Experience

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With over 30 years of experience, Jason is a UBS Managing Director, Senior Portfolio Manager, Private Wealth Advisor, Athletes & Entertainers Consultant, and NFLPA Institutional Player Financial Advisor. Jason is a frequent guest on CNBC, Fox Business News and Bloomberg TV. He is the senior team member of Katz Wealth Management and oversees the team’s customized equity and exchange traded fund models for clients. He also has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds. Lastly, he has been named a Forbes Best-In-State Wealth Advisor in New York, 2018 – 2024. The 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. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

Jason received his B.A. in finance from Boston University. He lives on Long Island with his wife, Amy, and their three children: Brittney, Amanda and Benjamin. Jason is an avid golfer, tennis player and swimmer who has completed multiple triathlons. He is also an active leader in his community as the JCC Special Needs Basketball Clinic Chairman, Roslyn Travel and Booster Basketball Head Coach, American Corporate Partners Veteran Mentor and a member of the Roslyn JCC Sports Advisory Council.

CA Insurance License #:0L53429

UBS is an official participant in the Institutional Financial Advisor program for the NFL Players Association (NFLPA). Participating advisors were selected by UBS based on program eligibility criteria established by the NFLPA. Advisors in the program are not endorsed by the NFLPA.

• Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
• Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Barron’s Top 50 Private Wealth Management Teams, 2019, 2020The Barron's rating is awarded annually in April based on information from the prior year Q4.
• Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 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, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 100 Financial Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
• Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes America's Top Wealth Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• UBS Wealth Management Pinnacle Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Boston University, B.A. in Finance

• Certified Investment Management Analyst®
• Senior Portfolio Manager
• Athletes & Entertainers Consultant
• NFLPA Institutional Player Financial Advisor

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Alex has been a key member of Katz Wealth Management for nearly three decades, overseeing all of the team’s fixed income strategies and lending solutions. He works closely with clients to manage their bond portfolios, utilizing municipal, government and corporate fixed income as well as short-term cash alternatives. In addition, Alex advises clients on UBS borrowing capabilities, such as securities-backed lines of credit. Lastly, he focuses on corporate and executive services, helping those who must comply with Rule 144, restricted stock/options and 10b5-1 requirements. Alex is a CERTIFIED FINANCIAL PLANNER™ professional and is trained in personal financial planning, retirement planning and estate planning strategies. He also holds the Certified Investment Management Analyst® designation, administered by the Investment Management Consultants Association® and taught in conjunction with The Wharton School, University of Pennsylvania. Alex is also a Certified Private Wealth Advisor and maintains his Series 7, 31, 63, 66 and New York State life and health insurance licenses.

Alex received his B.A. in business from Adelphi University. He enjoys spending time with his family—his wife, Michelle, and their three children, Alexander, Christopher and Elizabeth. Alex is also an active participant in the UBS Community Affairs & Corporate Responsibility program.

• Adelphi University, B.A. in Business

• Certified Exit Planning Advisor
• CERTIFIED FINANCIAL PLANNER®
• Certified Investment Management Analyst®
• Certified Private Wealth Advisor®

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Evan has served in a variety of roles since joining Katz Wealth Management in 2004. Today he partners with Jason on the essential area of client outreach. Together they proactively contact clients to review portfolio strategy, account performance, and market updates. Evan also collaborates with the team in analyzing portfolios and presenting investment solutions tailored to clients’ individual portfolios. Finally, Evan co-heads the team's comprehensive financial planning process, reviewing such topics as retirement planning, asset allocation, investment management and insurance needs. A CERTIFIED FINANCIAL PLANNER™ professional, Evan holds the Certified Investment Management Analyst® designation, administered by the Investment Management Consultants Association® and taught in conjunction with The Wharton School, University of Pennsylvania. He has completed the UBS Wealth Management Education Program and maintains his Series 7, 31 and 66 securities licenses along with New York State life and health insurance licenses.

Evan received his B.S. from The Kelley School of Business at Indiana University. He lives with his wife, Meredith, and two children Isabelle and Jonah. Evan enjoys yoga, running, and supporting local live music. Evan is also an active participant in the UBS Community Affairs & Corporate Responsibility program.

• Kelley School of Business at Indiana University, B.S.

• CERTIFIED FINANCIAL PLANNER®
• Certified Investment Management Analyst®

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Ryan is a Senior Wealth Strategy Associate providing market strategies and financial education for the team's entertainment and sports clients, along with the next-gen. Having grown up around the entertainment and sports industries, he understands the creative mindset and the importance of comprehensive planning and collaboration. As a CERTIFIED FINANCIAL PLANNER™ professional, Ryan has received extensive training in a broad range of topics, including retirement planning, investment strategy, advanced wealth transfer, tax optimization, and risk mitigation. He maintains his Series 7 and 66 securities licenses, along with his New York State life and health insurance licenses. 

Ryan graduated from the University of Wisconsin-Madison, where he studied personal finance and entrepreneurship; He is now a contributing speaker for the University's personal finance program, speaking with students on a variety of financial planning topics and best practices. He is also a spokesperson for UBS, featured in the media (Asset TV, Financial Advisor IQ, Financial Planning Magazine, and more) speaking on a variety of topics pertaining to the team's work with their entertainment and athlete clients. Ryan is an active participant in the UBS Community Affairs & Corporate Responsibility program and enjoys playing tennis, attending New York sporting events, and spending time with family.

• University of Wisconsin-Madison, Personal Finance

• CERTIFIED FINANCIAL PLANNER®

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Tommy joined KWM in 2007 and co-heads the team's comprehensive financial and insurance planning for clients. Tommy analyzes client insurance needs, reviews existing policies, and assures that they have the right coverage. Lastly, Tommy assists clients in pursuing philanthropic efforts and has extensive experience in establishing donor-advised funds, private foundations, endowments, and charitable gift annuities. As a CERTIFIED FINANCIAL PLANNER™, Tommy has received extensive training in advanced planning for retirement, college saving, insurance, and wealth transfer strategies. Tommy holds the Certified Investment Management Analyst® designation, administered by Investment Management Consultants Association® and taught in conjunction with The Wharton School, University of Pennsylvania. He also maintains Series 3, 7, and 66 securities licenses as well as New York State life and health insurance licenses. In addition, Tommy is also a Chartered Financial Analyst charter holder (CFA®) and an active member of the CFA Society of New York.

Tommy graduated with a B.S. from The John F. Welch School of Business at Sacred Heart University in Connecticut. Tommy lives in New York with his wife, Tara, and two children, Thanasi and Chloe. He enjoys traveling and spending time with family and friends. He is an active participant in the UBS Community Affairs & Corporate Responsibility program.

• John F. Welch School of Business at Sacred Heart University in Connecticut, B.S.

• CERTIFIED FINANCIAL PLANNER®
• Certified Investment Management Analyst®
• Chartered Financial Analyst®

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Ryan joined Katz Wealth Management in 2005 and serves as the team's lead Portfolio Analyst. He is responsible for performing extensive reviews of client investment portfolios and developing customized solutions to align their portfolios with their financial plans. Ryan also oversees trading for all equities, exchange traded funds, mutual funds and options. Lastly, he heads the team's institutional money manager and investment solution due diligence process. Ryan is a CERTIFIED FINANCIAL PLANNER™ trained in personal financial planning, retirement planning and estate planning strategies. He maintains his New York State life and health insurance licenses along with his Series 7 and 66 securities licenses.

Ryan received his B.A. in finance from The College of Business Administration at Fordham University and his M.B.A. from Fordham Graduate Business School. Ryan enjoys live music and the great outdoors and is an active participant in the UBS Community Affairs & Corporate Responsibility program. Ryan lives in Greenwich, Connecticut with his wife and son.  

• College of Business Administration at Fordham University, B.A. in Finance
• Fordham Graduate Business School, M.B.A.

• CERTIFIED FINANCIAL PLANNER®

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John Decker joined Katz Wealth Management as a financial advisor in 2025, bringing over five decades of experience in financial services. He collaborates closely with clients to craft personalized strategies across retirement planning, portfolio management, and insurance solutions. Leveraging his deep industry expertise, John partners with UBS leadership to deliver integrated solutions tailored to complex client needs.

Previously, John held senior leadership roles nationwide, including serving as Managing Director of UBS’s 1285 Avenue of the Americas Headquarters. Under his leadership, the branch grew to $500 million in revenue and $100 billion in assets under management. A magna cum laude graduate of Graceland University, John also completed executive programs at Wharton, Kellogg, and Darden. He is the only UBS manager to have received the firm’s Field Leadership Council award 18 times and is the namesake of the John H. Decker Longevity and Excellence Award. John is also a dedicated supporter of veterans and philanthropic initiatives, including No Greater Sacrifice and the UBS Optimus Foundation. He lives with his wife, Mary Clare, and enjoys skiing, boating, motorcycling, and traveling.

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Before joining UBS Financial Services in 2005, Kenji spent 10 years travelling the globe gaining professional industry experience working with Fortune 500 companies on complex business management, transformation, and reengineering efforts. He incorporates this expertise, as he specializes in corporate retirement benefits and business transition planning as a Partner of Katz Wealth Management. As a Chartered Retirement Plan Specialist (CRPS®) and Senior Retirement Plan Consultant (SRPC), Kenji has received extensive training in corporate retirement plan solutions, design, and implementation. He is a designated retirement consultant and focuses on pursuing clients’ stated objectives in developing retirement plans (i.e. 401(k), 403(b), defined-benefit, cash-balance, and executive benefit programs through the use of nonqualified deferred compensation plans). As an Endowment & Foundation Consultant (EFC), Kenji understands the distinct dynamics of advising non-profit clients on fiduciary/risk management and investment advisory services. In addition, as a Certified Exit Planning Advisor (CEPA®), he collaborates with clients on business exit planning – helping business owners seamlessly transition out of their business, on their own terms, while reflecting their financial goals.

Kenji received his B.S.B.A. from Ohio State University and maintains his Series 7 and 66 securities licenses as well as his life and health insurance license. He lives in New York City with his wife, Emily, and their two children, Eva and Daniel. Kenji is a board member of a culinary foundation in New York, an active member of the Asian-American community, and a competitive triathlete. He is also an active participant in the UBS Community Affairs & Corporate Responsibility program.

CA Insurance License #: 0L71004

• Barron’s Top 100 Private Wealth Management Teams, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
• Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Barron’s Top 50 Private Wealth Management Teams, 2019, 2020The Barron's rating is awarded annually in April based on information from the prior year Q4.
• Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Ohio State University, B.S.B.A.

• Certified Exit Planning Advisor
• Chartered Retirement Plans Specialist℠
• Endowment & Foundation Consultant

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Josh joined Katz Wealth Management in 2017 and serves as one of the team’s relationship managers. In this capacity, he is responsible for providing timely market updates and conducting portfolio reviews to ensure client’s investment allocations are in line with their dynamic financial plans. Josh also provides a seamless and holistic experience for clients by bringing in members of Katz Wealth Management when necessary, along with helping clients to utilize UBS’ robust resources.

Josh received his B.A. in English from Duke University where he was also a nationally ranked Division I tennis player. He is an active participant in the UBS Community Affairs & Corporate Responsibility program.

• Duke University, B.A. in English

• Sports & Entertainment Accredited Wealth Management AdvisorSM

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Lamar joined Katz Wealth Management in 2021 after launching his career in Chicago with TD Ameritrade and Northern Trust where he received his Series 7 and 66 securities licenses. Lamar is also a CERTIFIED FINANCIAL PLANNER®™ professional and is trained in personal financial planning, retirement planning and estate planning strategies. He focuses on equity research and analysis in selecting securities for the team’s equity models along with due diligence on investment managers and alternative Investments.

Lamar graduated from the University of Wisconsin-Madison, where he studied personal finance and entrepreneurship, and was a nationally ranked Division I tennis player. He currently serves on the advisory board of the University of Wisconsin’s W Club and enjoys attending New York sporting events in his free time.

• CERTIFIED FINANCIAL PLANNER®

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Mike joined Katz Wealth Management in 2015 and serves as the team's Senior Research Analyst. As a Chartered Financial Analyst charter holder (CFA®), Mike leads the market and security specific research efforts for the team as well as the alternative investment and institutional money manager due diligence process. He works in concert with the team's Senior Portfolio Analyst in developing customized solutions for client portfolios in order to meet their specific needs. Mike assists Jason as Senior Portfolio Manager in the security selection of our team's managed equity strategies and is responsible for the ongoing monitoring of exchange traded fund and mutual fund portfolios.

Mike received his B.A. from Rutgers University, where he studied economics and psychology. Mike also is an active member of the CFA Society of New York. The CFA designation requires passing three rigorous examinations covering investment analysis topics such as equity analysis, portfolio management and alternative investments. He maintains his Series 7, and 66 securities license. Mike resides in South Florida supporting the team’s local business in the area. In his spare time he enjoys traveling, working out, and playing golf. Mike actively participates in the UBS Community Affairs & Corporate Responsibility program, participating in programs such as SuitUp and Good Shepherd Services.

• Rutgers University, B.A. Economics and Psychology

• Chartered Financial Analyst®

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Sean joined the Katz Wealth Management team in 2017. As a Wealth Strategy Associate, he focuses primarily on the team's comprehensive financial planning process. Sean brings a holistic, personalized approach to the multigenerational wealth planning needs of our clients. As a CERTIFIED FINANCIAL PLANNER™ professional, Sean has received extensive training in a broad range of topics, including retirement planning, investment strategy, advanced wealth transfer, tax optimization, and risk mitigation. He also maintains his Series 7 and 66 Securities Licenses.

Sean earned his B.A. in Economics from the College of the Holy Cross in 2016. He resides in Chatham, NJ, with his wife Kaitlin and their golden retriever, Winnie. In his free time, he enjoys golfing, skiing, and playing his cello or guitar. 

• College of the Holy Cross, B.A. in Economics

• CERTIFIED FINANCIAL PLANNER®

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Jordan oversees Katz Wealth Management’s women’s segment working closely with our female and next generation clients on financial planning, investment analysis, and tailoring portfolios to align with their objectives.  Jordan also cultivates and hosts client events with top industry thought leaders focused on empowering female investors. She is a Certified Investment Manager Analyst CIMA ® and a CFA Level 1 Candidate.  Outside of the team Jordan is on the communication committee for Allbarnone the firm-wide network for women.

Prior to joining the team, she completed the UBS Graduate Talent Program, which is a renowned two year program where she gained exposure to the entirety of UBS Wealth Management including options strategies, commercial real estate lending, structured products, and sustainable investing.  Jordan attended the University of Richmond where she received her business degree in economics and was a division 1 Women’s lacrosse player.

• University of Richmond : 2017 - 2021

• Certified Investment Management Analyst®

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Grace joined UBS Financial Services in 2013 and is a Senior Client Service Associate. She provides ongoing administrative and operational client service such as new client orientation and onboarding, account maintenance and client requests. She recognizes that exceptional client service is the backbone of our practice and enjoys working with our clients to ensure their needs are fulfilled in a seamless and organized manner. Her primary focus is to deliver her very best to each and every client and as a result, she has built strong relationships with clients over the years.

Grace received her BA from Drew University in Sociology with minors in both Biology and Public Health. Prior to joining UBS, she worked in the medical field as a clerical assistant to ER doctors. Her past experience in a time sensitive environment was paramount in honing problem solving skills she now utilizes to deliver high quality, efficient service to our clients. 

Grace lives in New Jersey. She is the Vice-Treasurer and member of the race committee at the Lavallette Yacht Club.  Grace enjoys tennis, hiking with her dog and supporting environmental groups. 

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Ella is a Client Service Associate providing operational support for the team such as new client onboarding, account maintenance and client requests. She recognizes that exceptional client service is the backbone of our practice and works with clients to ensure their needs are fulfilled in a timely and diligent manner. Ella's certifications include the Series 7, Series 66, and Securities Industry Essentials (SIE). She graduated from New York University in 2024 and received a B.A. in Economics with a minor in Business Studies. She was a four-year player on the NYU Women’s Volleyball Team. In her free time, she enjoys running and spending time with family and friends.

• New York University , B.A. : 2020 - 2024

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Layla is a Client Service Associate providing operational support for the team including new client onboarding, account maintenance and assisting with client requests. She also leads the marketing for the team. She recognizes that exceptional client service is the backbone of our practice and works with clients to ensure their needs are fulfilled in a timely and diligent manner. 

Layla holds the Series 7 and Securities Industry Essentials (SIE) licenses. Prior to joining full-time, Layla was an intern for KWM. She graduated from Tulane University in 2024 and received a BSM in Finance. In her free time, she enjoys fostering dogs and running in Central Park. 

• Tulane University, BSM in Finance: 2020 - 2024

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Zach joined UBS in 2002 and serves as a Client Service Associate, working closely with clients to prepare account reviews, portfolio proposals, and trading.

Zach received his B.A. in political science from SUNY Albany, with minors in both business and Spanish, and holds Series 7 and 63 securities licenses. In his spare time, enjoys sailing and any type of exercise.

• SUNY Albany, B.A. in Political Science with Minors in Business and Spanish

Jake is a Client Service Associate providing operational support for the team including new client onboarding, account maintenance and assisting with client requests. He recognizes that exceptional client service is the backbone of our practice and works with clients to ensure their needs are fulfilled in a timely and diligent manner. 

Jake holds the Securities Industry Essentials (SIE) license. Prior to joining full-time, Jake was an intern for KWM. He graduated from the University of Maryland in 2025 and received a B.A. in Digital Media Communications with a minor in Business Studies. In his free time, he enjoys golfing, drawing, and cooking.

Kate is responsible for organizing client meetings and events, along with providing clients with account related services and documents.

Kathryn graduated from Iona College with a B.A. in Mass Communications & Media Studies in 2019. After completing a successful internship with UBS from 2017 through 2019, Kate launched her career with Katz Wealth Management. She is an active participant in the UBS Community Affairs & Corporate Responsibility program, Suit Up, Only Make Believe, and more. Kate enjoys traveling, skiing, and spending time with family and friends.

• Iona College , BA Mass Communications & Media Studies : 2016 - 2019

• AK
• AL
• AZ
• CA
• CO
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• DC
• DE
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• HI
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• WY

Esther joined UBS Financial Services Inc. in 2006 and is a Wealth Strategy Associate. She assists in strategy launch, account opening and operational services. Esther holds her Series 7, 63, 55, 9, 10, along with her Health Life & Accident.

• Chartered Retirement Planning Counselor

• AZ
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• CT
• DC
• FL
• GA
• MA
• ME
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• PA
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• WA

Bob is an industry veteran with over 50 years of experience. He began his career at Bache and Company, where he also acted in a management role. Bob joined Pain Webber, which later became UBS, in 2003. He focuses on portfolio construction including asset allocation and risk management for high net worth clients. Bob enjoys working clients and their families, as a trusted advisor, to help them realize their goals and objectives. 

Bob graduated with a BS in Economics from the Wharton School of the University of Pennsylvania, class of 1965 - He is active alumni, Bob served as the class gift chair for 30 years. 

Bob lives in Westchester and enjoys spending time on Nantucket. Bob recently celebrated over 50 years with his wife, Susan. They share two sons and three grandchildren. 

• Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• AL
• AR
• AZ
• CA
• CO
• CT
• FL
• GA
• LA
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• MT
• NC
• NJ
• NM
• NV
• NY
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• OK
• OR
• PA
• TN
• TX
• WA

Insight grounded in experience
Julie is experienced in insurance and annuity strategies for the Katz Wealth Management team. With over three decades of experience in the financial services industry, she understands the importance of providing clients with a clear path to the future and works closely with them to understand their long-term needs.

Credentials that build confidence
Julie maintains her Series 7 and 63 securities licenses, as well as her life and health insurance licenses, and can incorporate life insurance into clients’ financial plans where appropriate. She lives in San Angelo, TX, with her husband, Michael, an accomplished performing musician. For the last thirty years, she has volunteered in soup kitchens across the United States, including New York City, Chicago, California and Texas.

• Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• AL
• AR
• AZ
• CA
• CO
• CT
• FL
• GA
• LA
• MA
• MO
• MS
• MT
• NC
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• TN
• TX
• WA

Ryan is a Senior Vice President- Wealth Management / Branch Manager / Senior Portfolio Manager and senior advisor with the Legacy Wealth Management Group at UBS. As an integral part of the team, Ryan focuses on portfolio analysis of equity and mutual fund models, as well as strategic goal planning and portfolio analysis. Ryan also assists clients with their insurance needs by providing a review of policies to see if they have the appropriate coverage.

Ryan received a bachelor of business administration with a focus in finance from Texas Tech University. Ryan and his wife Jenna are both natives of San Angelo and have two children, a son Carson and a daughter Allie. Ryan is a board member of Meals for The Elderly in San Angelo and enjoys tennis, golf, and spending time with the family.  Ryan maintains his Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), Series 9 and Series 10 (General Security Sales Supervision), and Individual State of Texas Life and Health Insurance.

• Financial Planning Top 40 Financial Advisors Under 40, 2025The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The 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.
• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• ID
• IL
• IN
• MA
• MD
• MI
• NH
• NJ
• NM
• NV
• NY
• OH
• OR
• PA
• RI
• TN
• TX
• VA
• VT
• WA
• WI
• WY

Marc, co-founder of The Synergy Group, is a Senior Vice President and Senior Portfolio Manager. Marc’s focus has always been to be his client’s primary source of financial advice and to provide quality investment services and appropriate estate planning strategies. 

Marc has over four decades of experience managing individual and institutional assets. He is a member of the New York State Bar Association and a member of the Bar of the United States District Court for the Southern and Eastern District of New York.

Marc obtained his Bachelors degree in political science from Hofstra University. Marc and his wife, Ilana, split their time between Manhattan and Old Chatham, NY. Their son Bradford and his family live in Manhattan.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MN, NC, NH, NJ, NM, NY, OH, OR, PA, RI, TX, VA, VT, WA, WI

• Barron’s Top 100 Private Wealth Management Teams, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
• Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Barron’s Top 50 Private Wealth Management Teams, 2019, 2020The Barron's rating is awarded annually in April based on information from the prior year Q4.
• Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Hofstra University, Bachelor's Degree in Political Science

• Senior Portfolio Manager