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.

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

    Angeline Newman

    Managing Director–Wealth Management

    Financial Advisor

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    • 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 Best-in-State Wealth Advisors, 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.
    • Forbes Best-in-State Women Wealth Advisors, 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.

      • Portfolio Manager
      • Private Wealth Advisor
      500 Campus Drive
      Florham Park, NJ 07932
    • Julianne Rose

      Julianne Rose

      Wealth Strategy Associate

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      • 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
          • Ray

            Raymond Chase, CFP®, CRPC®, CEPA

            Managing Director–Wealth Management

            Financial Advisor

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            • 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
              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, 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.

              • 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

              Daniel Riordan, CRPC®, CRPS®

              First Vice President–Wealth Management

              Financial Advisor

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              • 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

                Tristan Cooper, CFP®

                Senior Vice President–Wealth Management

                Financial Advisor

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                • 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, 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.

                  • CERTIFIED FINANCIAL PLANNER™
                  • Private Wealth Advisor
                  500 Campus Drive
                  Florham Park, NJ 07932
                • Eric

                  Eric Schenk

                  Authorized Officer

                  Senior Wealth Strategy Associate

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                  • 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
                    • Steve

                      Steven Williams

                      Wealth Strategy Associate

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                      • 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
                          • Debbie

                            Debra Spiesman

                            Team Administrator

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                            • AL
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                            • 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

                                Advising corporate executives

                                Women on the rise

                                The power of the plan

                                A passion for the markets, but managing risk first

                                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.

                                Private Wealth Management

                                Advanced planning

                                Advanced planning

                                Advanced planning

                                Family Advisory & Philanthropy Services

                                Family Advisory & Philanthropy Services

                                Portfolio Advisory Group

                                Portfolio Advisory Group

                                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.

                                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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                                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.

                                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.

                                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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