Meaningful connections for your lifelong plan

Private Wealth Management

To us, advice without human connection is just words. For nearly 30 years, our team has helped individuals and families grow, preserve and pass on their wealth, and we believe there is no substitute for our experience— investing through every type of market and lifelong financial planning. But It's the communication we build with our clients, the care we take in understanding what you need, and being there when you do that strengthen our relationships. We strive for that each day and leave at night with great satisfaction when we know we've made a difference—however large or small.

Start the conversation

To us, advice without human connection isn’t enough.
- Angie Newman

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Angeline Newman

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Bringing a career of more than 30 years as a financial advisor to the exclusive Private Wealth Management division of UBS, Angie offers extensive capital markets experience, deep investment knowledge and an astute perceptiveness about people and their needs. Since her days with Smith Barney/Citigroup, she has helped clients manage their complex wealth through periods of high and low growth and volatility. Today, she continues to share her lifelong passion for investing in the markets, welcoming the opportunity to educate curious clients about how they can participate to pursue their most important goals.

“I truly care for and am motivated by my clients. My main goal is to serve them as they entrust me with their financial future.”

Angie strives to communicate clearly to her clients, and clarify for them why portfolios are positioned as they are with respect to the economy, asset allocation and individual securities. In essence, Angie aims to make the investing conversation less intimidating and more insightful. She listens carefully to help her "tune in" to her clients, their families and their goals. The best interests of her clients are her number one priority.

Past experience
- Smith Barney/Citigroup
Credentials
- Series 7 and 63 securities licenses
- Life and health insurance licenses (in select states)
Education
- Syracuse University
Life
- Outside of work, Angie continues to live a life of service.
- Her faith and family are top priorities.
- She has served on a number of nonprofit boards, including those of Matheny Medical and Educational Center and From Houses to Homes in Guatemala, where she traveled to build homes and ran fundraisers.
- Angie has also supported the Susan G. Komen foundation by participating on event committees and served on the Delbarton Mothers Guild and the Parents Committee of Far Hills Country Day School.
- She and her husband enjoy spending time with their blended family of six young adult children.
- Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes America's Top Women Wealth Advisors Best-in-State, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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.
- Portfolio Manager
- Private Wealth Advisor
500 Campus Drive
Florham Park, NJ 07932
Julianne Rose

Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DE
- FL
- GA
- IA
- IN
- MA
- MD
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TX
- VA
- WY
Julianne began her career in 2014, joining the Short Hills, NJ office of UBS as an intern. She seized an opportunity to take on a bigger role as a Branch Service Associate in the Florham Park, NJ office. Her experience in operational and technological support prepared her for her current role with Newman Wealth Management. Julianne has been in her current role with Angeline Newman (Managing Director - Wealth Management) since mid-2017 and has embraced the role.

Julianne has her series 7, 63, and 65 licenses. She earned a bachelor’s degree in political science from East Stroudsburg University in Pennsylvania. Julianne enjoys snowboarding, hiking, and running races. She is very active and enjoys living a healthy lifestyle.
500 Campus Drive
Florham Park, NJ 07932
Raymond Chase, CFP®, CRPC®, CEPA

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
Ray focuses on working with high net worth families with privately held business interests and senior corporate executives. With over 30 years of experience in the financial services industry, Ray has guided clients through many market cycles to help them preserve and enhance not only their wealth, but more importantly, their lives. Ray is a graduate of The University of Delaware with a B.A. in finance. Additionally, he has earned certifications as a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®) and a Certified Exit Planning Advisor (CEPA). He is active with American Corporate Partners where he mentors military veterans interested in becoming entrepreneurs. Ray resides in Ponte Vedra, FL with his wife Sue and has four adult children. In his spare time, he enjoys spending time with his family at Lake George NY, motorcycle touring, hiking, the NY Giants and making furniture.
- Barron's Top 1,200 Financial Advisors, 2021, 2022, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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.
- Certified Exit Planning Advisor
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor
- Private Wealth Advisor
500 Campus Drive
2nd Floor
Florham Park, NJ 07932
Daniel Riordan, CRPC®, CRPS®

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
Dan advises individuals, corporations and nonprofit organizations on the vast array of retirement plans and strategies. He provides insight into a client’s entire balance sheet, including their investment approach, liability management and wealth structuring solutions such as life and long-term care insurance. Dan is a graduate of Rutgers University with a B.S. in marketing. He began his career in the financial services industry in 2002 and joined UBS in 2012 after spending the prior six years at Merrill Lynch. Dan has acquired both the Chartered Retirement Planning CounselorSM (CRPC®) and the Charted Retirement Plans SpecialistSM (CRPS®) designations. He lives in Chester, NJ with his wife and two children. He proudly supports several charitable organizations including Family Promise of Morris County and is a board member of Beyond the Walls.
- 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.
- Chartered Retirement Planning Counselor
- Chartered Retirement Plans Specialist℠
- Private Wealth Advisor
500 Campus Drive
Florham Park, NJ 07932
Tristan Cooper, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
Tristan focuses on financial planning and investment management for the high net worth and ultra high net worth clients of the team. Prior to joining UBS in 2011, he was a Financial Advisor and Business Development Associate with J.P. Morgan Securities. From 2005 to 2010, Tristan obtained operational and client relations experience serving in a variety of roles at Smith Barney. Tristan earned a bachelor’s degree in economics and business from Lafayette College in 2005, and in July 2012, he attained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Tristan, his wife and three children live in Westchester County, NY, where they proudly support the Westchester SPCA, Inc.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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.
- CERTIFIED FINANCIAL PLANNER™
- Private Wealth Advisor
500 Campus Drive
Florham Park, NJ 07932
Eric Schenk

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- WA
Eric has been with UBS since 2012 and primarily focuses on financial planning and investment management for the team. Eric has held various roles that have provided him experience in the operational side as well as in relationship management. Before joining the Certus Financial Group, Eric worked as a Financial Advisor at UBS’s Wealth Management Americas headquarters. Eric graduated Magna Cum Laude from Rowan University with a B.S. in accounting. He holds the Series 7 and 66 securities licenses as well as the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Retirement Planning CounselorSM (CRPC®) designations. He resides in Morris County, NJ with his wife, daughter, and 2 dogs. He enjoys hiking, kayaking and is active in adult ice hockey and softball leagues.
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor
500 Campus Drive
Florham Park, NJ 07932

Steven Williams

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WV
- WY
Steven Williams, Wealth Strategy Associate, joined UBS in 2022. Steven is a member of the Certus Financial Group, responsible for Equity and Fixed Income analysis and trading for the team's Private Wealth clients. Prior to UBS, Steven worked for Neuberger Berman and Goldman Sachs. Steven earned a BA in Economics with a minor in Psychology from Rutgers University and currently holds his Series 7 and Series 66 securities licenses. Steven resides in Chatham, NJ with his wife and daughter.
500 Campus Drive
Florham Park, NJ 07932
Debra Spiesman

Team Administrator
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- WA
Debbie focuses on client service and overseeing the team’s operational administration, as well as assisting with marketing and client performance reporting. She is a 30-year veteran of the financial services industry and is committed to delivering an exceptional client service experience. Debbie has developed a unique skill set that ensures her success in problem-solving, earning the trust of clients and fulfilling clients’ administrative needs. She holds the Series 3, 7 and 66 securities licenses, and is a graduate of the University of Vermont. Debbie lives in Montville, NJ with her husband, and has two grown children.
500 Campus Drive
Florham Park, NJ 07932

Angeline Newman

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Bringing a career of more than 30 years as a financial advisor to the exclusive Private Wealth Management division of UBS, Angie offers extensive capital markets experience, deep investment knowledge and an astute perceptiveness about people and their needs. Since her days with Smith Barney/Citigroup, she has helped clients manage their complex wealth through periods of high and low growth and volatility. Today, she continues to share her lifelong passion for investing in the markets, welcoming the opportunity to educate curious clients about how they can participate to pursue their most important goals.

“I truly care for and am motivated by my clients. My main goal is to serve them as they entrust me with their financial future.”

Angie strives to communicate clearly to her clients, and clarify for them why portfolios are positioned as they are with respect to the economy, asset allocation and individual securities. In essence, Angie aims to make the investing conversation less intimidating and more insightful. She listens carefully to help her "tune in" to her clients, their families and their goals. The best interests of her clients are her number one priority.

Past experience
- Smith Barney/Citigroup
Credentials
- Series 7 and 63 securities licenses
- Life and health insurance licenses (in select states)
Education
- Syracuse University
Life
- Outside of work, Angie continues to live a life of service.
- Her faith and family are top priorities.
- She has served on a number of nonprofit boards, including those of Matheny Medical and Educational Center and From Houses to Homes in Guatemala, where she traveled to build homes and ran fundraisers.
- Angie has also supported the Susan G. Komen foundation by participating on event committees and served on the Delbarton Mothers Guild and the Parents Committee of Far Hills Country Day School.
- She and her husband enjoy spending time with their blended family of six young adult children.
- Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes America's Top Women Wealth Advisors Best-in-State, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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.
- Portfolio Manager
- Private Wealth Advisor
500 Campus Drive
Florham Park, NJ 07932
Julianne Rose

Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DE
- FL
- GA
- IA
- IN
- MA
- MD
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TX
- VA
- WY
Julianne began her career in 2014, joining the Short Hills, NJ office of UBS as an intern. She seized an opportunity to take on a bigger role as a Branch Service Associate in the Florham Park, NJ office. Her experience in operational and technological support prepared her for her current role with Newman Wealth Management. Julianne has been in her current role with Angeline Newman (Managing Director - Wealth Management) since mid-2017 and has embraced the role.

Julianne has her series 7, 63, and 65 licenses. She earned a bachelor’s degree in political science from East Stroudsburg University in Pennsylvania. Julianne enjoys snowboarding, hiking, and running races. She is very active and enjoys living a healthy lifestyle.
500 Campus Drive
Florham Park, NJ 07932
Raymond Chase, CFP®, CRPC®, CEPA

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
Ray focuses on working with high net worth families with privately held business interests and senior corporate executives. With over 30 years of experience in the financial services industry, Ray has guided clients through many market cycles to help them preserve and enhance not only their wealth, but more importantly, their lives. Ray is a graduate of The University of Delaware with a B.A. in finance. Additionally, he has earned certifications as a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®) and a Certified Exit Planning Advisor (CEPA). He is active with American Corporate Partners where he mentors military veterans interested in becoming entrepreneurs. Ray resides in Ponte Vedra, FL with his wife Sue and has four adult children. In his spare time, he enjoys spending time with his family at Lake George NY, motorcycle touring, hiking, the NY Giants and making furniture.
- Barron's Top 1,200 Financial Advisors, 2021, 2022, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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.
- Certified Exit Planning Advisor
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor
- Private Wealth Advisor
500 Campus Drive
2nd Floor
Florham Park, NJ 07932
Daniel Riordan, CRPC®, CRPS®

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
Dan advises individuals, corporations and nonprofit organizations on the vast array of retirement plans and strategies. He provides insight into a client’s entire balance sheet, including their investment approach, liability management and wealth structuring solutions such as life and long-term care insurance. Dan is a graduate of Rutgers University with a B.S. in marketing. He began his career in the financial services industry in 2002 and joined UBS in 2012 after spending the prior six years at Merrill Lynch. Dan has acquired both the Chartered Retirement Planning CounselorSM (CRPC®) and the Charted Retirement Plans SpecialistSM (CRPS®) designations. He lives in Chester, NJ with his wife and two children. He proudly supports several charitable organizations including Family Promise of Morris County and is a board member of Beyond the Walls.
- 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.
- Chartered Retirement Planning Counselor
- Chartered Retirement Plans Specialist℠
- Private Wealth Advisor
500 Campus Drive
Florham Park, NJ 07932
Tristan Cooper, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
Tristan focuses on financial planning and investment management for the high net worth and ultra high net worth clients of the team. Prior to joining UBS in 2011, he was a Financial Advisor and Business Development Associate with J.P. Morgan Securities. From 2005 to 2010, Tristan obtained operational and client relations experience serving in a variety of roles at Smith Barney. Tristan earned a bachelor’s degree in economics and business from Lafayette College in 2005, and in July 2012, he attained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Tristan, his wife and three children live in Westchester County, NY, where they proudly support the Westchester SPCA, Inc.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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.
- CERTIFIED FINANCIAL PLANNER™
- Private Wealth Advisor
500 Campus Drive
Florham Park, NJ 07932
Eric Schenk

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- WA
Eric has been with UBS since 2012 and primarily focuses on financial planning and investment management for the team. Eric has held various roles that have provided him experience in the operational side as well as in relationship management. Before joining the Certus Financial Group, Eric worked as a Financial Advisor at UBS’s Wealth Management Americas headquarters. Eric graduated Magna Cum Laude from Rowan University with a B.S. in accounting. He holds the Series 7 and 66 securities licenses as well as the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Retirement Planning CounselorSM (CRPC®) designations. He resides in Morris County, NJ with his wife, daughter, and 2 dogs. He enjoys hiking, kayaking and is active in adult ice hockey and softball leagues.
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor
500 Campus Drive
Florham Park, NJ 07932
Steven Williams

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WV
- WY
Steven Williams, Wealth Strategy Associate, joined UBS in 2022. Steven is a member of the Certus Financial Group, responsible for Equity and Fixed Income analysis and trading for the team's Private Wealth clients. Prior to UBS, Steven worked for Neuberger Berman and Goldman Sachs. Steven earned a BA in Economics with a minor in Psychology from Rutgers University and currently holds his Series 7 and Series 66 securities licenses. Steven resides in Chatham, NJ with his wife and daughter.
500 Campus Drive
Florham Park, NJ 07932
Debra Spiesman

Team Administrator
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- WA
Debbie focuses on client service and overseeing the team’s operational administration, as well as assisting with marketing and client performance reporting. She is a 30-year veteran of the financial services industry and is committed to delivering an exceptional client service experience. Debbie has developed a unique skill set that ensures her success in problem-solving, earning the trust of clients and fulfilling clients’ administrative needs. She holds the Series 3, 7 and 66 securities licenses, and is a graduate of the University of Vermont. Debbie lives in Montville, NJ with her husband, and has two grown children.
500 Campus Drive
Florham Park, NJ 07932

Advice for who you are and what you need

Multi-generational families

Our team has experience helping families create a plan to pass on both their wealth and their values to their children with the goal of sustaining wealth over generations.

With an understanding of the family dynamics that can accompany multigenerational wealth, we are experienced in working with you and your family to develop a strategic plan to guide your decisions.

Our approach helps foster family communication and provide education across generations to help define and support your long-term vision for your wealth.

Advising corporate executives

As a successful executive, you understand the importance of careful and robust planning and the right personal wealth management advice.

Whether you are in your wealth building years or contemplating an exit from corporate life, looking for guidance on managing concentrated positions or stock options, we are well versed in the issues and opportunities that may shape your decisions. By helping you construct a disciplined plan that moves you toward your personal and business goals, we can help you enhance and preserve your success, today and for many years to come.

Women on the rise

The power of the plan

We begin every relationship with a comprehensive financial plan to help you and your family pursue your goals throughout your lifetime. Everything we learn about you, your family, your concerns and your vision for the future factors into the design of your plan.

Using a disciplined ,step–by–step process—our Financial Goal Analysis (FGA)— we can identify what you have today and what you will need down the road to help you address a range of priorities.

Many of our clients tell us that during periods of volatility, a financial plan helps them stay focused on the big picture and less so on short-term market swings. It can also be adjusted when life or investment circumstances change. Because we see it as such a powerful tool for helping you pursue financial well-being, we want you to retain and refer to your customized plan for the long haul, regardless of where life leads you.

^{The FGA report is based on various assumptions including financial information, personal preferences and other information provided by the client. The report details the assumptions upon which the plan is based. Important: The projections and other information generated by FGA regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.}

A passion for the markets, but managing risk first

Investing in the markets has always been our passion, and where appropriate, we hope our clients can comfortably participate. We are mindful, though, that the most critical part of managing substantial portfolios is overseeing the potential risks of those assets.

Because risk is personal to each investor, we strive to understand your comfort level and then create a customized investment strategy that fits within those parameters.

As a Portfolio Manager with discretion over her clients’ investments, Angie is well positioned to be nimble and to do what she believes is best for them. She reviews allocations and performance regularly. Because challenging market cycles and unpredictability are part of investing, she stays focused on strategies that seek to minimize volatility but still allow for returns that can potentially increase wealth over time.

2023 Year-end planning guide

In this guide you can explore an array of planning ideas, such as:

Tax planning
Investment-related planning
Retirement planning
Charitable giving
Wealth transfer planning
Trust planning and administration

Download guide

What are business owners thinking and doing now?

Explore ideas and strategies for success in ‘The new paradigm’

‘The new paradigm’ is part of the Business Owner Insights series of e-magazines. This publication offers ideas and strategies for business owners in a rapidly changing world.

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Private Wealth Management

As members of our firm’s exclusive Private Wealth Management division, our team has access to the global depth and breadth of UBS resources and experience that complement and deepen our advice and recommendations.

Whether it’s helping you or establish a more tax-efficient estate plan or pursue a philanthropic passion, we’ll provide you with insight and solutions from across the firm and around the globe.

Advanced planning

We understand that planning is an integral part of a well thought out financial roadmap. We can help guide you through the process, working with you to craft a plan that aligns with your priorities and challenges, while allowing to you to take advantage of unexpected opportunities and life changes.

As part of the planning process, we can also draw on network of professionals, as well as the highly specialized resources of UBS’s Advanced Planning Group.

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Family Advisory & Philanthropy Services

Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

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Portfolio Advisory Group

Specialists intensely focused on constructing customized investment portfolios to help address your specific needs. The team’s hallmarks include sophisticated quantitative analysis, research-driven asset allocation and tailored portfolio construction advice.

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You. Connected.

At UBS Private Wealth Management, we believe it’s all about connection. For more than 160 years, we have connected our clients to thought leaders within our firm and throughout the world, and to like-minded peers who share their experiences. This network of experienced professionals and clients informs your thinking, fuels your ambitions and helps you invest for a better world.

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Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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Meaningful connections for your lifelong plan

Angeline Newman

Your primary source for financial advice

Angeline Newman

Julianne Rose

Raymond Chase, CFP®, CRPC®, CEPA

Daniel Riordan, CRPC®, CRPS®

Tristan Cooper, CFP®

Eric Schenk

Steven Williams

Debra Spiesman

Angeline Newman

Julianne Rose

Raymond Chase, CFP®, CRPC®, CEPA

Daniel Riordan, CRPC®, CRPS®

Tristan Cooper, CFP®

Eric Schenk

Steven Williams

Debra Spiesman

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Advice for who you are and what you need

Multi-generational families

Advising corporate executives

Women on the rise

The power of the plan

A passion for the markets, but managing risk first

2023 Year-end planning guide

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Private Wealth Management

Private Wealth Management

Advanced planning

Advanced planning

Family Advisory & Philanthropy Services

Family Advisory & Philanthropy Services

Portfolio Advisory Group

Portfolio Advisory Group

You. Connected.

Backed by the strength of UBS

A global leader in wealth management

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