Managing Director–Wealth Management
Experience to guide you forward
Karen Robbins is co-founder of the Newtown Wealth Management Group. Together with her business partner Kevin Young, Karen leads a 7-person team and works with over 350 multi-generational families representing over $1.2B in assets. Over her 30-year career, Karen has been a thought leader and an early pioneer in holistic wealth management and financial planning.
She and her team manage all aspects of their clients’ financial lives beyond asset management and financial planning, including retirement and estate planning, healthcare analysis, philanthropic endeavors and legacy establishment and have seen a greater need for integrated support for banking, account security and technology help. Karen empowers her clients to have an active role in their financial well-being and her true dedication to wealth management drives everything she does for them.
Karen has been recognized as a Top Woman Advisor by Working Mother (2017-2021), a Forbes Best in State Advisor (2018-2024), a Forbes Best in State Top Women Wealth Advisor (2020-2025) and a Forbes Best in State Wealth Management Team (2023 -2025). She is a frequent guest on Bloomberg TV, Bloomberg Radio and CNBC.
Making a difference
Karen is serving her second term on the highly selective UBS Financial Advisor Advisory Council, a professional highlight and honor after previously working on the Council from 2018 - 2021.
She also serves as Board President for the Women’s Animal Center, the nation’s first animal shelter and women-run for 150 years.
Personal
Karen lives in Bucks County, PA with her husband Michael and their son Harrison who is a first-year student at Syracuse University.
Recognized as an industry leader:
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.
Credentials
Managing Director–Wealth Management
Experience to guide you forward
Kevin Young is co-founder of the Newtown Wealth Management Group. As a portfolio manager, Kevin has developed his own asset allocation models based on his extensive experience managing individual fixed income portfolios and exchange traded funds. Despite recent changes to the landscape of the wealth management industry, Kevin firmly believes in individual client service and continues to personally make in-house investment decisions on behalf of his clients.
Kevin has been recognized as a Forbes Best in State Advisor (2018-2024) and a Forbes Best in State Wealth Management Team (2023 -2025).
Personal
Kevin lives in Bucks County, PA with his wife Jane and have three sons, twins Desmond and Aidan, and Emmet.
Recognized as an industry leader:
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.
Credentials
Executive Director
Experience to guide you forward
With over 17 years of experience at UBS, Emily Frenzel brings her energy, creativity and passion for the wealth management business as a financial advisor on the Newtown Wealth Management Team.
Emily has held a variety of roles at UBS and started her career in Graduate Talent Program, a two-year rotational program designed to provide broad exposure to various business areas throughout UBS. In January 2010, she became the Chief of Staff for the Head of the Wealth Management Advisor Group before joining the White Plains Complex as their sales manager in August 2011. In 2014, Emily was named the Assistant Market Head for the Pennsylvania Market before she was promoted to become the Branch Manager of the Newtown, PA office in March 2017 and Complex Director for the Suburban Philadelphia Wealth Management region in January 2021.
Emily is a member of the Forum of Executive Women and the Philadelphia Estate Planning Council.
Personal
Emily graduated cum laude from Bucknell University, where she was a 4-year starter on the women's golf team.
Emily splits her time between Charlotte, North Carolina where her husband Zach is completing his fellowship in Acute Care Surgery and Center Valley, Pennsylvania.
Credentials
Authorized Officer
Senior Wealth Strategy Associate
Credentials
Wealth Management Associate
Client Associate