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The Kraft Group

Matt Kraft is a Managing Director in the Private Wealth Management Division of UBS. His 11-member team advises a select group of entrepreneurial families. Representative clients include CEOs of both public and privately held companies, single and multifamily offices, and professional investors.

In addition to covering a select group of UHNW clients, Matt is responsible for managing the personal portfolios of senior executives at UBS. Previously, he was selected to serve in a similar capacity for Merrill Lynch and Bank of America.

Matt and his team strive to deliver a client experience that offers both the intimacy of a boutique and the refined capabilities of a global institution. New clients must have a minimum net worth of $30mm.

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    Matthew Kraft

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IL
    • IN
    • LA
    • MA
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SD
    • TX
    • UT
    • VT
    • WY

    Matt began his career as a Financial Analyst in the Investment Manager Research and Analysis Division of Merrill Lynch. He advised a prestigious client base that included members of the Forbes 400, foundations, endowments and pension plans. He has experience in investment management, capital markets transactions and concentrated stock strategies.

    Matt graduated with a BA from Indiana University and an MBA in Finance from Columbia Business School. He earned the Certified Investment Management Analyst® (CIMA®) designation, sponsored by the Investment Management Consultants Association (IMCA®) at the Wharton School. Matt is a regular speaker at national industry conferences on topics such as investment management and business monetization. 

    While Matt’s technical training is in investment management, his passion lies in the realm of family governance. He prides himself on helping families navigate the challenges and opportunities that accompany substantial wealth. Matt has studied at the Money, Meaning and Choice Institute (MMCI) and studied Bowen Family Systems Theory with Kathy Wiseman. He is experienced in facilitating family meetings, conducting values retreats and addressing complex family-related financial issues that often occur within larger, ultra-high-net-worth families.

    ¹Matt held the CIMA designation from 1996 – 2000.

      • Indiana University, B.A.
      • Columbia Business School, M.B.A. Finance
      • Private Wealth Advisor
      299 Park Avenue
      26th Floor
      New York, NY 10171
      matt.kraft@ubs.com
      Matthew Kraft
      299 Park Avenue,New York,NY,10171
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      Shawn Salge, CFP, CIMA, CRPC

      Director

      Senior Wealth Strategy Associate

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      • AL
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IL
      • IN
      • LA
      • MA
      • MI
      • MN
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • PA
      • SD
      • TX
      • UT
      • VT
      • WY

      Shawn Salge joined the team in 2006 and leads the Portfolio Management pillar of the practice. He designs and implements bespoke portfolios grounded in asset allocation, macroeconomic research, manager due diligence, and risk management. Shawn works closely with clients to align portfolios with their objectives, values, and cash‑flow needs, while executing both strategic and tactical investment decisions.

        • Rutgers University
        • CERTIFIED FINANCIAL PLANNER
        • Certified Investment Management Analyst
        • Chartered Retirement Planning Counselor
        • Portfolio Associate
        • Senior Private Wealth Strategy Associate
        299 Park Avenue
        26th Floor
        New York, NY 10171
        shawn.salge@ubs.com
        Shawn Salge, CFP, CIMA, CRPC
        299 Park Avenue,New York,NY,10171
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        Stephanie Boehm, CFP

        Director

        Senior Wealth Strategy Associate

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        • AL
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IL
        • IN
        • LA
        • MA
        • MI
        • MN
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • PA
        • SD
        • TX
        • UT
        • VT
        • WY

        Stephanie Boehm joined the team in 2012 and leads the Family Advisory pillar of the practice. She works closely with families to address the complexities that come from substantial wealth. Her process focuses on communication, education, and intergenerational transition. Steph facilitates family meetings and developed the team’s What Matters Most Framework, which helps families clarify priorities and make aligned decisions. In addition, Steph also manages the day to day operations of the team to ensure that all members operate cohesively and deliver a consistent, high‑quality client experience.

          • Ramapo College of New Jersey, B.S. Finance, Minors in Economics and Psychology, Magna Cum Laude
          • CERTIFIED FINANCIAL PLANNER
          • Senior Private Wealth Strategy Associate
          • Planning Specialist
          299 Park Avenue
          26th Floor
          New York, NY 10171
          stephanie.boehm@ubs.com
          Stephanie Boehm, CFP
          299 Park Avenue,New York,NY,10171
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          Matthew Fisher, CFP, CPWA

          Associate Director

          Senior Wealth Strategy Associate

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          • AL
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IL
          • IN
          • LA
          • MA
          • MI
          • MN
          • NC
          • NH
          • NJ
          • NV
          • NY
          • OH
          • PA
          • SD
          • TX
          • UT
          • VT
          • WY

          Matt Fisher (“Fisher”) joined the team in 2015 and leads the Financial and Estate Planning pillar of the practice. He partners with clients on comprehensive planning, including estate document reviews, cash‑flow analysis, and pre‑ and post‑liquidity planning. Fisher is dedicated to ensuring clients’ financial plans evolve alongside changes in their personal and professional lives, helping translate complexity into clear, actionable strategy.

            • Carleton College, B.A. Economics
            • NYU Stern School of Business, M.B.A. Finance
            • CERTIFIED FINANCIAL PLANNER
            • Certified Private Wealth Advisor ®
            • Senior Private Wealth Strategy Associate
            • Planning Specialist
            299 Park Avenue
            26th Floor
            New York, NY 10171
            fisher.matt@ubs.com
            Matthew Fisher, CFP, CPWA
            299 Park Avenue,New York,NY,10171
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            Ellyne Petty

            Client Associate

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              Ellyne Petty joined the team in 2021 and focuses on delivering a high‑touch, seamless client service experience. She supports clients with day‑to‑day service needs, including private banking and administrative coordination, and serves as a trusted point of contact for ongoing requests. Ellyne’s approach ensures clients feel supported, understood, and well cared for at every stage of the relationship.

                • SUNY Binghamton, B.A. Psychology
                • Gallaudet University, Masters in Counseling, Summa Cum Laude
                  299 Park Avenue
                  26th Floor
                  New York, NY 10171
                  ellyne.s.petty@ubs.com
                  Ellyne Petty
                  299 Park Avenue,New York,NY,10171
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                  Viren Mahtani

                  Client Associate

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                    Viren Mahtani joined the team in 2025 and supports the delivery of a high‑quality experience for clients. He works closely with Shawn to support portfolio research, analysis, and investment‑related initiatives. Viren also assists clients with day‑to‑day requests, including account administration, private banking needs, and coordination with internal teams. He brings a detail‑oriented and proactive approach to managing requests, preparing materials, and ensuring timely follow‑through on client priorities, helping clients feel confident and satisfied in every interaction.

                          61 South Paramus Road
                          Mack Center IV, 4th Floor
                          Paramus, NJ 07652
                          viren.mahtani@ubs.com
                          Viren Mahtani
                          61 South Paramus Road,Paramus,NJ,07652

                        As UBS Private Wealth Advisors, we understand the importance of preserving all you've achieved for your family and the legacy you hope to leave to each generation. Accessing the full depth and breadth of UBS platforms and expertise, we are not only well-positioned to advise you on your most complex wealth challenges, we're committed to delivering the responsive service and stewardship you deserve.

                        Private Wealth Management is a division within UBS Financial Services Inc.

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                        Defining your priorities. Pursuing what matters.

                        Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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