Wealth advice for your life's goals

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• Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025, 2026The 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, 2024, 2025, 2026The 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.
• UBS Wealth Management Chairman’s Council, 2024, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• CERTIFIED FINANCIAL PLANNER

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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, 2023, 2024, 2025, 2026The 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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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.

• Forbes Best-in-State Wealth Management Teams, 2025The 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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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, 2024, 2025, 2026The 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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• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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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• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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.

• Barron's Top 100 Women Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in July and is based on information from the Q1 of the award year.

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Craig began his career in financial services in 1997 when he joined Wheat First Butcher Singer in Jenkintown, PA.   After obtaining his licenses in general securities, investment advisory & Life/Accident/Health insurance, Craig relocated to Philadelphia where he joined Alex Brown & Sons as a Team Associate on 2000.  Craig then transferred to UBS in late 2020 as a Senior Wealth Strategist.  After joining the team of Lewis Cohen and Ryan Leib, Craig became the team’s lead trader responsible for advisory trading,  research and implementation.  Craig reviews various opportunities across alternative strategies, ETF’s and structured solutions with the team’s investment committee for consideration in the team’s overall wealth management strategy.  Craig currently resides in South Philadelphia with his daughter, Autumn. 

Carol Marie DellaPolla is a Senior Client Associate with a distinguished career in financial services spanning over three decades. She commenced her professional journey in 1986 at Bailey Martin and Appel as an administrative assistant. In 1992, she advanced her career by joining Lewis Cohen in the Philadelphia branch office.

Within her team, Carol is entrusted with all administrative and organizational duties, playing a pivotal role in maintaining client relationships. Her dedication and expertise have made her an invaluable asset to her colleagues and clients alike.

Outside of her professional life, Carol is an avid reader and cook who cherishes spending quality time with her family and friends. She was born, raised, and continues to reside in South Philadelphia, where she shares her life with her longtime partner Frankie, whom she married in 2016.

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Tyler began his career in 2020 at Vanguard and spent five successful years with the firm prior to joining UBS. At Vanguard, he honed his expertise in financial planning and wealth management, ultimately serving as an Ultra-High Net Worth Relationship Manager. In this role, he became a trusted, dedicated point of contact, helping families identify potential gaps in their financial planning and tailoring appropriate solutions to meet their unique needs.

A testament to his dedication and proficiency, Tyler is a CERTIFIED FINANCIAL PLANNER™. He holds his Series 7, 63, 65, and Life, Accident, and Health insurance licenses.

Tyler graduated from King’s College in Wilkes-Barre, PA, where he distinguished himself not only academically but also athletically, captaining both the basketball and tennis teams.

Currently residing in Philadelphia, Tyler maintains an active lifestyle. He enjoys playing tennis, basketball, and golf, and is an avid fan of the local sports teams. His personal pursuit of physical activities complements his professional ethos of persistence and dynamic engagement.

Tyler's multifaceted interests and unwavering dedication to his clients make him a valuable asset to UBS.

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Carrera Santiago joined our team in 2025 as a Financial Planning Specialist. Her journey at UBS began in 2021, where she supported the Philadelphia/DC/Charlotte Market as a Wealth Planning Associate. Carrera's tenure at UBS was marked by her dedication and exceptional performance, laying a solid foundation for her career.

Prior to UBS, Carrera honed her skills and expertise in alternative investments at FS Investment Solutions. Over her six years at FS Investment Solutions, she held various roles in Strategy & Analytics and Distribution. 

Originally from Delran, New Jersey, Carrera's educational journey led her to Drexel University, where she graduated in 2016 with a Bachelor of Science in Psychology. This unique educational background equips her with a profound understanding of human behavior, which she integrates into her financial planning strategies. Her ability to connect with clients on a personal level and understand their financial aspirations is a testament to her holistic planning approach.

Carrera's commitment to continuous learning is evidenced by her current pursuit of the Certified Financial Planner accreditation. Her dedication to professional growth is indicative of her unwavering commitment to providing the highest level of service to her clients.

Outside of her professional accomplishments, Carrera finds joy in fixing up her house in Cinnaminson, New Jersey. Her personal life is enriched by the time she spends with her beloved daughter, Palmer, and her two dogs, Roxy and Ruca. She is expecting the arrival of her second child in the summer of 2026, a baby boy named Porter. 

Her diverse experiences and educational background empower her to provide unparalleled service to her clients, making her a valuable asset to our team. As she continues to pursue her Certified Financial Planner accreditation, we are confident that her contributions will only grow, solidifying her position as a leader in the field of financial planning.