Multigenerational approach and team

Knowledge. Experience. Results.

The proof is in our numbers

140

Collective years of experience

Years in business as a team

Assets under management

Our Services

We believe our disciplined approach, experience and tenure together as a team can make a real impact on the lives of our clients.

We combine institutional consulting and retirement plan services for public and private businesses, municipalities, foundations, endowments and Taft-Hartley Plans with personalized multi-generational wealth management for individuals and families. We help private investors and executive employees develop comprehensive wealth management strategies, including the integration of pension and retirement plan benefits, by leveraging our institutional consulting expertise.

Private Wealth Management

At Princeton Investment Consulting, we understand that when it comes to helping our clients—generations of successful families, business owners, executives and their organizations, build, preserve and transition their wealth, tactical expertise is not enough. You should expect critical thinking, solutions, execution, and above all, a team that is dedicated to providing the advice and service you deserve. As members of the exclusive UBS Private Wealth Management division, we access opportunities and expertise across our firm and around the globe to help us deliver on that goal every day.

Financial planning for all stages of life
We listen and gather insights about your unique personal and financial situation so that we can build an individually tailored financial plan. Then we track your plan’s progress, communicate regularly and make adjustments for life changes and economic conditions.

Customized investing for your specific situation
We care about people, not just their portfolios. Our team is grounded in the best practices of prudent asset allocation and risk management and we build custom investment strategies based on a professional system for identifying the most tax-efficient and risk-conscious ways to construct your portfolio.

Dedicated service focused on your individual needs
Exemplary service is the key to a successful relationship. By offering high-touch service, our goal is to develop the kind of trust that helps simplify your financial life and builds long-lasting relationships.

Today, more than ever you need the right team by your side to provide solid information, clear direction and a plan that can help position you, your family and your business for continued success and the future you envision. We look forward to beginning this important conversation.

Institutional Consulting

You offer a retirement plan to help employees prepare for their future, but being a plan sponsor is more challenging than ever before. Leadership teams are pressed to fulfill their fiduciary responsibilities, manage fees and expenses, and ensure their plans offer the right features. In addition, they must devote considerable time to keeping up with changing regulations and educating plan participants.

Working with our team offers all of the personal attention to detail of a boutique firm without having to give up the strength, security and resources of one of the world’s largest financial services companies.

Fiduciary and investment guidance
Fiduciary liability is a primary concern for many institutional clients. We acknowledge our responsibility in writing as defined in Section 3(21) of ERISA and will help you develop an investment process to address fiduciary obligations.

Our Outsourced CIO (OCIO) model
Our team provides comprehensive investment services including governance, asset allocation, manager selection and implementation for a complete OCIO solution. We do this by focusing on three central tenets: security, simplicity and savings.

Comprehensive investment solutions
By accessing the intellectual capital of UBS, as well as its in-depth manager research capabilities, we combine global insights and analyses with an open architecture mix of managers and funds. This allows us to develop investment programs uniquely tailored to the specific goals and objectives of each client.

Corporate Services

Retirement Plan Consulting Services
A variety of retirement plan solutions can help meet the evolving needs of plan sponsors and prepare employees for a secure retirement. We offer fiduciary services to retirement plans that range from consulting services to turn-key discretionary and non-discretionary advisory programs. Depending on your organization's specific needs, we have a solution for you.

Employer Stock Option Plans
We empower your employees to realize the full value of their awards with access to education, tools and professional guidance that meet employees where they are, so they can do more with what you give them.

Employee Stock Purchase Plans
When your employees purchase a share of stock in your company, they become fellow owners and get to share in the financial risks and rewards of the company’s future. Usually, stockholder privileges include the right to receive dividends when they are declared, to vote at stockholder meetings and to be provided with financial information about the company. Employee stockholders become more closely linked to a shared goal—the success of their company.

Financial Wellness
Everyone’s financial journey is different. We believe that when companies provide their employees access to education, tools and professional guidance, everyone wins. We empower your employees at all ages and income levels to build healthy financial habits and improve their relationship with their money, so they can take more control of their financial future.

Corporate Sponsored Financial Planning
For companies looking to provide the benefit of financial planning for key employees, we offer plans tailored to their personal goals, customized to the complexity of all financial circumstances.

Deferred Compensation Plans
Employers looking to help key employees bridge the savings gap may consider qualified and nonqualified deferred compensation plan. As a partner to these companies, we’ll assist in the design and ongoing review of these plans.

CIO House View monthly livestream

Institutional-level advice

Our team has guided successful individuals, families, corporations and not-for-profit organizations in making the best financial decisions in every type of market environment.

Our clients have benefitted from both our strategic understanding of complex wealth, as well as the deep problem-solving expertise we bring to families, foundations, associations and endowments throughout the country.

As Private Wealth Advisors and Institutional Consultants, our experience and training provide an ongoing source of insight and collaboration.

Advanced Planning Group

The Advanced Planning Group consists of former practicing estate planning and tax attorneys with extensive private practice experience and diverse areas of specialization, including estate planning strategies,

income and transfer tax planning, family office structuring, business succession planning, charitable planning and family governance.

The Advanced Planning Group provides comprehensive planning and sophisticated advice and education to ultra high net worth (UHNW) clients of the firm. The Advanced Planning Group also serves as a think tank for the firm, providing thought leadership and creating a robust intellectual capital library on estate planning, tax and related topics of interest to UHNW families.

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.

Our team is well-positioned to provide financial planning to help senior executives get the most from their equity incentive program by integrating it with their overall wealth management strategy.

L. Marc Shegoski

Managing Director–Wealth Management

Senior Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- 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 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, 2023The 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 June to August of the award 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
Craig Leiderman

Managing Director–Investments

Financial Advisor
View bio Industry recognition
- 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, 2023The 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 June to August of the award 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
David Sears, CFP, CIMA, CRPS

Senior Vice President–Wealth Management

Senior Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- 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, 2023The 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 June to August of the award 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
Marc C. Portnoy

First Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WV
100 Overlook Center
Suite 303
Princeton, NJ 08540
Kevin E. Kelly

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- NC
- NE
- NH
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WV
100 Overlook Center
Suite 100
Princeton, NJ 08540
Ryan Iannuzzo, CRPS

Senior Wealth Strategy Associate

Chartered Retirement Plans Specialist℠
View bio
- 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 UBS Ryan resides in East Brunswick, NJ with his wife Samantha and daughters Grace and Lily. He’s active in the community as an 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, Vincentian, and Greater Middlesex/Somerset County Estate Planning Council, Member.
- Manhattan College, Bachelor's Degree in Finance, minor in Philosophy
- Chartered Retirement Plans Specialist℠
100 Overlook Center
Suite 303
Princeton, NJ 08540

Teresa Treanor

Team Administrator
View bio
- 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
Lisette Hernandez

Client Associate Senior
View bio
- 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 25 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 25 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

L. Marc Shegoski

Managing Director–Wealth Management

Senior Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- 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 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, 2023The 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 June to August of the award 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
Craig Leiderman

Managing Director–Investments

Financial Advisor
View bio Industry recognition
- 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, 2023The 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 June to August of the award 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
David Sears, CFP, CIMA, CRPS

Senior Vice President–Wealth Management

Senior Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- 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, 2023The 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 June to August of the award 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
Marc C. Portnoy

First Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WV
100 Overlook Center
Suite 303
Princeton, NJ 08540
Kevin E. Kelly

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- NC
- NE
- NH
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WV
100 Overlook Center
Suite 100
Princeton, NJ 08540
Ryan Iannuzzo, CRPS

Senior Wealth Strategy Associate

Chartered Retirement Plans Specialist℠
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- AZ
- CA
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- IL
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- ME
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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 UBS Ryan resides in East Brunswick, NJ with his wife Samantha and daughters Grace and Lily. He’s active in the community as an 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, Vincentian, and Greater Middlesex/Somerset County Estate Planning Council, Member.
- Manhattan College, Bachelor's Degree in Finance, minor in Philosophy
- Chartered Retirement Plans Specialist℠
100 Overlook Center
Suite 303
Princeton, NJ 08540
Teresa Treanor

Team Administrator
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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
Lisette Hernandez

Client Associate Senior
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- AZ
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- 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
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- UT
- VA
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- WV
- WY
Lisette Hernandez is a 25 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 25 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

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L. Marc Shegoski

Craig Leiderman

David Sears, CFP, CIMA, CRPS

Marc C. Portnoy

Kevin E. Kelly

Ryan Iannuzzo, CRPS

Teresa Treanor

Lisette Hernandez