Advice for your whole financial life

Private Wealth Management

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To help make a difference in the lives of our clients, we have to understand more than their balance sheets. We always start by asking: What's most important to you and your family? And why?

We help our clients navigate the changes that shape our global economy. Whether helping to advise some of the top CEOs in the country, engage tech-savvy entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.

Our aim is to deliver the best to you every day in order to help guide you—and keep you—on the right track in meeting your goals.

We look to ‘tie it all together’ for the client—offering advice for the full spectrum of their financial life.

- Daniel Schwartz, CIMA®, CPM®, FOC

Our exceptional team

Our entire team is dedicated to establishing meaningful client relationships, delivering white glove service and cultivating a boutique environment. Team members offer complementary skills and bring a wealth of experience to every relationship.

  • Daniel Schwartz

    Daniel Schwartz, CIMA, CPM, FOC

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Over his 30-year career, Dan has helped clients navigate through several market cycles and has continuously strived to refine the skills that have earned him national recognition. He works with a wide range of clients, including CEOs, entrepreneurs and wealthy families providing portfolio management and Financial Planning Strategies. Dan’s dedication to his clients and passion in which he strives to make a difference in their success is what sets him apart. 

    “Inspired by the example my father set of passion and drive, I have built this practice by always putting our clients and their families first. What sets us apart is our compassionate understanding of each generation’s unique needs.” 

    Dan and his team offer a perspective developed over multiple market cycles. The foundation of Dan's Investment Process is a relentless focus on intrinsic value. His understanding of financial markets and risk mgmt. help to refine his clients strategies as their needs and the financial markets change. An industry-recognized professional, Dan helps provide a steady hand to clients and their families.

    Experience

    • Began career with Kidder Peabody in 1987
    • Moved to Morgan Stanley Smith Barney in 1991
    • Joined UBS Private Wealth Management in 2012

    Credentials

    • Certified Investment Management Analyst® (CIMA®) professional
    • Certified Portfolio Manager® (CPM®) designation
    • Economics, SUNY Albany, 1987

    Life

    • Married to wife Gina 
    • Dan and Gina have four children Billy, Michael, Domenic and Gianna
    • Avid golfer, snowboarder, vintage race car driver and plays guitar
    • Dan has been actively involved with the Institute for Educational Achievement (IEA), a leading school for children with autism
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America's Top Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes/SHOOK Top 100 Wealth Advisors, 2016The Forbes rating is awarded annually in August or September and is based on information from March of the prior year to March of the award year. 

      • Private Wealth Advisor
      Investing
      Asset allocation
      Multi-generational families
      Family Offices
      61 South Paramus Road
      Mack Center IV, 4th Floor
      Paramus, NJ 07652
    • Devin Darcangelo

      Devin Darcangelo, CEPA

      Senior Vice President–Wealth Management

      Private Wealth Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • ID
      • IL
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MT
      • NC
      • NE
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI
      • WY

      Devin brings more than 20 years of investment experience helping corporate executives, high net worth families, private equity and hedge fund professionals achieve their financial goals. Devin specializes in asset allocation, tailored portfolio construction and opportunistic investing. His goal is to seamlessly meet clients’ personal financial needs.

      Devin has experience guiding clients through liquidity events, legacy planning, transitioning to a new phase of life and assisting business owners during the sale of their business. He provides advice centered around retirement, strategic financial planning, and streamlining the many complexities associated with substantial and generational wealth.

      Drawing on his experience as a Division I lacrosse player at Syracuse University, Devin is passionate about coaching his two son’s youth sports. He and his family split their time between Westhampton Beach, NY and Mount Pleasant, SC.

      Experience

      • Began his career as a Financial Advisor at Merrill Lynch (2000 – 2005)
      • Vice President at Morgan Stanley (2005 – 2010)
      • Vice President, Financial Advisor at UBS (joined in 2010)
      • Senior Vice President at UBS Private Wealth Management, Alfa Group (joined in 2014)

      Credentials

      • Graduate of Syracuse University, Whitman School of Management
      • Certified Exit Planning Advisor

      Community Involvement

      • Enjoys volunteering with local youth sports programs
      • Has been actively involved as a volunteer with the Ronald McDonald House of NYC.
      • Alumni Volunteer, Syracuse University- Syracuse Lacrosse Alumni Network (SLAN)

        • Private Wealth Advisor
        Alternative investments
        Investing
        Home Worker SC
        Home Worker SC, SC 000
      • George Fosdick

        George Fosdick, CFP

        First Vice President–Wealth Management

        Private Wealth Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IL
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MT
        • NC
        • NE
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WY

        For more than 20 years, George has helped his clients and their families develop, execute and monitor their personalized comprehensive wealth management plans. Providing focused and disciplined guidance, he helps ensure that clients have full access to the broad global resources of UBS Private Wealth Management.

        “In the ever-changing world of global finance, navigating each market cycle requires diligent focus and constant education.”

        George believes that three key tenets define his client relationships: clarity, focus and objectivity. Clarity comes from helping clients understand what the team is doing and, more importantly, why they are doing it. Helping clients achieve their most important goals is his number one focus. And objectivity helps ensure that he, and the entire team, is putting the client’s needs first. George aims to provide a steady hand navigating a complex financial environment undergoing constant change.

        Experience

        • Began his career in 1998 in the Estate Planning department of Prudential Securities
        • Spent the next decade in Private Banking at JPMorgan Chase and Wells Fargo
        • Joined the Alfa Group in 2011

        Credentials

        • Certified Financial Planner™ (CFP®) designation through the College of Financial Planning
        • B.A., political economy, Muhlenberg College

        Life

        • Wife, Monica, and three children live in Ramsey, NJ
        • Passionate about being engaged in his local community
        • Volunteer firefighter for over 25 years
        • Coaches youth sports and enjoys the outdoors

            • Private Wealth Advisor
            Financial planning
            401(k) plan services
            61 South Paramus Road
            Mack Center IV, 4th Floor
            Paramus, NJ 07652
          • William Schwartz

            William Schwartz, CEPA

            Account Vice President

            Financial Advisor

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            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • ID
            • IL
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MT
            • NC
            • NE
            • NH
            • NJ
            • NV
            • NY
            • OH
            • OR
            • PA
            • RI
            • SC
            • TN
            • TX
            • UT
            • VA
            • VT
            • WA
            • WI
            • WY

            Whether working with successful millennials, multigenerational families, senior executives or entrepreneurs, Billy helps deliver tailored advice focused on all aspects of their lives. Driven by empathy for understanding his clients' unique situation, passion for helping them pursue their goals and discipline for continually working to provide efficient and useful guidance, Billy strives for excellence in everything he does.

            Billy was exposed to the wealth management industry at a young age. Watching his father become a top financial advisor, he recognized the joy that his father's life work—helping people simplify their complex financial lives—brought him. That's why he set the same goal for himself: to build the kind of enduring client relationships that can last a lifetime.

            “There is nothing more rewarding to me than bringing comfort into someone's life by helping them figure out their complex financial challenges.”

            Experience

            • Worked as a credit analyst for Amalgamated Bank's commercial and industrial lending team
            • Selected for UBS's Wealth Advice Center IGAP Training Program in 2018, where he gained experience as a Client Service Associate and Financial Advisor
            • Joined his father and The Alfa Group in 2019

            Credentials

            • Series 7 and 66 securities licenses
            • B.A. in economics, Franklin & Marshall College
            • Graduate of Bergen Catholic High School and the Peddie School

            Life

            • Active member of the Robin Hood Foundation’s The Forest
            • Member of the Young Patrons Program with the Wildlife Conservation Society and youth lacrosse coach
            • Enjoys the outdoors and is an avid traveler, snowboarder and vinyl collector

                  Exit planning
                  Lending services
                  Business succession
                  61 South Paramus Road
                  Mack Center IV, 4th Floor
                  Paramus, NJ 07652
                • Michael Sanzone

                  Michael Sanzone

                  Account Vice President

                  Financial Advisor

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                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • HI
                  • ID
                  • IL
                  • KY
                  • LA
                  • MA
                  • MD
                  • ME
                  • MI
                  • MN
                  • MT
                  • NC
                  • NE
                  • NH
                  • NJ
                  • NV
                  • NY
                  • OH
                  • OR
                  • PA
                  • RI
                  • SC
                  • TN
                  • TX
                  • UT
                  • VA
                  • VT
                  • WA
                  • WI
                  • WY

                  By working directly with a diverse group of ultra-high net worth clients , including millennial investors who may be just starting out, Michael is dedicated to making a meaningful difference in their lives. He has experience helping with uncommonly complex investment situations and focuses on understanding clients' big picture and most pressing needs.

                  Michael is working to build lasting relationships by being consistently responsible, proactive and accessible. He works closely with each member of the team to provide market research, develop and implement financial plans, coordinate investment strategies and monitor client portfolios. Throughout, Michael is dedicated to helping clients feel prepared and on track to meeting their goals.

                  “Our steady guidance helps us develop long-term relationships with our clients. They know we are right there with them every step of the way as they face opportunities and complexities at various stages of life.”

                  Experience

                  • Graduated from Merrill Lynch's Financial Advisor Development Program where he served as a junior advisor on a team within the Private Banking & Investment Group, primarily servicing UHNW and institutional clients
                  • Joined The Alfa Group at UBS in 2019

                  Accomplishments

                  • B.A. degree, business and political science, Franklin & Marshall College
                  • Hold Series 7 and 66 licenses

                  Life

                  • Founding member of the Young Professionals Committee at Children's Environmental Literacy Foundation  
                  • Avid golfer and skier
                  • Member of the Upper Montclair Country Club

                        Financial planning
                        Asset allocation
                        Executive compensation
                        61 South Paramus Road
                        Mack Center IV, 4th Floor
                        Paramus, NJ 07652
                      • Nina Hakim

                        Nina Hakim

                        Senior Vice President–Wealth Management

                        Financial Advisor

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                        • CA
                        • CO
                        • CT
                        • FL
                        • IL
                        • LA
                        • MD
                        • NC
                        • NJ
                        • NY
                        • PA
                        • TX
                        • VA

                        Focus

                        • Investing

                            Home Worker FL
                            Home Worker FL, FL 000

                          $3.3 billion

                          Assets under management

                          As of 02/01/2021

                          75+

                          Collective years of experience

                          Recognized by 8
                          leading financial publications


                          Family Office Consultant

                          Dan Schwartz is proud to have earned this UBS business designation, a designation granted to a select group of Financial Advisors who have a track record of understanding the investment, business, passion and legacy needs of the most sophisticated clients. FOCs undergo rigorous training to hone their knowledge and skill across all dimensions of managing significant wealth.

                          Multigenerational families: Your values, your legacy

                          Multigenerational families: Your values, your legacy

                          Investment management: A comprehensive approach

                          Investment management: A comprehensive approach

                          Business planning: Experienced guidance

                          Business planning: Experienced guidance

                          An integrated approach

                          Investment management
                          • Intrinsic value investing
                          • Private equity
                          • Direct investments
                          • ESG portfolios

                          Family office services
                          • Customized asset allocation reports
                          • Integrated bill pay with third-party advisors
                          • Family meetings
                          • Philanthropic advice

                          Legacy planning
                          • Estate and trust planning strategies
                          • Multigenerational advice and planning
                          • Financial education for next generation
                          • UBS Advanced Planning team

                          Tailored lending and banking
                          • Private equity and hedge funds
                          • Banking and lending services
                          • Cash flow analysis
                          • Concentrated and restricted stock

                          Advanced planning
                          • Wealth strategy consultation
                          • Strategic wealth assessment
                          • Estate documents review

                          Backed by the strength of UBS

                          A global leader in wealth management

                          Global leader

                          UBS is a world-leading wealth manager

                          #1

                          For Ultra-High Net Worth clients

                          Euromoney Private Banking and Wealth Management Survey, 2016-2022

                          #1

                          ESG/Impact Investing

                          Euromoney Private Banking and Wealth Management Survey, 2015-2022

                          Insights