A legacy for generations

Daniel Gottlieb

Senior Vice President–Wealth Management

Dan Gottlieb has 39 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.
 

Personal & Community

  • A Work In Progress Foundation, Board of Directors, Vice President
Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • MA
  • MD
  • ME
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • PA
  • RI
  • SC
  • TX
  • VA
  • VT

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

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

Lending services
Securities-backed lending
Financial planning
Education planning
Business succession
Asset allocation
401(k) plan services
Multi-generational families
1337 Tilton Road
Northfield, NJ 08225
  • (609) 677-2257

Email Me

Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

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