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“Our clients depend on us to manage their portfolios and assets, and we are happy to take on that burden for them.” –Frank Coiro

 ABOUT

As a lead advisor on the CGF Wealth Management team, Frank brings decades of experience in managing money for his busy, successful clients—who often lack the time, inclination or expertise to thoughtfully manage their assets. For these C-suite executives, corporate lawyers and multigenerational families, Frank and his team are prepared on take on all aspects of their financial lives, acting as de facto external chief financial officers for their clients’ investment portfolios and personal assets. Frank and his entire team pride themselves on being hardworking, trustworthy and knowledgeable.

 Frank acts as the team’s lead for overall strategic planning and draws on his 30 years of experience analyzing money managers to recommend customized solutions and strategies to CGF Wealth Management’s clients. Prior to joining UBS, Frank held senior positions at Morgan Stanley and CIBC Oppenheimer. 

 EDUCATION AND DESIGNATIONS

-          B.B.A., economics, Pace University

-          Certified Investment Management Analyst (CIMA®), Wharton Business School, University of Pennsylvania

-          UBS Institutional Consultant, Endowments & Foundations Consultant, Retirement Plan Consultant

-          Series 7, 31, 63 and 65 securities licenses

-          Life, health, variable annuities and long-term care insurance licenses

 LIFE

-          Frank enjoys playing golf and is an active member of the Manhattan Woods Golf Club.

-          He lives in Manhattan’s Upper East Side with his wife, Carolyn and their son, Frank Jr.

• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• 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.

• Pace University, Bachelor of Business Administration in Economics

• Certified Investment Management Analyst®
• Institutional Consultant, UBS Institutional Consulting Program

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Larry is the co-founding partner of CGF Wealth Management. He has over 25 years of experience in the financial services industry and began his career in public accounting at Clarfeld and Co. LLP, in the Personal Financial Planning group. He transitioned into wealth management with Legg Mason in 1994, followed by 15 years with Morgan Stanley before joining UBS. His experience and knowledge are instrumental to the team’s core strategy and overall practice. In addition, he focuses on equity and fixed income investments that complement a comprehensive approach to help meet his client’s financial objectives.

Larry earned his Bachelor of Science in accounting from Pennsylvania State University. He resides in Scotch Plains, NJ, with his wife, Stacey, and their three children, Danielle, Brandon and Alyssa. He is an avid tennis player and virtually impossible to stump in sports trivia.

Licenses: NASD 7, 31, 63 & 65 securities licensed, Life, Health, Variable Annuities & Long Term Care Insurance Licensed

• 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.

• Pennsylvania State University, Bachelor of Science in Accounting

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“The level of responsibility clients place in me inspires me to work day and night to ensure that we exceed their expectations.” –Brian D. Frey

ABOUT

Brian, as part of CGF Wealth Management, puts his background in financial planning, insurance and risk management to good use helping advise the team’s clients, who include C-suite executives, legal professionals and wealthy families. CGF Wealth Management’s vision is to be an elite team for busy, successful individuals and families who don’t have the time, inclination or expertise to effectively manage their assets. On behalf of the team, Brian takes the lead in business development and ensures that all clients have access to a full array of capabilities including portfolio management, risk management and insurance planning, tailored banking and lending solutions, and multigenerational planning.

Brian prides himself on delivering a white glove experience to the team’s clientele and takes seriously the level of responsibility entrusted in him with every client relationship. He is proud to be part of team that brings a diverse set of expertise and experience to each challenge and opportunity—all with the goal of providing clients solutions for the entirety of their private wealth planning and management needs.

EDUCATION AND DESIGNATIONS

-          B.S., marketing, York College of Pennsylvania

-          Series 6,7,31,63 and 66 securities licenses

-          Life, accident and health insurance licenses, as well as variable annuities and long-term care licenses

LIFE

-          Brian has been married for five years to his wife Amy. They have two children, Addison and Ethan.

-          In his spare time, he is an avid tennis player and golfer who also enjoys winter sports.

-          Brian and his family live in Wyckoff, NJ, where they are active members at the Preakness Hills Country Club as well as Temple Beth Rishon. 

• 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.

• York College of Pennsylvania, Bachelor of Science in Marketing

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“We take the time to truly get to know our clients—understanding their personality, concerns and financial picture. This allows us to provide the best possible service and investment advice.” – Ben Furman

ABOUT

Benjamin (Ben) has worked at UBS for over a decade, starting as an intern, while still at college getting his finance degree. Along the way, he gained invaluable experience both in operations and as part of a number of private wealth management teams. He joined the CGF team in 2019, where he serves as a main point of contact for trading, administrative and operational issues. More specifically, he assists with many facets of the investment process, including investment analysis and suitability, manager search and selection, portfolio reviews and performance reporting.

Ben particularly enjoys working closely with clients to help manage their portfolios, problem solve financial questions and assist with their financial planning, all with the goal of freeing them up to focus on what’s most important to them.

RECOGNITION

-          UBS Private Wealth Banking Award, 2014, 2018

EDUCATION AND DESIGNATIONS

-          B.B.A., finance, Iona College Hagan School of Business, New Rochelle, New York

-          Series 7 and 66 securities licenses

LIFE

-          Ben lives in Middletown, NJ with his wife and two children.

• Iona College, Bachelor of Business Administration in Finance

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Katia is a Client Service Associate with over 20 years of experience in the financial services industry, all of which have been with UBS and its predecessor firms. She joined CGF Wealth Management in 2017 and is responsible for handling the team’s multifaceted operations and coordinating the group’s overall day-to-day administration. She is the lead service provider for our relationships and maintains up-to-date knowledge of firm resources, policies and procedures.

Katia resides in Chester, NY with her husband Sam, who also works for UBS, and is a very proud mother of four boys and two girls. In her free time she enjoys reading, music and being active in her children's extra-curricular activities.

Licenses: NASD 7 and 66 securities licenses

• FL

“I am passionate about the financial well-being of our clients and working to help them attain their financial goals.” – Sam Mosquera

ABOUT

Samantha (Sam) has been part of the CGF team for 20 years. After a hiatus to focus on her family, she returned to the team, bringing her invaluable insight and experience to her current role as team administrator. Acting as a critical point of contact for clients and their other advisors, including attorneys, accountants and family office directors, Sam aims to simplify and streamline each client’s financial life, allowing them to focus on what’s important to them.

As part of a team that prides itself on providing boutique investment advice and white-glove service, Sam is dedicated to ensuring that each client benefits from the individualized care and attention that are hallmarks of the team’s approach.

EDUCATION AND DESIGNATIONS

-          B.A., economics, with a minor in computer applications, New York University, NY

-          M.S.Ed, education, with a concentration in English, CUNY (City University of New York) - The College of Staten Island, NY

LIFE

-          Sam and her husband John are proud parents of a young daughter, Madeline.

-          Sam is active in her local Staten Island neighborhood of Richmondtown, serving on the board of the town’s civic association, and is particularly focused on community outreach and environmental awareness, with special attention given to preserving wetlands and preventing over-development.