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

CenturyPlus Wealth Management Group

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.

Oculus NYC

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 Janke Profile Photo

    Thomas R. Janke, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    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 Boynton Profile Photo

    Matthew A. Boynton, CFP, CRPC

    Senior Vice President–Wealth Management

    Wealth Advisor

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    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 Hutchinson Profile Photo

    Robert R. Hutchinson, Jr., CRPC

    Senior Vice President–Wealth Management

    Wealth Advisor

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    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
    44th floor
    Philadelphia, PA 19103
  • David Marshall Profile Photo

    David C. Marshall, CFP, CRPC

    First Vice President–Wealth Management

    Wealth Advisor

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    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 Tilotta

    Rudolph M. Tilotta

    First Vice President–Wealth Management

    Financial Advisor

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    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 Tompkins

          Matthew K. Tompkins

          First Vice President–Wealth Management

          Financial Advisor

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          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

                Amanda Bagnoli, CFP

                Account Vice President

                Financial Advisor

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                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 Santoro Profile Photo

                    John M. Santoro

                    Team Administrator

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                    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
                    • Life and health insurance 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 Whipperman

                        Jennifer R. Whipperman

                        Senior Client Associate

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                        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 Profile Photo

                              Kevin Sullivan

                              Senior Client Associate

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                              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.

                                family

                                Multigenerational wealth planning

                                surfers

                                Retirement readiness

                                building

                                Investment management

                                planning

                                Personalized service

                                women

                                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.

                                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

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                                UBS is a world-leading wealth manager

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