Wealth advice for your life's goals

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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, 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.

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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, 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.

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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, 2023The 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.

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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, 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.

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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.

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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, 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.

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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.

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.

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.

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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 and hiking with his girlfriend, Sami and their dog, Shay.