An experienced and committed team

Bob is a Chartered Retirement Planning Counselor with over 27 years of experience in the financial services industry. He takes pride in being able to help individuals and families manage their investments, navigate the complexities of modern financial life, with a view to their long-term objectives. In creating an investment plan for your important life goals, he utilizes a disciplined approach to managing risk while balancing growth and preservation over time. Bob’s portfolio management anchors investment ideas and strategies in a deep understanding of all you want to accomplish, as well as, timely research insights and market trends. He crafts financial solutions and strategies for our diverse client base, providing insight, and proven value to help clients get the big decisions right.

Rick is a Certified Financial Planner with over 40 years of experience in the financial services industry. Prior to joining UBS, he was associated with Merrill Lynch. Rick uses financial planning as the foundation of his clients' portfolio strategies. Rick earned an M.B.A. in finance and has completed the UBS Wealth Management education program. Outside of the office, he has been active in many community organizations, including Westfield Foundation, the Westfield YMCA and many youth sports programs. Rick and his wife Margie reside in Westfield, NJ.

Jaime is the Coltrera Devaney Wealth Management team’s Senior Wealth Strategy Associate. She works closely with clients to build a comprehensive financial plan, ensuring that the plan remains aligned with their overall goals and objectives over time.  With a deep understanding of the unique challenges faced by those simultaneously caring for aging parents and supporting their own children, Jaime is passionate about providing guidance and support towards the achievement of all our clients’ financial goals, regardless of their stage in life. Utilizing insight earned over 20 years of financial services experience, Jaime focuses on clients’ financial goal analysis, daily portfolio operations, as well as, the team’s practice management, and strategy implementation.  

Paulo is an integral part of Coltrera Devaney Wealth Management with a combined 18 years of experience in the retail banking and financial services industries.  Prior to joining the Coltrera Devaney Wealth Management team, Paulo managed operational responsibilities for the Northern New Jersey division of UBS.  Today, he is responsible for managing all of our team operations, client requests and account administration. He is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Paulo also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.  During his 10 year tenure in operations, Paulo was awarded a Service Excellence Award for his contributions to his team and the firm.