Lasting relationships. For all that matters

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I have always prided myself on carefully listening to my clients' needs, concerns and expectations, and then providing appropriate solutions. Ongoing communication is essential to long term success. I am one of a select number of Financial Advisors at UBS Financial Services, Inc. that have earned the designation of Wealth Advisor. Only Financial Advisors who have significant experience and who have completed a rigorous educational accreditation program are awarded the Weath Advisor designation. My clients are primarily successful business people, professionals and retirees.

• Marietta College, Bachelor of Arts, Accounting
• Seton Hall University, Masters in Business Administration, Finance

• CERTIFIED FINANCIAL PLANNER™
• Wealth Advisor

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Hank Rottenberg is a Financial Advisor who is committed to working closely with his clients and their families to help achieve their long-term financial goals. He believes that a focus on portfolio management, asset allocation, retirement income planning, and next generation wealth transfer strategy is the key to achieving financial success.

Hank has more than 35 years of experience guiding business owners, those accumulating their wealth, and retirees, through all aspects of their financial lives. He believes that developing relationships with his clients and their families is critical to guiding them through the ever-changing financial landscape.

Hank joined UBS in 2008 after 24 years as a Financial Advisor with Smith Barney. He earned his bachelor's degree in economics from Rutgers University.  He holds licenses for life, accident, and health insurance and his Series 7, 63, and 65.

Hank lives in Springfield, NJ with his wife, Ilene, after having raised their two children. When he's not working with clients, Hank enjoys spending time at the beach, reading, theater, and playing golf.

• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The 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.

• Rutgers University, Bachelors, Economics

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As a Financial Advisor and UBS accredited Wealth Advisor, Jonathan is a firm believer in diversification and asset allocation. He works predominately with families, small businesses, and non-profits by providing advice, investment guidance, and holistic planning services. In his 36 years as an Advisor, Jonathan has successfully navigated his clients through countless market cycles and garnered the experience and expertise necessary to aide his clients in achieving the goals they strive to meet.

Jonathan began his career as an Advisor in 1983 with Smith Barney, later joining UBS in 2008. He is a 1976 graduate of Emory University and native of Baltimore, Maryland. He holds Series 3, 7, 63, and 65 securities licenses, along with insurance licenses in life, accident, and health.

Jonathan currently resides in Morristown, NJ and enjoys spending much of his free time honing his skills as a competitive bridge player.

• Forbes Best-in-State Wealth Advisors, 2022The 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.

• Emory University

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Alan leads the team's vision through his emphasize on asset allocation and total portfolio management with a focus on retirement income planning. He also helps with education funding, structures for charitable giving and estate planning. During his more than 20 year tenure in the industry the market has weathered several recessions, countless rallies and more than one market correction.  This continual cycle requires a disciplined approach to risk management. Alan utilizes professional money management along with individual laddered bond portfolios to try to accomplish diversification and protection.

Alan received his Bachelor of Business Administration (B.B.A.) in Accounting from Clarion University of Pennsylvania and went on to obtain the CPA. Alan is a Certified Financial Planner (CFP ®), Financial Planning Specialist and earned his Certified Investment Management Analyst (CIMA ®) designation from The Wharton School of Business. Alan and his wife Amy live in Ramsey, NJ with their two boys, Adam and Andrew.  Alan enjoys spending time with his family, coaching baseball and golfing.

• Clarion University of Pennsylvania, Bachelor of Business Administration, Accounting

• Certified Investment Management Analyst®
• Financial Planning Specialist

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Laura has spent nearly three decades assisting multiple generations in managing, organizing and preserving their wealth. Her mission is to provide a trusting environment based on active listening and to build an investment plan which meets the goals and risk tolerance of every client with whom she works. She believes that the success of wealth management is measured by its ability to enable one to pursue what matters most…today, tomorrow and for generations to come.

After graduating from the University of Wisconsin – Madison in 1987, Laura spent six years as a New Business Sales Representative with IBM. She became a Financial Consultant in 1993 having completed the PaineWebber Training program. She is FINRA registered and holds her Series 7, 63 and 65 securities licenses, as well as her Life, Health, Long Term Care Insurance and annuity licenses.

Laura has consistently achieved Director’s Council status with UBS and is a licensed CERTIFIED FINANCIAL PLANNER. She has been a guest speaker for Garden State Woman Magazine’s Financial Conference and has attended the Barron’s Winners Circle Top Women Advisors Summit. 

Laura resides with her family in Mendham, NJ and participates in the community and schools attended by her children, Seneca and Noah. Laura enjoys spending time with her family, being a Girl Scout leader, cycling and enjoying the great outdoors.

• Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2021, 2022The 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 Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

• University of Wisconsin – Madison

• CERTIFIED FINANCIAL PLANNER™

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Matthew Rottenberg is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ who helps The ColumbiaPark Wealth Management Group's clients create a roadmap to reach their financial goals. He believes the key to successful investing is to build a comprehensive plan outlining your goals and dreams, and to reevaluate and adjust that plan as your life evolves.

Before joining the ColumbiaPark Wealth Management Group, Matt spent his first two years at UBS developing and implementing over 250 financial plans for clients from different walks of life and in different stages of their lives.

Prior to his time at UBS, he spent a year at Vanguard as a Client Relationship Specialist. He is a proud Blue Hen having graduated cum laude and earned his bachelor's degree in finance from the University of Delaware in 2014. In additional to his CFP® certification, Matt is Series 7, 63, and 65 licensed as well as life, accident, and health licensed.

Matt currently lives in Morristown, NJ. When he is not in the office, he enjoys spending time with his family and taking advantage of all that his close proximity to New York City has to offer culturally and socially.

• University of Delaware, Bachelors, Finance

• CERTIFIED FINANCIAL PLANNER™