Distinctive solutions for modern wealth

Private Wealth Management

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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.

Guiding founders and business owners

construction

Credit and liquidity solutions

Shaping exceptional family wealth

roots of tree

Exceptional financial strength and stability

You. Connected.

At UBS Private Wealth Management, we believe it’s all about connection. For more than 160 years, we have connected our clients to thought leaders within our firm and throughout the world, and to like-minded peers who share their experiences. This network of experienced professionals and clients informs your thinking, fuels your ambitions and helps you invest for a better world.

Our solutions

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

    Private Wealth Advisor

    • image
    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • IN
    • MA
    • ME
    • MN
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VT
    • WA

    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.

      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

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

        Gabriel Cooperman

        Senior Vice President–Wealth Management

        Private Wealth Advisor

        • image
        • image
        • image
        • image
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • IN
        • MA
        • ME
        • MN
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • PA
        • SC
        • TN
        • TX
        • VT
        • WA

        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, 2019, 2023The 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, 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.

        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

          • Private Wealth Advisor
          Exit planning
          Alternative investments
          Sustainable investing
          Impact investing
          Entrepreneurs
          299 Park Avenue
          New York, NY 10171
        • Sam Harris

          Samuel Harris, CFA®

          Senior Wealth Strategy Associate

          Chartered Financial Analyst®

          • image
          • image
          • image
          • AK
          • AL
          • CA
          • CO
          • DC
          • DE
          • FL
          • HI
          • IN
          • MA
          • ME
          • MS
          • NC
          • NH
          • NJ
          • NY
          • OH
          • PA
          • TN
          • TX
          • VT

          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.

            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

              • Chartered Financial Analyst®
              Investing
              Asset allocation
              Alternative investments
              Family Offices
              299 Park Avenue
              New York, NY 10171
            •  Rasheeda Brix

              Rasheeda P. Brix

              Wealth Strategy Associate

              • image
              • image
              • image
              • image
              • AL
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • IN
              • LA
              • MA
              • ME
              • MN
              • MS
              • NC
              • NH
              • NJ
              • NY
              • OH
              • PA
              • SC
              • TN
              • TX
              • VT
              • WA

              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.

                Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

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

                    Megan Lundmark

                    Client Associate

                    • image
                    • image
                    • image
                    • image
                    • AZ
                    • CA
                    • CO
                    • CT
                    • DC
                    • DE
                    • FL
                    • HI
                    • IN
                    • MA
                    • ME
                    • MS
                    • NC
                    • NH
                    • NJ
                    • NY
                    • OH
                    • PA
                    • TN
                    • TX
                    • VT

                    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.

                      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                          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 12/31/2022

                        #1

                        ESG/Impact Investing

                        Euromoney Private Banking and Wealth Management Survey, 2015-2022

                        Insights