Multigenerational approach and team

Knowledge. Experience. Results.

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140

Collective years of experience

40

Years in business as a team


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.

two business

Private Wealth Management

investments and papers

Institutional Consulting

Corporate Services

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

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    L. Marc Shegoski

    Managing Director–Wealth Management

    Senior Institutional Consultant, UBS Institutional Consulting Program

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    • 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
      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, 2022The 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, 2022The 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.
    • 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, 2022The PLANADVISOR rating is awarded in Q1 based on information from January of the award year.
    • PLANADVISER Top Retirement Plan Advisers, 2016The PLANADVISOR rating is awarded in Q1 based on information from January 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
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    Craig Leiderman

    Managing Director–Investments

    Financial Advisor

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    • 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.

    • 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 January 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
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      David Sears, CFP, CIMA, CRPS

      Senior Vice President–Wealth Management

      Senior Institutional Consultant, UBS Institutional Consulting Program

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      • 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
      • 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, 2022The 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, 2022The 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.
      • 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 January 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
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      Marc C. Portnoy

      First Vice President–Wealth Management

      Financial Advisor

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

            100 Overlook Center
            Suite 303
            Princeton, NJ 08540
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            Kevin E. Kelly

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • MA
            • MD
            • ME
            • MI
            • NC
            • NH
            • NJ
            • NY
            • OH
            • PA
            • SC
            • VA
            • WA

                  100 Overlook Center
                  Suite 100
                  Princeton, NJ 08540
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                  Ryan Iannuzzo, CRPS

                  Senior Wealth Strategy Associate

                  Chartered Retirement Plans Specialist℠

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                  • 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 five years and acts as a vital part of our high net worth and Institutional Consulting business. Passionate about constantly challenging himself and our team, Ryan is our point person for strategic business development, performance reporting, and presentation preparation. He provides our clients with a unique and enhanced perspective through diligent attention to financial planning, goal setting and market awareness.

                  Ryan is an active member of the UBS Institutional Consulting Administrative and Operations Advisory Council. The Council consists of a select group of UBSIC Ops professionals that help shape and share best practices with UBS Institutional Consulting Teams nationally.

                  Ryan holds the Series 7, 63 and 66 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, daughter, Grace and dog, Lenny.

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

                  What's your vision?

                  We can help you bring your vision to life.

                  Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  Global leader

                  UBS is a world-leading wealth manager

                  #1

                  Family office services

                  Euromoney Private Banking and Wealth Management Survey, 2021

                  More than 150 years

                  offering financial advice