Let's move forward. Together.

Angeline Newman

Managing Director–Wealth Management

Financial Advisor

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.
     

Registered States:
  • 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

Recognized as an industry leader:

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

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

Credentials

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

Email Me

angie.newman@ubs.com
Angeline Newman
500 Campus Drive,Florham Park,NJ,07932

Julianne Rose

Wealth Strategy Associate

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.

Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • IN
  • MA
  • MD
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OK
  • PA
  • RI
  • SC
  • TX
  • VA
  • WY
500 Campus Drive
Florham Park, NJ 07932

Email Me

julianne.rose@ubs.com
Julianne Rose
500 Campus Drive,Florham Park,NJ,07932

Raymond Chase, CFP®, CRPC®, CEPA

Managing Director–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

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

Credentials

  • Certified Exit Planning Advisor
  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Retirement Planning Counselor
  • Private Wealth Advisor
500 Campus Drive
2nd Floor
Florham Park, NJ 07932

Email Me

ray.chase@ubs.com
Raymond Chase, CFP®, CRPC®, CEPA
500 Campus Drive,Florham Park,NJ,07932

Daniel Riordan, CRPC®, CRPS®

First Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

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

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

Credentials

  • Chartered Retirement Planning Counselor
  • Chartered Retirement Plans Specialist℠
  • Private Wealth Advisor
500 Campus Drive
Florham Park, NJ 07932

Email Me

dan.riordan@ubs.com
Daniel Riordan, CRPC®, CRPS®
500 Campus Drive,Florham Park,NJ,07932

Tristan Cooper, CFP®

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WY

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in August 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.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

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

Credentials

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

Email Me

tristan.cooper@ubs.com
Tristan Cooper, CFP®
500 Campus Drive,Florham Park,NJ,07932

Eric Schenk

Authorized Officer

Senior Wealth Strategy Associate

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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Retirement Planning Counselor
500 Campus Drive
Florham Park, NJ 07932

Email Me

eric.schenk@ubs.com
Eric Schenk
500 Campus Drive,Florham Park,NJ,07932

Steven Williams

Senior Wealth Strategy Associate

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.

Registered States:
  • 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
500 Campus Drive
Florham Park, NJ 07932

Email Me

steven.williams@ubs.com
Steven Williams
500 Campus Drive,Florham Park,NJ,07932

Debra Spiesman

Team Administrator

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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
500 Campus Drive
Florham Park, NJ 07932

Email Me

debra.spiesman@ubs.com
Debra Spiesman
500 Campus Drive,Florham Park,NJ,07932

Makayla Vazquez

Client Associate

Makayla began her career as an intern at Lazard Asset Management in NYC in 2021 and received a full-time offer as an internal wholesaler. During her two years with Lazard, she gained exposure to both the broker-dealer and RIA side of the business. Her experience in wholesaling led her to realize she had more of a passion for building long-lasting client relationships. She wants to work with individuals to help them achieve their goals. In August 2024, Makayla joined the Certus Financial Group, where she works directly with Angeline Newman and Julianne Rose.

Makayla has her Series 7, 63, 31 licenses, and she is currently studying to complete the Series 66. She earned her bachelor's degree in finance with a minor in accounting from Elon University in North Carolina.  In her free time, Makayla enjoys traveling, trying new restaurants, golfing, and spending time at the beach.

Registered States:
  • 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
500 Campus Drive
Florham Park, NJ 07932

Email Me

makayla.vazquez@ubs.com
Makayla Vazquez
500 Campus Drive,Florham Park,NJ,07932