Experience

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.

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.

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.

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.