Insight-based advice

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.

Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

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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.

Daniel Gottlieb

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TX
- VA
- VT
Dan Gottlieb has 42 years of 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.
- Forbes Best-in-State Wealth Management Teams, 2024, 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.
1337 Tilton Road
Northfield, NJ 08225

daniel.gottlieb@ubs.com

Daniel Gottlieb

1337 Tilton Road,Northfield,NJ,08225
Sean B. Thompson

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TX
- VA
- VT
Sean has over 20 years of investment experience and is a First Vice President and Portfolio Manager with UBS. He has worked at UBS for the entirety of his Wealth Management career.

Sean’s portfolio management process is strategic for the long-term, but incorporates tactical strategies that take into account changing market conditions. Sean emphasizes a needs-based approach that focuses on asset allocation, diversification, and risk management. He is committed to helping individuals and businesses plan, construct and manage their financial futures.

Sean holds the Series 7, 9, 10 and 66 securities licenses as well as Life, Accident and Health Insurance licenses.

Sean attended the University of Miami on both academic and football scholarships, graduating with a Bachelor’s Degree in Mechanical Engineering. While attending the University of Miami, Sean was also a member of two national championship football teams.

Sean spends his time between Southern New Jersey and Palm Beach County, Florida. He lives with his wife and two children. Outside the office, Sean enjoys Golf and staying active with his local alumni chapter.
- Forbes Best-in-State Wealth Management Teams, 2024, 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.
Home Worker FL
Home Worker FL, FL 000

sean.thompson@ubs.com

Sean B. Thompson

Home Worker FL,Home Worker FL,FL,000
Gregory Gottlieb

Account Vice President

Financial Advisor
View bio
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TX
- VA
- VT
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 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 and was promoted to Account Vice President in March of 2025.

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 fiancée, Christine. Outside the office, Gregory enjoys golfing, running, and sailing along his hometown's beach on the Jersey Shore.
1285 Avenue Of The Americas
New York, NY 10019

gregory.gottlieb@ubs.com

Gregory Gottlieb

1285 Avenue Of The Americas,New York,NY,10019
Gabriel Cabrera

Authorized Officer

Registered Client Associate
View bio
- 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
Gabriel is a Senior Registered Client Service Associate. He started his career in 2017 at Morgan Stanley’s Latin American Private Wealth Division in Miami, FL. Prior to joining UBS in 2021, he worked for Merrill Lynch as a Registered Client Associate. Gabriel graduated from Florida International University with a B.A. in Finance & Real Estate, and holds the Series 7, 66, and SIE licenses. He is also fluent in Spanish as a first generation Cuban-American and Miami native. He lives in Philadelphia with his wife Michelle and enjoys hikes with his dog, playing golf, and traveling.
1735 Market Street
35th Floor
Philadelphia, PA 19103

gabe.cabrera@ubs.com

Gabriel Cabrera

1735 Market Street,Philadelphia,PA,19103

Daniel Gottlieb

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TX
- VA
- VT
Dan Gottlieb has 42 years of 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.
- Forbes Best-in-State Wealth Management Teams, 2024, 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.
1337 Tilton Road
Northfield, NJ 08225

daniel.gottlieb@ubs.com

Daniel Gottlieb

1337 Tilton Road,Northfield,NJ,08225
Sean B. Thompson

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TX
- VA
- VT
Sean has over 20 years of investment experience and is a First Vice President and Portfolio Manager with UBS. He has worked at UBS for the entirety of his Wealth Management career.

Sean’s portfolio management process is strategic for the long-term, but incorporates tactical strategies that take into account changing market conditions. Sean emphasizes a needs-based approach that focuses on asset allocation, diversification, and risk management. He is committed to helping individuals and businesses plan, construct and manage their financial futures.

Sean holds the Series 7, 9, 10 and 66 securities licenses as well as Life, Accident and Health Insurance licenses.

Sean attended the University of Miami on both academic and football scholarships, graduating with a Bachelor’s Degree in Mechanical Engineering. While attending the University of Miami, Sean was also a member of two national championship football teams.

Sean spends his time between Southern New Jersey and Palm Beach County, Florida. He lives with his wife and two children. Outside the office, Sean enjoys Golf and staying active with his local alumni chapter.
- Forbes Best-in-State Wealth Management Teams, 2024, 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.
Home Worker FL
Home Worker FL, FL 000

sean.thompson@ubs.com

Sean B. Thompson

Home Worker FL,Home Worker FL,FL,000
Gregory Gottlieb

Account Vice President

Financial Advisor
View bio
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TX
- VA
- VT
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 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 and was promoted to Account Vice President in March of 2025.

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 fiancée, Christine. Outside the office, Gregory enjoys golfing, running, and sailing along his hometown's beach on the Jersey Shore.
1285 Avenue Of The Americas
New York, NY 10019

gregory.gottlieb@ubs.com

Gregory Gottlieb

1285 Avenue Of The Americas,New York,NY,10019
Gabriel Cabrera

Authorized Officer

Registered Client Associate
View bio
- 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
Gabriel is a Senior Registered Client Service Associate. He started his career in 2017 at Morgan Stanley’s Latin American Private Wealth Division in Miami, FL. Prior to joining UBS in 2021, he worked for Merrill Lynch as a Registered Client Associate. Gabriel graduated from Florida International University with a B.A. in Finance & Real Estate, and holds the Series 7, 66, and SIE licenses. He is also fluent in Spanish as a first generation Cuban-American and Miami native. He lives in Philadelphia with his wife Michelle and enjoys hikes with his dog, playing golf, and traveling.
1735 Market Street
35th Floor
Philadelphia, PA 19103

gabe.cabrera@ubs.com

Gabriel Cabrera

1735 Market Street,Philadelphia,PA,19103

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

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Insight-based advice

Pursuing your goals together

Daniel Gottlieb

Sean B. Thompson

Gregory Gottlieb

Gabriel Cabrera