Experience

As a Managing Director of the JMR Matta Wealth Management Group, Jose leads a team that includes Nancy Matta, Senior Vice President, his two sons, Adam and Nicholas, Senior Vice Presidents, his cousin David Maldonado, a Senior Wealth Strategy Associate, Melinda Cavalier,  Wealth Management Associate, Lily Martinez, Senior Client Service Associate and Mark Battaglia, 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 - 2023, 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.  

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. Having serviced on the investment committee for the Hispanic Federation for 16 years and 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 he grew up in the New York City area. 

Nancy Matta is a Senior Vice President, CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®) and Chartered Retirement Planning Counselor®(CRPC®) with the JMR Matta Wealth Management Group.

She has worked in the wealth management industry for over 40 years, creating and executing financial planning strategies for families and individuals. Listed among Forbes Best-in State Advisors (2019 - 2024) and Top Woman Advisor (2020 – 2024), Nancy has successfully managed investment portfolios through a variety of market environments.

Nancy has been recognized by Research magazine as one of the top advisors in the country and was inducted into the magazine's Hall of Fame. She has been featured as a "pioneer" in Latino Leaders and has also appeared in Time magazine, Barron's and The Wall Street Journal.

Fluent in Spanish, Nancy is a graduate of SUNY at Oneonta and is active in her community. She serves on the board of Catholic Charities of New York and supports the Hunger Project of NYC, the Mary Louis Academy, the St. Nicholas Project, and the Order of Malta.

Adam is a Senior Vice President, CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter® (CLU®)  and Chartered Financial Consultant® (ChFC®) with the JMR Wealth Management Group. Adam specializes in helping entrepreneurs pursue a secure financial future by managing both their business and personal finances. He has deep experience with private- and public-sector executives who hold highly concentrated positions of employer stock and, as a CFP®, Adam also focuses on the preparation of long and medium - term financial plans for the Group's high-net worth and ultra-high net worth clients.  He holds his Series 7, 66, 63 and 31 licenses and is licensed to offer life, accident and health insurances and variable annuities. Adam began his financial services career in 2010 at J.P. Morgan Chase. He joined UBS in March of 2013, completing the company’s vigorous New Financial Advisor program. As a former starting pitcher for the Division I baseball team at Saint Joseph’s University, Adam remains involved with the university's alumni affairs as well as career development for students interested in pursuing a future in financial services. Adam resides in New Jersey with his wife Jill, their two boys Cameron and Gio, and dachshund Breck. 

 
Adam was named Forbes America’s Top Next-Gen Wealth Advisors Best-in-State 2022

Nick Rivera is a dedicated Certified Financial Planner with almost a decade of experience helping clients confidently navigate their financial futures. Nick specializes in designing comprehensive financial plans for individuals and families, connecting clients with the mortgage and lending capabilities of UBS, helping clients achieve their philanthropic goals, and providing guidance on alternative investments & structured solutions. His commitment to understanding each client’s unique needs and aspirations allows him to create customized financial solutions that help clients achieve their goals. Known for his proactive communication and holistic approach, Nick builds long term relationships based on trust. 

Nick joined the family business, JMR Wealth Management, in 2016. Founded by his father, Jose Rivera, the practice includes Nick’s brother Adam Rivera and cousin, David Maldonado. The multigenerational nature of the team enables them to understand and connect with all the generations of the families they serve.

Outside of work, Nick enjoys playing golf, traveling, spending time in Long Beach Island, NJ, and staying active in alumni affairs. Nick married his wife Katie in September of 2023, and they currently reside in Hoboken.

David began his career as a financial professional in 1999. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter® (CLU®) and a Chartered Financial Consultant® (ChFC®). His role in the JMR Wealth Management Group is to oversee portfolio management, estate planning for clients and prospects by working with their other trusted advisors to formulate a concise wealth management plan. He is a Magna Cum Laude graduate of Baruch College with a Bachelor of Business Administration in Finance and Investments. He is an active member of the community and supports philanthropic causes.

Melinda began her career in the financial services industry in 1989. She currently heads the marketing efforts for the JMR Wealth Management Group. Melinda works with the team to support and grow the assets under management of high net worth individuals. She manages the group's strategic client acquisition marketing efforts. Melinda is Series 7, 66 and 31 certified. She lives in Rutherford, NJ with her husband, Brian.

Lily Martinez is a Senior Client Service Associate and Operations Manager for the JMR Wealth Management Group. She oversees all daily operational matters and is dedicated to excellent customer service. Her efficiency and dedication to providing personal and responsive service, while helping to inform and educate clients is key to the JMR Wealth Management group's servicing model. Lily worked at Morgan Stanley for 16 years in various capacities including a Reorganization Support Specialist, Senior Sales Assistant and in her most recent role as Senior Registered Client Services Associate. She has her securities Series 7 license. She resides in Maywood, New Jersey with her husband Joe and two children Jonathan and Kiara

Mark is a Client Service Associate within The Matta Wealth Management Group at UBS Financial Services Inc. Mark’s background working as a Financial Consultant at Equitable Advisors has led him to pursue a client orientated role in Finance. Through his previous experience, he has gained the knowledge and expertise to navigate the financial industry while prioritizing clients’ needs and goals.

Mark graduated from College of the Holy Cross earning a Bachelor of Arts Degree in Economics. He has his Life Accident and Health Series, 7 and Series 66 Licenses. His interests includes skiing, hiking, and Ju Jitsu.