Experience

Makes all the difference

At Northeast Financial Group, we are an experienced team of professionals with clearly defined roles and a specific set of skills. Whether we’re working with a retirement plan sponsor, a senior executive or a multigenerational family, we are passionate about providing insightful and proactive guidance. We are committed to understanding your goals and priorities and seek to build meaningful client relationships that span generations.

Alan Spierer

Senior Vice President–Wealth Management

Senior Portfolio Manager

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MS
  • NC
  • NH
  • NJ
  • NY
  • PA
  • PR
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WI

Recognized as an industry leader:

  • 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.

The ratings are based on quantitative factors and are 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

Education

  • State University of New York at Oneonta, Economics
  • New York Institute of Finance and Chicago Mercantile Exchange

Credentials

  • Senior Portfolio Manager
  • Senior Retirement Plan Consultant
109 North Avenue
2nd Floor
Westfield, NJ 07090

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Christopher Zangari, CIMA

Managing Director–Wealth Management

Senior Portfolio Manager

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MS
  • NC
  • NH
  • NJ
  • NY
  • PA
  • PR
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WI

Recognized as an industry leader:

  • 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.

The ratings are based on quantitative factors and are 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

Education

  • Georgetown University, B.A. Finance

Credentials

  • Senior Portfolio Manager
  • Certified Investment Management Analyst®
  • Institutional Consultant, UBS Institutional Consulting Program
  • Senior Retirement Plan Consultant
109 North Avenue
Westfield, NJ 07090

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Timothy Yagasits, CFP, CRPC

Investment Associate

CERTIFIED FINANCIAL PLANNER™

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.

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

Education

  • Iona College, B.B.A. Accounting

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor℠
109 North Avenue
2nd Floor
Westfield, NJ 07090

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David Sytsma, CRPS, CIMA

Investment Associate

Chartered Retirement Plans Specialist℠

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.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • MI
  • MS
  • NC
  • NJ
  • NY
  • PA
  • RI
  • TN
  • TX
  • VA
  • WA
  • WI

Education

  • Ramapo College of New Jersey, B.S. Accounting

Credentials

  • Chartered Retirement Plans Specialist℠
  • Retirement Plan Consultant
109 North Avenue
2nd Floor
Westfield, NJ 07090

Email Me

Lucas Mistretta, CRPS

Senior Client Associate

Chartered Retirement Plans Specialist℠

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • KS
  • MA
  • MD
  • MI
  • MS
  • NC
  • NH
  • NJ
  • NY
  • PA
  • PR
  • RI
  • SC
  • TX
  • UT
  • WI

Education

  • Rutgers-Newark University, Economics
  • New Jersey City University, Masters in Accounting

Credentials

  • Chartered Retirement Plans Specialist℠
109 North Avenue
2nd Floor
Westfield, NJ 07090

Email Me