Empowering confident financial decisions

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Jack joined the industry in 2000. After 13 years at Morgan Stanley Smith Barney, he transitioned with the group to UBS in 2013. He is responsible for equity and fixed income portfolio management, with a specialty in equity compensation planning. Jack is committed to building relationships not only with individuals but also with entire families, helping to coordinate with their other professional advisors so that he can better help them achieve their lifetime goals.

He earned his B.A. degree in marketing from West Virginia University. A resident of Basking Ridge, NJ, Jack has four young children, Ella, Avry, Declan, and Lyla. Outside of work, he enjoys spending time with his family, playing golf, skiing and fishing.

CA Insurance License #0I83611

• Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2023, 2024
  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, 2019, 2020, 2021The 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, 2023The 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.

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With over 40 years of experience in the financial services industry, John attributes his success to the fact that he cares deeply about his clients and their families. After 23 years in the life insurance industry, he joined the team in 1998.

John knows the value of hard work and dedication. After graduating from high school, he went straight to work for Mutual Benefit Life Insurance Company in Newark, NJ. He attended Rutgers University in the evenings and earned a B.S. degree in business management, graduating with high honors. He has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) CHARTERED FINANCIAL CONSULTANT (ChFC®) and CHARTERED LIFE UNDERWRITER (CLU®) designations.

A New Jersey native, John and his wife, Suzanne, live in Morris Township. They have three children, Lauren, John, and Tess. John and his family enjoy spending time at the New Jersey Shore and are regular contributors to The Seeing Eye, Homeless Solutions, the First Aid Squad and the Volunteer Fire Dept. of Morristown. Outside of work, he enjoys playing basketball, tennis, golf, and bowling.

CA Insurance License #0C30723

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

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Jesse entered the financial services industry in 2001 and moved to UBS Financial Services in 2013. With a deep knowledge of his clients’ employer benefit package, he focuses specifically on retirement planning, asset preservation and estate planning.

A graduate of Johnson & Wales University with a degree in marketing, Jesse has also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He and his wife, Antonietta, have three young children, Joseph, Luke, and Laura.

CA Insurance License #0I82453

• Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Forbes Best-in-State Wealth Management Teams, 2023The 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.

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Mike entered the financial services industry in 2006 and joined UBS in 2013 with the team. With a highly personalized approach focused on service and proper asset allocation, Mike provides clients with retirement planning, education planning and 401(k) rollover guidance that is informed by his extensive understanding of net unrealized appreciation (NUA).

Mike studied international business and philosophy at Northeastern University and earned the Chartered Retirement Planner Counselor (CRPC®) designation. An Eagle Scout, he’s active in the community with scouting and as a youth soccer coach. He and his wife reside in Morris County with their young daughter and son.

CA Insurance License#0H41507

• Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Forbes Best-in-State Wealth Advisors, 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 Best-in-State Wealth Management Teams, 2023The 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.

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Leveraging the strength of our team with the intellectual capital of UBS.

John Ryan is the portfolio manager for the Liberty Trail Wealth Management team’s Portfolio Management Program (PMP). After a decade in the accounting and consulting industries, he transitioned to the securities industry as an analyst at Smith Barney in 2008. He joined UBS in 2009 and then in 2019, John joined the Liberty Trail Wealth Management team.

John’s analytical and accounting background gives him the ability to leverage the intellectual capital of UBS and build PMP portfolios that satisfy our clients’ long-term objectives. John is passionate about sharing information acquired through the investment management process.

CA Insurance License #4228701

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• Bates College, BS in Biophysics: 1995
• Feather River College, Accounting Certification: 2005
• Raritan Valley Community College, CPA Education Requirement: 2015

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Harrison joined UBS in 2013 after a year with AXA Advisors and five years with The Rasweiler Group at Morgan Stanley. Committed to stellar client service and being responsive to their needs, Harrison focuses on retirement planning, net unrealized appreciation (NUA) analysis, asset allocation and equity diversification.

A graduate of Franklin & Marshall College, Harrison earned a B.S. degree in business, organizations and society. He is a Certified Financial Planner (CFP®) and holds the Chartered Retirement Plans Specialist (CRPS®) and Chartered Retirement Planning Counselor (CRPC®) designation and his Series 7, 31 and 66 securities licenses. He is also accredited to offer life and health insurance.

CA Insurance License #0J16128

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With more than 35 years of experience in the financial services industry, Ken’s tenure as a government bond specialist has given him a deep understanding of macroeconomics, Federal Reserve policy, interest rates and fixed-income markets. He is able to put this knowledge to work for clients by making more effective decisions on their overall financial planning and investment opportunities, especially entering and during retirement.

Ken earned a B.S. degree in business administration and an M.B.A in finance from St. John’s University. He is a resident of Charleston, S .C. Ken and his wife, Mary Ellen, have three adult daughters, Amy, Kristen and Nicole, all of whom work in the financial services industry.

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Diane entered the financial services industry in 2007 and moved to UBS in 2013 with the group. As part of a team that prides itself on knowing its clients’ company culture, benefits and atmosphere better than anyone else, she helps ensure that all inquiries, issues and opportunities are handled in a timely and effective manner.

Diane earned a B.S. degree in finance and an M.B.A. with a double concentration in international business and financial management from Fairleigh Dickinson University. She holds Series 7 and 66 licenses, as well as the life and health insurance license, and the Chartered Retirement Planner Counselor (CRPC®) designation. Fluent in Portuguese, she is active in keeping the culture thriving with the Portuguese Club in Newark. Diane and her husband Carlos have two young daughters, Sara and Sofia.

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With over 40 years of experience in economics, analytics and as a Financial Advisor, Bill joined UBS in 2013 when he transitioned from Morgan Stanley with the team. His success is directly attributed to his expertise in taxable and tax-exempt fixed income securities and a clear understanding of his executive clients’ culture and benefits programs.

Bill graduated from Seton Hall University with B.S. degree in finance. Although he currently resides in Morristown, NJ, Bill still considers himself a New Yorker after living there for 30 years while working on Wall Street. He still enjoys taking advantage of all the cultural activities New York has to offer.

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Before joining the team in 2012, Michael spent three years with the Morgan Stanley Wealth Management home office as a business analyst. This experience gave him a broad technical toolset to help support the team’s focus on corporate executives. Helping to prepare custom financial plans, Michael understands that his clients have unique goals and want information presented in ways that work best for them.

Michael holds Series 7 and 66 securities licenses. He resides in West Orange, NJ with his wife and daughter.

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Irina entered the financial services industry in 1998 and moved with the team to UBS in 2013. Originally from Russia, Irina worked for the mayor of St. Petersburg, which gave her valuable experience working with international clients on their investments. Fluent in German, French, Russian and English, she worked closely with banks in Europe promoting business for international clients in St. Petersburg and Moscow.

Irina earned an M.A. degree in linguistics from the prestigious State University of St. Petersburg and a degree in business management from New York Taylor Business Institute. She holds the Series 7 and 63 securities licenses. Irina supports the team by providing trading execution, research and administration. Because she believes in treating clients like family, Irina takes a warm and personal approach to all their inquiries, concerns and opportunities.

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John joined the team in 2016 after graduating from Rutgers University with a Bachelor's Degree. He previously worked with the team with internships during the summers of 2012 & 2013. John also has passed the Series 7, Series 66, and life insurance exams. John specializes in Financial Planning and investment research for the team. Outside of his work related activities, John enjoys spending time with friends, playing golf, mountain biking and basketball.

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Shpend joined the team in 2010 and moved with them to UBS in 2013. He graduated from William Paterson University with a B.S. degree in finance, with minors in accounting and economics.