Meaningful connections for your lifelong plan

Private Wealth Management

Angie newman lead

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
  • 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
    • 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, 2021, 2022The 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, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The 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
            • 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
            • 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
              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, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

              • 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
              • 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
              • 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.

                  • 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
                  • 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
                  • 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, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

                    • 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
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                    • CA
                    • CO
                    • CT
                    • DE
                    • FL
                    • GA
                    • IL
                    • MA
                    • MD
                    • MI
                    • MN
                    • 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

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