Wealth advice for your life's goals

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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.

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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

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    • AZ
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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.

        1735 Market Street
        Mellon Bank Center
        Philadelphia, PA 19103
      • Robert Leib

        Robert Leib

        First Vice President–Wealth Management

        Financial Advisor

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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.

              101 West Elm Street
              Suite 200
              Conshohocken, PA 19428
            • Ryan M. Leib

              Ryan Leib

              Senior Vice President–Wealth Management

              Financial Advisor

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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.

                    101 West Elm Street
                    Suite 200
                    Conshohocken, PA 19428
                  • Jane Robinson

                    Jane Robinson

                    First Vice President–Wealth Management

                    Financial Advisor

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                    • AZ
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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.

                          1735 Market Street
                          Mellon Bank Center
                          Philadelphia, PA 19103
                        • Elaina S. Spilove

                          Elaina Spilove

                          Senior Vice President–Wealth Management

                          Financial Advisor

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                          • AZ
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                          • NC
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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.

                                1735 Market Street
                                Mellon Bank Center
                                Philadelphia, PA 19103
                              • Jonathon Leib

                                Jonathon Leib

                                Vice President–Wealth Management

                                Financial Advisor

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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.

                                      One Post Office Square
                                      32nd and 33rd floors
                                      Boston, MA 02109

                                    The Year Ahead - Sustainable Investing

                                    Retirement planning

                                    Retirement planning

                                    Multigenerational planning

                                    Multigenerational planning

                                    Legacy—Wealth for others

                                    For needs that go beyond your own—to help you improve the lives of others

                                    What will your legacy be?
                                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                    Learn more at ubs.com/wealthway.

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