Lasting relationships. For all that matters

The CCK Group - Team Photo

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

Opera house

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.

  • Christopher M. Conahan - Profile Photo

    Christopher Conahan

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IA
    • IL
    • MA
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NY
    • PA
    • SC
    • VA
    • WY

    Chris began his career with Merrill Lynch Pierce Fenner & Smith in September 1989 upon graduating from Fordham University in New York. After working with a wide variety of clients during his first years in the industry, Chris realized how much he enjoyed helping individual families and small business owners manage their investment portfolios with a keen eye towards risk adjusted returns. In May of 1993, Chris, along with a team of investment professionals, brought their successful practice to Paine Webber to expand upon and enhance their fiduciary fee-based wealth management program. In November 2000, Paine Webber merged with UBS AG giving Chris and his team access to a truly global firm. Chris takes tremendous pride in the fact that many of his client relationships span multiple generation, the true measure of successful wealth protection and wealth enhancement.

    Chris resides in West Caldwell, NJ with his wife and two daughters. Outside the office, Chris enjoys skiing at Mountain Creek Ski Resort, playing golf, and trying to stay injury free in his 40 & older soccer league.

      • Fordham University: 1989
      • Certified Portfolio Manager®
      1285 Avenue Of The Americas
      New York, NY 10019
    • Michael E. Kahn - Profile Photo

      Michael Kahn

      Senior Vice President–Wealth Management

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • HI
      • IA
      • IL
      • MA
      • MD
      • MI
      • MN
      • NC
      • NJ
      • NY
      • PA
      • SC
      • VA
      • WY

      Michael is a seasoned investment professional with over 23 years of experience in the Financial Services Industry.  From 1993 to 1999 he was a Senior Financial Analyst with Lehman Brothers working in their Technology Business office.  Since 1999, Michael has been a Portfolio Manager working closely with families and Institutions to protect their capital and enhance their wealth.  He takes great pride in the family relationships he has developed that in many cases go back several generations.  Michael's experience through both strong and turbulent markets has led to the development of a disciplined approach to analyzing trends and guiding clients through these periods.  His unique perspective gives investors the confidence they need to stay invested.  In addition, Michael is a Chartered Retirement Plans Specialist® and manages the CCK Group's corporate retirement plans business. He is committed to providing clients with exceptional service, frequent communication and a customized portfolio that creates, preserves and enhances their wealth.

      Michael lives in New Jersey with his wife and two children.  When he is not researching companies you can find him outside biking, running and swimming.

          • Chartered Retirement Plans Specialist℠
          1285 Avenue Of The Americas
          New York, NY 10019
        • Tony Schultz - Profile Photo

          Tony Schultz

          Client Associate

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          • CA
          • CT
          • FL
          • NJ
          • NY

          Tony is a Registered Client Service Associate with 22 years experience in financial services.  Tony works closely with our clients and oversees all client service and operational day-to-day efforts for the team including account administration, security transactions and legal document control.  Prior to UBS, Tony worked at Merrill Lynch and the Bank of New York in the Unit Investment Trust Department.  Tony, his wife and two kids reside in Babylon, New York.

                1285 Avenue Of The Americas
                New York, NY 10019
              Advice for business owners and entrepreneurs

              Advice for business owners and entrepreneurs

              Multigenerational planning

              Multigenerational planning

              Business transition and succession planning

              Business transition and succession planning

              Selling your business: Proceed with passion

              UBS Business Transition Services can help unlock the possibilities

              Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

              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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