Comprehensive Private Wealth Management for KPMG

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Insight grounded in experience
As the Managing Partner and founder of The Matina Group, Joe has over 30 years of investment industry experience working with ultra-affluent clients and families. Joe is a UBS Managing Director and has earned the Private Wealth Advisor designation. With his approach to Liquidity, Longevity and Legacy at the core of his relationship with clients, Joe leads the team in all aspects of the business including relationship and investment management, financial planning, as well as trust, estate & philanthropic planning.

Credentials
A graduate of Albright College, Joe now serves as a member of their Business Advisory council.  Joe holds his FINRA Series 7 and Series 66 securities licenses and is registered in 41 states as well as Puerto Rico.

Outside UBS
Joe's commitment to the local community is vital.  In NY/NJ he's provided support to local organizations including Partners for Women and Justice, and he's a past Partners in Hope award recipient as well as Hope for Children. He also partners with American Corporate Partners, which mentors’ veterans during transition from their military careers to the civilian workforce. Joe formed a partnership with Barron’s and Boston College’s Carroll School of Management (2019-20) as well as Sacred Heart’s Jack Welch School of Business (2019-present), sponsoring their respective financial education program for the school year.

In Naples FL, Joe’s commitment continues with his support for women & children’s charities, including NCEF, Youth Haven, and The Shelter for Abused Women & Children.  The group also formed a partnership with Barron’s and Ave Maria University to offer the Barron’s Education Program, providing students and faculty financial education to improve financial literacy and proficiency.   

Joe splits his time between Naples, FL and Chatham, NJ, where the team’s offices are.  He enjoys traveling with his wife Dana and three daughters, Ava, Charlotte, and Grace as well as playing golf.

• 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, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes America's Top Wealth Advisors, 2017, 2018, 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 Best-in-State Wealth Advisors, 2018, 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 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.

• Albright College

• Private Wealth Advisor

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Insight grounded in experience
Chris joined UBS Private Wealth in 2006 and has over 22 years of experience managing wealth for ultra-high-net-worth clients and families. Exemplifying his dedication to serving the complex needs of ultra-affluent clients, he completed the firm’s elite Private Wealth Advisor accreditation program.   As Senior Vice President of The Matina Group, his primary responsibilities include overseeing the team’s investment strategy implementation, execution of financial planning and ongoing client relationship & investment reviews. In collaboration with Joe Matina, Chris focuses on strategic risk management, investment analysis, manager selection, and the implementation of asset allocation strategies for client portfolios. Additionally, he assists with running the day-to-day operations of the 11-person team spread across The Matina Group’s New York, New Jersey, and Florida offices.

Credentials
Chris is a graduate of Sacred Heart University in Fairfield, Connecticut with a degree in Business Management & Administration.  Chris holds his FINRA Series 7 and Series 66 securities licenses, and he is registered in 42 states as well as Puerto Rico.

Outside UBS
Chris and his wife Erica have two sons, Connor and Ryan, and reside in Morris Plains, New Jersey.  They are avid supporters of Saint Barnabas Hospital NICU and participate in their fundraising efforts as well as their Miracle Walk. In his free time Chris is an avid outdoorsman who loves to fish. He is also a history buff and has a passion for cars.

• 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.

• Sacred Heart University in Fairfield, Business Management & Administration

• Private Wealth Advisor

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Insight grounded in experience
As a Senior Vice President with the Matina Group, Amy brings over 20 years of Wealth Management experience serving ultra-affluent individuals and families.  Amy helps to lead the Naples based team and brings knowledge in investment & relationship management, financial planning, as well as credit and estate planning strategies.  Amy takes the time to build deep, lasting relationships with her clients so that she has a thorough understanding of all aspects of their financial lives, enabling her to recommend customized strategies tailored to help them achieve their goals and objectives. 

Amy began her career in the financial services field in 2001 in a Management Training Program and quickly advanced into an Investment Advisory role, before working her way up to several leadership and management positions.  Her previous responsibilities include serving as a Senior Investment Advisor, Investment Director, Senior Wealth Advisor and Managing Director.

Credentials
Amy is a graduate of Gettysburg College with a degree in Business Management and Economics.  She also holds the Certified Trust and Investment Advisor (CTFA) designation from the Cannon Trust School.  Amy holds FINRA securities licenses 7, 66 and 24 as well as the Florida Life, Health and Variable Annuity Insurance Licenses.

Outside of UBS
Having lived and worked in Naples for the past 17 years, Amy also shares The Matina Group’s passion for supporting the local community through her involvement with many women and children’s charities including NCEF, The Boys & Girls Club of Collier County, where she serves on the Board, and Better Together, where she serves on the Community Board.   

Amy resides in Naples FL with her husband Jonathan, who is a local firefighter, and their two children Aeliana and Ryker, who love attending The Village School of Naples.  Amy enjoys traveling and playing golf with her family. 

• 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.

• Gettysburg College, Business Management and Economics

• Certified Trust and Financial Advisor

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• OR
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Insight grounded in experience
With over 20 years of experience in the financial services industry, Lauren joined UBS Wealth Management in 2008.  As a Financial Advisor with The Matina Group, Lauren focuses on proactive client outreach to develop and implement financial plans, review portfolio strategy, as well as to provide market updates.  Lauren’s additional responsibilities include helping to oversee The Matina Group’s comprehensive financial planning process, reviewing retirement planning & asset allocation strategies, customized lending solutions, as well as risk mitigation and insurance strategies.  Lauren takes great pride in her role as being her client’s trust advisor, working with each to devise the right plan to manage their family’s financial well-being.

Lauren is currently in the process of completing the second part of UBS’s three-part Private Wealth Advisor accreditation program, furthering her commitment to serving the complex needs of ultra-high-net-worth individuals and families.

Credentials
Lauren graduated from Towson University with a degree in Business with a concentration in Finance.  She is currently working towards completing her accreditation for the Certified Divorce Financial Analyst (CDFA) designation, preparing her to plan for the financial aspects of divorce.  Lauren holds her FINRA Series 7 and Series 66 securities licenses and is registered in 41 states in addition to Puerto Rico.

Outside UBS
Lauren is a member of UBS All Bar None, which promotes the professional advancement of women at the firm. Her passions include helping people develop financial literacy, understand responsible money habits and plan for their financial future. She is also a mentor for RESOLVE – The National Infertility Association.  Lauren resides in South Orange, New Jersey with her husband Blake and their nine-year-old twins, Harper and Julian.

• 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, 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.

• Towson University, Business with a concentration in Finance

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Insight grounded in experience
John joined UBS Private Wealth in 2007 and has over 15 years of experience in the financial services industry serving ultra-affluent clients and families.  As an Associate Director and Senior Wealth Strategist for The Matina Group, John works with clients on their strategic and tactical wealth management needs by focusing on customized financial planning and tailored investment management solutions. In addition to client investment and relationship management, John helps to oversee the team’s portfolio trading in fixed income, equity and options strategies, as well as providing research support in alternative investments, investment managers and individual securities.

Credentials
John is a graduate of Drew University with a degree in Economics.  He holds the Certified Investment Management Analyst ® designation (CIMA®), administered by the Investments and Wealth Institute and taught in conjunction with The Yale School of Management. He previously served as a member of the UBS Investment Advisory group as a Lead Associate working with Private Wealth as well as the Institutional Consulting Group.

John is currently in the process of completing the second part of UBS’s three-part Private Wealth Advisor accreditation program, furthering his commitment to serving the complex needs of ultra-high-net-worth individuals and families. John holds his FINRA Series 7 and Series 66 securities licenses and is registered in 41 states as well as Puerto Rico.

Outside UBS
John lives in Mendham, New Jersey with his wife Katie and their son Dominic. In his free time John enjoys beach time and traveling with the family as well as golf.

• 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.

• Drew University, Economics

• Institutional Consultant

• DC
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• NV

Insight grounded in experience
As a Director with the Matina Group, Tanya brings over 15 years of Wealth Management experience serving high net worth individuals and families. Tanya focuses primarily on relationship management, comprehensive financial planning, as well as risk mitigation and estate and tax planning strategies.

Tanya brings a holistic, personalized approach to the multigenerational wealth planning needs of our clients, providing a customized experience in order to achieve their strategic goals. She builds strong relationships with clients, working closely with families throughout every stage of their lives. Tanya began her career in the Trust Administration and Estate Planning field in 1998 with a financial services firm, then worked in private practice as an attorney focused on trust and estate planning. She has spent the past ten years serving as a Relationship Manager and Wealth Strategist for ultra-high net worth clients in the Wealth Management industry.

Credentials 
Tanya is a graduate of S.U.N.Y. Geneseo with a B.S. in Accounting. She earned her J.D. from St. John's University School of Law, and her LL.M in Estate Planning and Taxation from Boston University. Tanya holds FINRA securities licenses 7 and 66 as well as the Florida Life, Health and Variable Annuity Insurance Licenses.

Outside UBS
Tanya has lived and worked in Naples with her three children for the last 10 years. Her daughter Ani and son Alex are college students at UCF and FSU, and her youngest son Tristan attends Gulf Coast High School. She enjoys spending time with her family and traveling around the world. Tanya supports the local Naples community and serves on the Board and the Finance Committee for The Shelter for Abused Women & Children of Naples.

• 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.

• S.U.N.Y. Geneseo , B.S. in Accounting
• St. John’s University School of Law, J.D.
• Boston University, LL.M in Estate Planning and Taxation

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Insight grounded in experience
Anthony joined the Matina Group in 2017 and serves as a Senior Wealth Strategy Associate and Financial Advisor.  Anthony is responsible for the team’s equity, fixed income, and options trading as well as managing the team’s syndicated deals and corporate actions. Through his research and due diligence on alternative investments, investment managers, and individual securities, Anthony works with the team to develop customized solutions for client portfolios in order to meet their specific needs.

Anthony was recently accepted into the UBS Institutional Consulting Group as 1 of 184 Institutional Consultants worldwide within the firm.  This designation allows him to work on behalf of the Matina Group with the following types of organizations: Corporations, public & private retirement plans, state & local governments, hospitals & healthcare systems, colleges & universities, insurance companies, faith-based organizations, foundations & endowments, and other non-profit organizations. 

Credentials
Anthony graduated from Monmouth University with a degree in Finance.  He is a Certified Financial Planner (CFP^®), extensively trained in personal financial planning, retirement planning and estate planning strategies.   Anthony also holds the Certified Investment Management Analyst designation (CIMA^®), which entailed a  comprehensive program to achieve a high level of competency, professionalism, and investment  experience. He holds his FINRA Series 7 and Series 66 securities licenses and is registered in 42 states as well as Puerto Rico.

Outside UBS
Anthony resides in Naples, FL.  In his free time, he enjoys traveling, working out and going to the beach.

• Monmouth University, Finance

• Institutional Consultant
• CERTIFIED FINANCIAL PLANNER™
• Certified Investment Management Analyst®

Insight grounded in experience
Michael brings over 15 years of experience in the legal and wealth management industries to his clients. He holds a JD, MBA, LL.M, CTFA, is licensed to practice law in FL and NJ. Michael’s
responsibilities include business development, relationship management, Trust, Estate and financial planning as well as investment management for individuals, families, trusts, and foundations.

Credentials
A SWFL native since 1989, Michael earned a Bachelor of Science (BS) at Vanderbilt University,
graduating cum laude; a Juris Doctor (JD) and Master of Business Administration (MBA) with a focus in Tax Law, Trust and Estates Law, and Finance at the University of Miami; and a Master of Laws (LL.M) in Taxation at Villanova University. He is a graduate of the Wm. Reece Smith Jr. Leadership Academy of the Florida Bar (2022), Associate Leadership Collier (2019), and the Florida Fellows Institute of ACTEC (2024). 

Outside UBS Michael is very involved in the legal and professional communities both locally and statewide. He is an executive committee member of the Real Property, Probate and Trust Law (RPPTL) Section of the Florida Bar, Vice Chair of the Attorney and Trust Officer (ATO) Liaison Conference, Board Member of the Collier County Bar Association Foundation, Board Member of the Estate Planning Council of Naples, member of the Housing Finance Authority of Collier County, advisory committee member of the Leadership Collier Foundation, amongst other professional involvement. He is also involved with the local SWFL non-profit community and serves as a Board Member of the Jewish Federation of Greater Naples and the Canterbury School of Fort Myers. Michael regularly supports the NCEF, STARability, American Cancer Society, JDRF, Youth Haven, Artis Naples, and other non-profits. Michael currently resides in Naples, FL with his two sons, Jude (10) and Matias (9).

• University of Miami , Juris Doctor
• Villanova , Masters of Law
• University of Miami , Masters of Business Administration

• Certified Trust and Financial Advisor

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Insight grounded in experience
Grace is an Associate Director and Team Administrator for The Matina Group, with over 21 years of experience in the financial services industry.  Grace is the primary client liaison for the Team, providing ongoing administrative support and operational client service.  Her responsibilities include client orientation & onboarding, investment management & banking account maintenance, as well as client service requests.  Grace prides herself on providing a  global client experience and maintains very strong relationships with clients, teammates and external partners. 

Credentials
Grace holds FINRA Series 7 and Series 63 licenses.

Outside UBS
Grace resides in Morristown, NJ.  In her free time she enjoys mountain biking, traveling and spending quality time with her family and friends.

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• IA
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Insight grounded in experience
Zach joined UBS Private Wealth in 2018 as part of the UBS Internship Program, before moving on to become a Client Service Associate with The Matina Group.  His primary responsibilities include assisting with all client servicing efforts such as preparation for client portfolio reviews, customized performance reporting, as well as portfolio proposals and trading.  With training in a broad range of topics, including investment strategy, retirement planning, advanced wealth transfer and tax optimization, Zach serves as a vital component to the team.

Credentials
Zach graduated from Albright College with a B.S. in Business Administration and concentration in finance and economics.  Zach earned the Certified Exit Planning Advisor (CEPA®) designation, giving him the tools to help advise clients on strategies to exit their business seamlessly and efficiently with financial peace of mind.  Zach holds his FINRA Series 7 and Series 66 securities licenses and is registered in 41 states in addition to Puerto Rico.

Outside UBS
Zach lives in Livingston, New Jersey, and his athletic passions include marathon and weight training as well as fishing.  He is an avid college football fan, having played for Albright College. 

• Albright College , Business Administration and concentration in finance and economics

• Certified Exit Planning Advisor

Insight grounded in experience
Vicki is the Executive Team Assistant for The Matina Group, joining the team in 2020. Vicki recognizes that stellar client experience is at the core of our mission, and provides clients with concierge level service, ensuring all their needs are met in a timely and organized manner.   With an extensive background in marketing and event coordination, she also develops and organizes The Matina Group’s community involvement for the Naples market.  Vicki uses her public relations skills to spearhead the team’s philanthropic endeavors & sponsorships.  She also serves as an ambassador for Youth Haven, a social services nonprofit organization for children in need in Southwest Florida, where she serves as an ambassador.

Credentials
Vicki has degrees from the University of South Florida and University of Maine.  She has completed the SIE and is currently pursuing her FINRA securities licenses 7 & 66. 

Outside UBS
A resident of Naples, FL for over 20 years, Vicki is heavily involved in the local community through business and charitable initiatives and is known as “the connector” among her friends and colleagues. Vicki also has a passion for photography. In her free time, she enjoys traveling and spending time with her daughters, Madison, a PA student at South University and Maiya, who is in college at UCF. 

• University of South Florida and University of Maine

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• NC
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• WY

Insight grounded in experience
Matt joined UBS in 2020 as part of the UBS Internship Program and now serves as a Client Service Associate for The Matina Group. Matt works to provide high quality administrative and operational services including client onboarding, account maintenance, preparing portfolios for review as well as processing client requests. With skills including a high attention to detail, Matt understands the importance of ensuring seamless, accurate and timely client service.

Credentials
Matt graduated from The University of South Carolina with a degree in Business Administration with a concentration in Finance. Matt has successfully completed the SIE, Series 7 and Series 66 securities licensing exams.

Outside UBS
Matt resides in Hoboken, New Jersey, and he enjoys golfing, going to the beach and skiing.

• The University of South Carolina, Business Administration with a concentration in Finance

• FL

Insight Grounded in Experience 

Catie joined UBS in 2023 as part of the UBS Internship Program and now serves as a Client Service Associate for The Matina Group. Catie works to provide high quality operational and administrative services including client onboarding, account maintenance, preparing portfolios for review, processing client requests, and assisting with events. With skills including a high attention to detail, Catie understands the importance of ensuring seamless, accurate and timely client service.   

Credentials 

Catie graduated from Ave Maria University with a degree in Finance. Catie is currently getting her Master of Science in Finance at the University of Miami. Catie has completed the SIE and is currently studying to achieve her Series 7 and 66 securities licenses. 

Outside UBS 

Catie resides in Fort Myers, Florida, and enjoys going to the beach, working out, and spending time with her family and friends. Catie is also a big college basketball fan, having played at Ave Maria University.