Lasting relationships. For all that matters

CBI Group

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

rowing

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • James Daley Profile Photo

    Jim Daley, CFA®

    Senior Vice President–Wealth Management

    Chartered Financial Analyst®

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • NC
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • TX
    • VA

    Jim is a Senior Portfolio Manager whose primary responsibility includes analyzing client needs and risks, finding creative solutions to achieve their financial goals. Jim began his career in 1987 and has been managing family wealth for 3 decades.

    Jim received his undergraduate and MBA degrees from Rider University. Additionally, he holds the designation of Chartered Financial Analyst and is a Member of the CFA Institute.

    When not in the office, Jim enjoys traveling, hiking, 4-wheeling, golfing, racquetball, and baseball.

    Jim has been married to his wife Debbie for over two decades. He has two grown boys, Michael and Kyle.

    Active in his community, Jim is a member of the American Corporate Partners where he mentors veterans. Jim is also a member of the Somerville Elks Lodge where he has held various committee chair positions, and a past chairman for Jack's Kids Executive Committee. Jim is a Director at the Newell Strength and Fitness.

      • Rider University, Undergraduate and MBA Degrees
      • Chartered Financial Analyst®
      • Senior Portfolio Manager
      411 South State Street
      2nd Floor
      Newtown, PA 18940
    • Robert Cochrane Profile Photo

      Bob Cochrane

      Vice President–Wealth Management

      Wealth Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • IL
      • IN
      • KY
      • MA
      • MD
      • MI
      • MN
      • NC
      • NJ
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • TX
      • VA
      • WV

      Bob is a Wealth Advisor who began his career as a member of the New York Stock Exchange in 1983. He believes in keeping his clients focused on their long-term goals of a comfortable retirement and security for their families despite the inevitable speed bumps along the way. Bob has over two decades of experience helping clients with areas of expertise in retirement planning and wealth management.

      Bob holds a BA degree in Business Management and Economics from North Carolina State University, where he was a Collegiate All-American Soccer Player.

      Bob has been married for over 30 years to his wife Kathy and lives in St. Petersburg Beach, Florida and has four adult children. When he is not working with clients, Bob likes to run, bike, travel, and spend time on the beach.

      A believer in community service, Bob has volunteered at the St. Vincent DePaul Outreach St. Petersburg and the Ronald McDonald House.

       

        • North Carolina State University, BA degree in Business Management and Economics
        • Wealth Advisor
        150 Second Avenue North
        Suite 1000
        Saint Petersburg, FL 33701
      • Gregory Miller Profile Photo

        Gregory S. Miller, CFP®, ChFC®, CLU®

        Vice President–Wealth Management

        CERTIFIED FINANCIAL PLANNER™

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        • AZ
        • CA
        • CT
        • DE
        • FL
        • GA
        • IL
        • IN
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • NC
        • NJ
        • NY
        • OH
        • PA
        • RI
        • SC
        • TX
        • VA

        Since 2008, Greg has held numerous roles in the financial services industry. Before joining the CBI Group in 2015, Greg was a part of the prestigious Wealth Planning Analyst program at UBS where he utilized his CERTIFIED FINANCIAL PLANNER™ designation to build comprehensive plans for clients.

        A Chartered Financial Consultant®, Greg is dedicated to developing deep relationships with clients by providing multigenerational wealth planning. He coordinates the team’s wealth management process to ensure that each generation of a family receives a high level of service, benefiting from a fully implemented financial plan. Greg leverages his Chartered Life Underwriter® designation to review their clients' risk management (Long- Term Care, Life and Disability Insurance).

        Greg earned his B.S. from Penn State University. He lives in Ambler, PA with his wife, Lindsay, and their children, Harrison, Reagan and Delaney. Greg enjoys traveling, exercising, watching and playing sports, and spending time with his family and friends.

          • Penn State University, B.S.
          • CERTIFIED FINANCIAL PLANNER™
          • Chartered Financial Consultant
          • Chartered Life Underwriter®
          411 South State Street
          2nd Floor
          Newtown, PA 18940
        • Roxanne Holder Profile Photo

          Roxanne Holder

          Senior Client Associate

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            • 25 years at UBS
            • Specializes in client service programs and marketing

                  411 South State Street
                  2nd Floor
                  Newtown, PA 18940

                The Year Ahead - Sustainable Investing

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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