Experience

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.

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.

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.

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.

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.