Experience

Makes all the difference

At Gottlieb Rose Wealth Management, our mission is to ensure that you and your family are best positioned to achieve your goals using the resources of a premier global world class firm, while delivering the personalized touch of a family office. Our team manages over $1 Billion in assets from our office in New York City. Each and every family receives white glove service from the partners of the group. Our goal is to preserve and grow our client's capital while concentrating on their overall goals and needs.

We believe that it is crucial for each client to have a holistic financial plan. We focus on multi-generational planning, including helping our clients with retirement, education, insurance, charitable giving and wealth transfer strategies.

 

At Gottlieb Rose Wealth Management, we are our clients' confidants, advocating to deliver what is most important to them. Advice. Beyond investing. Our team views planning as the core of this advice. In fact, we see it as the foundation of fully integrated wealth management. To us, there is no better way to deliver the right solutions for your needs than through a plan that evolves with you over time, generation after generation.

 

We have helped our clients navigate every type of market environment, diligently monitoring trends and investment opportunities. But for us, a comprehensive financial plan based on a deep and insightful exploration of your goals and priorities is the key to achieving financial success. And though we are an experienced and seasoned team of professionals with access to the world’s largest suite of industry-leading resources and solutions, what matters most to us is that our clients know how much we care.

Rachel E. Gottlieb, CFP, CDFA

Managing Director–Wealth Management

Financial Advisor

An industry veteran since 2002, Rachel is one of the partners and co-founder of Gottlieb Rose Wealth Management and a UBS Managing Director, a title reserved for a handful of business leaders around the globe.

As one of UBS’s elite Private Wealth Advisors, Rachel has completed comprehensive training in financial planning, asset allocation and wealth planning strategies.

Rachel is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and Certified Divorce Financial Analyst™ (CDFA™) and has the expertise to help clients make well-informed financial decisions pre- and post-divorce.

Rachel was appointed to the influential UBS Financial Advisor Advisory Council (FAAC) in 2021. The FAAC, a select group of 14 Financial Advisors who represent all UBS Advisors, addresses the critical issues and concerns that ultimately help Advisors better serve their clients. Her professional licenses include the Series 7, 31, and 66, as well as the Life, Accident and Health Insurance license and Variable Annuities.

Rachel is the author of Zac's Dollar Dilemma, a book that teaches children to spend, save, give, and invest. She has spent time with children in schools, bookfairs, and recently helped with BlackRock’s Bring Your Kid to Work Day. She also dedicates her time as a volunteer for Savvy Ladies, a financial advice hotline for women.

Rachel has a BS in Finance & Marketing from Lehigh University. Rachel lives in Westchester with her husband, Josh and two children, Zac and Lexi.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • TN
  • TX
  • UT
  • VA
  • WA

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2019The 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, 2019The 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 Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 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 Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • On Wall Street – Top 40 Advisors Under 40, 2020The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October 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

Education

  • Lehigh University , Bachelor of Science : 1998 - 2002

Credentials

  • Certified Divorce Financial Analyst
  • CERTIFIED FINANCIAL PLANNER™
299 Park Avenue
New York, NY 10171

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William J. Rose

Managing Director–Wealth Management

Financial Advisor

An industry veteran since 1999, William is one of the senior advisors of Gottlieb Rose Wealth Management and a UBS Managing Director - Wealth Management, a title reserved for a handful of business leaders around the globe.

As one of UBS's elite Private Wealth Advisors, William has completed comprehensive training in financial planning, asset allocation and wealth planning strategies.

William's professional licenses include the Series 7 and 66, as well as licenses for Life, Accident and Health Insurance and Variable Annuities.

His bachelor's degree is in Psychology and Sociology from the University of Massachusetts at Amherst.

Outside of the office, Will is very active in the community, having held various positions at New York Chapter of the Crohns and Colitis Foundation, including President, Vice President, and currently Treasurer. In 2018, William was honored at the annual Crohn's and Colitis Foundation Gala as the "Man of the Year." Will is also involved in the Bergen County, N.J. chapter of UJA.

He spends his free time coaching his children's sports team and training at CrossFit.

He lives in Woodcliff Lake, New Jersey with his wife, Devyn, sons, Jagger and Bodie and dog Nova.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • TN
  • TX
  • UT
  • VA
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 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 Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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

Education

  • University of Massachusetts at Amherst, Bachelor of Arts: 1995 - 1999
299 Park Avenue
New York, NY 10171

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Kayla Gayle Gager

Senior Wealth Strategy Associate

As our Wealth Strategy Associate, Kayla's primary focus is providing outstanding service to our clients. She works closely with the team to provide timely execution of trades and product updates. Kayla works seamlessly with the firms trading desks, conducts manager due diligence and monitors new investment offerings from the firm.

 

Kayla began her financial services career with UBS Financial Services in 2011. She is a graduate of Syracuse University with a B.A. in Finance. She lives in Brooklyn and enjoys seeing jazz shows, traveling, and enjoying the company of family and friends. In addition, she holds the Series 7, 63 and 65 designations.

 

Registered States:  AZ, CA, CT, DC, FL, GA, IL, MA, MD, ME, MI, NC, NJ, NY, PA, VA

 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • ID
  • IL
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • TX
  • VA
  • WA
299 Park Avenue
New York, NY 10171

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Elisabeth Traupman

Authorized Officer

Senior Wealth Strategy Associate

Elisabeth Traupman joined UBS Financial Services in 2021 and brings over fifteen years of corporate and financial services experience to the Gottlieb Rose Wealth Management team.

 

Working primarily with affluent individuals and families, Elisabeth specializes in financial planning, insurance, and lending.  She is dedicated to helping clients build more than a financial plan, but also a life plan focused on their individual goals and needs. Beyond investment management, Elisabeth understands that clients want superior service and holistic wealth management that is centered on their individual financial situation.

 

Elisabeth resides in Greenwich, CT with her husband, Gabe. She studied Finance at Villanova University and Wagner College and has earned Series 7, 63 and 66 securities licenses as well as her life/health insurance license. Outside of work, Elisabeth enjoys hiking, traveling, and spending quality time with her family and friends.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WY
299 Park Avenue
New York, NY 10171

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Kasten Randolph Carter

Senior Wealth Strategy Associate

As one of the CSA's in our group, Kasten works hand in hand with each client to accomplish requests with ease in a timely fashion. Kasten has an in-depth knowledge of how to perform a variety of different tasks and focuses on client service and experience.

 

Kasten attended SUNY Albany, where he studied Finance and Management.  After graduation, Kasten worked at AXA Advisors, where he earned his Series 7 and Series 66 licenses. In the winter, he enjoys traveling the country to snowboard. In the summer, he spends his time boating, wakeboarding, and heading to the beach with friends and family. 

Registered States:
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • ID
  • IL
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • TN
  • TX
  • VA
  • WA
299 Park Avenue
New York, NY 10171

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James Caselli

Client Associate

James attended CUNY College of Staten Island, as a member of the Verrazano Honors Program, where he earned his Bachelor of Science in Finance. During his college career, James was a frontrunner in the school’s business department, leading the college trading room, as well as being recruited for various leadership responsibilities throughout his tenure.  In his spare time, James enjoys spending time with friends and family, maintaining his health and fitness with exercise, as well as playing basketball.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • ID
  • IL
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • TN
  • TX
  • VA
  • WA
299 Park Avenue
New York, NY 10171

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