Financial wellness for institutions, employees and families

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As a retirement plan sponsor, you face daily challenges simplifying the complexity of a changing regulatory environment.

As a plan participant, you want to know you are making the most of your benefits.

And as an affluent family, you may have questions about how best to preserve all you have built and pass it on to the people and causes that matter most to you.

At the Northeast Financial Group, we are counted on by a wide array of Corporate Retirement Plan Sponsors and their trusted advisors. Consulting with more than 70 corporate, non-profit and public institutions, we help plan participants get the education and guidance they need to face retirement realities of today. Working closely with wealthy families, our team offers all of the personal attention of an intimate practice with the strength, security and expertise of UBS, one of the largest wealth managers in the world.

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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.

  • Alan Spierer Profile Photo

    Alan Spierer

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AZ
    • CA
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    • DC
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    • FL
    • GA
    • IL
    • IN
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    • MA
    • MD
    • MI
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    • NC
    • NH
    • NJ
    • NY
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    Alan has been with UBS for over 25 years and has over 30 years of financial services experience, with a focus of providing advisory services.   He is the senior relationship manager for the team, building the practice by delivering sound advice. Alan uses his deep knowledge to serve the needs of Institutional, corporate, and individual clients. 

    Alan received his degree in economics from the State University of New York at Oneonta, with postgraduate study at New York Institute of Finance and Chicago Mercantile Exchange.

    Alan resides in West Orange, New Jersey, with his wife Abigail and his daughters, Jessica and Mikayla.  He spends his free time with his family, as well as playing golf and chess.

    • Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 
    • NAPA Top DC Advisor Teams, 2022The NAPA rating is awarded annually in March and is based on information from June to August of the award year.

    • State University of New York at Oneonta, Economics
    • New York Institute of Finance and Chicago Mercantile Exchange
    • Senior Portfolio Manager
    • Senior Retirement Plan Consultant
    109 North Avenue
    2nd Floor
    Westfield, NJ 07090
  • Christopher Zangari Profile Photo

    Christopher Zangari, CIMA

    Managing Director–Wealth Management

    Senior Portfolio Manager

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    • AZ
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    • DC
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    • FL
    • GA
    • IL
    • IN
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    • MD
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    • NC
    • NH
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    • WI

    Christopher has been with UBS for over 25 years and has nearly 30 years of financial services experience. He is  the Senior Institutional Consultant for the team and one of the founding partners.  Christopher's focus is on Portfolio Management.   His clients benefit from his experience constructing strong portfolios.

    Christopher received his B.A. in Finance from Georgetown University. He also holds the Certified Investment Management Analyst (CIMA®) designation offered through the Wharton School of the University of Pennsylvania. Christopher was recognized as the 2007 Honorary Principal at New York City's High School of Economics and Finance for his exceptional commitment to support the educational experience for students.

    Christopher resides in Paoli, PA with his daughter Chloe.

    • Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • NAPA Top DC Advisor Teams, 2022The NAPA rating is awarded annually in March and is based on information from June to August of the award year.

    • Georgetown University, B.A. Finance
    • Senior Portfolio Manager
    • Certified Investment Management Analyst®
    • Institutional Consultant, UBS Institutional Consulting Program
    • Senior Retirement Plan Consultant
    109 North Avenue
    Westfield, NJ 07090
  • Timothy Yagasits Profile Photo

    Timothy Yagasits, CFP, CRPC

    Investment Associate

    CERTIFIED FINANCIAL PLANNER™

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    • AZ
    • CA
    • CO
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    • DC
    • DE
    • FL
    • GA
    • IL
    • KS
    • KY
    • MA
    • MD
    • MI
    • MS
    • NC
    • NH
    • NJ
    • NY
    • PA
    • PR
    • RI
    • SC
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    • UT
    • VA
    • WI

    Tim has been with UBS for 20 years. As a CFP®/CRPC®, Tim possesses deep knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax.  He has in-depth knowledge of the needs of individuals before and after retirement.  Tim ensures that the best financial plan, investment plan, and portfolio are put in place and in the best interest of the client.

    Tim received his B.B.A. in accounting from Iona College.  Tim has earned his Certified Financial Planner & Chartered Retirement Planning Counselor designations.

    Tim resides in Tuckahoe, NY with his wife Jen. They enjoy traveling, and spending time in Manhattan attending music and cultural events.

      • Iona College, B.B.A. Accounting
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Retirement Planning Counselor℠
      109 North Avenue
      2nd Floor
      Westfield, NJ 07090
    • David Sytsma Profile Photo

      David Sytsma, CRPS, CIMA

      Investment Associate

      Chartered Retirement Plans Specialist℠

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      • CA
      • CO
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      • DC
      • DE
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      • GA
      • IL
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      • MD
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      • NC
      • NJ
      • NY
      • PA
      • RI
      • TN
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      • VA
      • WA
      • WI

      David has been with UBS for over 25 years. He focuses on corporate client service and client education for the team.  David meets corporate clients on site to advise on investments, design, and legislative updates.  

      David received his B.S. in accounting from Ramapo College of New Jersey.  He holds the Chartered Retirement Plans Specialist designation through the College for Financial Planning. 

      David is very active in his community.  He volunteers with a local Boy Scout Troop and is a member of the Fifth Avenue Presbyterian Church in New York City. 

      David resides in Jersey City, NJ with his wife Emily and their children, William and Joanna. In his free time, he enjoys golfing.

        • Ramapo College of New Jersey, B.S. Accounting
        • Chartered Retirement Plans Specialist℠
        • Retirement Plan Consultant
        109 North Avenue
        2nd Floor
        Westfield, NJ 07090
      • Lucas Mistretta Profile Photo

        Lucas Mistretta, CRPS

        Senior Client Associate

        Chartered Retirement Plans Specialist℠

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        • AZ
        • CA
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        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
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        • MA
        • MD
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        • NC
        • NH
        • NJ
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        • RI
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        • TX
        • UT
        • WI

        Lucas has been with UBS for over 10 years. He specializes in the administrative needs of our clients, as well as financial analysis and management of all financial plans.

        He holds an economics degree from Rutgers-Newark University and masters in accounting from New Jersey City University. He has also earned his Chartered Retirement Plans Specialist designation .

        Lucas resides in Mountainside with his wife, Tara, and their children, Dylan and Josie.  Lucas enjoys spending time with his family and traveling.

          • Rutgers-Newark University, Economics
          • New Jersey City University, Masters in Accounting
          • Chartered Retirement Plans Specialist℠
          109 North Avenue
          2nd Floor
          Westfield, NJ 07090

        Institutional consulting

        Today’s retirement plan landscape is changing rapidly. As a plan sponsor, you may face daily challenges optimizing your plan, meeting your fiduciary and regulatory obligations, and educating your employees. Our team can work with ERISA attorneys, 401(k) auditing firms, financial advisors and investment bankers to help you meet your needs.

        As Senior Institutional Consultants, we take the time to understand your organization's unique culture and provide the experience, resources and industry longevity to help simplify plan complexity. Our clients span various industries and we offer extensive experience with all the major providers, servicing over 5,000 employees and approximately $2 Billion in qualified plan and individual client assets (as of 12/19).

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        Retirement plan consulting services

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        Working together for plan oversight

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        Financial wellness for plan participants

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        The strength of a worldwide wealth manager

        Legacy—Wealth for others

        For needs that go beyond your own—to help you improve the lives of others

        What will your legacy be?
        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

        Learn more at ubs.com/wealthway.

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

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