Continuity, Advice, Perspective, Experience... We've got you covered.

With more than a century of combined experience, our team offers the thoughtful perspective and proactive advice each generation of your family needs to help meet their goals. We see ourselves as your financial advocates, providing impactful solutions that will help meet today’s needs and tomorrow’s goals.

Whether you are a fortune 500 executive, a small business owner, a professional athlete, or a retiree, we will relentlessly pursue safeguarding what matters most to you. That’s why financial planning is at the core of our practice. With a multigenerational team spanning five decades, we have the capabilities to help you and your family unlock opportunity, preserve wealth and create continuity for generations to come.

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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.

Thomas R. Janke, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- SD
- VA
- VT
- WI
A commitment to client success

Tom loves being able to make a difference in his client’s lives—everything from working with them to provide education funding for a child or grandchild to helping them retire with confidence. He is a Certified Investment Management Analyst (CIMA®) with a deep understanding and extensive experience with financial markets, and a firm belief in a holistic approach to wealth management. His specialty is investment selection, client service and analyzing market trends.

Inspired by his grandfather, who, with little more than a high school education, became a successful businessman and philanthropist, Tom started his career in financial services in 1985, three years after graduating Summa Cum Laude from Boston University. He is proud to lead a team of highly experienced financial advisors with strong intellectual backgrounds, high ethical standards and a commitment to their clients’ successful financial outcomes.

Credentials that build confidence
- Certified Investment Management Analyst (CIMA)
- Series 3, 7, 63 and 65 securities licenses
- Life and Health Insurance licenses
- BA in Psychology, Boston University, Summa Cum Laude
- CA Insurance License - 0M68744
Outside of UBS
Tom has served on the Board of the Millersville University Foundation and on the Board of Governors of the Pyramid Club. He is married to his wife, Lois, has four children, three grandchildren, and two rescue dogs. Real estate investing, renovating properties and road biking are hobbies of his. An advanced-level skier, Tom took up heli-skiing nine years ago, and deeply enjoys being in the mountains. He also spends his summers in Margate, NJ.
- 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.
- Boston University, B.A. Psychology, Summa Cum Laude
- Certified Investment Management Analyst®
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
Matthew A. Boynton, CFP, CRPC

Senior Vice President–Wealth Management

Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TX
- VA
- VT
- WA
- WI
- WV
A trustworthy advocate

Having a great sense of compassion for people and recognizing a societal need for trustworthy advocates, Matthew embarked upon his career in financial services in 1995, joining UBS in 2005. Among the main reasons he enjoys his work so much are the life-long relationships he develops with his clients and seeing their hopes and dreams fulfilled.

As one of the group’s senior partners, he helps provide leadership on multiple facets of the business, including operations, client service, portfolio construction and planning. A primary focus of Matthew’s is helping transition corporate employees into the retirement phase of their lives. A CERTIFIED FINANCIAL PLANNER™, Matthew believes in providing a written financial plan for every client and assisting individuals and their families in a way that leads to a path of financial security.

Credentials that build confidence
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor (CRPC®)
- Wealth Advisor
- Series 7, 31, 63 and 65 securities licenses
- Life and health insurance licenses
- B.A. Susquehanna University, Cum Laude
- CA License #0B64100
Outside of UBS
Matt and his wife, Carol, have two adult children, Christian and Olivia. An active member of his church, Matthew also serves as a consultant to the Greater New Jersey United Methodist Church Investment Committee. In his spare time, he enjoys skiing, hiking, fishing and golf, as well as spending time with friends and family at their Lake Naomi home in the Pocono Mountains where he also serves on the home owners association in several capacities.
- 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.
- Susquehanna University, B.A., Cum Laude
- Wealth Advisor
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor℠
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
Robert R. Hutchinson, Jr., CRPC

Senior Vice President–Wealth Management

Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TX
- VA
- VT
- WA
- WI
- WV
Knowledge and Experience

After beginning his career in financial services with Smith Barney in 1999, Rob joined UBS in 2005. As one of the team's partners, he has proven himself to be a multi-skilled wealth manager who works diligently to create, develop and implement customized portfolios structured to each client’s financial plan.

Rob finds it rewarding to help clients and their families at different stages of their lives and careers. He is part of a small number of UBS Financial Advisors who have undergone the rigorous trainings to earn the designations of Wealth Advisor and Portfolio Manager. The financial planning strategies he employs include asset management, retirement services, insurance services, corporate executive services, liability management and estate planning. He also serves as the teams Portfolio Manager for the PMP advisory program.

Credentials that build confidence
- Chartered Retirement Planning Counselor (CRPC®)
- UBS Portfolio Manager
- UBS Wealth Advisor
- Series 7, 31 and 66 securities licenses
- Life and health insurance licenses
- B.S. East Stroudsburg University
- CA License #0N05282
Outside of UBS
Rob lives in Worcester Township, PA with his wife, Tara, daughter Isla, son Noah and dog, Bailey. He’s a sports fan who enjoys snowboarding, golf and traveling.
- 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.
- East Stroudsburg University, B.S.
- Wealth Advisor
- Chartered Retirement Planning Counselor℠
- Portfolio Manager
1735 Market Street
36th floor
Philadelphia, PA 19103
David C. Marshall, CFP, CRPC

First Vice President–Wealth Management

Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TX
- VA
- VT
- WA
- WI
- WV
Skilled financial planning
David came to UBS in 2005 from Smith Barney. As a partner on the team, his focus is on financial and retirement planning. Rooted in the sincere belief that a lifetime of work should result in a happy and fulfilling retirement, David has prioritized the importance of personalizing each of his client's financial and retirement plans since beginning his career.

As both a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Planning Counselor (CRPC®), David is committed to helping hardworking professionals prepare for their future, and hosts numerous educational webinars to prospective and current clients, alike. He has been highly sought after to speak across the firm about financial planning best practices.

Credentials that build confidence
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor (CRPC®)
- UBS Wealth Advisor
- Series 7, 31 and 66 securities licenses
- Life and health insurance licenses
- B.S. in Finance, University of Delaware
- CA License #0N04113
Outside of UBS
David is a life-long Philadelphia native. When he isn't at the office, you can find him surfing waves, snowboarding in fresh powder, and cheering on the Eagles, Phillies, Sixers and Flyers. An avid world traveler, one of David's favorite memories is recently getting lost in the highlands of Japan while on an international ski trip. David lives in Philadelphia with his wife, Taylor, and their dog Miles.
- 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.
- University of Delaware, B.S. Finance
- Wealth Advisor
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor℠
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
Rudolph M. Tilotta

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TX
- VA
- VT
- WA
- WI
- WV
Turning possibilities into a plan

Rudy joined UBS in 2000 after working 14 years as a Financial Advisor at Smith Barney. He is involved in the daily interactions with both retail and institutional clients to provide personalized advice and service to address their financial goals.

Credentials that build confidence
- UBS Portfolio Manager
- Series 7, 63 and 65 securities licenses
- Life and health insurance licenses
- CA Insurance License - 4031323
Outside of UBS

Rudy currently resides in Wallingford, Pennsylvania with his wife and enjoys spending time with his family and friends at the Jersey shore.
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
Matthew K. Tompkins

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TX
- VA
- VT
- WA
- WI
- WV
Experience and Philosophy

Matt joined UBS in 2001 after spending 15 years as a Financial Advisor at Smith Barney. Matt believes a comprehensive approach to wealth management encompassing financial planning, proper asset allocation, and customized investment strategies results in the best client outcomes.

Credentials that build confidence
- Series 7, 63, and 65 securities licenses
- Life insurance license
- B.A., Washington & Jefferson College
- M.B.A., College of William & Mary
- CA Insurance License - 4260904
Outside of UBS

Matt resides in Philadelphia and enjoys the many amenities the city has to offer.
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103

Amanda Bagnoli, CFP

Account Vice President

Financial Advisor Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TX
- VA
- VT
- WA
- WI
- WV
A personal approach to your wealth
Amanda began her financial services career with Merrill Lynch and joined UBS in 2018. She is passionate about empowering and educating clients about financial matters, and providing guidance that can truly make a difference in their lives. She is also the point person for connecting with our next generation clients. As a CERTIFIED FINANCIAL PLANNER™, Amanda emphasizes the importance of total portfolio management with a focus on investment analysis, portfolio construction and financial & estate planning.

Credentials that build confidence
- CERTIFIED FINANCIAL PLANNER™
- Series 6, 7 and 66 securities licenses
- Life insurance license
- B.A. in Economics, University of Pennsylvania
- CA Insurance License - 4269236
Outside of UBS
Amanda lives in Hoboken, NJ. When she’s not working, she enjoys spending time with family and friends at the Jersey shore and cheering on the New York Giants.
- CERTIFIED FINANCIAL PLANNER™
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
John M. Santoro

Team Administrator
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- MA
- MD
- NC
- NJ
- NV
- NY
- PA
- VA
Unparalleled experience

John began his career at UBS in 2006 after graduation from Drexel University. He is uniquely qualified having worked in various roles within UBS Wealth Management including our home office in Weehawken, NJ and branch offices of Wilmington, DE and Philadelphia, PA.

As the Team Administrator, John oversees the day to day operations and overall strategy for the team. His exceptional organizational skills enable him to ensure all client requests and are resolved in a timely manner.

Credentials that build confidence
- B.S. in Business Administration, Drexel University
- Series 7, 9, 10 and 66 securities licenses
Outside of UBS
John lives in Springfield with his wife, Becky, and their two children. In his spare time, he enjoys spending time at the shore with family, cycling, and cheering on the Philadelphia Eagles.
- Drexel University, B.S. Business Administration
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
Jennifer R. Whipperman

Client Associate Senior
View bio
- DE
- FL
- NJ
- PA
Experience to guide you forward

Jennifer is a Senior Registered Client Service Associate with over 20 years experience in the financial services industry. Prior to joining UBS in 2008, she worked as a compliance examiner at an independent broker-dealer in Scottsdale, AZ. Jennifer holds the Series 7, 63, and 24 securities licenses.

Jennifer handles all administrative functions and is committed to providing clients with an exceptional experience through personalized service and attention to detail. Her responsibilities include administrative and financial operations, client inquires, account opening and maintenance, trade support, and cash management.

Outside of UBS

Jennifer lives in Collingswood, NJ and is an avid Philadelphia sports fan.
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
Kevin Sullivan

Client Associate Senior
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NV
- NY
- PA
- RI
- SC
- SD
- TX
- VA
- VT
- WI
An early passion for helping others
Kevin's wealth management career path began when he realized he had a passion for helping people while working as a bank teller at a Credit Union. He wanted to combine his knowledge in finance with his interest in client service. After graduating with a BS in Business Management from West Chester University, he joined Credit Suisse in 2014 as a Service Desk Specialist and later joined UBS as a Registered Client Service Associate in 2017. Kevin holds the Series 7 and 66 securities licenses.

Today, Kevin is gratified by the multiple opportunities he has to help clients get the answers they need as they pursue their financial goals. He supports all administrative functions for the CenturyPlus Wealth Management Group, concentrating his efforts on account maintenance and client communication. But he finds his greatest satisfaction in building long-lasting, trusting relationships with clients and their families.

Outside of UBS
Kevin grew up in the suburbs of Philadelphia (Delaware County) and still resides there today with his wife, Jen. He enjoys sports, with his favorites being hockey and football. Kevin stays active by going to the gym routinely and playing hockey. But what he values most is spending time with family and friends.
- West Chester University, B.S. Business Management
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103

Thomas R. Janke, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- SD
- VA
- VT
- WI
A commitment to client success

Tom loves being able to make a difference in his client’s lives—everything from working with them to provide education funding for a child or grandchild to helping them retire with confidence. He is a Certified Investment Management Analyst (CIMA®) with a deep understanding and extensive experience with financial markets, and a firm belief in a holistic approach to wealth management. His specialty is investment selection, client service and analyzing market trends.

Inspired by his grandfather, who, with little more than a high school education, became a successful businessman and philanthropist, Tom started his career in financial services in 1985, three years after graduating Summa Cum Laude from Boston University. He is proud to lead a team of highly experienced financial advisors with strong intellectual backgrounds, high ethical standards and a commitment to their clients’ successful financial outcomes.

Credentials that build confidence
- Certified Investment Management Analyst (CIMA)
- Series 3, 7, 63 and 65 securities licenses
- Life and Health Insurance licenses
- BA in Psychology, Boston University, Summa Cum Laude
- CA Insurance License - 0M68744
Outside of UBS
Tom has served on the Board of the Millersville University Foundation and on the Board of Governors of the Pyramid Club. He is married to his wife, Lois, has four children, three grandchildren, and two rescue dogs. Real estate investing, renovating properties and road biking are hobbies of his. An advanced-level skier, Tom took up heli-skiing nine years ago, and deeply enjoys being in the mountains. He also spends his summers in Margate, NJ.
- 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.
- Boston University, B.A. Psychology, Summa Cum Laude
- Certified Investment Management Analyst®
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
Matthew A. Boynton, CFP, CRPC

Senior Vice President–Wealth Management

Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TX
- VA
- VT
- WA
- WI
- WV
A trustworthy advocate

Having a great sense of compassion for people and recognizing a societal need for trustworthy advocates, Matthew embarked upon his career in financial services in 1995, joining UBS in 2005. Among the main reasons he enjoys his work so much are the life-long relationships he develops with his clients and seeing their hopes and dreams fulfilled.

As one of the group’s senior partners, he helps provide leadership on multiple facets of the business, including operations, client service, portfolio construction and planning. A primary focus of Matthew’s is helping transition corporate employees into the retirement phase of their lives. A CERTIFIED FINANCIAL PLANNER™, Matthew believes in providing a written financial plan for every client and assisting individuals and their families in a way that leads to a path of financial security.

Credentials that build confidence
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor (CRPC®)
- Wealth Advisor
- Series 7, 31, 63 and 65 securities licenses
- Life and health insurance licenses
- B.A. Susquehanna University, Cum Laude
- CA License #0B64100
Outside of UBS
Matt and his wife, Carol, have two adult children, Christian and Olivia. An active member of his church, Matthew also serves as a consultant to the Greater New Jersey United Methodist Church Investment Committee. In his spare time, he enjoys skiing, hiking, fishing and golf, as well as spending time with friends and family at their Lake Naomi home in the Pocono Mountains where he also serves on the home owners association in several capacities.
- 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.
- Susquehanna University, B.A., Cum Laude
- Wealth Advisor
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor℠
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
Robert R. Hutchinson, Jr., CRPC

Senior Vice President–Wealth Management

Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TX
- VA
- VT
- WA
- WI
- WV
Knowledge and Experience

After beginning his career in financial services with Smith Barney in 1999, Rob joined UBS in 2005. As one of the team's partners, he has proven himself to be a multi-skilled wealth manager who works diligently to create, develop and implement customized portfolios structured to each client’s financial plan.

Rob finds it rewarding to help clients and their families at different stages of their lives and careers. He is part of a small number of UBS Financial Advisors who have undergone the rigorous trainings to earn the designations of Wealth Advisor and Portfolio Manager. The financial planning strategies he employs include asset management, retirement services, insurance services, corporate executive services, liability management and estate planning. He also serves as the teams Portfolio Manager for the PMP advisory program.

Credentials that build confidence
- Chartered Retirement Planning Counselor (CRPC®)
- UBS Portfolio Manager
- UBS Wealth Advisor
- Series 7, 31 and 66 securities licenses
- Life and health insurance licenses
- B.S. East Stroudsburg University
- CA License #0N05282
Outside of UBS
Rob lives in Worcester Township, PA with his wife, Tara, daughter Isla, son Noah and dog, Bailey. He’s a sports fan who enjoys snowboarding, golf and traveling.
- 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.
- East Stroudsburg University, B.S.
- Wealth Advisor
- Chartered Retirement Planning Counselor℠
- Portfolio Manager
1735 Market Street
36th floor
Philadelphia, PA 19103
David C. Marshall, CFP, CRPC

First Vice President–Wealth Management

Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TX
- VA
- VT
- WA
- WI
- WV
Skilled financial planning
David came to UBS in 2005 from Smith Barney. As a partner on the team, his focus is on financial and retirement planning. Rooted in the sincere belief that a lifetime of work should result in a happy and fulfilling retirement, David has prioritized the importance of personalizing each of his client's financial and retirement plans since beginning his career.

As both a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Planning Counselor (CRPC®), David is committed to helping hardworking professionals prepare for their future, and hosts numerous educational webinars to prospective and current clients, alike. He has been highly sought after to speak across the firm about financial planning best practices.

Credentials that build confidence
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor (CRPC®)
- UBS Wealth Advisor
- Series 7, 31 and 66 securities licenses
- Life and health insurance licenses
- B.S. in Finance, University of Delaware
- CA License #0N04113
Outside of UBS
David is a life-long Philadelphia native. When he isn't at the office, you can find him surfing waves, snowboarding in fresh powder, and cheering on the Eagles, Phillies, Sixers and Flyers. An avid world traveler, one of David's favorite memories is recently getting lost in the highlands of Japan while on an international ski trip. David lives in Philadelphia with his wife, Taylor, and their dog Miles.
- 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.
- University of Delaware, B.S. Finance
- Wealth Advisor
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor℠
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
Rudolph M. Tilotta

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TX
- VA
- VT
- WA
- WI
- WV
Turning possibilities into a plan

Rudy joined UBS in 2000 after working 14 years as a Financial Advisor at Smith Barney. He is involved in the daily interactions with both retail and institutional clients to provide personalized advice and service to address their financial goals.

Credentials that build confidence
- UBS Portfolio Manager
- Series 7, 63 and 65 securities licenses
- Life and health insurance licenses
- CA Insurance License - 4031323
Outside of UBS

Rudy currently resides in Wallingford, Pennsylvania with his wife and enjoys spending time with his family and friends at the Jersey shore.
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
Matthew K. Tompkins

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TX
- VA
- VT
- WA
- WI
- WV
Experience and Philosophy

Matt joined UBS in 2001 after spending 15 years as a Financial Advisor at Smith Barney. Matt believes a comprehensive approach to wealth management encompassing financial planning, proper asset allocation, and customized investment strategies results in the best client outcomes.

Credentials that build confidence
- Series 7, 63, and 65 securities licenses
- Life insurance license
- B.A., Washington & Jefferson College
- M.B.A., College of William & Mary
- CA Insurance License - 4260904
Outside of UBS

Matt resides in Philadelphia and enjoys the many amenities the city has to offer.
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
Amanda Bagnoli, CFP

Account Vice President

Financial Advisor Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TX
- VA
- VT
- WA
- WI
- WV
A personal approach to your wealth
Amanda began her financial services career with Merrill Lynch and joined UBS in 2018. She is passionate about empowering and educating clients about financial matters, and providing guidance that can truly make a difference in their lives. She is also the point person for connecting with our next generation clients. As a CERTIFIED FINANCIAL PLANNER™, Amanda emphasizes the importance of total portfolio management with a focus on investment analysis, portfolio construction and financial & estate planning.

Credentials that build confidence
- CERTIFIED FINANCIAL PLANNER™
- Series 6, 7 and 66 securities licenses
- Life insurance license
- B.A. in Economics, University of Pennsylvania
- CA Insurance License - 4269236
Outside of UBS
Amanda lives in Hoboken, NJ. When she’s not working, she enjoys spending time with family and friends at the Jersey shore and cheering on the New York Giants.
- CERTIFIED FINANCIAL PLANNER™
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
John M. Santoro

Team Administrator
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- MA
- MD
- NC
- NJ
- NV
- NY
- PA
- VA
Unparalleled experience

John began his career at UBS in 2006 after graduation from Drexel University. He is uniquely qualified having worked in various roles within UBS Wealth Management including our home office in Weehawken, NJ and branch offices of Wilmington, DE and Philadelphia, PA.

As the Team Administrator, John oversees the day to day operations and overall strategy for the team. His exceptional organizational skills enable him to ensure all client requests and are resolved in a timely manner.

Credentials that build confidence
- B.S. in Business Administration, Drexel University
- Series 7, 9, 10 and 66 securities licenses
Outside of UBS
John lives in Springfield with his wife, Becky, and their two children. In his spare time, he enjoys spending time at the shore with family, cycling, and cheering on the Philadelphia Eagles.
- Drexel University, B.S. Business Administration
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
Jennifer R. Whipperman

Client Associate Senior
View bio
- DE
- FL
- NJ
- PA
Experience to guide you forward

Jennifer is a Senior Registered Client Service Associate with over 20 years experience in the financial services industry. Prior to joining UBS in 2008, she worked as a compliance examiner at an independent broker-dealer in Scottsdale, AZ. Jennifer holds the Series 7, 63, and 24 securities licenses.

Jennifer handles all administrative functions and is committed to providing clients with an exceptional experience through personalized service and attention to detail. Her responsibilities include administrative and financial operations, client inquires, account opening and maintenance, trade support, and cash management.

Outside of UBS

Jennifer lives in Collingswood, NJ and is an avid Philadelphia sports fan.
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
Kevin Sullivan

Client Associate Senior
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NV
- NY
- PA
- RI
- SC
- SD
- TX
- VA
- VT
- WI
An early passion for helping others
Kevin's wealth management career path began when he realized he had a passion for helping people while working as a bank teller at a Credit Union. He wanted to combine his knowledge in finance with his interest in client service. After graduating with a BS in Business Management from West Chester University, he joined Credit Suisse in 2014 as a Service Desk Specialist and later joined UBS as a Registered Client Service Associate in 2017. Kevin holds the Series 7 and 66 securities licenses.

Today, Kevin is gratified by the multiple opportunities he has to help clients get the answers they need as they pursue their financial goals. He supports all administrative functions for the CenturyPlus Wealth Management Group, concentrating his efforts on account maintenance and client communication. But he finds his greatest satisfaction in building long-lasting, trusting relationships with clients and their families.

Outside of UBS
Kevin grew up in the suburbs of Philadelphia (Delaware County) and still resides there today with his wife, Jen. He enjoys sports, with his favorites being hockey and football. Kevin stays active by going to the gym routinely and playing hockey. But what he values most is spending time with family and friends.
- West Chester University, B.S. Business Management
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Multigenerational wealth planning

An integrated plan for each generation of your family

By focusing specifically on strategies for creating and helping to preserve multigenerational wealth, we can help you navigate the intersection of family, business, finance and legacy. We will generate a financial plan that addresses the complexities of your entire financial situation. Our integrated team will provide the continuity to see it through each phase of implementation.

“We truly understand how complex your situation may be. Our ability to help clarify your challenges can give you the understanding and freedom you need to make wise financial decisions.”

— Matthew Boynton

Retirement readiness

Planning for what comes next

What passions do you want to pursue in your next act in life? When considering your retirement, you may fear the possibility of outliving your savings. We can help ease your concerns by providing custom, protective strategies driven by your vision of a long, healthy and independent retirement.

“Can you maintain your lifestyle in retirement? This simple question is the key to building a retirement plan that is true to your goals.”

— Robert Hutchinson

Investment management

Strategies that put your best interests first

Through our disciplined discovery process, we’ll develop a highly personalized investment strategy aligned with your specific goals and objectives in mind. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.

“Beyond targeting the returns you will need to reach your goals, we help mitigate against the potential pitfalls that could hinder those goals.”

— Thomas R. Janke

Personalized service

Personal attention that builds lasting relationships

Clients know us to be accessible and responsive, always striving to provide the utmost in personalized service. Our goal is to help simplify your financial life with a broad professional network and a consistent approach to managing your wealth. Count on us for prompt attention, regular communication, and relevant insights and information.

“With a customized suite of services, we help simplify your complex financial life so you can focus on what really matters to you.”

— John Santoro

Modern Retirement Monthly

3 strategies to improve your after-tax wealth potential

Taxes can be a burden in retirement, but you have options to manage them. Read the latest Modern Retirement Monthly to learn how you can make the most of your retirement savings using strategies such as Roth conversions, life insurance and qualified charitable distributions.

Learn more

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

Continuity, Advice, Perspective, Experience... We've got you covered.

Pursuing your goals together

Thomas R. Janke, CIMA

Matthew A. Boynton, CFP, CRPC

Robert R. Hutchinson, Jr., CRPC

David C. Marshall, CFP, CRPC

Rudolph M. Tilotta

Matthew K. Tompkins

Amanda Bagnoli, CFP

John M. Santoro

Jennifer R. Whipperman

Kevin Sullivan