Guiding our clients for generations

Knowledge. Experience. Results.

The power of knowledge

Princeton Investment Consulting delivers the deep knowledge of a boutique investment firm with the power of UBS, a global wealth management leader.

Experience. The advisors on our team have spent the majority of their careers with UBS, building long-term relationships with our clients. Our diverse expertise, cohesiveness and knowledge of best practices help us deliver personalized solutions and stellar customer service to our clients.

Trust. As a fiduciary, we work with a diverse client base of high net worth individuals, family offices, corporate retirement plans, unions, municipalities, foundations, health care and educational institutions, as well as nonprofit organizations. Our clients can entrust us with what matters most to them—from managing multigenerational wealth to helping an organization achieve their mission.

Results. Whether your goal is to maximize financial results for your employees, or build your family’s legacy, we focus on your unique needs. Listening closely is of utmost importance since your goals and needs may change depending on your company’s circumstances or individual life stage. All our clients can expect to receive thoughtful perspectives, personalized service and the consistent results Princeton Investment Consulting strives for.

person a top mountain

150

Collective years of experience

35

Years in business as a team

client to team member ratio


Institutional Consulting and Corporate Services

As our client, you can benefit from the scope, scale and oversight of a global financial services firm coupled with the independence, objectivity and individualized service capabilities of a boutique advisory and consulting group.

investments and papers

Institutional Consulting

Foundations and endowments

Corporate Services

Your corporate retirement plan

family

Tailored family office services

business man

Our Outsourced CIO (OCIO) model

Private Wealth

We see it as our top responsibility to understand each aspect of our clients' unique and often complicated financial life to help them accomplish their goals.

building

Institutional-level advice

Who we work with

art gallery

A boutique experience

Shaping multigenerational family wealth

reading

Sophisticated portfolio management

A team approach

Business Owner strategies

Business Owner strategies

Your business

Your business

Advanced planning

Advanced planning

Advanced planning

Tailored lending

Tailored lending

72% of the world’s wealthiest people are self-made, and most tend to be business owners. Entrepreneurs have the drive to build something great, and we have the solutions to turn their aspirations into reality.

Advanced planning

We understand that planning is an integral part of a well thought out financial roadmap. We can help guide you through the process, working with you to craft a plan that aligns with your priorities and challenges, while allowing to you to take advantage of unexpected opportunities and life changes.

As part of the planning process, we can also draw on network of professionals, as well as the highly specialized resources of UBS’s Advanced Planning Group.

Our experienced banking and credit teams offer potential solutions for a range of liquidity and capital funding needs. Expect bespoke strategies for concentrated and restricted stock loan strategies, unsecured loans, REIT operating units, hedge-fund backed loans and more.

Learn more

Leverage our Institutional Consulting experience

Because of our experience working with institutional clients in a fiduciary capacity, we have a depth of knowledge in the design, implementation and monitoring of complex investment solutions. We translate this institutional consulting experience into action by creating comprehensive wealth strategies.

  • image

    L. Marc Shegoski

    Managing Director–Wealth Management

    Senior Institutional Consultant, UBS Institutional Consulting Program

    • image
    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Marc has more than 38 years of experience building long-lasting relationships with non-profits, foundations, endowments, retirement plans, and high net worth clients. As a UBS Senior Institutional Consultant, a designation held by only 28 of UBS‘s top Institutional Consultants, Marc specializes in asset allocation, manager due diligence, portfolio construction, and trading dynamics.

    Marc was a partner in the development of the UBS Institutional Consulting Group, previously named PRIME Asset Consulting at Paine Webber & Kidder Peabody. With deep experience beyond consulting, Marc was a founding partner of a New York Stock Exchange firm, a Director of the Office State Courts Administrator for the State of Missouri and a Consultant to the Special Investigation Commission of the New Jersey Senate.

    Professional achievements and education

    • Member of the Government Finance Officer‘s Association and a regular speaker at their conferences throughout the country
    • Former board member of NAI, the largest privately held global commercial real estate brokerage network
    • A current CPWA® candidate at The University of Chicago Booth School of Business
      Corporate Sponsored Financial Planner
    • B.A. degree, Rutgers College with distinction
    • M.S. degree, Harry S. Truman School of Government, University of Missouri–Columbia, U.S. National Presidential Fellowship

    Outside of UBS

    Marc is a board member of multiple charitable organizations in the greater Princeton-New Brunswick area and an adjunct instructor at Rutgers University and Rider University.

    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Financial Advisors, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
    • Barron's Top 100 Institutional Consultants, 2021, 2022, 2023The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The 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, 2024The 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.
    • NAPA Top DC Advisor Teams, 2021, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.
    • PLANADVISER Top Retirement Plan Advisers, 2016, 2022, 2023The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

    • Rutgers College, B.A. degree
    • Harry S. Truman School of Government, University of Missouri–Columbia, M.S. degree
    • Senior Institutional Consultant, UBS Institutional Consulting Program
    • Senior Retirement Plan Consultant
    • Corporate Stock Benefit Consultant
    100 Overlook Center
    Suite 303
    Princeton, NJ 08540
  • image

    Craig Leiderman

    Managing Director–Investments

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Craig M. Leiderman is a Managing Director and has been with UBS for 18 years. His expertise includes the analysis of fixed-income and equity portfolios and recommending strategies to improve and optimize portfolio performance. Craig runs UBS’s proprietary bond optimization and portfolio analytics system. His educational qualifications include a CIMA® from the Wharton School of Business, an MBA with high honors from Fordham University, with majors in finance and accounting. He also holds an undergraduate degree with honors from Syracuse University, specializing in finance.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
    • NAPA Top DC Advisor Teams, 2021The NAPA rating is awarded annually in March based on information from December of the prior year.
    • PLANADVISER Top Retirement Plan Advisers, 2016The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

    • Fordham University, MBA -majors in finance and accounting
    • Syracuse University, Undergraduate Degree - Finance
      1285 Avenue Of The Americas
      New York, NY 10019
    • image

      David Sears, CFP, CIMA, CRPS

      Senior Vice President–Wealth Management

      Senior Institutional Consultant, UBS Institutional Consulting Program

      • image
      • image
      • image
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • IN
      • MA
      • MD
      • ME
      • MI
      • MO
      • MT
      • NC
      • NE
      • NH
      • NJ
      • NY
      • OH
      • PA
      • RI
      • SC
      • TN
      • TX
      • VA
      • VT
      • WA
      • WV
      • WY

      David has experience working with a wide array of institutional clients and high net worth families. David supports the Princeton Investment Consulting group with portfolio construction, asset allocation, risk management, investment manager research, equity and fixed income trading, portfolio reporting and financial planning.

      David is a member of the UBS Institutional Consulting Advisory Council, a group of 12 Institutional Consultants from around the country who advise the firm on all aspects of the institutional business. He joined UBS in 2007 as part of a select group chosen nationally to complete a focused wealth management and institutional consulting program.

      The credentials that help build confidence:

      • UBS Institutional Consulting Advisory Council Member
      • Certified Financial Planner® Professional
      • Certified Investment Management Analyst®
      • Chartered Retirement Plans Specialist®
      • CIMA Certification Commission Member
      • Corporate Sponsored Financial Planner
      • B.S. degree in finance and economics from Rutgers Business School, Phi Beta Kappa

      Outside of UBS

      David resides with his wife and three children in Wall, New Jersey.

      • Barron's Top 100 Institutional Consultants, 2021, 2022, 2023The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
      • Forbes Best-in-State Wealth Advisors, 2023The 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, 2024The 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.
      • NAPA Top DC Advisor Teams, 2021, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.
      • PLANADVISER Top Retirement Plan Advisers, 2016The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

      • Rutgers Business School, B.S. degree in Finance and Economics
      • Senior Institutional Consultant, UBS Institutional Consulting Program
      • Senior Retirement Plan Consultant
      • Endowment & Foundation Consultant
      100 Overlook Center
      Suite 303
      Princeton, NJ 08540
    • image

      Marc C. Portnoy

      First Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • MA
      • MD
      • ME
      • MI
      • MO
      • NC
      • NH
      • NJ
      • NY
      • OH
      • PA
      • SC
      • TN
      • TX
      • VA
      • VT
      • WA
      • WV

            100 Overlook Center
            Suite 303
            Princeton, NJ 08540
          • image

            Kevin E. Kelly

            Senior Vice President–Wealth Management

            Financial Advisor

            • image
            • image
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • IL
            • MA
            • MD
            • ME
            • MI
            • NC
            • NH
            • NJ
            • NY
            • OH
            • PA
            • SC
            • TN
            • TX
            • VA
            • VT
            • WA
            • WV

                  100 Overlook Center
                  Suite 100
                  Princeton, NJ 08540
                • image

                  Ryan Iannuzzo, CRPS

                  Senior Wealth Strategy Associate

                  Chartered Retirement Plans Specialist℠

                  • image
                  • image
                  • image
                  • AZ
                  • CA
                  • CO
                  • CT
                  • DE
                  • FL
                  • GA
                  • IL
                  • MA
                  • MD
                  • ME
                  • MI
                  • MO
                  • NC
                  • NE
                  • NH
                  • NJ
                  • NV
                  • NY
                  • OR
                  • PA
                  • TX
                  • VA
                  • WI
                  • WY

                  Ryan Iannuzzo has been with Princeton Investment Consulting for over seven years and acts as a vital part of our Institutional Consulting and Private Client businesses. Passionate about constantly challenging himself and our team, Ryan is our point person for strategic business development, performance reporting and investment research. He provides our clients with a unique and enhanced perspective through diligent attention to holistic financial planning and financial markets.

                  Ryan holds the Series 7, 63, 66 and NJ Insurance Producer’s licenses as well as the Chartered Retirement Plan Specialist (CRPS®) designation. He received his bachelor's degree in finance and marketing with a minor in philosophy from Manhattan College.

                  Outside of the office Ryan resides in East Brunswick, NJ with his wife Samantha and daughters Grace and Lily. He is an active member in the community. His involvement includes:

                  • American Red Cross of Central New Jersey, Board Member
                  • St. Joseph High School Hall of Distinction Selection Committee, Founding Member
                  • St. Joseph High School, Class Chair
                  • St. Bartholomew Parish's St. Vincent de Paul Society, Member
                  • Greater Middlesex/Somerset County Estate Planning Council, Member
                  • East Brunswick Regional Chamber of Commerce, Member

                    • Manhattan College, Bachelor's Degree in Finance, minor in Philosophy
                    • Chartered Retirement Plans Specialist℠
                    100 Overlook Center
                    Suite 303
                    Princeton, NJ 08540
                  • image

                    Teresa Treanor

                    Team Administrator

                    • image
                    • image
                    • AK
                    • AL
                    • AR
                    • AZ
                    • CA
                    • CO
                    • CT
                    • DC
                    • DE
                    • FL
                    • GA
                    • IA
                    • ID
                    • IL
                    • IN
                    • KS
                    • LA
                    • MA
                    • MD
                    • ME
                    • MI
                    • MN
                    • MO
                    • MT
                    • NC
                    • ND
                    • NE
                    • NH
                    • NJ
                    • NM
                    • NV
                    • NY
                    • OH
                    • OR
                    • PA
                    • PR
                    • RI
                    • SC
                    • SD
                    • TN
                    • TX
                    • VA
                    • VT
                    • WA
                    • WI
                    • WV
                    • WY

                    Teresa Treanor joined Princeton Investment Consulting in 2018 as our new Team Administrator. In this role, Terri works with our administrative staff to deliver exceptional client service and assists the team with preparing for client meetings, fixed income and equity trading and coordinating marketing and business development efforts. Throughout a successful 28 year career, she has filled many roles within the branch office, from branch cashier to Operations Manager, branch manager's assistant, senior registered client service associate & wealth strategy associate. Using the knowledge and experience she's gained throughout the years, Terri has proven herself to be a great addition to our team.

                    Terri understands the value personal connections bring to the financial services business. Her understanding of the markets and the needs of our clients as well as her ability to quickly adapt to changes make her the perfect person to oversee our day-to-day business.

                    Terri has her Series 7, 63, 65 and NJ Insurance Producer's licenses. In addition to being our Team Administrator, Terri is the CSA Coach for the Princeton, NJ office, setting objectives and helping other staff members drive results across the firm.

                          100 Overlook Center
                          Suite 303
                          Princeton, NJ 08540
                        • image

                          Lisette Hernandez

                          Senior Client Associate

                          • image
                          • image
                          • AK
                          • AL
                          • AR
                          • AZ
                          • CA
                          • CO
                          • CT
                          • DC
                          • DE
                          • FL
                          • GA
                          • IA
                          • ID
                          • IL
                          • IN
                          • KS
                          • LA
                          • MA
                          • MD
                          • ME
                          • MI
                          • MN
                          • MO
                          • MT
                          • NC
                          • ND
                          • NE
                          • NH
                          • NJ
                          • NM
                          • NV
                          • NY
                          • OH
                          • OR
                          • PA
                          • PR
                          • RI
                          • SC
                          • SD
                          • TN
                          • TX
                          • UT
                          • VA
                          • VT
                          • WA
                          • WI
                          • WV
                          • WY

                          Lisette Hernandez is a 28 plus year industry veteran and the first point of contact for incoming client and prospect requests for Princeton Investment Consulting. An integral part of the business, Lisette's patience, understanding of the financial services industry and ability to connect well with others makes her the ideal fit to be our lead CSA for all inquiries, new account openings and to act as our liaison between the team and branch operations/home office. Lisette also assists the team with security trading, margin reporting and scheduling.

                          Her passion for helping our clients has been consistent for over 28 years. She focuses on what's needed and then pools knowledge, advice and resources to arrive at the best solution. Listening is important during this process and Lisette excels at attention to detail. Her understanding of UBS processes enables her to quickly and accurately accomplish all tasks at hand.

                          Lisette holds both the Series 7 and 66 licenses.

                                100 Overlook Center
                                Suite 303
                                Princeton, NJ 08540
                              • Patricia

                                Patricia Cashin

                                Market Director

                                Patricia is the Market Director of the Princeton, NJ office where she serves as an advocate and partner with Financial Advisors and service support teams to deliver a world class wealth management client experience. She partners with field leaders within the Market to help foster a culture of connectivity between the firm and the Financial Advisors.  Her primary responsibility is to help drive organic growth with a focus on the tactics to execute on key products and services that lead to net new money gains in enhanced economic profit. She prides herself on bringing the best and deepest resources to serve the clients' and Financial Advisors' needs, both through the strength of UBS and the human capital of her leadership team.  

                                Her prior experience includes multiple facets of branch administration as well as client and advisor engagement. Those roles include being the Assistant Market Head in the Park Avenue Market, NYC;  Head of Teaming and Succession Planning;  and Experienced Advisor Recruiting groups at UBS. 

                                Patricia joined UBS in 2012 from Merrill Lynch, where she spent the prior 14 years leading Advisor Recruitment and Integration efforts for 7 years. In her career at Merrill Lynch, she held management positions where she was responsible for Recruiting Business Managements, FA Compensation and numerous field facing roles.

                                She lives in Manalapan, NJ with her husband Jeffrey and their 2 children,  Aiden and Liam.

                              • Tara

                                Tara Flax

                                Admin Manager

                                Tara has been in the industry for over 25 years.  Prior to joining UBS, she spent several years at Wells Fargo where she worked in support and management roles, with her most recent as Assistant Field Support Manager.  She also spent several years at Merrill Lynch in various roles.    

                                She graduated from Baruch College with a Bachelor of Business Administration degree with a concentration in Finance and Investments.  Tara holds the FINRA Series 7, 63, 66 and 9/10 licenses.  She also holds the New Jersey Life and Health Insurance Licenses.

                                Tara lives in East Brunswick with her husband Andre and their children, Marcus, Adam and Tiffany.

                              Managing wealth is our craft

                              We’re committed to understanding what wealth means for you.

                              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                              Backed by the strength of UBS

                              A global leader in wealth management

                              #1

                              for High Net-Worth clients

                              Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

                              #1

                              For Ultra-High Net Worth clients

                              Euromoney Private Banking and Wealth Management Survey, 2016-2020

                              #1

                              Serving the next generation

                              Euromoney Private Banking and Wealth Management Survey, 2020-2022

                              Insights