Insight-based advice

CornerstoneWM

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.

  • Brett Hina Profile Photo

    Brett Hina, CRPS, CIMA, CPWA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA

    Brett has over 25 years of investment experience and is a Senior Vice President and Senior Portfolio Manager with UBS. He has worked at UBS for 17 years and has held several leadership roles at the firm.

    Brett graduated from the Wharton Business School at the University of Pennsylvania, with a dual concentration in Management and Marketing (Bachelors in Business Administration). He has a Masters in Liberal Arts from the University of Pennsylvania and completed his Capstone research project on Economic History. In addition, Brett has an MBA from Saint Joseph's University. Brett has numerous industry credentials – he obtained the Certified Investment Management Analyst (CIMA®) certification while attending a program at Wharton and the Certified Private Wealth Analyst (CPWA®) certification from Yale University. Further, Brett acquired the Certified Retirement Plan Specialist (CRPS®) certification from the College of Financial Planning. Brett is also a Retirement Plan Consultant and has completed the UBS Wealth Advisor Program.

    Brett serves as an adjunct professor of finance at Stockton University and has assisted with the Penn Alumni interview program for the last decade.

    Brett holds Series 7, 9, 10, 63 and 65 securities licenses and is a member of the Investment and Wealth Institute. Outside the office, Brett is an avid runner. He has completed dozens of marathons and other distance races.

    • 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.

    • Wharton Business School at the University of Pennsylvania, dual concentration in Management and Marketing (Bachelors in Business Administration)
    • University of Pennsylvania, Masters in Liberal Arts
    • Saint Joseph's University, MBA
    • Senior Portfolio Manager
    • Retirement Plan Consultant
    • Certified Investment Management Analyst®
    Financial planning
    Retirement planning
    Estate planning strategies
    Investing
    Retirement Plan consulting
    401(k) plan services
    Sustainable investing
    Professionals
    1735 Market Street
    Mellon Bank Center
    Philadelphia, PA 19103
  • Daniel Gottlieb

    Daniel Gottlieb

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI

    Dan Gottlieb has over 30 years experience in the financial services industry. Mr. Gottlieb and his team provide investment and multi-generational wealth management consulting services to Ultra High Net Worth families, senior executives and founders of public and private companies, family offices and foundations. His team's two business focuses are on Private Wealth Management and Corporate Executive Services. Mr. Gottlieb received a BS from The Whittemore School of Business and Economics at the University of New Hampshire in 1978.

    Professional Experience

    • UBS Financial Services Inc. - First Vice President - Wealth Management
      Northfield, NJ - January 2009 - Present
    • Citigroup Family Office - Vice President
      Egg Harbor Twp, NJ - April 2001 - January 2009
    • Merrill Lynch - Senior Financial Advisor
      Egg Harbor Twp, NJ - April 1983 - April 2001

    Personal & Community

    • A Work In Progress Foundation, Board of Directors, Vice President

      • The Whittemore School of Business and Economics at the University of New Hampshire , BS
        Lending services
        Financial planning
        Education planning
        Legacy planning
        Business succession
        Institutional consulting
        401(k) plan services
        Multi-generational families
        1337 Tilton Road
        Northfield, NJ 08225
      • Sean Thompson

        Sean B. Thompson

        First Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • VT
        • WA
        • WI

        Sean has over 15 years of investment experience and is a First Vice President with UBS. He holds the Series 7, 66, and 9 & 10 securities licenses as well as Life, Accident, and Health Insurance licenses.

        Sean attended the University of Miami on both academic and football scholarships, and graduated with a B.S. in mechanical engineering.  While attending the University of Miami, Sean was a member of two national championship teams.  He currently lives in South Florida with his wife and two children.

          • University of Miami , B.S. in Mechanical Engineering
            Banking
            Professional athletes
            Securities-backed lending
            Corporate executives
            Business owners
            Entrepreneurs
            Financial planning
            401(k) plan services
            1337 Tilton Road
            Northfield, NJ 08225
          • Gregory Gottlieb

            Gregory Gottlieb

            Financial Advisor

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            • AK
            • AL
            • AR
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • IA
            • ID
            • IL
            • IN
            • KS
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MS
            • MT
            • NC
            • ND
            • NE
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • PR
            • RI
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • VI
            • VT
            • WA
            • WI
            • WV
            • WY

            After graduating from the University of New Hampshire’s Paul College of Business & Economics in 2015, Gregory embarked on a successful career in the luxury hotel industry. That journey began at one of the most distinguished language immersion programs in the world at Middlebury College’s School of Mandarin Chinese. From there, Gregory deepened his experience with the Chinese language and culture by working abroad in Chengdu, Sichuan – one of the fastest-growing capital cities in the world. Finally, Gregory brought these enriching experiences back to the United States and enjoyed several years in senior-level management roles for two world-class owner-operators in Las Vegas, Boston, and most recently, New York City.

            During that time, Gregory completed the Real Estate and Asset Management program offered by Cornell Executive Education. He is now a candidate for the Certified Financial Planner (CFP®) certification, the industry standard-of-excellence in financial planning.

            Gregory’s transition into Wealth Management was inspired by his enthusiasm for providing a unique and impactful service experience and by his admiration for the trust his father, Daniel, has earned from his clients over a nearly 40-year career in the business. Gregory spent his first year at UBS serving clients of the UBS Wealth Advice Center. He joined the UBS Cornerstone Group as a Financial Advisor in 2021.

            Gregory holds his SIE, Series 7, and Series 66 securities licenses and is a member of the Investment and Wealth Institute.

            Gregory resides just steps away from Wall Street in Manhattan’s Financial District with his girlfriend, Christine. Outside the office, Gregory enjoys golfing, surfing, and can be found most mornings at Barry’s Bootcamp.

              • University of New Hampshire, Business Administration
              • Cornell Executive Education, Certificate, Real Estate & Asset Management
              • Middlebury College, Certificate, Mandarin Chinese Studies
                Exit planning
                Impact investing
                Professional entertainers
                Entrepreneurs
                Philanthropy
                Business succession
                Asset allocation
                Sustainable investing
                1285 6th Ave.
                New York, NY 10019
              • Lisa Ruela

                Lisa Ruela

                Senior Client Associate

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                • FL
                • NC
                • NJ
                • PA

                Lisa has over 20 years of industry experience. She is responsible for the team's administrative responsibilities. Lisa is a graduate of Montclair State University with a degree in Economics. She lives in Manahawkin, NJ with her husband John and their son John.

                  • Montclair State University, Bachelor's Degree in Economics
                    1337 Tilton Road
                    Northfield, NJ 08225
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                    Amanda Reale

                    Authorized Officer

                    Wealth Strategy Associate

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                    • PA

                    Amanda is a Wealth Strategy Associate for the Cornerstone Wealth Management team. Her responsibilities include curating tailored financial plans and custom client solutions.  


                    She entered the financial services industry in 2019 and trained as a financial advisor with McAdam Financial. Amanda joined UBS in 2020 as a Digital Specialist for the Pennsylvania Southern New Jersey Market. She was responsible for training teams, advisors, and clients on UBS’ digital platforms.  


                    Amanda holds FINRA Series 65, 63, 7, and Pennsylvania Life Accident and Health Insurance licenses. She is a CFP®, Certified Financial Planner, candidate with The American College.  
                    Amanda earned her Bachelor’s Degree in Finance from Drexel University. During her time at Drexel, she rowed on the Women’s Varsity Crew and received both academic and athletic scholarships. 


                    She currently lives in Philadelphia with her dog, Quenta. She enjoys running, rowing on the Schuylkill River, and returning to her childhood home of Margate, NJ to go to the beach. 

                          1735 Market Street
                          Mellon Bank Center
                          Philadelphia, PA 19103
                        Multigenerational planning

                        Multigenerational planning

                        Advice for business owners and entrepreneurs

                        Advice for business owners and entrepreneurs

                        Estate planning strategies

                        Estate planning strategies

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                        $2.8 trillion

                        In invested assets globally 
                        As of 06/30/2022

                        51 countries

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