Distinctive solutions for modern wealth

Private Wealth Management

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The Founders Group works with a distinguished group of founders of high-growth, innovative companies, principals of premiere private equity and venture capital firms and family offices. Our team brings a process-oriented approach combined with innovative problem-solving and fully customized solutions to help you navigate the complexities of significant liquidity events and multigenerational family wealth.

Understanding your family personally and professionally is our priority. We foster relationships by providing the perspective you need to achieve success that’s measured in years, not months.

- Founders Group

Private Wealth Management

As a UBS Private Wealth team, we purposefully maintain a small client-to-advisor ratio that enables us to understand thoroughly who you are and what you need. Expect nothing less than an exceptionally personalized relationship with global access to UBS expertise, investment platforms and an ecosystem of like-minded families, business owners, philanthropists and entrepreneurs with whom you can share common ground.

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Solutions for founders

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Solutions for private equity and venture capital principals

Mountain climber

Solutions for family offices

UBS

The strength of UBS

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Our capabilities

Whether you’re building a company or a family office, our strong relationships across UBS allow us to tap into the global resources of the world’s largest wealth management firm on your behalf.

A planning foundation: The cornerstone of our services is a coordinated plan that addresses meaningful goals, both financial and philanthropic. Working with us, you’ll find our solutions are highly personalized—sometimes atypical—and reflect our ability to see challenges as opportunities, not obstacles.

Advanced Planning Group: Key Takeaways from the House Tax Bill

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.

  • Timothy Croak

    Timothy Croak

    Managing Director–Wealth Management

    Financial Advisor

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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.

          Legacy planning
          Asset allocation
          Multi-generational families
          299 Park Avenue
          New York, NY 10171
        • Gabriel Cooperman

          Gabriel Cooperman

          Senior Vice President–Wealth Management

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

              Exit planning
              Alternative investments
              Sustainable investing
              Impact investing
              Entrepreneurs
              299 Park Avenue
              New York, NY 10171
            •  Stephen Santangelo

              Stephen Joseph Santangelo, CFA®, CAIA

              Senior Wealth Strategy Associate

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              Stephen Santangelo, CFA, CAIA is a Senior Wealth Strategy Associate at UBS Private Wealth Management in New York. Stephen’s primary responsibilities include construction, implementation, and monitoring of investment portfolios, manager due diligence, trading, and performance analytics.

              Prior to joining UBS in 2019, Stephen was an Investment Specialist in the J.P. Morgan Private Bank serving ultra-high net worth clients and families. Stephen’s earlier experience at J.P. Morgan includes four years as an Equity Research Analyst for their proprietary funds business focusing on the FinTech and Payments sectors. He also served as a Junior Portfolio Manager for the $10bn U.S. Analyst Fund strategy.

              Stephen graduated from the University of Maryland with a dual degree in Finance and Business Management. He also holds the Chartered Financial Analyst (CFA) designation as well as the Chartered Alternative Investment Analyst (CAIA) designation. He is experienced in both public and private markets. Outside of the office he enjoys horse racing, golf, skiing, Maryland basketball, and is currently pursuing the Introductory Sommelier Exam. He currently resides in Miami, Florida.

                  • Chartered Financial Analyst®
                  • Chartered Alternative Investment Analyst®
                  299 Park Avenue
                  New York, NY 10171
                •  Rasheeda Brix

                  Rasheeda P. Brix

                  Wealth Strategy Associate

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                  Rasheeda Brix is a Wealth Strategy Associate at UBS Private Wealth Management in New York. 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.

                        201 North New York Ave
                        Winter Park, FL 32789
                      • Megan Lundmark

                        Megan Lundmark

                        Client Associate

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                          Megan is a Client Service Associate with The Founders Group at UBS Private Wealth Management. Megan serves as an additional point of contact to streamline all service and day-to-day operational needs as well as working on financial planning analytics. 

                          Megan graduated from Lehigh University in 2022 with a B.S. degree in Business and Economics, as a finance major and international relations minor. Megan was a D1 soccer player at Lehigh. Originally from Downingtown, PA, Megan recently moved to New York City to join the team.  Outside of the office she enjoys spending time with friends and family, snowboarding, and trying out new restaurants.

                                299 Park Avenue
                                New York, NY 10171

                              Backed by the strength of UBS

                              A global leader in wealth management

                              Global leader

                              UBS is a world-leading wealth manager

                              Financial strength

                              Driving confidence.
                              Aa3 (stable) Moody’s
                              A+ (stable) Standard & Poor’s

                              UBS AG, long-term senior secured debt rating. As of 11/23/2021

                              $10 billion

                              USD invested in 100% sustainable portfolios4

                              4ubs.com/Impact/2/2020