Experience

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.

CA License #0B93402

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.

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.

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.

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.