Time to do great things

Start planning your future now

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Bucket of baseballs

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.

  • Eric Headshot - Newton

    Eric Levine, CFA , CAIA

    Financial Advisor

    • image
    • image
    • image
    • 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
    • VT
    • WA
    • WI
    • WV
    • WY

    Prior to becoming a Financial Advisor, Eric spent over a decade at some of the worlds largest asset management firms representing portfolio management teams with clients and prospect throughout North America. He was responsible for providing timely market analysis to the financial community and conducting a range of services including portfolio reviews, investment strategy updates, and articulation of the firm’s market outlook to financial advisors, high net-worth individuals, and institutional clients.  

    Today, Eric focuses on helping individuals and families manage the many facets of their often complex financial lives. For each client relationship, he takes the time to understand all you want to accomplish and then crafts a flexible plan aligned with where you are and where you want to go.

    Eric received his Bachelor of Science in Finance from Pennsylvania State University, is a Chartered Financial Analyst (CFA) as well as a Chartered Alternative Investment Analyst (CAIA).

    Eric currently lives in New York City with his wife Samantha and their son Cooper. In his spare time Eric enjoys spending time with friends and family, cooking, exercising, and the beach.

        • Chartered Alternative Investment Analyst®
        • Chartered Financial Analyst®
        500 Campus Drive
        Florham Park, NJ 07932

      Focus on liquidity management

      CIO House View monthly livestream


      UBS and Credit Suisse—stronger than ever

      Year Ahead 2023

      A year of inflections

      Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.

      Backed by the strength of UBS

      A global leader in wealth management

      $3.9 trillion

      In invested assets globally 
      As of 12/31/2022

      51 countries

      Our global footprint

      Global leader

      UBS is a world-leading wealth manager