Experience

As a Managing Director and the founder of the JMR Wealth Management Group, Jose leads a team that includes his two sons, Adam and Nicholas, Senior Vice Presidents, his cousin David Maldonado, a Senior Wealth Strategy Associate, Melinda Cavalier, a Wealth Management Associate, Lily Martinez, Senior Client Service Associate and Mark Battaglia, Registered Client Service Associate.

Jose's professional designations are Chartered Life Underwriter® (CLU®), Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), Chartered Financial Consultant (ChFC®) and Certified Portfolio Manager (CPM®).

He is enthusiastic about helping clients achieve financial independence. Collaborating with his son’s Adam and Nick offers a unique perspective into the complex needs of the multigenerational families they serve. He believes in empowering others by giving them the tools and knowledge they need to fulfill their potential. They will design custom financial plans built around the time-tested principles of diversification and a long-term investment view.  

Jose has deep industry experience, and has earned multiple wealth planning accolades over the 38 years he has been in the industry. In 2019- 2024 Forbes/SHOOK recognized Jose as an industry leader, naming him a Best-In-State Wealth Advisor for his compassion, work ethic and commitment to clients.  In 2023 & 2024 he and his group were recognized as Best-in-State Wealth Management Team.

Outside the office, Jose leverages his industry knowledge and applies it to areas he is passionate about such as baseball, golf and his Hispanic heritage. Previously having served on the investment committee for the Hispanic Federation for 16 years and as the Chairman of the Investment Committee for the Jackie Robinson Foundation, Jose always remembers his roots and continues to philanthropically stay involved in the local communities. Jose lives with his wife, Laura in Sarasota Florida. 

A Next‑Generation Advisor for Multigenerational Wealth

Adam is a Senior Vice President and Financial Advisor at UBS, working with the JMR Matta Wealth Management Group in New York. He is part of a multigenerational, family‑led team serving high‑net‑worth individuals and families. With more than 15 years of experience in the financial services industry, Adam is dedicated to helping families navigate complexity, manage concentrated wealth, and plan with intention across generations. Adam partners closely with entrepreneurs, private‑ and public‑sector executives, and business‑owning families, with particular expertise advising clients who hold highly concentrated positions in employer stock, equity compensation, and stock options. His work frequently spans both personal and business balance sheets, helping clients integrate investment strategy, planning considerations, and long‑term family objectives into a cohesive and disciplined wealth framework.

Adam began his career in financial services at J.P. Morgan Chase before joining UBS in 2013, where he completed the firm’s rigorous Financial Advisor Development Program. He holds the Certified Financial Planner™ (CFP®), Chartered Life Underwriter® (CLU®), and Chartered Financial Consultant® (ChFC®) designations, and focuses on comprehensive financial planning, life insurance strategies, retirement planning, and corporate benefits and retirement plan advisory. His approach reflects a deep appreciation for the responsibility that accompanies significant wealth—particularly when it is intended to support multiple generations.

As a second‑generation advisor within the JMR Matta Wealth Management Group, a family‑operated team founded by his father, Jose, Adam works alongside his father, his brother Nicholas, and his cousin David. Together, the team brings continuity, shared values, and diverse perspectives to families they often serve across decades and generations. Adam takes pride in helping clients prepare not only for financial success, but also for the thoughtful transition of wealth through education, planning, and stewardship.

Adam resides in Westfield, New Jersey, with his wife, Jill, and their three children—Cameron, Gio, and Eliana—and their dachshund, Breck. Outside the office, he enjoys photography, traveling, and surfing, and is deeply committed to coaching youth baseball. A former Division I starting pitcher at Saint Joseph’s University, Adam remains actively engaged with the university, mentoring students and aspiring professionals interested in careers in financial services—reflecting his passion for developing the next generation, both professionally and personally.

Nicholas “Nick” Rivera is a Senior Vice President and Financial Advisor with the JMR Matta Wealth Management Group, a family-led practice serving ultra-high-net-worth individuals and multigenerational families. With nearly a decade of experience, he provides holistic, planning-focused guidance designed to help clients navigate complexity, align wealth with their goals, and thoughtfully steward wealth across generations.

He specializes in integrated wealth strategies that bring together all aspects of a family’s financial life, including comprehensive financial planning, lending and mortgage coordination, philanthropic planning, and alternative investment solutions. By developing a deep understanding of each family’s values, relationships, and long-term objectives, Nick delivers forward-looking advice that evolves alongside changing financial and generational needs.

Outside of work, Nick enjoys golf, travel, and time with his family in LBI, NJ. He is actively involved in charitable initiatives and alumni engagement at Lehigh University. He lives in Hoboken with his wife, Katie, and their son, Jack. His perspective as a husband and father informs a grounded, relationship-focused approach to helping families make confident financial decisions.

Analytical precision and discipline in service of multi‑generational wealth 

David Maldonado is a Senior Wealth Strategy Associate with the JMR Matta Wealth Management Group, where he is a key member of a multi‑generational advisory team supporting ultra‑high‑net‑worth individuals and families. Having begun his career in 1999, David brings more than two decades of experience in comprehensive financial planning, analytical rigor, disciplined process, and long‑term perspective to families navigating complex, multi‑generational wealth.

David approaches wealth planning and portfolio management through a process grounded in detailed analysis and financial modeling. He takes a comprehensive view of each client’s balance sheet, evaluating how assets and strategies support broader family goals. His process often begins with financial forensics—an in‑depth review of existing investments and structures—followed by a clear understanding of objectives and time horizons. He then designs portfolios, income strategies, and allocations aligned with both near‑term priorities and long‑term legacy outcomes.

David works closely with affluent individuals and families, including retirees, on investment and income strategies designed to provide durability, flexibility, and confidence over extended planning horizons. His experience preparing financial plans across multiple market cycles and life stages provides perspective on wealth preservation, income sustainability, and the thoughtful transition of wealth across generations.

Prior to joining UBS, David spent more than nine years at Morgan Stanley, completing advanced training in investment management, financial planning, estate planning, and options strategies. He earned the Certified Financial Planner™ (CFP®) designation in 2007 and has spent more than 18 years developing comprehensive financial plans for individuals and families.

As part of the JMR Matta Wealth Management Group’s multi‑generational structure, David collaborates closely with advisors across generations—including his cousins, Jose, Adam, and Nick—providing families with continuity, depth of expertise, and a team‑based approach designed to endure over time.

David is a magna cum laude graduate of Baruch College, where he earned a Bachelor of Business Administration in Finance and Investments.

He resides in Dix Hills on Long Island with his wife, Evelyn, and their two young children, and is also the father of a grown daughter. His experience as a parent across multiple life stages informs his family‑centered approach to wealth planning and legacy considerations. Outside of work, he is actively involved in youth softball and participates in a book club, reflecting his commitment to teamwork, community, and continuous learning.

Operational leadership supporting multi‑generational wealth 

“We are ladies and gentlemen serving ladies and gentlemen.”

Lily Martinez is the Senior Client Service Associate for the JMR Matta Wealth Management Group and a cornerstone of the team’s multi‑generational service model supporting ultra‑high‑net‑worth individuals and families. She plays a critical role in ensuring the seamless delivery of a sophisticated, high‑touch client experience across generations.

Lily oversees all day‑to‑day operational matters for the team and is deeply committed to excellence in client service. Her efficiency, responsiveness, and attention to detail are essential to supporting the complex needs of UHNW families, where precision, discretion, and continuity are paramount. She works closely with multiple generations of advisors to help ensure that client strategies are executed smoothly and that relationships remain consistent through periods of growth, transition, and change.

Central to Lily’s approach is a dedication to personal, proactive service and client education. She takes pride in helping clients feel informed, supported, and confident, reinforcing the trust that underpins long‑term, multi‑generational relationships. Her ability to anticipate needs and navigate complexity allows families to experience clarity and confidence amid an increasingly dynamic financial landscape.

Prior to joining JMR Matta Wealth Management Group, Lily spent 16 years at Morgan Stanley, where she served in a variety of roles including Reorganization Support Specialist, Senior Sales Assistant, and most recently Senior Registered Client Service Associate. This breadth of experience has given her a deep understanding of wealth management operations and positioned her as a steady, trusted presence for both clients and advisors. Lily holds her FINRA Series 7 license.

Lily resides in Maywood, New Jersey, with her husband, Joe, and their son and daughter.  She brings the same care, integrity, and commitment to her professional role that she values in her personal life—supporting families with respect, professionalism, and consistency. In addition to spending time with her family, Lily is actively involved in volunteer service within her community. She regularly supports initiatives through her church and her children’s schools, reflecting her commitment to helping others and contributing meaningfully to the communities she serves.

Supporting continuity for multi‑generational wealth

Emma Turner is a Wealth Management Associate with the JMR Matta Wealth Management Group, where she supports a multi‑generational team serving ultra‑high‑net‑worth individuals and families. She plays an important role in helping deliver the continuity, organization, and collaborative support required to serve families whose financial lives span generations.

Emma works closely with senior advisors and operations leadership to assist with client service, planning support, and day‑to‑day relationship management. Her role is designed to support the seamless execution of sophisticated wealth strategies while ensuring a consistent and thoughtful client experience. Through this team‑based approach, Emma helps reinforce the long‑term partnerships that are central to multigenerational wealth stewardship.

Emma previously worked as an intern in the UBS 299 Park Avenue branch, gaining firsthand experience in the operational and client‑service aspects of a complex wealth management practice. This foundation has shaped her interest in developing a long‑term career within a collaborative, relationship‑driven advisory team.

She graduated from The George Washington University with a Bachelor of Arts in Psychology & Brain Sciences and a minor in Marketing. Emma holds her Securities Industry Essentials® (SIE®) designation and is actively pursuing full registration as a Wealth Management Associate. Her academic background supports her client‑focused approach, emphasizing communication, understanding, and trust.

Outside of the office, Emma enjoys practicing yoga, playing tennis, and spending time with friends and family. She brings curiosity, discipline, and a commitment to learning to her role—qualities that support her development as part of a team dedicated to serving families over the long term.