Our Thesis

The Founders Group works with a distinguished group of founders of high-growth, innovative companies, principles 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.

Our Solutions

Solutions for founders

Solutions for founders

Solutions for private equity and venture capital principals

Solutions for private equity and venture capital principals

Solutions for family offices

Solutions for family offices

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

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    • 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 10017
        timothy.croak@ubs.com
        Timothy Croak
        299 Park Avenue,New York,NY,10017
      • Gabriel Cooperman

        Gabriel Cooperman

        Senior Vice President–Wealth Management

        Private Wealth Advisor

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        • 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 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.

        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 10017
          gabriel.cooperman@ubs.com
          Gabriel Cooperman
          299 Park Avenue,New York,NY,10017
        • Sam Harris

          Samuel Harris, CFA®

          Senior Wealth Strategy Associate

          Chartered Financial Analyst®

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

          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 10017
              samuel.harris@ubs.com
              Samuel Harris, CFA®
              299 Park Avenue,New York,NY,10017
            •  Rasheeda Brix

              Rasheeda P. Brix

              Team Administrator

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              • 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
                    rasheeda.brix@ubs.com
                    Rasheeda P. Brix
                    201 North New York Ave,Winter Park,FL,32789
                  • Jake Zisa

                    Jake Zisa

                    Client Associate

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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.

                        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

                            1285 Avenue Of The Americas
                            New York, NY 10019
                            jake.zisa@ubs.com
                            Jake Zisa
                            1285 Avenue Of The Americas,New York,NY,10019

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