitate to contact your Financial Advisor team,Campeau Wealth Management, if you would like clarification on the nature of your accounts orservices you receive from us.

For more information, please visit our web site at www.ubs.com/workingwithus

† Two sources of research are available to UBS Financial Services Inc. clients. One source is written byUBS Wealth Management Research (WMR). WMR is part of UBS Global Wealth Management &Business Banking (the UBS business group that includes, among others, UBS Financial Services Inc.and UBS International Inc.), whose primary business focus is individual investors (Private Clients). The other source is written by UBS Investment Research. UBS Investment Research is part of UBSInvestment Bank, whose primary business focus is institutional investors. The Private Client reportstyle, length and content are designed to be more easily used by Private Clients. Because bothsources of information are independent of one another and reflect the different assumptions, viewsand analytical methods of the analysts who prepared them, there may exist a difference of opinionsbetween the two sources. Neither the Institutional report nor the Private Client report is necessarilymore reliable than the other.

The various research content provided does not take into account the unique investment objectives,financial situation or particular needs of any specific individual investor. If you have any questions,please consult your Financial Advisor.

UBS Wealth Management Research is provided by UBS Financial Services Inc. and UBS AG. UBS Financial Services Inc. is a subsidiary of UBS AG.

©2010 UBS Financial Services Inc. All Rights Reserved. Member SIPC. All other trademarks, registered trademarks,service marks and registered service marks are of their respective companies.

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UBS Financial Services Inc. is a subsidiary of UBS AG.