Managing Director–Wealth Management
Senior Institutional Consultant, UBS Institutional Consulting Program
“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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Managing Director–Wealth Management
Senior Institutional Consultant, UBS Institutional Consulting Program
“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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Managing Director–Investments
“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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Managing Director–Investments
“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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Vice President–Wealth Management
Senior Institutional Consultant, UBS Institutional Consulting Program
“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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Let's connect
Senior Vice President–Wealth Management
Senior Institutional Consultant, UBS Institutional Consulting Program
“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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Let's connect
First Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Chartered Retirement Plans Specialist℠
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:
Education
Credentials
Senior Wealth Strategy Associate
Chartered Retirement Plans Specialist℠
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:
Education
Credentials
Team Administrator
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 family reside in New Jersey. Outside of the office, she enjoys spending time with her family, traveling, participating in community events and is an avid CrossFitter.
Team Administrator
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 family reside in New Jersey. Outside of the office, she enjoys spending time with her family, traveling, participating in community events and is an avid CrossFitter.
Senior Client Associate
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.
Senior Client Associate
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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