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 Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- 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 & Registrations
- CFA^® charterholder
- Series 7 and 66 securities licenses
- Life and Health insurance licenses
Media
- Contributor to Barrons.com and WSJ.com
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
- Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Binghamton University, B.A., Economics
- Series 7 and 66 securities licenses
- Life and Health insurance 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

evan.bloomberg@ubs.com

Evan R. Bloomberg, CFA

51 JFK Parkway,Short Hills,NJ,07078
Lauren Feder, CFP

Authorized Officer

Senior Wealth Strategy Associate
View bio
- 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
- VI
- VT
- WA
- WI
- WV
- WY
About Lauren Feder

Lauren delivers conscientious solutions to help you navigate and optimize your financial journey. Always leading with a client-centric mindset, Lauren seamlessly combines financial expertise with a personalized approach, ensuring your experience is both effective and tailored to your individual goals.

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

Experience
- Financial Advisor, Wealth Advice Center
Designations & Registrations
- CERTIFIED FINANCIAL PLANNER™ professional
- Series 7 and 66 securities licenses
Education
- B.A., Finance, Boston University
- Boston University, B.A., Finance
- Series 7 and 66 securities licenses
- CERTIFIED FINANCIAL PLANNER®
1285 Avenue Of The Americas
New York, NY 10019

lauren.feder@ubs.com

Lauren Feder, CFP

1285 Avenue Of The Americas,New York,NY,10019
Kristopher Hargraves, CAIA

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IL
- MA
- MD
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- PR
- SC
- SD
- TN
- TX
- VA
- WY
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
- Chartered Alternative Investment Analyst®
- 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
- Chartered Alternative Investment Analyst®
Cash management

Lending services

Investing

51 JFK Parkway
Suite 240
Short Hills, NJ 07078

kristopher.hargraves@ubs.com

Kristopher Hargraves, CAIA

51 JFK Parkway,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.
Andrea Sanft

Executive Director

Senior Wealth Strategist

View bio

Andrea works with ultra-high net worth clients of UBS and their financial advisors on issues involving domestic and international estate and tax planning, business succession, wealth transfer, international cross border issues and philanthropic objectives. She focuses on developing and helping clients implement comprehensive strategies to facilitate the preservation, transfer, and management of wealth. Andrea performs thorough reviews of clients' estate planning documents to ensure that each plan accurately reflects the family's goals and objectives in a tax-efficient manner.

Prior to joining UBS in March of 2024, Andrea was a senior wealth strategist for Morgan Stanley Private Wealth Management. Prior to that, she practiced law in the Private Client department of Paul, Weiss, Rifkind, Wharton and Garrison, LLP for over 15 years.

Education
Andrea has an LL.M. in Tax from Boston University and J.D. from St. John’s University School of Law.
Julie Binder

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

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.

Evan R. Bloomberg, CFA

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- 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 & Registrations
- CFA^® charterholder
- Series 7 and 66 securities licenses
- Life and Health insurance licenses
Media
- Contributor to Barrons.com and WSJ.com
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
- Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Binghamton University, B.A., Economics
- Series 7 and 66 securities licenses
- Life and Health insurance 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

evan.bloomberg@ubs.com

Evan R. Bloomberg, CFA

51 JFK Parkway,Short Hills,NJ,07078
Lauren Feder, CFP

Authorized Officer

Senior Wealth Strategy Associate
View bio
- 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
- VI
- VT
- WA
- WI
- WV
- WY
About Lauren Feder

Lauren delivers conscientious solutions to help you navigate and optimize your financial journey. Always leading with a client-centric mindset, Lauren seamlessly combines financial expertise with a personalized approach, ensuring your experience is both effective and tailored to your individual goals.

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

Experience
- Financial Advisor, Wealth Advice Center
Designations & Registrations
- CERTIFIED FINANCIAL PLANNER™ professional
- Series 7 and 66 securities licenses
Education
- B.A., Finance, Boston University
- Boston University, B.A., Finance
- Series 7 and 66 securities licenses
- CERTIFIED FINANCIAL PLANNER®
1285 Avenue Of The Americas
New York, NY 10019

lauren.feder@ubs.com

Lauren Feder, CFP

1285 Avenue Of The Americas,New York,NY,10019
Kristopher Hargraves, CAIA

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IL
- MA
- MD
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- PR
- SC
- SD
- TN
- TX
- VA
- WY
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
- Chartered Alternative Investment Analyst®
- 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
- Chartered Alternative Investment Analyst®
Cash management

Lending services

Investing

51 JFK Parkway
Suite 240
Short Hills, NJ 07078

kristopher.hargraves@ubs.com

Kristopher Hargraves, CAIA

51 JFK Parkway,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.
Andrea Sanft

Executive Director

Senior Wealth Strategist

View bio

Andrea works with ultra-high net worth clients of UBS and their financial advisors on issues involving domestic and international estate and tax planning, business succession, wealth transfer, international cross border issues and philanthropic objectives. She focuses on developing and helping clients implement comprehensive strategies to facilitate the preservation, transfer, and management of wealth. Andrea performs thorough reviews of clients' estate planning documents to ensure that each plan accurately reflects the family's goals and objectives in a tax-efficient manner.

Prior to joining UBS in March of 2024, Andrea was a senior wealth strategist for Morgan Stanley Private Wealth Management. Prior to that, she practiced law in the Private Client department of Paul, Weiss, Rifkind, Wharton and Garrison, LLP for over 15 years.

Education
Andrea has an LL.M. in Tax from Boston University and J.D. from St. John’s University School of Law.
Julie Binder

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

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.

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Essential investing principles

By following these core principles, we provide our clients with a strategic approach to pursuing financial well-being.

See core principles here

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.}

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

Global leader

UBS is a leading and truly global wealth manager

Personalized service. Exclusive access.

Private Wealth Management

Pursuing your goals together

Evan R. Bloomberg, CFA

Lauren Feder, CFP

Kristopher Hargraves, CAIA

Brian Schimpf, CFA

Andrea Sanft

Julie Binder

Evan R. Bloomberg, CFA

Lauren Feder, CFP

Kristopher Hargraves, CAIA

Brian Schimpf, CFA

Andrea Sanft

Julie Binder

*

*

Education

Credentials

*

*

Education

Credentials

*

*

Managing wealth is our craft

Request your report

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Essential investing principles

Request your report

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Essential insights

Your life

Your wealth

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Insights

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Start the conversation

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