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Tim Croak is an expert in advising individuals and their families on pre and post-transaction wealth planning, bringing over 35 years in Private Wealth Management experience. Tim specializes in developing comprehensive wealth plans for a select group of founders, executives and investors in highly successful businesses. Prior to joining UBS in 2015, Tim served as a Director in the Private Bank at Credit Suisse and as a Senior Vice President at its predecessor firm Donaldson Lufkin and Jenrette. He is active in philanthropic ventures including City Harvest and the Catholic Relief Services. He also currently teaches Latin classes at and serves on the Board of Trustees for the George Jackson Academy, a middle school for gifted low-income boys, in New York City. Tim is a long time and avid San Antonio Spurs fan and resides in New York City with his wife and children.

• Private Wealth Advisor

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Gabriel Cooperman is dedicated to advancing the personal wealth goals of a select group of founders, executives and investors in highly successful businesses. Gabriel guides the Founders Group's overall strategy, leveraging UBS's global resources to deliver innovative solutions to their clientele. Prior to joining UBS in 2015, he served as a Relationship Manager in the Private Bank at Credit Suisse and as an analyst for the Blackstone Group. Gabriel graduated from Lehigh University with a degree in Economics and Spanish. 

Gabriel and his wife reside in New York City with their two children. He currently serves on the Board of Trustees for the Queen Sofia Spanish Institute and on the Investment Committee for Children’s Rights.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The 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.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2023The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• Private Wealth Advisor

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With nearly two decades of institutional investment experience, Anthony Sneag brings analytical rigor and strategic insight to private wealth management. He partners with families to design and implement customized plans aligned with their long-term goals. He integrates investment acumen, management advisory experience, and UBS’s global resources to guide clients through complex decisions and maintain a high-touch relationship.

Previously, Anthony co-managed multi-billion-dollar growth equity portfolios at Mackay Shields/New York Life Investments, with a focus on the technology sector. He applies the same research discipline and risk management framework, along with advanced financial and tax/estate planning strategies, in his work with ultra-high net worth families and foundations.

Anthony serves as Co-President of the Board of Kings Bay Y, a non-profit organization supporting communities in Brooklyn. He holds an MBA from Columbia Business School, where he was in the value investing program, and a BS from Cornell University.

• Cornell University, B.S.
• Columbia Business School, MBA

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Sam Harris, CFA, is a Senior Wealth Strategy Associate within the Founders Group at UBS Private Wealth Management. Sam's responsibilities focus on managing multi-asset client portfolios and idea generation for potential new investments. Prior to joining UBS, Sam spent his career at Morgan Stanley; most recently as a portfolio manager within the Outsourced Chief Investment Office (OCIO) where he managed institutional portfolios with a focus on alternative investments. Sam also spent time conducting manager research within the Global Investment Office.

Sam graduated from the NYU Stern School of business in 2015 with dual concentrations in Finance and Economics and was president of his fraternity, Alpha Epsilon Pi. He currently lives in Manhattan and enjoys spending time with friends and family, cheering for New York sports and going fishing on the weekends in Montauk, NY.

• New York University, Finance and Economics: 2011 - 2015

• Chartered Financial Analyst

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Rasheeda Brix is a Team Administrator at UBS Private Wealth Management in Florida. Rasheeda’s primary responsibilities include overseeing all operational and administrative aspects of the business and managing client services. Prior to joining UBS in 2015, Rasheeda was a Senior Relationship Associate at Credit Suisse and a Senior Associate at Pershing, LLC, where she was responsible for supervising a team of 8 client service professionals. Rasheeda graduated from the University of Central Florida with a degree in Business Administration.

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As a Client Associate, Jake streamlines day-to-day operational needs and client requests, ensuring excellence in the service they receive. Additionally, Jake works on new initiatives for the team's financial planning capabilities and family office services.

Prior to UBS, Jake served as a Senior Analyst for Bloomberg on their Asset & Investment Management (AIM) desk where he guided clients worldwide in trade execution and portfolio management operations. He graduated from the Villanova School of Business, magna cum laude, with a Finance major and spends his free time focusing on fitness & nutrition.