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

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 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, 2023The 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, 2023The 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

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
- ID
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- 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, 2023The 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
- ID
- 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
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, 2023The 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
- ID
- 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
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, 2023The 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
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- WA
- WI
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
- ID
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- 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
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- WA
- WI
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 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, 2023The 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, 2023The 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

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
- ID
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- 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, 2023The 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
- ID
- 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
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, 2023The 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
- ID
- 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
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, 2023The 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
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- WA
- WI
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
- ID
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- 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
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- WA
- WI
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

Multigenerational families

Multigenerational families, estate and legacy planning

Time over time, our team has found that family is at the core of what matters most to our clients—it’s also at the core of what matters most to us. We can help you build a comprehensive estate planning strategy for transitioning assets to future generations and the meaningful causes you support.

Because family participation is so critical, we coordinate with you and your children to begin the conversation, develop a family vision for what you would like to accomplish and help educate the next generation about the responsibilities of inherited wealth and helping preserve your legacy.

Executives

Equity compensation management

Many of our clients have accumulated substantial wealth through the ownership of shares of a public or private business. Consequently, they have a number of planning needs. In the case of privately held businesses, we can help determine how best to create liquidity for your family. Whether you’re managing a restricted stock award, executing stock options or selling shares within a corporate window, our objective is to simplify the process and ultimately your financial life.

Women

Women, wealth and transition

From divorce and separation to loss of a partner, it’s during pivotal, life-changing events that we believe our relationships with our women clients can be the most insightful and impactful. We’re there to support you during the financial uncertainty of transition, but also the spiritual and emotional disruptions they cause. Our straightforward yet compassionate advice can help you manage your planning and investing strategy, make tough decisions about what’s next and guide you through these changing times.

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.

UBS Private Wealth Management

You. Connected.

There are two sides to every dream. When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions.

Dreamers and doers
Intellects and experts
Planners and practitioners

They inform our thinking, fuel our ambitions and help us invest for a better world. And they’re here.

You. Connected.

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Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Meaningful connections for your lifelong plan

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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Education

Credentials

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Education

Credentials

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Advice for who you are and what you need

Multigenerational families

Executives

Women

The power of the plan

A passion for the markets, but managing risk first

UBS Private Wealth Management

Backed by the strength of UBS

A global leader in wealth management

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