The right moves for your financial future

Gregory Gottlieb

Financial Advisor

After graduating from the University of New Hampshire’s Paul College of Business & Economics in 2015, Gregory embarked on a successful career in the luxury hotel industry. That journey began at one of the most distinguished language immersion programs in the world at Middlebury College’s School of Mandarin Chinese. From there, Gregory deepened his experience with the Chinese language and culture by working abroad in Chengdu, Sichuan – one of the fastest-growing capital cities in the world. Finally, Gregory brought these enriching experiences back to the United States and enjoyed several years in senior-level management roles for two world-class owner-operators in Las Vegas, Boston, and most recently, New York City.

During that time, Gregory completed the Real Estate and Asset Management program offered by Cornell Executive Education. He is now a candidate for the Certified Financial Planner (CFP®) certification, the industry standard-of-excellence in financial planning.

Gregory’s transition into Wealth Management was inspired by his enthusiasm for providing a unique and impactful service experience and by his admiration for the trust his father, Daniel, has earned from his clients over a nearly 40-year career in the business. Gregory spent his first year at UBS serving clients of the UBS Wealth Advice Center. He joined the UBS Cornerstone Group as a Financial Advisor in 2021.

Gregory holds his SIE, Series 7, and Series 66 securities licenses and is a member of the Investment and Wealth Institute.

Gregory resides just steps away from Wall Street in Manhattan’s Financial District with his girlfriend, Christine. Outside the office, Gregory enjoys golfing, surfing, and can be found most mornings at Barry’s Bootcamp.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

Education

  • Business Administration, University of New Hampshire
  • Certificate, Real Estate & Asset Management, Cornell Executive Education
  • Certificate, Chinese Studies, Middlebury College

Financial planning
Exit planning
Business succession
Asset allocation
Alternative investments
401(k) plan services
Impact investing
Multi-generational families
1285 6th Ave.
New York, NY 10019
  • (609) 677-2251

Email Me

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.

  • Daniel Gottlieb

    Daniel Gottlieb

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI

    Dan Gottlieb has over 30 years experience in the financial services industry. Mr. Gottlieb and his team provide investment and multi-generational wealth management consulting services to Ultra High Net Worth families, senior executives and founders of public and private companies, family offices and foundations. His team's two business focuses are on Private Wealth Management and Corporate Executive Services. Mr. Gottlieb received a BS from The Whittemore School of Business and Economics at the University of New Hampshire in 1978.

      • University of New Hampshire, BS, Business & Economics
        401(k) plan services
        Family Offices
        1337 Tilton Road
        Northfield, NJ 08225
      • Brett Hina

        Brett Hina, CRPS®, CIMA®, CPWA®

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • VT
        • WA

        Brett has over 25 years of investment experience and is a Senior Vice President and Senior Portfolio Manager with UBS.

        Brett graduated from the Wharton Business School at the University of Pennsylvania, with a dual concentration in Management and Marketing (Bachelors in Business Administration). He has a Masters in Liberal Arts from the University of Pennsylvania and did his Capstone research project on Economic History. In addition, Brett has an MBA from Saint Joseph's University. Brett has numerous industry credentials, he obtained the Certified Investment Management Analyst® (CIMA®) certification while attending a program at Wharton and the Certified Private Wealth Analyst (CPWA®) certification from Yale University. In addition, he acquired the Certified Retirement Plan Specialist (CRPS®) certification from the College of Financial Planning. Brett is also a Retirement Plan Consultant and has completed the UBS Wealth Advisor Program.

        Brett holds Series 7, 9, 10, 63 and 65 securities licenses and is a member of the Investment and Wealth Institute. Outside the office, Brett is an avid runner. He has completed dozens of marathons and other distance race.

        • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

        • University of Pennsylvania, Wharton Business School, BS, Business Administration
        • University of Pennsylvania, MA, Liberal Arts
        • Saint Joseph's University, MBA
          Custom portfolios
          Financial planning
          Retirement planning
          Estate planning strategies
          Business succession
          401(k) plan services
          Business owners
          Entrepreneurs
          1337 Tilton Road
          Northfield, NJ 08225
        • Sean Thompson

          Sean B. Thompson

          First Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • VA
          • VT
          • WA
          • WI

          Sean has over 15 years of investment experience and is a First Vice President with UBS. He holds the Series 7, 66, and 9 & 10 securities licenses as well as Life, Accident, and Health Insurance licenses.

          Sean attended the University of Miami on both academic and football scholarships, and graduated with a B.S. in mechanical engineering.  While attending the University of Miami, Sean was a member of two national championship teams.  He currently lives in South Florida with his wife and two children.

            • University of Miami, BS, Mechanical Engineering
              Banking
              Estate planning strategies
              Asset allocation
              Retirement Plan consulting
              401(k) plan services
              Professional athletes
              Business owners
              Entrepreneurs
              1337 Tilton Road
              Northfield, NJ 08225
            • Gregory Gottlieb

              Gregory Gottlieb

              Financial Advisor

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              • AK
              • AL
              • AR
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • IA
              • ID
              • IL
              • IN
              • KS
              • KY
              • LA
              • MA
              • MD
              • ME
              • MI
              • MN
              • MO
              • MS
              • MT
              • NC
              • ND
              • NE
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • PR
              • RI
              • SC
              • SD
              • TN
              • TX
              • UT
              • VA
              • VI
              • VT
              • WA
              • WI
              • WV
              • WY

              After graduating from the University of New Hampshire’s Paul College of Business & Economics in 2015, Gregory embarked on a successful career in the luxury hotel industry. That journey began at one of the most distinguished language immersion programs in the world at Middlebury College’s School of Mandarin Chinese. From there, Gregory deepened his experience with the Chinese language and culture by working abroad in Chengdu, Sichuan – one of the fastest-growing capital cities in the world. Finally, Gregory brought these enriching experiences back to the United States and enjoyed several years in senior-level management roles for two world-class owner-operators in Las Vegas, Boston, and most recently, New York City.

              During that time, Gregory completed the Real Estate and Asset Management program offered by Cornell Executive Education. He is now a candidate for the Certified Financial Planner (CFP®) certification, the industry standard-of-excellence in financial planning.

              Gregory’s transition into Wealth Management was inspired by his enthusiasm for providing a unique and impactful service experience and by his admiration for the trust his father, Daniel, has earned from his clients over a nearly 40-year career in the business. Gregory spent his first year at UBS serving clients of the UBS Wealth Advice Center. He joined the UBS Cornerstone Group as a Financial Advisor in 2021.

              Gregory holds his SIE, Series 7, and Series 66 securities licenses and is a member of the Investment and Wealth Institute.

              Gregory resides just steps away from Wall Street in Manhattan’s Financial District with his girlfriend, Christine. Outside the office, Gregory enjoys golfing, surfing, and can be found most mornings at Barry’s Bootcamp.

                • University of New Hampshire, Business Administration: 2011 - 2015
                • Cornell Executive Education, Certificate, Real Estate & Asset Management: 2018 - 2019
                • Middlebury College, Certificate, Chinese Studies: 2015 - 2015
                  Financial planning
                  Philanthropy
                  Multi-generational families
                  Business owners
                  1285 6th Ave.
                  New York, NY 10019
                • Lisa Ruela

                  Lisa Ruela

                  Senior Client Associate

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                  • FL
                  • NC
                  • NJ
                  • PA

                  Lisa has over 20 years of industry experience. She is responsible for all of the team's administrative responsibilities. Lisa is a graduate of Montclair State University with a degree in Economics. She lives in Manahawkin, NJ with her husband John and their son John.

                    • Montclair State University, Economics
                      1337 Tilton Road
                      Northfield, NJ 08225
                    • Sara Moyer

                      Sara Moyer

                      Senior Client Associate

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                      • CA
                      • CO
                      • CT
                      • DE
                      • FL
                      • GA
                      • IL
                      • KY
                      • MA
                      • MD
                      • MO
                      • NC
                      • NH
                      • NJ
                      • NV
                      • NY
                      • OH
                      • PA
                      • RI
                      • SC
                      • TN
                      • TX
                      • VA
                      • WA

                            101 West Elm Street
                            Suite 200
                            Conshohocken, PA 19428

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