$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
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.
Accessing all of UBS Private Wealth Management, focused on you
Guided by your needs and objectives we leverage all that UBS Private Wealth Management offers, including extensive planning capabilities, thought leadership and portfolio strategy. In addition, we deliver an entire suite of Family Office services to find the most effective solutions for you.
Our team works collaboratively on your behalf to access solutions and experts across our vast global firm. We will also coordinate with your other professional advisors to deliver well-aligned recommendations.
Advanced planning solutions. Working with our estate and trust teams as well your tax and legal advisors, we’ll provide an analysis that integrates your current estate planning goals with pre- and post-liquidity goals, wealth transfer and charitable giving strategies. Our conversations will focus on:
The UBS Investment Bank. If you’re considering the sale of your business, we can help assemble the right presale advisory team, including coordinating with our investment banking team, advanced planning team and our extended network of specialists for insight into structuring your transaction, appraisals, valuations as well as post-sale planning. Working together, we’ll help ensure you have the appropriate strategy and take the right steps at the right time to make the most of your sale.
UBS Family Advisory and Philanthropy Services. In our practice, we’ve found that many parents don’t feel comfortable sharing financial information with their children, even when they’re grown. That can lead to heirs being unprepared for the responsibilities that come with significant wealth. Together with UBS Family Advisory and Philanthropy Services, we can help host and facilitate family meetings and financial educational opportunities that encourage your family to openly communicate—perhaps for the first time. We believe open communication is what makes a family flourish.
We’re committed to helping you develop a charitable giving program that reflects your vision and your values, but also aligns strategically with your overall wealth plan. For select clients, our team is proud to introduce the UBS Optimus Foundation, a global network of charitable foundations. The UBS Optimus Foundation focuses on programs in the areas of child health, education and protection. Through the Foundation, we can work with you to transform good ideas into great programs for the benefit of vulnerable children around the world.
The value of a Family Office Consultant business designation (FOC)
A select group of Financial Advisors have earned the FOC business designation. They have undergone rigorous training to strengthen their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families. Understanding the complexities of intergenerational wealth and the challenges faced by UHNW clients, Ken Witover and Adam Rosenthal, as Private Wealth Advisors and FOCs, align specific needs to the full suite of UBS capabilities. They strive to help clients address their critical concerns and to pursue their most important goals.
Family Office Solutions Group. Drawing from all disciplines, the Family Office Solutions Group is an accomplished team of specialists dedicated solely to helping prominent families address virtually every aspect of their life’s ambitions. Collaborating with our Family Office Solutions Group, our team strives to bring the best of UBS insight and expertise to our exceptional clients—helping them explore highly bespoke opportunities seeking growth, capital preservation and generational wealth transitions. In addition, for select clients, we can introduce you to the UBS Global Family Office Group, a centralized platform that leverages the firm’s institutional and wealth management platforms.
Relationships built to last
Our clients choose us for many reasons, from our deep industry roots to our investment insight to the opportunities we can offer as Private Wealth Advisors. But we believe that it’s our focus on service that our clients and their families value most.
The diversity of our team. As a multigenerational team ourselves, the diversity of our group and our experience span decades. We bring an expansive understanding of financial planning, divorce financial analysis, and sustainable and impact investing insight. Together, we can provide more in-depth advice that can better address your priorities and concerns. We believe you and your family members of any age can benefit from this approach.
While every member of our team is hands-on and informed, we believe our client service is especially unique. Every day we help make your financial world simpler, so you can focus on everything and everyone else that matters to you.
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
Achievements
Life
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
Achievements
Education
Life
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
Achievements
Education
Life
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
Achievements
Education
Life
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
Achievements
Education
Life
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
Registrations
Education
Life
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
Achievements
Life
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
Achievements
Education
Life
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
Achievements
Education
Life
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
Achievements
Education
Life
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
Achievements
Education
Life
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
Registrations
Education
Life
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Impactful philanthropy that delivers breakthrough solutions to pressing social and environmental issues
Do you want your giving to be strategic and focused on outcomes? You can be sure that we have the right experience, knowledge and network to help you make the most impact in your giving.
Learn more about how the UBS Optimus Foundation can help you pursue your philanthropic goals.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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