Insight-based advice

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Peter assists high net worth families and corporate clients with comprehensive financial planning services, banking strategies, investment portfolios, and insurance needs. He has experience in trust & estate planning, and brings a broad array of business services to clients. Peter is a Chartered Retirement Plans Specialist (CRPS®), and has the advanced Wealth Advisor and Portfolio Management Program designations.  Peter is a graduate of The American University.

• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2025The 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.

• American Univeristy

• Chartered Retirement Plans Specialist℠
• Portfolio Manager
• Wealth Advisor

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Liz specializes in comprehensive financial planning and investment consulting services. She is experienced with taxable and municipal bond markets, college planning strategies, and retirement income planning.  Liz has guided scores of families with multiple generations through all phases of life over the past twenty years at UBS.  She attended Pace University.

• Pace University

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Jeff 's area of responsibility is in wealth planning and portfolio allocation.  As a CERTIFIED FINANCIAL PLANNER™, Jeff has a deep understanding of the various financial challenges facing clients today.  With a background in institutional trading and wealth management, he supports both individual and institutional investors.  Jeff is a graduate of Seton Hall University with a degree in finance. 

• Seton Hall University

• CERTIFIED FINANCIAL PLANNER®

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Marty started his career on Wall Street in 1968 as an options trader. In 1974, he moved to EF Hutton where he specialized in managing portfolios for high net worth clients and retirement plans. As a Portfolio Manager in the portfolio management program, Marty develops asset allocation models and focuses on the equity component of financial plans.  Marty is a graduate of Syracuse University, and earned his law degree at Brooklyn Law School.

• Syracuse University
• Brooklyn Law School, J.D.

• Portfolio Manager

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Josie joined UBS Financial Services in 2016. As a Senior Registered Client Service Associate, her focus is on helping clients have a first-class experience. She truly enjoys getting to know each client and connecting with them.

A classically trained actress, she graduated magna cum laude from Stony Brook University in 2008 with degrees in Italian Language and Literature, Theatre, and English Language. Prior to joining UBS, Josie qualified as a Certified Nutrition Coach and was a Director of a learning center, working with children that had social, emotional, behavioral and learning struggles. She worked very closely with the families and was a main source of support for them.

Josie holds her Series 7 and 66 securities licenses. She lives in Bergen County, New Jersey with her husband, Alex. She enjoys traveling and practicing mindfulness, meditation, and yoga.