Achieving what’s most important begins with advice you can trust

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.

 

Glasses

Financial planning

Bird watching

Investment management

Pictures

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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  • Christopher Patrick McKenna

    Christopher Patrick McKenna

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Grace T. Damen

    Grace T. Damen

    Associate Director

    Team Administrator

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  •  John P. Rocco

    John P. Rocco

    Associate Director

    Senior Wealth Strategy Associate

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  • Lauren Mirman

    Lauren Mirman

    Director

    Senior Wealth Strategy Associate

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  •  Anthony Joseph Horan Jr.

    Anthony Joseph Horan Jr.

    Senior Wealth Strategy Associate

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In the news

Matina Group in the news

Bloomberg Businessweek, Fortune & Money - "Delivering Advice. Beyond investing"

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020