Experience

Makes all the difference

Your financial life encompasses much more than your investments. Accessing the deep resources of UBS, our team is strongly positioned to address the realities of today’s economy and meet the wide range of your sophisticated needs. We'll work together to meet the challenges you face throughout life’s important personal and professional milestones.

Daniel Schwartz, CIMA, CPM, FOC

Managing Director–Wealth Management

Private Wealth Advisor

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

  • Dan has two children, Billy and Michael 
  • 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

Registered States:
  • 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

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes America's Top Wealth Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023The 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, 2022, 2023The 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 Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Private Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Investing
Asset allocation
Multi-generational families
Family Offices
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

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Devin Darcangelo, CEPA

Senior Vice President–Wealth Management

Private Wealth Advisor

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)

Registered States:
  • 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

Recognized as an industry leader:

  • Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Private Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Alternative investments
Investing
Home Worker SC
Home Worker SC, SC 000

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George Fosdick, CFP

First Vice President–Wealth Management

Private Wealth Advisor

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

Registered States:
  • 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

Recognized as an industry leader:

  • Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Private Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
401(k) plan services
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

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William Schwartz, CEPA

First Vice President–Wealth Management

Financial Advisor

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

Registered States:
  • 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

Recognized as an industry leader:

  • Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

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Michael Sanzone

Account Vice President

Financial Advisor

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

Registered States:
  • 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

Recognized as an industry leader:

  • Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

Nina Hakim

Senior Vice President–Wealth Management

Financial Advisor

Focus

  • Investing

Registered States:
  • CA
  • CO
  • CT
  • FL
  • IL
  • LA
  • MD
  • NC
  • NJ
  • NY
  • PA
  • TX
  • VA
Home Worker FL
Home Worker FL, FL 000

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Setta Oghlian

Senior Client Associate

Setta has worked in the financial services industry for over 19 years, most recently as a personal banker at JP Morgan Chase.  Setta has focused on private clients and small businesses.  She resides in Westwood, NJ with her husband and two boys.

Focus

  • Team operations leader
  • Client service

61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

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Krystle Tharani-Kukreja

Wealth Strategy Associate

Krystle has been in the financial services industry for over 12 years. She joined the Alfa team in February 2018 with a specific focus on special client projects, account monitoring and trade execution. Prior to joining UBS, Krystle held roles at Dealogic as a Client Coverage Executive and Bank of America Merrill Lynch in their strategic initiatives group working on delivering institutional solutions for clients within Global Wealth Management. Krystle earned a Bachelor of Science in Finance from the University of Southern California's (USC) Marshall School of Business. She also holds FINRA's Series 7 and 66 licenses. Krystle now resides in Franklin Lakes, NJ with her husband and their dog.

Focus

  • Specialized reporting
  • Special team projects

 

 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

Email Me

Nicole Flanzbaum

Senior Client Associate

Focus

  • Client service
  • Special team projects

Registered States:
  • CA
  • FL
  • HI
  • NJ
  • NV
  • NY
  • TX
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

Email Me

Kevin Cunane

Senior Wealth Strategy Associate

Kevin brings more than 10 years of investment experience, including work in private equity and sell side equity research. Kevin focuses on asset allocation, investment research, and portfolio strategy. Kevin is a CFA charter holder and has his Series 7, 63, 86, and 87 licenses.

Experience

Financial analyst, US Energy Development Corporation (2011-2016)
Vice President, Oil and Gas Exploration & Production Analyst, Citi (2016-2021)
Joined The Alfa Group in 2021
Credentials

Certified Financial Analyst (CFA)
Series 7, 63, 86, 87 securities licenses
B.S. in Business Administration, Finance Concentration, University at Buffalo
Life

Enjoys golf, boating, and is an avid traveler

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

Credentials

  • Chartered Financial Analyst®
1285 Avenue Of The Americas
New York, NY 10019

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Madeline Clinton

Client Associate

Madeline is a recent graduate of Amherst College where she double majored in Economics and Art & the History of Art and served as captain of the women’s tennis team. Prior to joining UBS Private Wealth Management, Madeline gained experience interning at an investment bank on their sales, trading, and research desks, and working as an art associate at a prominent art gallery, Chase Edwards, in Bridgehampton, NY. Madeline hopes to use her unique economic and art background to serve our clients’ diversified portfolio needs

 

Credentials:

B.A., Economics and Art & the History of Art, Amherst College
 

Life:

Active member of Tuesday’s Children
Enjoys tennis, golf, and film photography
Member of the New York Athletic Club

Registered States:
  • NJ
  • NY
1285 Avenue Of The Americas
New York, NY 10019

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