Multigenerational approach and team

Knowledge. Experience. Results.

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The proof is in our numbers

140

Collective years of experience

40

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.

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Private Wealth Management

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Institutional Consulting

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Institutional-level advice

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Advanced Planning Group

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.

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    L. Marc Shegoski

    Managing Director–Wealth Management

    Senior Institutional Consultant, UBS Institutional Consulting Program

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    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
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    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
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    Craig Leiderman

    Managing Director–Investments

    Financial Advisor

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    • AK
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    • 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
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    • RI
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    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
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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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      • 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
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      Marc C. Portnoy

      First Vice President–Wealth Management

      Financial Advisor

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      • NC
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            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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            • ME
            • MI
            • MN
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            • WV

                  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
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                  • MO
                  • NC
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                  • NJ
                  • NV
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                  • OR
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                  • 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
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                    Teresa Treanor

                    Team Administrator

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                    • GA
                    • IA
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                    • IN
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                    • LA
                    • MA
                    • MD
                    • ME
                    • MI
                    • MN
                    • MO
                    • MT
                    • NC
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                    • NJ
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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
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                          Lisette Hernandez

                          Client Associate Senior

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                          • LA
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                          • MD
                          • ME
                          • MI
                          • MN
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                          • MT
                          • NC
                          • ND
                          • NE
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                          • NJ
                          • NM
                          • NV
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                          • OR
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                          • RI
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                          • UT
                          • VA
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                          • 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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                              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.

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                              Global leader

                              UBS is a world-leading wealth manager

                              More than 150 years

                              offering financial advice

                              $3.9 trillion

                              In invested assets globally 
                              As of 12/31/2022