Experience

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.

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.

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.

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.

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®), Certified Exit Planning Advisor (CEPA®) and Chartered Retirement Planning CounselorSM (CRPC®) designations. He resides in Morris County, NJ with his wife, 2 daughters, and 2 dogs.  He enjoys hiking, kayaking and is active in adult ice hockey and softball leagues.

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.

Tom focuses on investment research and is an integral advisor for the team’s discretionary portfolios. His extensive fixed income expertise is critical to the team’s portfolio management process. Having hands-on experience in the financial markets, Tom takes an active approach to managing assets, utilizing both technical and fundamental analysis. He is a graduate of William & Mary. Tom has been in the financial services industry since 1994 and joined UBS in 2012. Prior to UBS he worked at Merrill Lynch, JP Morgan Securities and Brookfield Investment Management. He resides in NJ with his family.

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.

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.

Kelle focuses on client service and provides operational and administrative support to the team's financial advisors. Kelle has over 25 years of experience in the Financial Services Industry. Before joining Certus Financial Group, Kelle spent 20 years at Goldman Capital Management Inc., a NYC based Independent Registered Investment Advisor and Hedge Fund, working directly for the Portfolio Manager/Company President. She currently maintains her series 7 and 63 securities licenses. Kelle is a graduate of St. Bonaventure University and lives in Summit, NJ with her husband and two children.