Experience

Makes all the difference

At Newtown Wealth Management, our team has the extensive background and experience needed to fully tailor your financial plan and handle the investment process in its entirety. As your wealth management advisors, we integrate all aspects of your financial life and help you manage your money to deliver strategic return.

We combine the benefits of a global firm with the personal attention you can expect from a small business. Our clients are like family to us: they know they can always count on us to do the right thing. 

Karen Robbins, CIMA

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.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

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

  • Certified Investment Management Analyst®
  • Institutional Consultant, UBS Institutional Consulting Program
  • Wealth Advisor
411 South State Street
2nd Floor
Newtown, PA 18940

Email Me

karen.robbins@ubs.com
Karen Robbins, CIMA
411 South State Street,Newtown,PA,18940

Kevin Young, CPWA

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. 

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

  • CPWA
  • Senior Portfolio Manager
  • Wealth Advisor
411 South State Street
2nd Floor
Newtown, PA 18940

Email Me

kevin.young@ubs.com
Kevin Young, CPWA
411 South State Street,Newtown,PA,18940

Emily Frenzel, CPWA

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.    

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WY

Credentials

  • CPWA
411 South State Street
2nd Floor
Newtown, PA 18940

Email Me

emily.frenzel@ubs.com
Emily Frenzel, CPWA
411 South State Street,Newtown,PA,18940

Derek Mathews, CFP

Authorized Officer

Senior Wealth Strategy Associate

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WY

Credentials

  • CERTIFIED FINANCIAL PLANNER®
411 South State Street
2nd Floor
Newtown, PA 18940

Email Me

derek.mathews@ubs.com
Derek Mathews, CFP
411 South State Street,Newtown,PA,18940

Brent Coleman

Wealth Management Associate

Registered States:
  • AL
  • AZ
  • CA
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • MD
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • SD
  • TN
  • VA
  • WI
411 South State Street
2nd Floor
Newtown, PA 18940

Email Me

brent.coleman@ubs.com
Brent Coleman
411 South State Street,Newtown,PA,18940

Caitlin Volterano

Client Associate

411 South State Street
2nd Floor
Newtown, PA 18940

Email Me

caitlin.volterano@ubs.com
Caitlin Volterano
411 South State Street,Newtown,PA,18940

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