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Private Wealth Management

Matina team

The Matina Group is an experienced UBS Private Wealth team based in Short Hills, New Jersey. We have clients across the country, in more than 25 states and most major metropolitan areas. Our eight person team has a broad range of experience with particular specialization in financial planning and investment management, as well as in trust and estate planning strategies for individuals and families of substantial wealth.

We are familiar with complex needs and leverage our expertise and resources to create innovative solutions for our clients. Our team is multi-generational, drawing on a combined 75 years of financial service experience in asset management, private banking, institutional trading and relationship management.

Our clients are entrepreneurs, senior corporate executives, financial service professionals, philanthropic organizations and philanthropists. Advice and service is based on intimate, trusting relationships centered on an understanding of each client’s and their family’s vision, including retirement, legacy, philanthropic, and investment goals.

 

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Financial planning

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Investment management

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Trust and estate planning strategies

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Joseph Matina

    Joseph Matina

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    As the Managing Partner of the Matina group with 30 years of investment industry experience, Joe’s approach of Liquidity, Longevity and Legacy is at the core of his relationship with clients.  He is responsible for all aspects of the business including relationship management, Financial Planning, Investment Management and Trust and Estates.  Joe has completed the UBS Private Wealth Management rigorous accreditation program.

    From 2015-2021, Joe has been named to the Financial Times Top 400 Advisors in America list as well as the Barron's Top 1200 Financial Advisors. From 2017-2021, Joe was named to the Forbes Top 250 Wealth Advisors and Forbes Best-In-State Wealth Advisors list, as the #2 advisor in New Jersey in 2019.  The Matina Group has been featured in issues of Bloomberg Businessweek, Fortune and Money magazines. Joe has also been an experienced speaker at various industry conferences around the country.

    Joe believes that a commitment to the local community is vital. He has provided consistent support to local organizations such as Partners for Woman's in Justice, of which he is a past Partners in Hope recipient and Hope for Children (Monmouth, New Jersey). He is partnered with American Corporate Partners (ACP), which mentors veterans during the transition from their meaningful military careers to the civilian workforce. In addition, he has recently formed a partnership with Barron's and both the Boston College’s Carroll School of Management and Sacred Heart’s Welch School of Business, sponsoring their Financial Education Programs for 2019-2020. A graduate of Albright College, he is now a member of the college’s Business Advisory council. He currently splits his time between Chatham (NJ), Sea Girt (NJ) and Naples (FL), where the Matina group has recently expanded. Joe enjoys traveling with his wife Dana and three daughters, Ava, Charlotte, and Grace as well as playing golf.

    Experience:

    • Merrill Lynch, 14 years
    • Joined UBS in 2006

    Education:

    • Albright College

     

     

     

     

    • Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
    • Financial Times Top 400 Financial Advisers, 2015, 2016, 2017, 2018, 2019, 2020
    • Forbes/SHOOK Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022
    • Forbes/SHOOK Top Wealth Advisors, 2017, 2018, 2019, 2020, 2021
        801 Laurel Oak Drive
        Suite 500
        Naples, FL 34108
      • Christopher Patrick McKenna

        Christopher Patrick McKenna

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • HI
        • IA
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WY

        As a Partner in The Matina Group, Chris has over 15 years of experience managing wealth. His primary responsibility is to oversee all of the teams fixed income, equity and option investment implementation. He works closely with Joe on risk management, investment analysis, manager selection and implementation of asset allocation strategies. Chris also manages the day-to-day operations of a 10 person team. As a Senior Relationship Manager, Chris connects deeply with our clients through detailed reviews of investment strategy and by executing financial plans to achieve a client's goals.

        Chris completed the firm's rigorous Private Wealth Advisor accreditation program, exemplifying his dedication to serving the complex needs of individuals and families with substantial wealth. Chris delivers advice beyond investing.

        Chris is a graduate of Sacred Heart University. He and his wife Erica have one son, Connor, and live in Morris Plains, NJ.

        Experience:

        • Merrill Lynch, 6 years
        • Joined UBS in 2006

        Education:

        • Sacred Heart University
              51 JFK Parkway
              Suite 303
              Short Hills, NJ 07078
            • Grace T. Damen

              Grace T. Damen

              Associate Director

              Team Administrator

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              • AK
              • AL
              • AZ
              • CA
              • CO
              • CT
              • FL
              • GA
              • HI
              • IA
              • IL
              • IN
              • KS
              • KY
              • LA
              • MA
              • MD
              • MI
              • MN
              • MO
              • MT
              • NC
              • NH
              • NJ
              • NM
              • NY
              • OH
              • OK
              • OR
              • PA
              • PR
              • RI
              • SC
              • TN
              • TX
              • UT
              • VA
              • VT
              • WA
              • WI
              • WY

              Grace is an associate director and valued member of our team with 21 years in the financial services industry. She diligently manages all administrative aspects of our group.

              She is Series 7 & 63 licensed and is the point person for all of our clients banking needs from an administrative perspective, Grace handles all issues related to alternative investments and managed accounts.

              She also gets very involved in our client's lending needs by overseeing mortgage applications and asset based lending.

               

              Experience:

              • Merrill Lynch, 6 years
              • Joined UBS in 2006
              • Series 7 & 63 licensed

              Education:

              • The Katharine Gibbs School
                    51 JFK Parkway
                    Suite 303
                    Short Hills, NJ 07078
                  •  John P. Rocco

                    John P. Rocco

                    Associate Director

                    Senior Wealth Strategy Associate

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                    • AK
                    • AL
                    • AZ
                    • CA
                    • CO
                    • CT
                    • FL
                    • GA
                    • HI
                    • IA
                    • IL
                    • IN
                    • KS
                    • KY
                    • LA
                    • MA
                    • MD
                    • MI
                    • MN
                    • MO
                    • MT
                    • NC
                    • NH
                    • NJ
                    • NM
                    • NY
                    • OH
                    • OK
                    • OR
                    • PA
                    • PR
                    • RI
                    • SC
                    • TN
                    • TX
                    • UT
                    • VA
                    • VT
                    • WA
                    • WI
                    • WY

                    John is an Associate Director and Senior Wealth Strategist who works with clients on their strategic and tactical wealth management needs by focusing on customized financial planning and investment allocation. In addition to being one of the team's main client relationship managers, John works alongside Chris and the team in overseeing Fixed Income, Equity, Option and Portfolio Trading.

                    John also researches Alternative Investments, Investment Managers and individual securities.

                    John is currently working on completing the 2nd part of the firm's 3 part rigorous Private Wealth Advisor accreditation program, exemplifying his dedication to serving the complex needs of Ultra High Net worth individuals and families.

                    Joined UBS in 2007 as a member of the Investment Advisory group as a lead Associate working with Private Wealth and Institutional Consulting Groups.

                    John is a graduate of Drew University and lives in Mendham, NJ with his wife Katie.

                     

                    Experience:

                    • Joined UBS in 2007

                    Education:

                    • Drew University
                          51 JFK Parkway
                          Suite 303
                          Short Hills, NJ 07078
                        • Lauren Mirman

                          Lauren Mirman

                          Director

                          Financial Advisor

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                          • AK
                          • AL
                          • AR
                          • AZ
                          • CA
                          • CO
                          • CT
                          • DE
                          • FL
                          • GA
                          • HI
                          • IA
                          • IL
                          • IN
                          • KS
                          • KY
                          • LA
                          • MA
                          • MD
                          • ME
                          • MI
                          • MN
                          • MO
                          • MT
                          • NC
                          • NH
                          • NJ
                          • NM
                          • NY
                          • OH
                          • OK
                          • OR
                          • PA
                          • PR
                          • RI
                          • SC
                          • TN
                          • TX
                          • UT
                          • VA
                          • VT
                          • WA
                          • WI
                          • WY

                          Lauren has over 17 years of financial services experience.   For the past 11 years, Lauren held various positions within UBS Private Wealth Management focusing on complex needs of clients and relationship management.  Lauren works closely with Joe, Chris and John as one of the team’s senior relationship managers with additional responsibilities of financial planning, investment management and insurance.

                          Lauren is a member of UBS All Bar None, which promotes the professional advancement of women at the firm. She is passionate about financial literacy and the importance of people understanding responsible money habits and planning for their financial future. Lauren is also a mentor for RESOLVE – The National Infertility Association.

                          Lauren resides in South Orange, NJ with her husband Blake Miller and their 6 year-old twins, Harper & Julian.  

                           

                                51 JFK Parkway
                                Suite 303
                                Short Hills, NJ 07078
                              •  Anthony Joseph Horan Jr.

                                Anthony Joseph Horan Jr.

                                Financial Advisor

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                                • AK
                                • AL
                                • AZ
                                • CA
                                • CO
                                • CT
                                • DE
                                • FL
                                • GA
                                • HI
                                • IA
                                • IL
                                • IN
                                • KS
                                • KY
                                • LA
                                • MA
                                • MD
                                • ME
                                • MI
                                • MN
                                • MO
                                • MT
                                • NC
                                • NH
                                • NJ
                                • NM
                                • NY
                                • OH
                                • OK
                                • OR
                                • PA
                                • PR
                                • RI
                                • SC
                                • TN
                                • TX
                                • UT
                                • VA
                                • VT
                                • WA
                                • WI
                                • WY

                                Anthony is a Senior Wealth Strategy Associate responsible for the team’s equity, fixed income and options trading. He works alongside John conducting research on Alternative investments, Investment Managers and individual securities. In addition, he assists handling the team’s equity syndicate deals and corporate actions. He has been with The Matina Group since 2017.

                                Previously, Anthony was an associate with a RIA firm, Gitterman Wealth Management which specializes in ESG investing and wealth management for high net worth individuals.

                                 Anthony has achieved both the CERTIFIED FINANCIAL PLANNER (CFP®) and Certified Investment Management Analyst (CIMA®) designations.  He also holds his Series 7 and 66 licenses.

                                Anthony is a graduate of Monmouth University and resides in Morristown, NJ.

                                Experience:

                                Joined UBS in 2017

                                Education:

                                Monmouth University

                                      801 Laurel Oak Drive
                                      Suite 500
                                      Naples, FL 34108

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