Insight-based advice

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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 18 years and has held several leadership roles at the firm.

Brett is the senior partner of a top investment team that provides financial planning and portfolio management to professionals, business owners, retirees and successful families.

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 did 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. In addition, he 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’s commitment to his client’s has been recognized on a national level. From 2019 to 2023 he was named a Forbes Best-in-state wealth advisor. He has been on the Forbes top financial adviser list on both the Pennsylvania and the New Jersey rankings.

Brett serves as an adjunct professor of finance at Stockton University and he has assisted with the Penn Alumni interview program for the last decade. He also serves on the Board of the Starting Point in Haddon Township NJ.

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 race.

• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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, 2024The 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.

• 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®

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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

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

• The Whittemore School of Business and Economics at the University of New Hampshire , BS

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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.

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

• University of Miami , B.S. in Mechanical Engineering

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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

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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

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