Experience

Elijah is a Private Wealth Management Advisor and Managing Director, and leads the Dornstreich DePaul Group in UBS's boutique Private Wealth division. His team is highly skilled in serving private enterprises and family-and founder-led businesses, offering a combination of personal attention and institutional-scale solutions. His approach is not just about wealth management; but navigating the full business lifecycle from growth to exit strategies, focusing on unlocking value at every stage.

Elijah quarterbacks a multidisciplinary team of specialists in investment banking, tax optimization and insurance. His team empowers clients to strategically navigate financial decisions, such as recapitalizations, business exits, and advanced structures like Employee Stock Ownership Plans (ESOPs) and captive insurance solutions. The team’s analytical capabilities offer clients visibility into the financial implications of M&A, concentrated stock holdings, and investment opportunities, for global families with intricate and multifaceted balance sheets.

Leveraging UBS’s global platform—one that serves more than half of the world’s billionaires—the team designs sophisticated portfolios incorporating global equities, fixed income, private markets, structured solutions, and where appropriate, direct equity investments in private opportunities.

Elijah's commitment to the community extends beyond the boardroom. He’s served as Trustee and Treasurer of the Weitzman National Museum of American Jewish History and continues to serve on the board of the Association for Corporate Growth (ACG) in Philadelphia, the advisory board of the Satell Institute for Corporate Social Responsibility, and the Council for Discovery Science at Penn Medicine.

Outside of work, Elijah enjoys family time by the lake in the mountains. He is a member of Waynesborough Country Club and the Union League of Philadelphia and lives in Berwyn, PA, with his wife, Gennifer, and their two daughters, Miriam and Penelope.

Ryan advises high net worth individuals, entrepreneurs, business owners, and corporate executives on all aspects of wealth planning, including strategic asset allocation, wealth transfer, and charitable giving. Prior to joining UBS he was with Bernstein Private Wealth Management, and prior to that, was a financial advisor at ING Financial Partners. He holds the Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA) designations. Ryan holds a BA from Wake Forest University and an MS from Villanova University.

Jack is a Senior Wealth Strategy Associate with the Dornstreich DePaul team in the Philadelphia Office. He began his career at Vanguard as a Retirement Specialist and was most recently an Associate with Bernstein Private Wealth Management.

 Jack graduated with a B.B.A. in Finance from Loyola University of Maryland, and he currently holds his Series 7, 63, and 66 licenses.

 Outside of work, Jack is an active player and board member of the Schuylkill River Rugby Club; he also enjoys spending time with his family and watching Philadelphia sports.

Robert brings previous wealth management experience from Merrill Lynch and Vanguard where he served in similar roles.

Robert is a graduate of Temple University’s Fox School of Business where he majored in Finance, and he currently holds his series 7, 63, and 66 licenses. Robert is also a CERTIFIED FINANCIAL PLANNER® professional which demonstrates his commitment to wealth management and dedication to helping clients plan for success.

Outside of work, Robert enjoys golfing, traveling, cooking, and spending time with friends and family.