Experience

Jose brings more than four decades of experience in financial services to his role as Managing Director of the JMR Matta Wealth Management Group. As the leader of a truly multi‑generational team—including his two sons, Adam and Nicholas, and his cousin, David—Jose offers a distinctive perspective to the sophisticated families he serves. He has deep respect for the effort and discipline his clients have shown in building their wealth and is passionate about helping them preserve, grow, and thoughtfully transition it for generations to come.

Throughout his career, Jose has developed broad and comprehensive expertise across the financial services landscape. He partners closely with clients on complex matters such as estate planning, tax‑aware strategies, and portfolio management, while coordinating with their tax and legal advisors to deliver cohesive, well‑integrated solutions. His dedication, strong work ethic, and personal approach have earned him lasting client relationships and recognition within the industry.

Based primarily in New York for most of his career, Jose now splits his time between New York and Sarasota, Florida, allowing him to remain closely connected to his clients across multiple regions.

Jose believes that lasting financial success is built on integrity, transparency, and collaboration. He is committed to creating an environment where clients feel informed, empowered, and confident in their decisions. Driven by a passion for helping families live more fully and worry less through disciplined financial planning, he upholds the highest ethical standards, embraces innovation, and continually seeks to expand his knowledge through ongoing education and professional development.

“Our simple message to our clients is to live more, worry less—and everything we do is in service of that goal.”

Seasoned insight for multi‑generational families—delivered with a personal touch

With more than 45 years of experience, Nancy brings deep perspective, continuity, and trusted judgment to her role as Senior Vice President and Financial Advisor with the JMR Matta Wealth Management Group. As part of a multi‑generational advisory team, she partners with families to steward wealth across generations, balancing legacy goals with the evolving needs of each family member.

Nancy’s disciplined, highly personalized approach—grounded in experience and a conservative mindset—has guided clients through multiple market cycles, including bear markets and significant corrections. She works closely with business owners, executives, and families navigating pivotal life transitions, helping them develop adaptable strategies aligned with long‑term family objectives.

Long before comprehensive, family‑centric planning became standard, Nancy was designing integrated wealth management solutions rooted in an understanding of family dynamics and generational priorities. Known for her warmth, transparency, and steady guidance, she builds enduring relationships that often extend to multiple generations.

Through her extensive professional network and the global resources of UBS, Nancy helps families address the complexities of multi‑generational wealth. A committed philanthropist, she also advises on charitable and impact strategies that reflect shared family values and purpose.

Recognition

Forbes Best in State Wealth Advisors, 2022–2026
Forbes Top Women Wealth Advisors Best in State, 2020–2026

(Forbes rankings are compiled by Shook Research and awarded annually based on specific evaluation periods. Eligibility is based on quantitative criteria and is not indicative of investment advice quality. For details, please visit ubs.com/us/en/designation-disclosures.)

“My role is to help clients navigate solutions that extend beyond investments—supporting their families and the legacy they wish to create.”

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.

Nick is a highly skilled Certified Financial Planner with nearly a decade of experience guiding clients toward financial security and success. Specializing in the creation of comprehensive financial plans for individuals and families, Nick connects clients to the mortgage and lending resources at UBS, helps them achieve philanthropic objectives, and offers strategic advice on alternative investments and structured solutions. His dedication to understanding each client's unique circumstances enables him to tailor solutions that align with their personal goals, while his proactive communication and holistic approach foster long-term relationships built on trust.

Since joining the family practice, JMR Matta Wealth Management, Nick has worked alongside his father, Jose, brother, Adam, and cousin, David. This multigenerational team brings a diverse range of perspectives, allowing them to effectively serve clients of all ages and life stages. Their collaborative approach ensures that clients benefit from a broad spectrum of expertise, positioning them as a trusted partner in managing and growing their wealth.

Nick is deeply committed to ongoing professional development, staying at the forefront of industry trends and strategies. He regularly participates in conferences, workshops, and training sessions to continuously enhance his knowledge and provide exceptional service to his clients.

Nick’s ongoing dedication to excellence is a testament to his expertise and the trust he has earned from his clients. He continues to set high standards within the financial planning industry, consistently delivering results that help clients achieve their financial aspirations.

Outside of his professional endeavors, Nick enjoys playing golf, traveling, and spending time in Long Beach Island, NJ, where he finds both relaxation and inspiration. He is also passionate about community involvement, actively supporting charitable organizations and alumni initiatives at his alma mater, Lehigh University.

Nick, his wife, Katie and his son, Jack Thomas, currently reside in Hoboken. Together, they share a love of adventure and cultural exploration. Nick’s personal experiences enrich his professional approach, providing a well-rounded perspective in his financial planning services.

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 and Operations Manager 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 practice 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.

Client service excellence in support of multi‑generational wealth

Mark Battaglia is a Registered Client Associate with the JMR Matta Wealth Management Group and an important part of the team’s multi‑generational service model supporting ultra‑high‑net‑worth individuals and families. He plays a key role in delivering the consistency, responsiveness, and professionalism required to serve families whose wealth spans generations and complex financial lives.

Mark works closely with advisors and operations leadership to support the day‑to‑day needs of clients, helping ensure a seamless and thoughtful experience across all aspects of the relationship. His client‑first mindset and attention to detail contribute to the team’s ability to provide continuity and clarity—particularly during periods of transition, growth, or generational change.

Prior to joining JMR Matta Wealth Management Group, Mark began his career as a Financial Consultant at Equitable Advisors, where he developed a strong foundation in financial planning and client engagement. This background led him to pursue a client‑oriented role within a collaborative wealth management team, where service, trust, and long‑term relationships are central to success. His experience enables him to navigate the financial services landscape while keeping client needs and goals at the forefront.

Mark earned a Bachelor of Arts degree in Economics from the College of the Holy Cross. He holds his FINRA Series 7 and Series 66 licenses, as well as his Life, Accident, and Health insurance licenses.

Outside of the office, Mark enjoys skiing, hiking, and practicing Jiu‑Jitsu. He brings the same discipline, focus, and commitment to continuous improvement to his professional role, supporting the families the team serves with dedication and care.

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.