Life, wealth and the journey forward

Private Wealth Management

NYC

At Witover Tacher Private Wealth Partners, we are an experienced, multigenerational team that focuses on every aspect of our relationship with you—well beyond your investment needs. We strive to take a central role in your life, to connect with generations of your family and to accompany you throughout your journey. Because our strengths rest on the depth of our wealth management insight, our trading experience, our many years of nurturing all aspects of our clients financial and personal lives, as well as our detailed approach to addressing your balance sheet, our advice will integrate all the critical components that can impact your long-term financial well-being. Most importantly, given our broad access to resources within UBS Private Wealth Management, we thoroughly assess your goals and review the solutions available before recommending them to you.

Today, our team is embracing both a dynamic market environment, as well as the diversity of our clients and their needs—across generations, gender and professions. To us, it is even more critical than ever that we offer you a range of talent, perspectives and capabilities. We are communicators and collaborators who are committed to your best interests and your personal journey, whether it is building a company or a legacy, transitioning from a career or a life event. But we are also strong and decisive individuals who bring our own independent ideas and seasoned perspectives to the table. You can trust our advice will reflect the priorities and the future you envision for your family as we help you move forward.

Witover team
Team

Independent thinking shapes our advice

Pursuing what’s right for you

Asking the critical questions and finding definitive answers is what our team does best. That’s how we gain a thorough understanding of your entire financial picture—both sides of your balance sheet. In return, we are better positioned to deliver objective, informed and complete advice always customized to your goals.

We have a collective outlook and investment strategy that is shaped by diverse individual experiences, including field leadership, fixed-income trading, investment banking and financial planning. We have sharp analytical skills and a keen eye for anticipating opportunities and risks that may be on the horizon. With capital preservation always at the core of our advice, we work relentlessly to help address the complex needs of your family, to reduce unnecessary risk and to execute the right strategy for your needs today and for generations to come.

City

Our global scope. Our personal commitment.

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Family Office Consultant

Kite family beach

Invested in the lives of our clients

  • Kenneth Witover

    M. Kenneth Witover, FOC

    Managing Director

    Family Office Consultant

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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
    • VT
    • WA
    • WI
    • WV
    • WY

    Private Wealth Advisor and client advocate, Ken Witover brings critical thinking and a skeptical eye to to identifying the right opportunities for his clients. The team’s clients value Ken’s extensive background in trading and his deep knowledge of the global markets.

    “Our clients want to know that their advisors are looking out for them. We strive to do that every day. We believe that’s what it means to be a true client advocate.”

    Ken joined UBS in 2008. His extensive career on Wall St., began at Bache & Co. as a Municipal Bond Trader. He later joined Lebenthal & Co. and eventually Salomon Brothers, where Ken actively managed senior partners’ investment portfolios. When Salomon Brothers restructured, Ken joined Lehman Brothers where he worked exclusively with high net worth individuals and family offices.

    Past experience

    • UBS Private Wealth Management
    • Lehman Brothers, High Net Worth Fixed Income, Equity Portfolio Structuring and Cash Management
    • Salomon Brothers, Municipal Bond Trading and Private Investment Department
    • Lebanthal & Co., Head of Sales and Trading
    • Bache & Co., Municipal Bond Trading

    Achievements

    • Family Office Consultant (FOC)

    Life

    • Ken serves on the Board of the American Joint Distribution Committee.
    • He is a past chair of Ashalim, a partnership of the Joint Distribution Committee and the government of Israel.
    • He is also a member of The Foreign Policy Association, the Economic Club of New York and the Municipal Bond Club of New York.
    • For many years, Ken served on the Board of MJHS Health Care System.
    • For more than 25 years, he was a member of the Wall Street Steering Committee of UJA-Federation of New York.
    • Barron’s Top 50 Private Wealth Advisory Teams, 2019The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
    • Barron's Top 1,000 Financial Advisors, 2011, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • Family Office Consultant
      • Private Wealth Advisor
      • Senior Portfolio Manager
      1285 Avenue Of The Americas
      New York, NY 10019
    •  Steven Tacher

      Steven Tacher

      Managing Director–Wealth Management

      Private Wealth Advisor

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      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IL
      • MA
      • MD
      • ME
      • MI
      • NC
      • NH
      • NJ
      • NM
      • NY
      • OH
      • PA
      • RI
      • SC
      • TX
      • VA
      • VT
      • WA
      • WI
      • WY

      Steve is a distinguished Private Wealth Advisor, Senior Portfolio Manager and member of the UBS Chairman’s Council, a select group of the firm’s most successful Financial Advisors. He offers not only a seasoned perspective to his clients’ financial world, but also a prudent approach to addressing the many complex issues that often accompany substantial wealth.

      “We believe that the trust of our clients is earned over time. It will always be our most important asset and the guiding principle of the service we provide.”

      With more than 30 years of experience as a Financial Advisor, Steve has spent time in both branch and regional office management. Today, as a senior partner, Steve is excited to bring his team’s vast and diverse private wealth experience to affluent families throughout Long Island and the greater New York metropolitan area.

      Within the team, Steve focuses on advice in areas including financial education, family office solutions, and overall planning and investment management. Relationship-building is always a priority. He strives to handle every situation with integrity, full disclosure and no surprises.

      Past experience

      • Senior Vice President, Branch Manager, Financial Adviosr, Citi Smith Barney
      • Senior Vice President, Branch Manager, Morgan Stanley

      Achievements

      • UBS Chairman’s Council, 2019
      • UBS President’s Council, 2014 – 2018

      Education

      • University of Pennsylvania, The Wharton School Branch Manager’s Program 
      • M.B.A., Pace University, Lubin Graduate School of Business
      • B.S., economics, State University of New York at Albany

      Life

      • Steve and his wife, Amy, live in Syosset, NY and have three daughters.
      • He and his family support a number of charities, including the American Cancer Society, Susan G. Komen Foundation and the Birthright Israel Foundation
      • Steve is a proud member of the Porsche Club of America.
      • Outside of the office, Steve enjoys playing golf, vintage television shows and cheering on his beloved New York Knicks.

          • Private Wealth Advisor
          • Senior Portfolio Manager
          One Jericho Plaza
          Jericho, NY 11753
        • Adam Rosenthal

          Adam Rosenthal, FOC

          Managing Director

          Family Office Consultant

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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
          • NC
          • NE
          • NH
          • NJ
          • NM
          • NY
          • OH
          • OK
          • OR
          • PA
          • PR
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI
          • WV
          • WY

          As a senior partner, Adam understands that his clients rely on his skills in finding the right opportunity at the right time. When it comes to scrutinizing details and monitoring client portfolios, he is diligently focused. Adam is equally disciplined about providing a thorough analysis of investments, performance and balance sheet structure.

          “We believe that well informed wealth management looks at your entire balance sheet. That’s why we provide our clients and their families with a complete range of services—for themselves, their businesses and their family offices.”

          Adam has had an extensive career on Wall St. He joined Kidder, Peabody & Co. as a Financial Analyst in corporate finance focused on debt, equity and M&A transactions in the energy industry. Adam moved to a regional securities firm and then joined Lehman Brothers in 1996, after completing his M.B.A. at The Wharton School. In 2000, was invited to become a partner in the Witover Wealth Management Group. In 2008, the entire team joined UBS, within the Private Wealth Management division.

          Past experience

          • UBS Private Wealth Management
          • Lehman Brothers
          • Kidder, Peabody & Co.

          Achievements

          • Family Office Consultant (FOC)

          Education

          • M.B.A., The Wharton School of the University of Pennsylvania
          • B.B.A., University of Texas at Austin

          Life

          • Adam is a board member of Hands on Tzedakah (HOT), a small public charity whose mission is to reach out to those who fall below the radar of traditional funding.
          • He sits on the board of trustees of the Rodeph Sholom School and chairs their investment committee.
          • Adam is also a board member of The New York Renaissance, a nonprofit, sports-based youth development organization.
          • He lives in Manhattan with his wife, Jennifer, and their children, Russell and Rebecca.
          • Barron’s Top 50 Private Wealth Advisory Teams, 2019The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
          • Barron's Top 1,000 Financial Advisors, 2011, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
          • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018
            The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
          • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

            • Family Office Consultant
            • Private Wealth Advisor
            • Senior Portfolio Manager
            1285 Avenue Of The Americas
            New York, NY 10019
          •  Joshua Frankel

            Joshua Frankel, CFP®

            Senior Vice President–Wealth Management

            Private Wealth Advisor

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            • AR
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • IL
            • LA
            • MA
            • MD
            • ME
            • MI
            • NC
            • NH
            • NJ
            • NM
            • NY
            • OH
            • PA
            • RI
            • SC
            • TX
            • VA
            • VT
            • WA
            • WI
            • WY

            Josh’s passion for wealth management began early on and has continued for nearly 30 years. Today, as a Private Wealth Advisor, Senior Portfolio Manager and Certified Financial Planner™ professional with Witover Tacher Private Wealth Partners, Josh is committed to simplifying the complex investment needs of his affluent clients and their families, and providing clarity and organization through comprehensive planning.

            “I’ve pursued one career in my life, and I’m more certain than ever that today, as a Private Wealth Advisor, I’ve chosen the right path.”

            Josh’s insight into custom asset allocations as well as his disciplined process enable him to manage portfolios during the most volatile periods. His approach is prudent, straightforward and focused on risk control.

            While his team has been recognized for their industry leadership, he also believes that their commitment to each relationship truly sets them apart. Communication takes precedence in their practice and in all that they do today, and every day, clients come first.

            Past experience

            • Account Vice President–Investments, Morgan Stanley
            • Financial Advisor–Investments, Smith Barney

            Achievements

            • Certified Financial PlannerTM (CFP®) professional
            • Series 7 and 63 securities licenses; life insurance license

            Education

            • B.A., economics, State University of New York at Albany

            Life

            • Josh and his wife, Rebecca, and daughter, Dara, live in Woodbury, NY.
            • He enjoys staying in shape and playing golf.
            • Josh is board president of his homeowners association.

                • Private Wealth Advisor
                • CERTIFIED FINANCIAL PLANNER™
                • Senior Portfolio Manager
                One Jericho Plaza
                Jericho, NY 11753
              • Eric Peske

                Eric Peske

                Associate Director

                Senior Wealth Strategy Associate

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                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IL
                • MA
                • MD
                • MI
                • MO
                • MT
                • NC
                • ND
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • PA
                • RI
                • TX
                • VA
                • VT
                • WA
                • WY

                With over 25 years of wealth management experience, Eric joined Witover Tacher Private Wealth Partners in 2012. As an Associate Director and Senior Wealth Strategy Associate, he focuses on client service, trade execution and portfolio implementation.

                “Helping clients achieve their goals allows me to make a positive impact on their lives. I’m committed to providing the advice and guidance our clients deserve.”

                Eric takes the lead in facilitating all aspects of operational activity for clients. In addition, he leverages his broad experience in fixed income, equity syndicate and managed accounts to help guide clients toward their goals.

                Past experience

                • Financial Advisor, Morgan Stanley
                • Investment Associate, Merrill Lynch

                Achievements

                • Series 3, 7, 31, 63 and 65 securities licenses

                Education

                • B.A., Binghamton University

                Life

                • Eric lives in Rockville Center, NY with his children, Brad and Erin.

                      1285 Avenue Of The Americas
                      New York, NY 10019
                    • Marc Acosta

                      Marc Acosta

                      Investment Associate

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                      • NJ
                      • NY

                      Marc brings almost 30 years of wide-ranging financial services experience to Witover Tacher Private Wealth Partners. His deep knowledge of the financial services business, including compliance, operations and technology systems, helps ensure the best organizational, security and service experience for his clients.

                      “With my deep financial services experience, I help our clients with their most important financial needs. I focus on simplifying the process and providing a personal client experience.”

                      Past experience

                      • Operations, Sales Assistant, David Lerner Associates
                      • Sales Assistant, Prudential Securities
                      • Operations Manager, Smith Barney

                      Registrations

                      • Series 7, 8 and 63 securities licenses

                      Education

                      • B.A., Hofstra University

                      Life

                      • Marc is a huge Disney fan who enjoys visiting the parks and watching the latest TV and movie releases.
                      • He enjoys staying active and working out at Orange Theory Fitness.

                            One Jericho Plaza
                            Jericho, NY 11753

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