$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Private Wealth Management
“The Matina Group is a boutique private wealth management team comprised of accomplished professionals, created in the likeness of the multi-generational clients we advise. Thoughtful advice, customized solutions and a world-class client experience are the foundation of everything we do.”
- Joseph Matina
The Matina Group is a nationally recognized UBS accredited Private Wealth team with offices in Naples, FL, Short Hills, NJ and New York City. Our thirteen-person multigenerational team serves families across the country. We have a diverse and broad range of experience with a particular focus in financial planning and investment management, as well as in trust and estate planning strategies for wealthy individuals and families.
We take the time to fully understand our clients’ complex needs and aspirational goals, then leverage our vast experience and resources to create customized solutions. Our clients include business owners, entrepreneurs, senior corporate executives, philanthropic organizations, and multi-generational families. We provide concierge level services and tailor advice that is built on transparent, trusting relationships. We work to create a roadmap for each client and their family’s vision, including retirement, legacy, philanthropic passions, and investment goals.
Our thirteen-person multi-generational team takes an approach that focuses on understanding all aspects of our clients’ financial lives including their aspirational goals, core values and long-term objectives with the understanding that every family’s financial picture is unique and best served using a bespoke structure focused on our three core tenets: Liquidity, Longevity and Legacy.
Liquidity, longevity and legacy
Our relationship begins with conversations focused on what is truly important to you. We seek to deeply understand your personal and financial goals and objectives, then work with you to develop a strategy to best manage the components of your wealth to help you feel more confident along the path to achieving your goals.
Our in-depth planning process provides you with a detailed, written financial plan, allowing for real benchmarks to assess your progress. The plan incorporates every aspect of your assets and liabilities, including cash, brokerage accounts, employer retirement plans, real estate and insurance policies, as well as a review of your trust and estate planning documents.
We analyze your risk, asset allocation & location, current and projected savings, and cash flow.
Developing your personal, comprehensive financial plan is the first step towards determining a customized investment strategy designed to help achieve your goals. Your plan will serve as our roadmap, evolving and adjusting to changes in your financial life along the way, as we navigate towards pursuing your goals.
It's what we call "Advice. Beyond Investing."
Customized portfolios
Our firm's open architecture structure allows us to take an unbiased approach to asset management. We seek to uncover the best investment options either internally within UBS or externally from a wide range of providers, that are specifically selected to suit your needs.
Our team takes a planning centric, risk-based approach to asset allocation and investment management. Each client's portfolio is customized and created based on their individual risk tolerance, investment goals and time horizon. We consider asset location to be as important as allocation and take into consideration factors including tax efficiency and optimization.
Portfolios are constructed utilizing a variety of investments including public & private domestic and international equities, fixed income investments, separately managed accounts, alternative investments (both direct opportunities as well as private equity & hedge funds), derivative and option overlay strategies, exchange traded funds, and mutual funds.
Our firm's open architecture structure allows us to select the best solutions for you from a wide range of providers.
Preserving and protecting your legacy
As part of our holistic approach to wealth management, we start with a comprehensive review of your current trust and estate planning documents, in coordination with your financial plan, to provide a comprehensive, detailed analysis. This review may include an estate plan flowchart, hypothetical estate tax calculation, observations and discussion points, as well as wealth transfer strategies and recommendations.
Our team continuously monitors the ever-changing estate tax and planning landscape, keeping you advised of changes, and bringing you actionable insights and ideas. We have extensive experience implementing comprehensive estate planning strategies designed to help you protect and preserve your wealth over multiple generations. Whether you decide to leave your assets to family, or have philanthropic interests, our team is here to help you create a plan to fulfill your legacy goals.
Our process takes you from the initial stages of consideration for your business sale or liquidity event, through the pre-sale planning process, all the way to the transaction's successful close. We work with you, in coordination with your attorney and CPA, to develop a personalized strategy to help you maximize the proceeds of the sale and minimize the tax impact of the transaction, resulting in the best structure for you and your family. We then seamlessly transition to help you manage the post-sale liquidity and pursue your future financial goals.
Financial decision-making is easier when you have the benefit of a trusted source of advice. Our team is here for you with planning-based solutions to help you confidently take charge of your financial world. It's about helping you feel empowered to make important decisions about today’s opportunities and challenges—and tomorrow's.
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
At Matina Group, our mission is to provide thoughtful advice, customized solutions and a world class client experience. We want to be the primary resource for all your financial needs, providing advice at every turn, as you navigate the path to fulfilling your financial goals.
Managing Director–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
877-452-4344
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
973-315-1925
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 a partner and 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
239-249-5011
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Director
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
973-315-1929
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Associate Director
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
973-315-1928
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Director
Senior Wealth Strategy Associate
UBS Financial Services Inc.
Private Wealth Management
239-254-7123
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
973-315-1927
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Vice President–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
239-249-5030
Insight grounded in experience
Michael brings over 15 years of experience in the legal and wealth management industries to his
clients. 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).Michael passed the SIE and holds his FINRA Series 7 and Series 66 securities licenses.
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).
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Associate Director
Team Administrator
UBS Financial Services Inc.
Private Wealth Management
973-315-1926
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Wealth Strategy Associate
UBS Financial Services Inc.
Private Wealth Management
973-315-1882
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Executive / Team Assistant
UBS Financial Services Inc.
Private Wealth Management
239-254-7155
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.
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Client Associate
UBS Financial Services Inc.
Private Wealth Management
973-315-1876
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 66 securities licenses.
Outside UBS
Matt resides in Hoboken, New Jersey, and he enjoys golfing, going to the beach and skiing.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Client Associate
UBS Financial Services Inc.
Private Wealth Management
239-254-7138
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 holds 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Managing Director–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
877-452-4344
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
973-315-1925
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 a partner and 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
239-249-5011
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Director
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
973-315-1929
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Associate Director
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
973-315-1928
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Director
Senior Wealth Strategy Associate
UBS Financial Services Inc.
Private Wealth Management
239-254-7123
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
973-315-1927
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Vice President–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
239-249-5030
Insight grounded in experience
Michael brings over 15 years of experience in the legal and wealth management industries to his
clients. 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).Michael passed the SIE and holds his FINRA Series 7 and Series 66 securities licenses.
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).
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Associate Director
Team Administrator
UBS Financial Services Inc.
Private Wealth Management
973-315-1926
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Wealth Strategy Associate
UBS Financial Services Inc.
Private Wealth Management
973-315-1882
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Executive / Team Assistant
UBS Financial Services Inc.
Private Wealth Management
239-254-7155
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.
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Client Associate
UBS Financial Services Inc.
Private Wealth Management
973-315-1876
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 66 securities licenses.
Outside UBS
Matt resides in Hoboken, New Jersey, and he enjoys golfing, going to the beach and skiing.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Client Associate
UBS Financial Services Inc.
Private Wealth Management
239-254-7138
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 holds 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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As of 06/30/2024