Global access. Strategic solutions.

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Rick is a Managing Director-Financial Advisor overseeing HSS Partners, a boutique wealth management team that directs high net worth families in formulating, executing, and monitoring thoughtful solutions to build and preserve wealth.

Rick focuses on developing relationships with clients to gain an understanding of their needs, wants and wishes. Armed with this knowledge, he is well qualified to implement strategies that seek to provide income & growth with an emphasis on risk management.

Rick resides in Moorestown, NJ with his wife and three children.

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Dan Silverberg is a Senior Vice President-Financial Advisor with UBS.   A partner of HSS Partners at UBS, he is responsible for running mission-critical functions of the team.

 In 2018 & 2019, Danny was honored to be named a Forbes Best in the State Top Advisor for New Jersey. He is actively involved with charitable organizations and has received the Daniel B. Toll Humanitarian Award.

A George Washington University graduate, majoring in Finance, Danny and his wife, Heidi, live in Florida, and together have their three sons.

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Shawn Senior is a Senior Vice President-Financial Advisor with HSS Partners at UBS. Shawn’s experience includes helping current and future retirees with investment planning and meeting their income and retirement goals. 

Shawn also focuses on aiding professional athletes with long- term planning and effectively managing all facets of their financial lives. His goal is to deliver the resources needed to help create and implement a comprehensive wealth management plan. 

Shawn played in the Boston Red Sox organization and stays actively involved in the baseball community. Shawn attended North Carolina State University on an athletic scholarship and graduated from LaSalle University with a degree in business management.

He resides in Haddonfield, NJ with his wife, Danielle, and his two children, Nicholas & Alexandra.

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Joe Cirucci is a Vice President-Financial Advisor and Certified Financial Planner™ with HSS Partners at UBS. He began his career in 2003, working at the Philadelphia Stock Exchange throughout high school and college, where he developed a passion for financial markets.

After interning with the team, Joe officially joined HSS Partners upon graduating from Franklin and Marshall College in 2011. He is also an alumnus of St. Joseph’s Prep, and is an active member on multiple boards for both institutions.

Joe takes pride in helping clients address their concerns and plan for future goals, focusing on the client experience and building long-term, generational relationships. 

He is licensed with the Series 7, 66, 31, and Insurance Producer designations. Additionally, Joe was awarded the CFP® designation in 2015 through the Certified Financial Planning Board of Standards.

Joe currently lives in Moorestown, NJ with his wife Gina, and their two children Valentina and Louis.

• CERTIFIED FINANCIAL PLANNER®

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As a Senior Wealth Strategy Associate with HSS Partners at UBS, much of Jeff’s focus is on developing new client relationships. 

Jeff ’s passion is helping late-career individuals and their families with retirement transition planning, assisting them to gather an inventory of their assets, obligations, and sources of income.   He takes time to listen to what matters most in their lives, allowing the team to apply their wealth of experience to effectively establish a plan in pursuit of a solution for each unique and individual circumstance. 

Jeff graduated from the University of Delaware with a degree in Finance and Economics.   He resides in Marlton, NJ and is an avid Philadelphia sports fan.

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Dawn began her career in the financial services industry in 1987. She joined the team in 2006 and holds years of experience in both service and operations. 

Dawn oversees all aspects of client operation and is dedicated to delivering exemplary client service.   As a fully registered and licensed senior registered associate, Dawn is responsible for helping the team with issues not only on the operational side, but also can assist clients with market and trade related requests. 

Her skill set allows the team’s clients an immediate response enhancing the level of service the team offers.

Cheryl began her career in the financial services industry in 1993. Joining the team in 2002, Cheryl’s role is to offer our clients value added service.

Cheryl develops and maintains a personal relationship with our clients and enhances the team’s ability to deliver an exemplary level of high-quality service.  Her goal is to provide a pleasant, enjoyable, and seamless client experience while handling the operational and administrative needs for the team.

She is an integral team member and is typically the first contact for a large number of the team’s client base.