Wealth advice for your life's goals

Family photos on shelf

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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.

  • Lewis Cohen

    Lewis Cohen

    Managing Director–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TX
    • VA
    • WA

    Lew is the senior member of Cohen Spilove Leib Robinson Investment Group. During his 30-plus-year career, Lew has gained invaluable financial services knowledge and experience in all areas of wealth and investment management. He joined UBS Financial Services Inc. in 1990. He is a graduate of PCT&S. Lew is actively involved in the community and supports many different local charities. In his spare time, he enjoys fishing at the Jersey Shore, physical fitness and spending time with his family. He and his wife, Nadine, have two children and two grandchildren.

    • Barron's Top 1,000 Financial Advisors, 2010The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021The 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, 2023, 2024The 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.

        1735 Market Street
        Mellon Bank Center
        Philadelphia, PA 19103
        lewis.cohen@ubs.com
        Lewis Cohen
        1735 Market Street,Philadelphia,PA,19103
      • Robert Leib

        Robert Leib

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • PA
        • RI
        • SC
        • TX
        • VA
        • WA

        Drawing from 30 years of experience in the financial services industry, he develops customized investment strategies for clients. Bob has devoted his professional career to helping individual investors and their families achieve their investment and financial goals.

        Bob graduated from Bradley University with a B.S. in International Studies. He completed his certification as an Accredited Investment Fiduciary® (AIF®) and currently serves as a President of the Board for RSVP of Montgomery County, a non-profit organization that promotes senior volunteerism in the community. Bob is also a member of the Conshohocken Business Development Commission. Bob enjoys playing golf, gardening, and chasing after his grandchildren, Sam, Eva, and Fletcher. He and his wife, Judy, live in Bala Cynwyd, Pennsylvania.

        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

            101 West Elm Street
            Suite 200
            Conshohocken, PA 19428
            robert.leib@ubs.com
            Robert Leib
            101 West Elm Street,Conshohocken,PA,19428
          • Ryan M. Leib

            Ryan Leib

            Managing Director–Wealth Management

            Financial Advisor

            • image
            • image
            • image
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • IL
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • NC
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • PA
            • RI
            • SC
            • TX
            • VA
            • WA

            Ryan began his career in 2002 at UBS, where he developed his investment management skills. As a CERTIFIED FINANCIAL PLANNERTM professional (CFP®) and an Accredited Investment Fiduciary® (AIF®), Ryan is equipped to provide a wide range of specialized, comprehensive financial planning strategies and advice to his clients in retirement, insurance and estate planning. After receiving his designations, he joined his father-in-law’s practice to add this dynamic planning element to Lew’s client base. Ryan is the President of the Board of Project Twenty1, a non-profit film festival and is also a member of the Business Volunteers for the Arts committee. Ryan has a B.A. in Government and Politics from the University of Maryland. He is an avid Philadelphia sports fan. Ryan lives in Merion, PA, with his two children, Sammy and Eva, and the family dog, Franklin.

            • Forbes Best-in-State Wealth Advisors, 2023, 2024The 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, 2023, 2024The 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.

                101 West Elm Street
                Suite 200
                Conshohocken, PA 19428
                ryan.leib@ubs.com
                Ryan Leib
                101 West Elm Street,Conshohocken,PA,19428
              • Jane Robinson

                Jane Robinson

                First Vice President–Wealth Management

                Financial Advisor

                • image
                • image
                • image
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • IL
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • NC
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • PA
                • RI
                • SC
                • TX
                • VA
                • WA

                Jane began her financial services career in 1980. She is one of a select number of advisors within UBS to achieve the designation of Wealth Advisor. As a Wealth Advisor, Jane is eminently qualified to provide highly personalized wealth management services to the team's clientele built on personal relationships. She works closely with affluent families, advising them on estate and generational wealth transfer planning strategies. She is an active volunteer for the Support Center for Child Advocates, a non-profit organization that provides legal assistance and social service advocacy for children in the Philadelphia area. She and her husband Bill live in Bucks County, Pennsylvania.

                • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

                    1735 Market Street
                    Mellon Bank Center
                    Philadelphia, PA 19103
                    jane.robinson@ubs.com
                    Jane Robinson
                    1735 Market Street,Philadelphia,PA,19103
                  • Jonathon Leib

                    Jonathon Leib

                    Vice President–Wealth Management

                    Financial Advisor

                    • image
                    • image
                    • image
                    • AZ
                    • CA
                    • CO
                    • CT
                    • DC
                    • DE
                    • FL
                    • GA
                    • IL
                    • LA
                    • MA
                    • MD
                    • ME
                    • MI
                    • MN
                    • MO
                    • NC
                    • NH
                    • NJ
                    • NM
                    • NV
                    • NY
                    • OH
                    • PA
                    • RI
                    • SC
                    • TX
                    • VA
                    • WA

                    Jonathon began his career in private wealth management in 2010. His approach centers around goals based planning and investment advice.  No two investors have the exact same goals and meeting different goals requires different risk tolerances and investment strategies.  Jonathon takes time to help clients articulate specific financial goals.  For most clients, this begins with designating a target retirement age and income need.  From there, he has an in depth conversation about health care costs, education funding, social security income, inflation and reasonable expectations for market returns.  As the conversation deepens, Jonathon works with clients to think about  estate planning, caring for adult children and/or aging parents and gifting.  Once clients feel confident that their goals are understood, he works with his team to create an investment strategy that will put his clients on the path to achieve their goals with as little risk as possible. 

                    Jonathon is from the Philadelphia area and currently lives in Boston with his wife and two boys. He enjoys playing tennis, golf and squash, traveling, cooking and spending time with his family.

                    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

                        One Post Office Square
                        35th floor
                        Boston, MA 02109
                        jonathon.leib@ubs.com
                        Jonathon Leib
                        One Post Office Square,Boston,MA,02109
                      • Ken Headshot

                        Kenneth Catanella

                        Financial Advisor

                        • image
                        • image
                        • AZ
                        • CA
                        • CO
                        • CT
                        • DC
                        • DE
                        • FL
                        • GA
                        • IA
                        • IL
                        • IN
                        • KS
                        • KY
                        • LA
                        • MA
                        • MD
                        • ME
                        • MI
                        • MN
                        • MO
                        • NC
                        • NH
                        • NJ
                        • NM
                        • NV
                        • NY
                        • OH
                        • OR
                        • PA
                        • RI
                        • SC
                        • TX
                        • VA
                        • WA

                        Ken is a long-time advisor to NBA owners, athletes, entertainers, business owners, entrepreneurs, C-Suite executives, and other high-net worth individuals facing key decisions. Over the last 25 years, he’s worked in both Investment Banking and Investment/Asset Management, valuing financial assets for investment banks, top-rated mutual funds, as well as professional sports teams and leagues.

                        As a Financial Advisor on award-winning UBS teams (Forbes Best-in-State Wealth Advisors; and PLANADVISOR Retirement Plan Adviser of the Year Finalist), Ken is passionate about helping our clients build a road map to reach their dreams and secure their families’ financial futures.

                        Ken adds to our team’s depth of experience and expertise due to his extensive analytical work in asset management and his investment banking background with municipal bonds, as we look to maximize tax advantaged strategies and utilize custom analytical methods when developing our clients’ portfolios.

                        He also partners on the institutional side, servicing the needs of privately and publicly owned corporations, hospitals, medical groups and not-for-profit organizations in advising their 401(k) plans, Pension Plans and Deferred Compensation Plans, while specializing in Private Equity firms.

                        Ken is a former professional basketball player who holds an MBA from Duke University and graduated as a Law, Jurisprudence major from Amherst College.

                              1735 Market Street
                              Mellon Bank Center
                              Philadelphia, PA 19103
                              kenneth.catanella@ubs.com
                              Kenneth Catanella
                              1735 Market Street,Philadelphia,PA,19103
                            • Elaina S. Spilove

                              Elaina Spilove

                              Senior Vice President–Wealth Management

                              Financial Advisor

                              • image
                              • image
                              • image
                              • AZ
                              • CA
                              • CO
                              • CT
                              • DC
                              • DE
                              • FL
                              • IL
                              • MA
                              • MD
                              • MI
                              • MO
                              • NJ
                              • NY
                              • OH
                              • PA
                              • SC
                              • VA

                              With 30 years in the business, Elaina is the team’s Institutional Consultant, serving our institutional clients nationwide.  She is a graduate of the University of Pennsylvania’s Wharton School of Business Investment Management Analyst Program, earning the Certified Investment Management Analyst® (CIMA®) designation and completed her Accredited Investment Fiduciary® (AIF®) certification at the Center for Fiduciary Studies. She is a member of many national industry organizations, including the Investment Management Consultants Association® (IMCA®), the International Foundation of Employee Benefit Plans (IFEBP) PaPERS (Pa Association of Public Employee Retirement Systems) and the Council on Foundations.

                              Elaina frequently speaks to plan sponsors and trustees at educational conferences, discussing topics such as current issues facing fiduciaries, evaluating risk, measuring performance, asset allocation, asset/liability modeling and understanding investor behavior. She feels privileged to be able to devote time to a number of organizations both within her Center City, Philadelphia, community and across the tri-state area.

                                    1735 Market Street
                                    Mellon Bank Center
                                    Philadelphia, PA 19103
                                    elaina.spilove@ubs.com
                                    Elaina Spilove
                                    1735 Market Street,Philadelphia,PA,19103
                                  •  Craig S. Dowalo

                                    Craig Dowalo

                                    Senior Wealth Strategy Associate

                                    • image
                                    • image
                                    • AZ
                                    • CA
                                    • CO
                                    • CT
                                    • DC
                                    • DE
                                    • FL
                                    • GA
                                    • IL
                                    • KY
                                    • LA
                                    • MA
                                    • MD
                                    • ME
                                    • MI
                                    • MN
                                    • MO
                                    • NC
                                    • NH
                                    • NJ
                                    • NV
                                    • NY
                                    • OH
                                    • PA
                                    • RI
                                    • SC
                                    • TX
                                    • VA
                                    • WA

                                    Craig Dowalo serves as the Senior Wealth Strategy Associate for the team and is one of few associates in our region to achieve this designation. Craig's principal responsibilities include portfolio construction and investment analysis.  He also oversees portfolio development and monitoring, retirement planning strategies and equity derivative strategies for the team's affluent clientele.  He began his financial services career in 1997 with Wheat First Butcher Singer and joined the UBS family in 2001. Craig attended Bucks County Community College and holds his Series 7, 63, 65 and Life Accident & Health Insurance licenses.  He currently resides in South Philadelphia with his daughter Autumn Marie.

                                          1735 Market Street
                                          Mellon Bank Center
                                          Philadelphia, PA 19103
                                          craig.dowalo@ubs.com
                                          Craig Dowalo
                                          1735 Market Street,Philadelphia,PA,19103
                                        • Dakota Greene

                                          Dakota Greene

                                          Wealth Strategy Associate

                                          • image
                                          • image
                                          • image
                                          • AZ
                                          • CA
                                          • CO
                                          • CT
                                          • DC
                                          • DE
                                          • FL
                                          • GA
                                          • IL
                                          • MA
                                          • MD
                                          • ME
                                          • MI
                                          • MN
                                          • MO
                                          • MT
                                          • NC
                                          • ND
                                          • NH
                                          • NJ
                                          • NV
                                          • NY
                                          • OH
                                          • PA
                                          • RI
                                          • SC
                                          • TX
                                          • VA
                                          • WA

                                          Dakota was born and raised in Tampa Florida then moved to Philadelphia in 2015 to attend Drexel University. Dakota was a part of Drexel’s division 1 wrestling team and graduated in 2020 with a degree in finance. He began his career in financial services in 2019 with a focus on financial planning and holds his Series 7, 66 and Life Accident & Health Insurance licenses. Dakota currently resides in center city and spends his time exploring the city with his wife, Sami and their dog, Shay.

                                                1735 Market Street
                                                Mellon Bank Center
                                                Philadelphia, PA 19103
                                                dakota.greene@ubs.com
                                                Dakota Greene
                                                1735 Market Street,Philadelphia,PA,19103
                                              • Carol M. Dellapolla

                                                Carol Marie DellaPolla

                                                Senior Client Associate

                                                • image
                                                • image

                                                  Carol began her financial services career in 1986 with Bailey Martin and Appel as an administrative assistant.  In 1992, she joined Lewis Cohen in the Philadelphia branch office.  Within the team, Carol is responsible for all administrative and organizational duties as well as helping to maintain client relationships.  She received her Pennsylvania Notary certification in 2004.  In her spare time, Carol enjoys reading, cooking and spending time with her family.  She was born, raised and still resides in South Philadelphia with her longtime partner Frankie whom she married in 2016 and enjoys her summers at the Jersey Shore.

                                                        1735 Market Street
                                                        Mellon Bank Center
                                                        Philadelphia, PA 19103
                                                        carol.dellapolla@ubs.com
                                                        Carol Marie DellaPolla
                                                        1735 Market Street,Philadelphia,PA,19103
                                                      • Sharon A. Cain

                                                        Sharon Cain

                                                        Senior Client Associate

                                                        • image
                                                        • image

                                                          As Client Service Associate, Sharon offers administrative support while ensuring client satisfaction. She brings over 30 years of experience to the team and possesses extensive industry knowledge and problem resolution skills. Outside of the office, Sharon enjoys baking and lives in Coopersburg, PA with her husband, Michael.

                                                                101 West Elm Street
                                                                Suite 200
                                                                Conshohocken, PA 19428
                                                                sharon.cain@ubs.com
                                                                Sharon Cain
                                                                101 West Elm Street,Conshohocken,PA,19428

                                                              Why does A.I. in space matter?

                                                              Outlook on interest rates

                                                              Tree

                                                              UBS and Credit Suisse—stronger than ever

                                                              Managing wealth is our craft

                                                              We’re committed to understanding what wealth means for you.

                                                              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                                                              A leader in wealth management

                                                              Backed by the strength of our parent company, UBS AG

                                                              $5.8+ trn

                                                              UBS Group invested assets
                                                              As of 03/31/2024

                                                              51 countries

                                                              Our global footprint

                                                              Global leader

                                                              UBS is a leading and truly global wealth manager

                                                              Insights