Global leader
UBS is a leading and truly global wealth manager
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.
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.
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.
Working with us, you’ll find our solutions are highly personalized—sometimes atypical—and reflect our ability to see challenges as opportunities, not obstacles.
Our client, an industry pioneer in his 40s with a young family, founded and sold his successful B2B digital media company.
Our team has focused on personal planning for founders of high growth companies since the early 2000s, delivering highly bespoke liquidity planning, tax mitigation strategies and, where appropriate, pre-IPO lending or introductions to UBS’s Global Banking franchise.
Principals who have worked for premier private funds have a significant portion of their net worth locked into unrealized carry, unable to access that capital until the fund’s wind-down. We advise these successful professionals on tailored lending solutions enabling them to unlock their carry and put it to work in a diversified portfolio, acquisition of a home or other life events.
We harness the power of UBS’s institutional and wealth management resources UBS traders, bankers, analysts and sales teams in every market, product class and currency to serve the needs of successful family offices. Working with the Family Office Solutions Group, our clients benefit from UBS’s deep perspective on establishing family offices, industry trends, best practices, education, costs, communication, rising generation stewardship, reporting, staffing, concierge needs, structure and governance.
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.
Managing Director–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
212-821-7023
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.
Senior Vice President–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
212-821-7024
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.
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.
Senior Wealth Strategy Associate
UBS Financial Services Inc.
Private Wealth Management
212-821-7026
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.
Team Administrator
UBS Financial Services Inc.
Private Wealth Management
212-821-7025
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.
Client Associate
UBS Financial Services Inc.
Private Wealth Management
212-821-2211
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.
Managing Director–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
212-821-7023
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.
Senior Vice President–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
212-821-7024
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.
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.
Senior Wealth Strategy Associate
UBS Financial Services Inc.
Private Wealth Management
212-821-7026
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.
Team Administrator
UBS Financial Services Inc.
Private Wealth Management
212-821-7025
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.
Client Associate
UBS Financial Services Inc.
Private Wealth Management
212-821-2211
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.
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.
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.
Global leader
UBS is a leading and truly global wealth manager
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024