Comprehensive Private Wealth Management for KPMG

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As a founding member of The Matina Group, Matina brings more than 34 years of experience advising ultra-high-net-worth families with discretion, precision, and care.For more than 20 years, Private Wealth Advisor and Managing Director Joseph Matina has built his career at UBS around a belief that true wealth is measured not only by financial success, but by the impact left on our families and communities. His approach is deeply personal—focused on understanding each client’s unique circumstances and delivering bespoke solutions that evolve with their lives. He has earned the Private Wealth Advisor designation, reflecting his expertise in complex, multigenerational wealth planning.

Turning possibilities into a plan

Joe’s work is anchored in a thoughtful framework: Liquidity. Longevity. Legacy.* He works closely with clients to design strategies that preserve wealth, support long-term goals, and create meaningful impact across generations. His work spans investment management, financial planning, trust and estate planning strategies, and multigenerational wealth strategies designed to help families preserve and grow their legacies with confidence.

At The Matina Group, Matina leads the team with a comprehensive approach to wealth management that is rooted in personal relationships and thoughtful planning. They remain committed to helping families navigate complexity, preserve what matters most, and create meaningful legacies for generations to come.

Life

Beyond wealth management, Matina advocates for causes supporting women and children. Together with his wife, Dana, he has long championed organizations focused on education, health care, family services, and community wellness throughout Southwest Florida and New Jersey. Their philanthropic leadership is especially evident through their involvement with the Naples Children Foundation, where they serve as trustees. Through the foundation’s transformational work, they have helped support initiatives advancing children’s health care, early learning, mental health services, and resources for underserved families across Collier County. They often give back to organizations such as Youth Haven, The Shelter, Women's Foundation of Collier County and the New Jersey Battered Women's Shelter. In his free time, Joe is an avid wine collector and loves to golf and travel with his wife and their three daughters, Ava, a student at Wake Forest University, and Charlotte and Grace who are in High School and Middle School respectively.

* Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

• 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, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,500 Financial Advisors, 2026The Barron's rating is awarded annually in March based on information from the prior year Q3.

• Albright College

• Private Wealth Advisor

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Chris McKenna joined UBS in 2006 and brings more than 24 years of experience advising ultrahigh-net-worth individuals and families. Using his thoughtful, disciplined approach, he works closely with clients to help them navigate complexity with clarity and confidence. His work is grounded in a deep understanding that wealth is not just financial—it represents legacy, opportunity, and responsibility.

Chris’s commitment to excellence led him to complete UBS’s elite Private Wealth Advisor accreditation program, equipping him to address the multifaceted needs of sophisticated families. He is dedicated to delivering highly personalized strategies that reflect each client’s values, priorities, and long-term vision.

Turning possibilities into a plan

As a Senior Vice President and Private Wealth Advisor with The Matina Group, Chris plays a central role in guiding investment strategy and overseeing the execution of comprehensive financial plans. He works closely with Joe Matina and the broader team to deliver cohesive, forward-thinking solutions tailored to each family’s unique circumstances.

Chris focuses on strategic risk management, asset allocation, and manager selection ensuring portfolios are thoughtfully constructed to endure across market cycles. Beyond the technical aspects, he is deeply engaged in client relationships, helping families make informed decisions around wealth transitions, lifestyle planning, and long-term legacy goals.

He also supports the day-to-day operations of the team’s multi-location presence, helping ensure a seamless and elevated client experience across Naples, Florida; New Jersey; and New York.

Life

Chris and his wife, Erica, reside in Morris Plains, New Jersey, with their two sons, Connor and Ryan. Family remains at the center of everything he does, both personally and professionally.

In his personal time, Chris enjoys the outdoors—especially fishing—and has a lifelong appreciation for history. He is also passionate about automobiles, blending curiosity with craftsmanship and design.

• Sacred Heart University in Fairfield, Business Management & Administration

• Private Wealth Advisor

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Amy West brings nearly 25 years of experience advising ultra-affluent families, with a career defined by a deep commitment to her clients’ longterm success. As Executive Director and Senior Wealth Strategy Associate with The Matina Group in Naples, she plays a key role in delivering a highly personalized wealth management experience.

Her work extends well beyond traditional planning. Amy integrates investment strategy, estate planning strategies credit planning, and relationship management into a cohesive approach— helping clients make thoughtful decisions across generations. She is dedicated to simplifying complexity and provide clarity in moments that matter most.

Turning possibilities into a plan

Amy believes that meaningful planning begins with listening. She takes the time to truly understand each client’s priorities, values, and long-term vision, building relationships grounded in trust and continuity. This depth of understanding allows her to craft highly customized strategies that evolve alongside her clients’ lives.

Whether helping families prepare for generational wealth transfer or guiding individuals through pivotal financial moments, Amy focuses on creating clarity and confidence—ensuring each decision aligns with both immediate goals and enduring legacies.

Amy began her career in financial services in 2001 through a Management Training Program and quickly distinguished herself in an Investment Advisory role. Over the years, she has advanced through a series of leadership positions, including Senior Investment Advisor, Investment Director, Senior Wealth Advisor, and Managing Director—each role further refining her ability to lead with both technical expertise and emotional intelligence.

Life

Naples has been home to Amy for more than two decades, and she is passionate about giving back to the community. She is actively involved in supporting organizations dedicated to women and children, including NCEF, The Shelter for Abused Women & Children, and Youth Haven.

Amy lives in Naples with her husband Jonathan, a retired fire fighter and their children, Aeliana and Ryker. Aeliana attends St John Neuman and Ryker attends South East Elite Hockey Academy. Outside the office, she enjoys traveling, time with her family, and golfing—valuing experiences that bring connection, balance, and perspective.

• Gettysburg College, Business Management and Economics

• Certified Trust and Financial Advisor

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Lauren Mirman is a Private Wealth Advisor and First Vice President with The Matina Group at UBS, with over 25 years of experience advising individuals and families.

Planning today for tomorrow

Lauren focuses on comprehensive planning and investment strategies—including trust and estate planning strategies, and cash management—helping clients navigate complex decisions and align their wealth with their long term goals. Lauren takes a thoughtful, proactive approach to help families make smart decisions during times that matter most, whether that’s opportunity, uncertainly, or transition.

Life

Lauren is an active member of UBS All Bar None, an initiative focused on advancing the professional development of women within the firm. She is passionate about financial literacy and empowering others—particularly women—to build confidence in their financial futures through responsible planning and informed decision-making. Lauren also dedicates time as a mentor for RESOLVE: The National Infertility Association, offering guidance and support to those navigating personal challenges. She resides in South Orange, New Jersey with her 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.

• Towson University, Business with a concentration in Finance

• Private Wealth Advisor

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John Rocco joined UBS in 2007, bringing with him a thoughtful, disciplined approach to advising families of significant wealth. With over 18 years of experience, he delivers clarity and confidence to ultra-affluent clients navigating complex financial landscapes. John believes that trust is earned through consistency, transparency, and an unwavering commitment to putting clients first—principles that continue to define his relationships today.

Turning possibilities into a plan

As First Vice President and a Private Wealth Advisor with The Matina Group, John works closely with clients to design and implement highly customized wealth strategies that evolve alongside their lives. His work spans both strategic planning and tactical execution—ensuring that every recommendation aligns with long-term goals while remaining responsive to changing market conditions.

John plays a key role in overseeing portfolio strategy across fixed income, equities, and options, while also contributing to alternative investment research and manager selection. Using his steady, solutions-oriented mindset, he helps clients make informed decisions with confidence—balancing opportunity with thoughtful risk management.

Life

John lives in Mendham, New Jersey with his wife Katie and their two sons. He enjoys spending time with his family, traveling, and taking advantage of the outdoors—whether that’s relaxing by the beach or playing golf. These moments away from work reinforce his belief in building a life—not just a portfolio—worth protecting.

• 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

• Private Wealth Advisor
• Institutional Consultant

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As a Senior Wealth Strategy Associate with The Matina Group, Tanya brings over 15 years of experience advising high-net-worth individuals and families with a thoughtful, relationship-driven approach. She combines her technical expertise with genuine care— guiding clients through complex financial decisions with clarity and confidence. Her work centers on building enduring relationships, delivering comprehensive financial planning, and helping clients navigate risk, estate, and tax planning strategies with intention and foresight.

Turning possibilities into a plan

Tanya approaches wealth management as both a discipline and a deeply personal endeavor. She partners closely with clients and their families to understand not only their financial picture, but their values, priorities, and long-term vision. From there, she designs tailored strategies that evolve alongside each stage of life.

Her career began in trust administration and estate planning in 1998, laying a strong technical foundation that continues to inform her work today. She later practiced as an attorney specializing in trust and estate planning, providing her with a unique legal perspective that enhances her ability to serve ultra-high-net-worth families (however she does not perform these duties at UBS). Over the past 12 years, she has served as a Relationship Manager and Wealth Strategist, helping clients preserve, grow, and thoughtfully transfer wealth across generations.

Life

Tanya has lived and worked in Naples with her three children for the last 13 years. Her daughter Ani is a graduate engineering student at UCF, her son Alex is a chemical engineer at Siemens energy, and her youngest son Tristan attends the University of Tampa. She enjoys spending time with her family and traveling around the world.

Deeply connected to the Naples community, Tanya is actively involved in local philanthropy. Outside of her professional and charitable commitments, she enjoys traveling, spending meaningful time with her family, and embracing the lifestyle that makes Naples such a special place to live and work.

• 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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As a Senior Wealth Strategy Associate, since joining The Matina Group at UBS in 2017, Anthony has become a valued member of the team. He uses his disciplined approach and unwavering attention to detail and is deeply involved in the day-to-day management of client portfolios, overseeing trading across equities, fixed income, and options, as well as managing syndicated opportunities and corporate actions.

Turning possibilities into a plan

What sets Anthony apart is his commitment to understanding both the technical and personal side of wealth. Through extensive research and due diligence on investment managers and individual securities, he helps shape tailored strategies designed to align with each client’s goals, lifestyle, and legacy intentions.

Anthony believes that true wealth management extends beyond performance—it’s about clarity, confidence, and continuity. By combining analytical precision with a steady, thoughtful approach, he helps clients navigate complexity while staying anchored to their long-term vision.

Life

Anthony lives in Naples, Florida with his wife, Lyndsey and their son Hayden. In his free time, he enjoys traveling, maintaining an active lifestyle, and spending time by the water—prioritizing balance and the same sense of intentional living he encourages for his clients.

• Monmouth University, Finance

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

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Michael, a former tax, wills, trusts and estates attorney, brings over 15 years of experience in the financial services industry. He brings a thoughtful, relationship-driven approach to helping clients navigate some of life’s most important decisions.

Turning possibilities into a plan

Michael works with clients to define what success looks like—not just financially, but personally and generationally. From structuring tax-efficient portfolios to guiding estate and legacy planning strategies, his work is centered on aligning wealth with purpose. He believes that a well crafted financial plan should do more than grow assets—it should provide clarity, reduce uncertainty, and create a lasting impact for future generations.

Michael helps clients stay focused on what matters most while navigating an ever-changing financial landscape. He believes that the best financial plans are not only technically sound, but deeply personal—reflecting what matters most to the families he serves.

Life

Outside of UBS, Michael remains deeply engaged in both the professional and philanthropic communities throughout Naples and beyond. He serves in leadership roles within the Florida Bar’s Real Property, Probate and Trust Law Section, the Collier County Bar Association, and the Estate Planning Council of Naples.

Michael is equally passionate about giving back locally. He serves on boards including the Jewish Federation of Greater Naples and Starability Foundation, and he regularly supports organizations such as the Naples Children & Education Foundation (NCEF), Golisano Children’s Museum of Naples (CMON), Youth Haven, and the American Cancer Society.

A proud Naples resident, Michael enjoys spending time with his two sons, Jude and Matias, and remains committed to building a life—and career—centered on family, community, and purpose.

• University of Miami School of Law, Juris Doctor
• Villanova University - Charles Widger School of Law, Masters of Law in Taxation
• University of Miami Herbert Business School , Masters of Business Administration concentration in Finance
• Vanderbilt University, Bachelors of Science Major in Human and Organizational Development

• Certified Trust and Financial Advisor

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Alexia Boyd brings a thoughtful and disciplined approach to serving ultra-high-net-worth individuals and families, helping translate sophisticated investment strategies into seamless execution. With a background at Goldman Sachs Private Wealth Management and now UBS, Alexia has developed a strong foundation in portfolio implementation, trading, and risk management—paired with a deep understanding of the precision and discretion required at this level of wealth.

She works closely alongside her team to ensure that each client experience is not only efficient, but highly personalized—anticipating needs, navigating complexity, and delivering a level of service that reflects the significance of each client relationship.

Turning possibilities into a plan

In her role, Alexia plays a critical part in the day-to-day execution of client portfolios, ensuring strategies are implemented with accuracy and care. From managing trades to monitoring risk exposures, she helps bring each client’s broader financial plan to life.

Her work extends beyond execution—Alexia is committed to delivering a responsive, detail-oriented client experience. She understands that for many families, wealth represents not only financial success, but legacy, responsibility, and opportunity. With this perspective, she approaches every interaction with professionalism, warmth, and a genuine commitment to helping clients feel confident in their financial direction.

Life

Alexia resides in Naples, Florida, where she enjoys taking advantage of the coastal lifestyle— whether traveling, spending time at the beach, or playing tennis with her husband, Jack. She values balance, connection, and experiences that bring both energy and perspective to her work.

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As Team Administrator for The Matina Group, Linda Chamberlain plays an important role
in supporting both advisors and clients through the many moving pieces of the wealth
management process. With three decades of industry experience, she brings a deep
understanding of operations, administration and supervision, helping ensure that day-to-day
activities are handled efficiently and with attention to detail.

Turning possibilities into a plan

Since joining UBS, Linda has become a trusted resource for the team, drawing on her
extensive background to help support seamless client service and a well-organized practice.
Her thoughtful approach and commitment to excellence help create a positive experience
for clients and colleagues alike. Linda began her career in financial services in 1995 and has
held a variety of leadership and management roles throughout her career. Her experience
spans operations, administration and supervisory responsibilities, providing her with a broad
perspective on the inner workings of a successful wealth management business.
Known for her reliability, organization and strong work ethic, Linda takes pride in helping
advisors focus on serving clients while ensuring important operational processes are executed
accurately and efficiently.

Education and credentials

Linda earned her degree in Business Administration from Mercy College. She currently holds
FINRA Series 7, 8, 9, 10, 63, 65 and 99 registrations, along with the Securities Industry
Essentials (SIE) designation. Linda also holds her Life, Health and Variable Insurance Licenses.

Life

A Naples resident since 2016, Linda and her husband Scott relocated from Connecticut and
quickly embraced Southwest Florida’s lifestyle and sense of community. Outside of work, she
enjoys spending time at the beach, attending local sporting events and entertaining family
and friends when they visit.

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Matthew Boyd brings a thoughtful, detail-oriented approach to delivering a seamless client experience with The Matina Group. Since joining UBS in 2020 through the firm’s Internship Program, Matt has grown into an operational role where he is, supporting the complex needs of ultra-high-net-worth individuals and families. He uses his reliability, responsiveness, and commitment to help ensure every client interaction reflects the highest standard of service.

Turning possibilities into a plan

In his role, Matt is responsible for managing critical operational and administrative functions that ensure a smooth and efficient client experience. From onboarding new relationships to maintaining accounts and preparing portfolios for client reviews, he plays an essential role on the team. Matt works collaboratively with the advisory team members to anticipate needs, resolve requests promptly, and uphold the high-quality service standard that defines The Matina Group. His proactive mindset and precision-driven approach allow clients to focus on what matters most, knowing every detail is handled with care.

Life

Matt resides in Hoboken, New Jersey. Outside the office, he enjoys golfing, spending time at the beach, and skiing—activities that reflect his appreciation for both an active lifestyle and time with friends and family

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

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Catie Reszel brings a thoughtful, detail-oriented approach to client service, grounded in both technical knowledge and a genuine commitment to delivering an exceptional client experience. Since joining UBS in 2023 through the firm’s internship program, she has become an integral member of The Matina Group, supporting the complex needs of ultra-high-net-worth individuals and families.

Working across both Naples and New Jersey, Catie understands the importance of precision, responsiveness, and discretion. She plays a key role in ensuring that every client interaction reflects the high standards and personalized care that define the team’s approach.

Turning possibilities into a plan

As a Registered Client Associate, Catie is deeply involved in the day-to-day execution of each client’s financial strategy. She supports onboarding and account maintenance, prepares portfolios for client reviews, processes time-sensitive requests, and assists in coordinating client events and communications.

Catie’s strength lies in her ability to anticipate needs and ensure that every detail is handled seamlessly. She works closely with the team to help deliver a cohesive, well orchestrated client experience—allowing clients to focus on their broader financial goals with confidence. Her commitment to accuracy, efficiency, and proactive service helps ensure that each client relationship is managed with care and consistency.

Life

Based in Fort Myers, Catie enjoys the Southwest Florida lifestyle, spending time on the water, staying active, and connecting with family and friends. A former collegiate basketball player, she brings a strong sense of discipline, teamwork, and energy to everything she does—both personally and professionally.

• FL

Serving Private Wealth clients with knowledge, discipline and care

Vicki Baker serves as Executive Team Assistant for The Matina Group, where she plays a vital role in delivering the high-quality, detail-oriented experience that defines the team’s approach. Since joining in 2020, Vicki has been instrumental in ensuring that every client interaction is seamless, thoughtful, and executed with precision.

With a strong foundation in marketing, event coordination, and client service, Vicki brings both organization and warmth to her role. She understands that behind every portfolio is a family, a legacy, and a set of deeply personal goals—and she is committed to supporting those priorities with care and consistency.

Turning possibilities into a plan

Vicki is deeply involved in the day-to-day operations that support The Matina Group’s comprehensive wealth management process. She assists with client communications, coordinates complex logistics, and helps ensure that every detail—no matter how small—is handled proactively.

In addition, Vicki leads the team’s community engagement efforts across Naples, helping to plan and execute events that reflect the group’s commitment to building meaningful relationships both with clients and within the broader community. Her background in public relations allows her to thoughtfully connect clients with experiences that extend beyond wealth management.

Life

A resident of Naples, Florida for over 25 years, Vicki is deeply rooted in the local community. She is actively involved in both business and charitable initiatives, reflecting her belief in giving back and fostering meaningful connections.

Outside of her professional life, Vicki has a passion for photography and enjoys capturing life’s moments through a creative lens. She also values time spent traveling and being with her adult daughters, Madison and Maiya, who remain a central part of her life and inspiration.

• University of South Florida and University of Maine