Personalized service. Exclusive access.

Private Wealth Management

Whatever journey you're on—personally, professionally and financially—we at Essential Wealth Partners want to be there with you. We are more than skilled investment advisors; we are a collaborative team who can help you navigate your wealth in any market and through the ups and downs of life. Our experienced team is dedicated to discovering all we can about you through deep planning conversations about your family, business, long-term goals and concerns. With those insights, we then access our firm’s exclusive global platform of solutions to tailor a portfolio to your specific needs. With full transparency, our process addresses volatility, costs and taxes—issues that are top of mind for our clients. They are for us, too.

Investing and planning, when done thoughtfully and capably, can help you feel confident about the future. We believe client service is key to earning your trust. That’s why we go the extra mile to deliver the exceptional service you deserve. Always with compassion. Always with integrity. Always striving for excellence in all that we do. These ideals may not be easy to find today. But to us, they’re essential.

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Getting started is simple
1. Explore. Discuss your goals and experiences to prepare your investment strategy and financial plan.
2. Propose. Recommend a tailored portfolio with complete fee disclosure.
3. Execute. Onboard accounts and implement plan by asset class.
4. Connect. Review performance relative to your plan and lead introductions to solutions experts.

Let's talk. Together we can help you reach your goals.

Start the conversation

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.

Evan R. Bloomberg, CFA

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- CA
- CO
- CT
- FL
- GA
- IL
- MA
- MD
- MO
- NC
- NJ
- NY
- OH
- PA
- PR
- SC
- TX
- VA
- WY
About Evan Bloomberg

Evan delivers dedicated leadership guiding you to achieve your most important financial outcomes with integrity, confidence, and purpose. For the past decade, Evan has advised a diverse group of clients across the country ranging from innovative business owners, Fortune 1000 corporate executives, experienced hedge fund investors and private equity partners. He works intimately with each client and is known for getting things done by facilitating our team of UBS specialists alongside a preferred group of trusted investment, accounting, and estate planning partners.

As the author of “The 7 Principles of the Essentialist Investor,” Evan delivers personalized wealth management solutions to each client. At the core of these principles is a planning approach called outcome-based wealth management. This planning process focuses on compounding wealth and enhancing your probability of achieving goals through highly selective investment criteria. Evan identifies the best solutions for client portfolios by diligently measuring returns, risks, costs, taxes and sustainability for each investment.

Experience
- Portfolio Manager, Citadel
- Senior Analyst, SAC Capital
- Partner and Portfolio Manager, Level Global
- Equity Research, Morgan Stanley
Designations and registrations
- CFA^® charterholder
- Series 7 and 66 securities licenses
Community leadership
- Board of Directors and Treasurer, Experiences Camps
- Member of UBS Innovation Council
- Member of UBS Multicultural Investor Advisory Board
Education
- B.A., economics, Binghamton University
- Binghamton University, B.A., economics
- Series 7 and 66 securities licenses
- Private Wealth Advisor
- Chartered Financial Analyst®
- Senior Portfolio Manager
Business owners

Corporate executives

Entrepreneurs

Hedge Fund managers

Asset allocation

Investing

Exit planning

Philanthropy

51 JFK Parkway
Suite 240
Short Hills, NJ 07078
Aaron Fant, CFP, CIMA

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- FL
- GA
- IL
- MA
- MD
- MO
- NC
- NJ
- NY
- OH
- PA
- PR
- TX
- VA
- WY
About Aaron Fant

Aaron delivers precise solutions to help you gain a clearer vision of what you want to achieve and simplifies the complexities you may face along your financial journey. Always leading with an “active listening” approach, Aaron strives to understand your long-term goals or concerns. With extensive financial planning knowledge, he constructs a detailed road map that can address your lending, insurance planning, concentrated stock positions or philanthropic objectives.

In addition to his planning responsibilities, Aaron also leads the team’s investment due diligence efforts, so that he can assess the quality of each investment in clients’ portfolios. Explaining sophisticated investments with clear and straightforward language builds clients’ trust and confidence. To him, wealth management should always focus on helping ensure your portfolio is aligned with your overall goals.

Professional experience
- Wealth Planning Specialist, UBS
- High Net Worth Planning Platform Manager, UBS
- Graduate Talent Program Analyst, UBS
Designations and registrations
- CERTIFIED FINANCIAL PLANNER^TM professional
- Certified Investment Management Analyst^® designation, administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management
- Series 7 and 66 securities licenses
- NJ life and health insurance licenses
Education
- B.A., business, organizations & society, Franklin and Marshall College
- Franklin and Marshall College, B.A., business, organizations & society
- Series 7 and 66 securities licenses
- NJ life and health insurance licenses
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
Professional athletes

Entrepreneurs

Asset allocation

Equity plans

Financial planning

Legacy planning

51 JFK Parkway
Suite 240
Short Hills, NJ 07078
Kristopher Hargraves

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- HI
- IL
- MA
- MO
- NC
- NH
- NJ
- NV
- NY
- PA
- PR
- SD
- TN
- TX
- VA
About Kris Hargraves

Kris delivers dynamic connections to share an exceptional experience, profound ideas and out-of-the-box insights. Kris is a Wealth Strategy Associate responsible for running daily operations of business and serves as the direct point of contact for all service requests. He enjoys leveraging his extensive operational experience, solving client problems and delivering personalized service to help clients achieve desired outcomes with ease. In addition, Kris has expertise in trading equities and options. Because of his commitment to excellence and personalized service, UBS recently acknowledged Kris as part of our Peak Performers program.

Experience
- Wealth Strategy Associate, UBS
- Registered Client Service Associate, UBS
- Wealth Advice Center Operations, UBS
Designations & Registrations
- Series 7 and 66 securities licenses
Education
- B.A., marketing management, Dominican College
- Dominican College, B.A., Marketing Management
- Series 7 and 66 securities licenses
Cash management

Lending services

Investing

51 JFK Parkway
Suite 240
Short Hills, NJ 07078

Brian Schimpf, CFA

Executive Director

Wealth Planning Strategist

View bio

Professional History
Brian works with ultra-high net worth clients to provide bespoke tax modeling and analytics. Brian works with Family Office Solutions clients nationally, in addition to being a Wealth Planning Strategist for the NY Metro Division. In this capacity, Brian is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As a Wealth Planning Strategist, he provides expertise in the following areas:
− Estate and multi-generational planning
− Retirement income and cash flow analysis
− Business continuity and succession planning
− Retirement plans and employee benefits
− Risk and liability management planning
− Charitable giving strategies
− Executive compensation and benefit strategies

Prior to joining UBS in October of 2015, Brian worked in Bernstein's Wealth Planning and Analysis Group, and before that, he was an independent financial advisor.

Education
Brian received his B.A. from Wake Forest University, double majoring in Economics and English. He went on to earn his M.B.A with an Emphasis in Finance from the Carlson School of Management at the University of Minnesota. Brian holds the Chartered Financial Analyst® designation, as well as FINRA Series 7 and 66 Licenses. In addition, Brian has his life and health insurance licenses.
Julie Binder

Executive Director

Senior Strategist Family & Philanthropy Advisory

View bio

Professional history
As a Senior Strategist with Family Advisory and Philanthropy Services, Julie works with families on understanding money, values and philanthropic intent in the family wealth context and the dynamic overlap of five types of capital—human capital, intellectual capital, social capital, foundational capital, and financial capital. Family and Philanthropy Advisory is a thought partner to advisors and their exceptional client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

Prior to joining UBS Financial Services in 2018, Julie was with Foundation Source, a provider of comprehensive support services for private foundations for nearly a decade. While there, she was responsible for understanding the needs and identifying philanthropic solutions for ultra-high net worth clients and the Private Wealth Advisors who serve them. Julie worked with hundreds of clients to think about the impact of their philanthropy on their families and communities. Before Foundation Source, Julie worked for a boutique consulting firm that specialized in corporate philanthropy, and spent several years in business development for Texas Monthly and New York Magazine.

Education
Julie graduated from the University of Connecticut with a B.S. in Marketing and holds a Fellowship in Charitable Estate Planning from the Charitable Estate Planning Institute. She is an active volunteer with many local community organizations, and lives in Stamford, CT with her husband and two sons.
Gregg Arum, CFP

Executive Director

Structured Solutions Consultant

View bio

Gregg serves as a Structured Solutions Consultant for the New York City and Northern New Jersey Market Areas, and Private Wealth Management; responsible for the positioning of Structured Products across all asset classes. Gregg works closely with Financial Advisors and their clients, helping them understand the risks and rewards of structured products, and how both portfolio and tactical ideas can fit into a client’s overall portfolio strategy.

Professional History
Gregg joined UBS in 1998 and has held a variety of positions in Capital Markets. In his previous role, he served as a Municipal Bond Portfolio Specialist on the Northeast Municipal Bond Desk. Prior to that, he worked in Unit Investment Trusts as a member of the Equity Advisory Group. He has also served as a Financial Advisor in New York City.

Education
Gregg holds a B.A from the University of Florida.

Licenses and Certifications
FINRA Series 7, 63 and 65
CERTIFIED FINANCIAL PLANNER™
James Ocasio

Director

Alternative Investments Consultant

View bio

James joined UBS as an Alternative Investment Consultant for the Family Office Solutions team within Private Wealth Management. The Family Office Solutions (FOS) team holistically services $100m+ clients and family offices in partnership with Private Wealth Advisors. In his role, James will work with advisors and their FOS clients, acting as an in-house consultant & expert-generalist across alternative categories including but not limited to: hedge funds, real estate, and private equity.

Prior to UBS James was with Hightower Advisors, a registered investment advisor with greater than $100 Billion in client assets. As Head of Manager Research, his primary responsibility was providing advisors with best-in-class alternative investment solutions, due diligence, and consultation. Prior to Hightower, James was a Senior Research Analyst at Fischer and Company, LP (now Fischer Stralem Advisors), a multifamily office & investment advisor managing $500 Million and serving HNW private clients, foundations, endowments, and pension plans. James started his career at Federal Street Partners, LLC, a Fund of Hedge Funds with $3.6 Billion AUM at peak.

On a personal level, James lives in Manhattan and enjoys golf, 80s and 90s rock music, cooking, hiking, NY sports and spinning.

Evan R. Bloomberg, CFA

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- CA
- CO
- CT
- FL
- GA
- IL
- MA
- MD
- MO
- NC
- NJ
- NY
- OH
- PA
- PR
- SC
- TX
- VA
- WY
About Evan Bloomberg

Evan delivers dedicated leadership guiding you to achieve your most important financial outcomes with integrity, confidence, and purpose. For the past decade, Evan has advised a diverse group of clients across the country ranging from innovative business owners, Fortune 1000 corporate executives, experienced hedge fund investors and private equity partners. He works intimately with each client and is known for getting things done by facilitating our team of UBS specialists alongside a preferred group of trusted investment, accounting, and estate planning partners.

As the author of “The 7 Principles of the Essentialist Investor,” Evan delivers personalized wealth management solutions to each client. At the core of these principles is a planning approach called outcome-based wealth management. This planning process focuses on compounding wealth and enhancing your probability of achieving goals through highly selective investment criteria. Evan identifies the best solutions for client portfolios by diligently measuring returns, risks, costs, taxes and sustainability for each investment.

Experience
- Portfolio Manager, Citadel
- Senior Analyst, SAC Capital
- Partner and Portfolio Manager, Level Global
- Equity Research, Morgan Stanley
Designations and registrations
- CFA^® charterholder
- Series 7 and 66 securities licenses
Community leadership
- Board of Directors and Treasurer, Experiences Camps
- Member of UBS Innovation Council
- Member of UBS Multicultural Investor Advisory Board
Education
- B.A., economics, Binghamton University
- Binghamton University, B.A., economics
- Series 7 and 66 securities licenses
- Private Wealth Advisor
- Chartered Financial Analyst®
- Senior Portfolio Manager
Business owners

Corporate executives

Entrepreneurs

Hedge Fund managers

Asset allocation

Investing

Exit planning

Philanthropy

51 JFK Parkway
Suite 240
Short Hills, NJ 07078
Aaron Fant, CFP, CIMA

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- FL
- GA
- IL
- MA
- MD
- MO
- NC
- NJ
- NY
- OH
- PA
- PR
- TX
- VA
- WY
About Aaron Fant

Aaron delivers precise solutions to help you gain a clearer vision of what you want to achieve and simplifies the complexities you may face along your financial journey. Always leading with an “active listening” approach, Aaron strives to understand your long-term goals or concerns. With extensive financial planning knowledge, he constructs a detailed road map that can address your lending, insurance planning, concentrated stock positions or philanthropic objectives.

In addition to his planning responsibilities, Aaron also leads the team’s investment due diligence efforts, so that he can assess the quality of each investment in clients’ portfolios. Explaining sophisticated investments with clear and straightforward language builds clients’ trust and confidence. To him, wealth management should always focus on helping ensure your portfolio is aligned with your overall goals.

Professional experience
- Wealth Planning Specialist, UBS
- High Net Worth Planning Platform Manager, UBS
- Graduate Talent Program Analyst, UBS
Designations and registrations
- CERTIFIED FINANCIAL PLANNER^TM professional
- Certified Investment Management Analyst^® designation, administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management
- Series 7 and 66 securities licenses
- NJ life and health insurance licenses
Education
- B.A., business, organizations & society, Franklin and Marshall College
- Franklin and Marshall College, B.A., business, organizations & society
- Series 7 and 66 securities licenses
- NJ life and health insurance licenses
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
Professional athletes

Entrepreneurs

Asset allocation

Equity plans

Financial planning

Legacy planning

51 JFK Parkway
Suite 240
Short Hills, NJ 07078
Kristopher Hargraves

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- HI
- IL
- MA
- MO
- NC
- NH
- NJ
- NV
- NY
- PA
- PR
- SD
- TN
- TX
- VA
About Kris Hargraves

Kris delivers dynamic connections to share an exceptional experience, profound ideas and out-of-the-box insights. Kris is a Wealth Strategy Associate responsible for running daily operations of business and serves as the direct point of contact for all service requests. He enjoys leveraging his extensive operational experience, solving client problems and delivering personalized service to help clients achieve desired outcomes with ease. In addition, Kris has expertise in trading equities and options. Because of his commitment to excellence and personalized service, UBS recently acknowledged Kris as part of our Peak Performers program.

Experience
- Wealth Strategy Associate, UBS
- Registered Client Service Associate, UBS
- Wealth Advice Center Operations, UBS
Designations & Registrations
- Series 7 and 66 securities licenses
Education
- B.A., marketing management, Dominican College
- Dominican College, B.A., Marketing Management
- Series 7 and 66 securities licenses
Cash management

Lending services

Investing

51 JFK Parkway
Suite 240
Short Hills, NJ 07078

Brian Schimpf, CFA

Executive Director

Wealth Planning Strategist

View bio

Professional History
Brian works with ultra-high net worth clients to provide bespoke tax modeling and analytics. Brian works with Family Office Solutions clients nationally, in addition to being a Wealth Planning Strategist for the NY Metro Division. In this capacity, Brian is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As a Wealth Planning Strategist, he provides expertise in the following areas:
− Estate and multi-generational planning
− Retirement income and cash flow analysis
− Business continuity and succession planning
− Retirement plans and employee benefits
− Risk and liability management planning
− Charitable giving strategies
− Executive compensation and benefit strategies

Prior to joining UBS in October of 2015, Brian worked in Bernstein's Wealth Planning and Analysis Group, and before that, he was an independent financial advisor.

Education
Brian received his B.A. from Wake Forest University, double majoring in Economics and English. He went on to earn his M.B.A with an Emphasis in Finance from the Carlson School of Management at the University of Minnesota. Brian holds the Chartered Financial Analyst® designation, as well as FINRA Series 7 and 66 Licenses. In addition, Brian has his life and health insurance licenses.
Julie Binder

Executive Director

Senior Strategist Family & Philanthropy Advisory

View bio

Professional history
As a Senior Strategist with Family Advisory and Philanthropy Services, Julie works with families on understanding money, values and philanthropic intent in the family wealth context and the dynamic overlap of five types of capital—human capital, intellectual capital, social capital, foundational capital, and financial capital. Family and Philanthropy Advisory is a thought partner to advisors and their exceptional client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

Prior to joining UBS Financial Services in 2018, Julie was with Foundation Source, a provider of comprehensive support services for private foundations for nearly a decade. While there, she was responsible for understanding the needs and identifying philanthropic solutions for ultra-high net worth clients and the Private Wealth Advisors who serve them. Julie worked with hundreds of clients to think about the impact of their philanthropy on their families and communities. Before Foundation Source, Julie worked for a boutique consulting firm that specialized in corporate philanthropy, and spent several years in business development for Texas Monthly and New York Magazine.

Education
Julie graduated from the University of Connecticut with a B.S. in Marketing and holds a Fellowship in Charitable Estate Planning from the Charitable Estate Planning Institute. She is an active volunteer with many local community organizations, and lives in Stamford, CT with her husband and two sons.
Gregg Arum, CFP

Executive Director

Structured Solutions Consultant

View bio

Gregg serves as a Structured Solutions Consultant for the New York City and Northern New Jersey Market Areas, and Private Wealth Management; responsible for the positioning of Structured Products across all asset classes. Gregg works closely with Financial Advisors and their clients, helping them understand the risks and rewards of structured products, and how both portfolio and tactical ideas can fit into a client’s overall portfolio strategy.

Professional History
Gregg joined UBS in 1998 and has held a variety of positions in Capital Markets. In his previous role, he served as a Municipal Bond Portfolio Specialist on the Northeast Municipal Bond Desk. Prior to that, he worked in Unit Investment Trusts as a member of the Equity Advisory Group. He has also served as a Financial Advisor in New York City.

Education
Gregg holds a B.A from the University of Florida.

Licenses and Certifications
FINRA Series 7, 63 and 65
CERTIFIED FINANCIAL PLANNER™
James Ocasio

Director

Alternative Investments Consultant

View bio

James joined UBS as an Alternative Investment Consultant for the Family Office Solutions team within Private Wealth Management. The Family Office Solutions (FOS) team holistically services $100m+ clients and family offices in partnership with Private Wealth Advisors. In his role, James will work with advisors and their FOS clients, acting as an in-house consultant & expert-generalist across alternative categories including but not limited to: hedge funds, real estate, and private equity.

Prior to UBS James was with Hightower Advisors, a registered investment advisor with greater than $100 Billion in client assets. As Head of Manager Research, his primary responsibility was providing advisors with best-in-class alternative investment solutions, due diligence, and consultation. Prior to Hightower, James was a Senior Research Analyst at Fischer and Company, LP (now Fischer Stralem Advisors), a multifamily office & investment advisor managing $500 Million and serving HNW private clients, foundations, endowments, and pension plans. James started his career at Federal Street Partners, LLC, a Fund of Hedge Funds with $3.6 Billion AUM at peak.

On a personal level, James lives in Manhattan and enjoys golf, 80s and 90s rock music, cooking, hiking, NY sports and spinning.

Essential insights

Your life

Your wealth

What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

Global Equity Research

Institutional Investor, 2021 Global Rankings

Global leader

UBS is a world-leading wealth manager

Personalized service. Exclusive access.

Private Wealth Management

Pursuing your goals together

Evan R. Bloomberg, CFA

Aaron Fant, CFP, CIMA

Kristopher Hargraves

Brian Schimpf, CFA

Julie Binder

Gregg Arum, CFP

James Ocasio