Managing Director
Family Office Consultant
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
Recognized as an industry leader:
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
Credentials
Managing Director
Family Office Consultant
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
Recognized as an industry leader:
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
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
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
Recognized as an industry leader:
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
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
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
Recognized as an industry leader:
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
Credentials
Managing Director
Family Office Consultant
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
Recognized as an industry leader:
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
Credentials
Managing Director
Family Office Consultant
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
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
Private Wealth Advisor
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
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
Private Wealth Advisor
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
Recognized as an industry leader:
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
Credentials
Associate Director
Senior Wealth Strategy Associate
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
Associate Director
Senior Wealth Strategy Associate
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
Investment Associate
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
Investment Associate
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
Senior Wealth Strategy Associate
With ten years of financial industry experience, Alexis joined Witover Tacher Private Wealth Partners in November 2017. She brings a deep background in client servicing to the team.
“At the end of the day, I’m here to do whatever I can to help our clients take charge of their wealth and feel confident about the future. Making a difference in our clients’ financial lives is what matters most to me.”
Alexis focuses her attention on all aspects of client service, including managing requests and daily needs, supervising operational support and handling account administration. She also helps clients with their cash management needs and serves as the team’s point person for private equity investments.
Past experience
Achievements
Education
Life
Alexis and her husband, Blake, live on Long Island with their dog, Bernie.
Senior Wealth Strategy Associate
With ten years of financial industry experience, Alexis joined Witover Tacher Private Wealth Partners in November 2017. She brings a deep background in client servicing to the team.
“At the end of the day, I’m here to do whatever I can to help our clients take charge of their wealth and feel confident about the future. Making a difference in our clients’ financial lives is what matters most to me.”
Alexis focuses her attention on all aspects of client service, including managing requests and daily needs, supervising operational support and handling account administration. She also helps clients with their cash management needs and serves as the team’s point person for private equity investments.
Past experience
Achievements
Education
Life
Alexis and her husband, Blake, live on Long Island with their dog, Bernie.
Wealth Strategy Associate
Chris joined Witover Tacher Private Wealth Partners from within UBS Private Wealth Management. With over five years of industry experience, he brings his broad knowledge in financial planning, performance reporting, asset allocation and client servicing to the team.
“With an understanding of clients’ goals, I go to work delivering the wealth management strategies that will help make a difference in their lives.”
Achievements
Education
Life
Wealth Strategy Associate
Chris joined Witover Tacher Private Wealth Partners from within UBS Private Wealth Management. With over five years of industry experience, he brings his broad knowledge in financial planning, performance reporting, asset allocation and client servicing to the team.
“With an understanding of clients’ goals, I go to work delivering the wealth management strategies that will help make a difference in their lives.”
Achievements
Education
Life
Client Associate
Client Associate
Client Associate Senior
Ana brings more than three decades of financial experience to Witover Tacher Private Wealth Partners. With a passion for helping clients achieve their financial goals, she focuses her efforts on efficient processes and day-to-day support.
“I work closely with our entire team to see that our clients are well taken care of. I make an effort to ensure that every administrative task is handled with professionalism and accuracy at every level. Building personal connections with our clients helps me to go the extra mile, no matter what the concern or need.”
Ana is fluent in both Spanish and English, and she strives to broaden the team’s outreach to investors. She applies her strong interpersonal communications skills to nurture and grow client relationships.
Registrations
Life
Client Associate Senior
Ana brings more than three decades of financial experience to Witover Tacher Private Wealth Partners. With a passion for helping clients achieve their financial goals, she focuses her efforts on efficient processes and day-to-day support.
“I work closely with our entire team to see that our clients are well taken care of. I make an effort to ensure that every administrative task is handled with professionalism and accuracy at every level. Building personal connections with our clients helps me to go the extra mile, no matter what the concern or need.”
Ana is fluent in both Spanish and English, and she strives to broaden the team’s outreach to investors. She applies her strong interpersonal communications skills to nurture and grow client relationships.
Registrations
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
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