Experience

“Our team takes great pride in deeply understanding the families and organizations we work with. We relate to what is going on in their communities and deliver our recommendations and economic overviews through warm conversations, practical stories, and clear context.”

Focus

As the founding partner of Princeton Investment Consulting, Marc built the team with a distinct vision. Through a multi-generational, high-touch approach, he leads the team bringing decades of experience in successfully solving for complex issues for both affluent clients and institutions, such as corporations, non-profits, foundations, and endowments. 

Background

Marc was a partner in the development of the UBS Institutional Consulting Group, previously named PRIME Asset Consulting at Paine Webber & Kidder Peabody. He was also 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. Marc earned the Chartered SRI Counselor designation to keep up with the latest sustainable, responsible and impact investment strategies that may be available to his clients, and he is also highly knowledgeable in alternative strategies. Marc earned a B.A. from Rutgers College with distinction and a M.S.P.A. degree from Harry S. Truman School of Government from the University of Missouri–Columbia. He also was a U.S. National Presidential Fellowship graduate.

Personal

Marc cares deeply about his community and is a board member of multiple charitable organizations in the greater Princeton-New Brunswick area, including the Red Cross State Board and the Investment Committee of the Greenwood House Foundation. 

“We are proud of our team approach to working with every client. We offer a unique professional perspective from three generations and always provide an educational point of view, so our clients understand our recommended strategies.” 

Focus

Craig utilizes his deep analytical expertise to enhance the client experience of the affluent clients. He maximizes investment objectives and evaluates investment performance relative to proper benchmarks over various interest rate scenarios. Craig specializes in fixed income, however his expertise also includes equity portfolios and recommending strategies to optimize portfolio performance. He looks at both economic and investment indicators and strives to always provide an educational point of view. Craig’s trading background provides him with the unique ability to understand the complexities of wealth management as well as the investment committee side of the business.

Background

Craig joined UBS in 1995. He brings broad experience in research, product knowledge, optimization techniques and asset allocation. Craig has worked as a Financial Analyst and Asset Allocation Specialist. He has earned the Certified Investment Management Analyst from the Wharton School of Business to provide his clients with the most current strategies that may be available. He holds a B.S. with honors from Syracuse University in finance and accounting. He also holds a M.B.A. with high honors from Fordham University in finance.

Personal

A resident of New York City, Craig lives with his wife and two children. He is active in his community and enjoys working with kids who are part of the Yorkville Youth Athletic Association. He is also a Board member for the 79th Street tenants’ association, a group dedicated to providing better living on the Upper East Side.

“Our team is dedicated to making our clients feel comfortable with our recommendations and strategies. We strive to explain the markets and what is going on in the world in a relatable manner, so they always feel informed. We understand what matters to them and will work tirelessly on their behalf.”

Focus

David works with a variety of institutions and affluent clients to help them navigate financial complexities through a highly specialized service approach. As a former member of the UBS Institutional Consulting Advisory Council, David helps advise the firm on all aspects of the institutional business. He works closely with corporations, non-profits, foundations and endowments to develop customized strategies designed to help them work toward their objectives. David takes the time to understand his clients and wants them to feel like they are learning every time they meet. He has the unique ability to explain complex concepts in a relatable way.

Background

David joined UBS in 2007 as part of a handpicked group chosen nationally to complete a focused wealth management and institutional consulting program. He brings deep expertise to the team and extensive access to contacts and resources at the firm. David has earned the CERTIFIED FINANCIAL PLANNERä, Certified Investment Management Analyst®, and Chartered Retirement Plans Specialist® professional certifications to serve his clients more comprehensively.  He was a member of the CIMA Certification Commission, the group of individuals that assist in the writing of the Certified Investment Management Analyst® exam. David earned B.S. in finance and economics from Rutgers Business School, graduating Phi Beta Kappa.

Personal

As a resident of Wall, New Jersey, David and his wife have three children. David was formerly a board member and volunteers his time with mental and behavioral health organizations.

Focus

Marc brings decades of experience serving affluent clients and their families. He is a true student of the business and loves the process of researching investment selections. Marc brings a science to his assessment of investments and tailors specific strategies to each client’s unique situation. He takes pride in collaborating with his clients while building genuine trust and long-term relationships, and he communicates with clients according to their preference and helps them to feel comfortable with their investment decisions. Having navigated the ups and downs of decades of market cycles, Marc believes that taking no risk is a risk in itself, and having a well-diversified portfolio helps to mitigate risk.

Background

Prior to joining UBS in 1994, Marc was a Vice President of Investments at Prudential Securities and a Financial Consultant at Merrill Lynch. He holds the FINRA Series 7 and 63 professional licenses and earned a B.S. in chemistry from the University of Florida.

Personal

Marc lives in Ewing, New Jersey, and has two adult children—his daughter is a social worker, and his son works in the film industry. Outside of the office, he enjoys cycling, which has been his passion for 40 years.

Focus

Ryan dedicates his efforts to understanding each client’s unique goals and needs, whether they are private individuals or institutions. By building deep relationships, he tailors financial planning and investment strategies that align with each client’s vision for the future. Whether working with retirement plan clients, institutions or private individuals, Ryan ensures that his advice is customized to achieve long-term success. His focus on business development and fostering connections with clients and other professionals is key to his approach, as he brings the full breadth of UBS’s resources to every relationship.

Background

Ryan brings over a decade of industry experience and began his career at Vanguard before transitioning to Princeton Investment Consulting and UBS. To meet the wide range of client needs, he earned the Chartered Retirement Plans Specialist designation and holds FINRA Series 7, 63, and 66 securities licenses, along with the New Jersey Insurance Producer’s license. Ryan holds a B.S. in finance and marketing with a minor in philosophy from Manhattan University.

Personal

Ryan lives in East Brunswick with his wife and two daughters. Giving back is central to his life, and he’s deeply involved in the community. He serves as Assistant Treasurer for the St. Vincent de Paul Society, St. Bartholomew Conference, sits on the board of the American Red Cross of Central New Jersey, and helped launch DisruptHR: Princeton as a Founding Board Member. Ryan also mentors students through Manhattan University and Tau Mu’s Mentorship Programs, and stays connected to his high school, St. Joseph in Metuchen, as a class chair.

Focus

Terri delivers highly specialized administrative support services on behalf of the team.  She is primarily responsible for team organization and administration as well as ensuring client satisfaction by helping create a customized client experience. Terri is also in charge of portfolio rebalances and trade execution, scheduling and preparing for client meetings and marketing for the team. With an extensive background in operations, she utilizes her experience and industry knowledge to help clients find solutions to the challenges they face on their path to achieving their financial goals, building strong relationships along the way.

Background

Bringing decades of comprehensive financial services experience, Terri joined Princeton Investment Consulting in 2018. Prior to joining the team, she held various roles within the industry including Branch Cashier, Branch Operations Manager, Branch Manager’s Assistant, Senior Registered Client Service Associate and Wealth Strategy Associate. She holds the Series 7, 63, 65 and New Jersey Insurance Producer's licenses.

Personal

Terri and her husband live in Hamilton, New Jersey with their three children. Outside of the office, Terri enjoys spending time with her family, traveling and is a fitness enthusiast.

Focus

Lisette serves as the first point of contact for the team, taking care of day-to-day client needs. She focuses on opening new accounts and assists with security trading, margin reporting and scheduling. Lisette excels at working at a fast pace and has a sharp attention to detail. Her gifts of listening and patience, coupled with her vast understanding of the financial services industry and UBS resources, give her the ability to genuinely connect with clients while solving complex issues. In addition to her client service role, she acts as the liaison between the Princeton Investment Consulting team, branch operations and the UBS home office.

Background

Lisette joined UBS in 1996 and brings extensive client service experience within the financial industry. She has earned the FINRA Series 7 and 65 professional licenses.

Personal

A resident of Hamilton, New Jersey, Lisette has a daughter and a son, who are both young adults. Outside of the office, she enjoys participating in charity events and loves animals and the great outdoors.