225+
Collective years of experience
Today, tomorrow and for generations to come
As Institutional Consultants, we take the time to fully understand your organization, leadership, employees and culture. With our comprehensive platform of industry-leading corporate services and solutions, we provide a proven process that can help deliver a customized benefits plan. Talk to us about how our experience, resources and industry longevity can contribute to your company’s success today and in the future.
225+
Collective years of experience
12
Investment professionals on the team
We design, implement and monitor the investment programs of public and private companies, endowments, foundations, and municipalities, as well as defined benefit and Taft Hartley plans. Our Institutional Consulting team has more than 35 years of practical experience serving the needs of retirement plan sponsors and their employees.
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.
From its toughest challenges to its greatest successes, financial services has been Linda’s career and passion since 1985. Linda is skilled at integrating her disciplined, methodical approach and focus in order to problem solve on behalf of her clients. As a Senior Institutional Consultant who joined UBS in 1996 from Oppenheimer & Co., Linda offers unique insight and expertise—as well as a specialized focus on advising multi-jurisdictional pension plans—to institutional clients; both domestically and abroad, including pension plan fiduciaries, corporate investment committees, foundations and endowments. She also works closely with private clients in helping them plan and develop their philanthropic legacies.
Outside of UBS Linda serves as a mentor for American Corporate Partners (ACP) which assists veterans and eligible spouses on their path towards long term careers. In her spare time, Linda enjoys traveling, reading, wine collecting, and bicycling.
The credentials that help build confidence:
David has more than 11 years of 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:
Outside of UBS
David resides with his wife and three children in Wall, New Jersey.
Joe focuses on assisting clients with investment analysis and portfolio construction for the Park Avenue Institutional Consulting Group. Joe joined UBS in 2015 as a member of the Graduate Talent Program, a two-year analyst program designed to give exposure to all of the different resources at UBS. He then worked as a financial planner where he developed personalized plans to help clients meet their long-term financial goals, and most recently as the Assistant Market Head, where he helped Financial Advisors utilize the vast capabilities of UBS to best serve their clients. Joe graduated from Villanova University with a Finance and Accountancy double-major and a Real Estate minor and is currently a Level III Chartered Financial Analyst ® (CFA) candidate.
Ryan Iannuzzo has been with Princeton Investment Consulting for over four years and acts as a vital part of our institutional consulting and high net worth businesses. Passionate about constantly challenging himself and our team, Ryan is our point person for strategic business development, performance reporting, client trading, presentation preparation and RFPs. He strives to provide our clients with a unique and enhanced perspective through diligent attention to financial planning, goal setting and market awareness. A flexible and constant team player, Ryan showcases a unique ability to tackle multiple projects at once, assisting our team whenever needed to ensure timely and accurate delivery of materials.
In 2019 Ryan was chosen from a National pool of his colleagues to participate in the UBS Rotation Program where he gained invaluable experience working with UBS Private Wealth Management.
Ryan is also 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.
Gail began her financial services career with the Park Avenue Institutional Consulting Group in 1997 as an Investment Associate. Today as an Investment Analyst, she works closely with the team to provide performance reporting, manager research and analytics to foundations, endowments, retirement plans and private clients. Gail has earned the Certified Investment Management Analyst Designation (CIMA®). She received a B.A. in public relations from Oswego University in 1996.
Craig M. Leiderman is a Managing Director and has been with UBS for 24 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.
Alison graduated from Baruch College in 2003, magna cum laude, with a bachelor's degree in finance and a minor in English literature. She began her career at Bank of America Merrill Lynch in 2003, where she focused on equity derivatives and joined UBS in 2012. Alison holds her Series 7 and 66 securities licenses, insurance license, and is a CERTIFIED FINANCIAL PLANNERTM practitioner. Her hobbies include running and volunteering with the New York Junior League.
Diana brings more than 20 years of industry experience to the Park Avenue Institutional Consulting Group, as well as an extensive background in risk and operations management. She works closely with the team on servicing the accounts of foundations, endowments, retirement plans and private clients. Diana received a B.B.A. in finance from Baruch College in 1992. She also holds the Series 7 and 66 securities licenses.
Lisette Hernandez is a 23 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 23 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.
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 25 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.
From its toughest challenges to its greatest successes, financial services has been Linda’s career and passion since 1985. Linda is skilled at integrating her disciplined, methodical approach and focus in order to problem solve on behalf of her clients. As a Senior Institutional Consultant who joined UBS in 1996 from Oppenheimer & Co., Linda offers unique insight and expertise—as well as a specialized focus on advising multi-jurisdictional pension plans—to institutional clients; both domestically and abroad, including pension plan fiduciaries, corporate investment committees, foundations and endowments. She also works closely with private clients in helping them plan and develop their philanthropic legacies.
Outside of UBS Linda serves as a mentor for American Corporate Partners (ACP) which assists veterans and eligible spouses on their path towards long term careers. In her spare time, Linda enjoys traveling, reading, wine collecting, and bicycling.
The credentials that help build confidence:
David has more than 11 years of 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:
Outside of UBS
David resides with his wife and three children in Wall, New Jersey.
Joe focuses on assisting clients with investment analysis and portfolio construction for the Park Avenue Institutional Consulting Group. Joe joined UBS in 2015 as a member of the Graduate Talent Program, a two-year analyst program designed to give exposure to all of the different resources at UBS. He then worked as a financial planner where he developed personalized plans to help clients meet their long-term financial goals, and most recently as the Assistant Market Head, where he helped Financial Advisors utilize the vast capabilities of UBS to best serve their clients. Joe graduated from Villanova University with a Finance and Accountancy double-major and a Real Estate minor and is currently a Level III Chartered Financial Analyst ® (CFA) candidate.
Ryan Iannuzzo has been with Princeton Investment Consulting for over four years and acts as a vital part of our institutional consulting and high net worth businesses. Passionate about constantly challenging himself and our team, Ryan is our point person for strategic business development, performance reporting, client trading, presentation preparation and RFPs. He strives to provide our clients with a unique and enhanced perspective through diligent attention to financial planning, goal setting and market awareness. A flexible and constant team player, Ryan showcases a unique ability to tackle multiple projects at once, assisting our team whenever needed to ensure timely and accurate delivery of materials.
In 2019 Ryan was chosen from a National pool of his colleagues to participate in the UBS Rotation Program where he gained invaluable experience working with UBS Private Wealth Management.
Ryan is also 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.
Gail began her financial services career with the Park Avenue Institutional Consulting Group in 1997 as an Investment Associate. Today as an Investment Analyst, she works closely with the team to provide performance reporting, manager research and analytics to foundations, endowments, retirement plans and private clients. Gail has earned the Certified Investment Management Analyst Designation (CIMA®). She received a B.A. in public relations from Oswego University in 1996.
Craig M. Leiderman is a Managing Director and has been with UBS for 24 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.
Alison graduated from Baruch College in 2003, magna cum laude, with a bachelor's degree in finance and a minor in English literature. She began her career at Bank of America Merrill Lynch in 2003, where she focused on equity derivatives and joined UBS in 2012. Alison holds her Series 7 and 66 securities licenses, insurance license, and is a CERTIFIED FINANCIAL PLANNERTM practitioner. Her hobbies include running and volunteering with the New York Junior League.
Diana brings more than 20 years of industry experience to the Park Avenue Institutional Consulting Group, as well as an extensive background in risk and operations management. She works closely with the team on servicing the accounts of foundations, endowments, retirement plans and private clients. Diana received a B.B.A. in finance from Baruch College in 1992. She also holds the Series 7 and 66 securities licenses.
Lisette Hernandez is a 23 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 23 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.
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 25 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.
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
No one wants to outlive their money.
But you also don’t want to live with untapped potential.
A wasted resource is one that simply isn’t used. One of the things we pride ourselves on is helping our clients not only take care of their loved ones now and later, but recognize their potential for impact and influence through charitable giving and fueling causes aligned with the causes they’re most passionate about.
Achieving your organization’s mission is your priority. We’re here to help you maximize the rewards and minimize the challenges. We look at each aspect of your organization and will work with you on reviewing everything from your philanthropic mission and decision-making process to your investment philosophy and financial goals.
We focus on a collaborative approach that looks at all of the moving parts of your retirement plan. This assessment helps us make more informed and tailored recommendations about streamlining design, provisions, budgets, regulatory compliance recordkeeping and, most important, retirement planning education for employees.
Your foundation or endowment is unique. We take the time to look at it holistically, and to understand its distinctive financial situation. With that clarity, we deliver an investment plan that reflects your needs and long-term goals. We’ll collaborate closely with your investment committee to help you make the greatest impact.
Money management that puts your best interests first
Our disciplined planning process drives a highly personalized investment strategy. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.
A focus on asset allocation and risk management. By listening and aligning with your objectives, we can craft an asset allocation based on your family’s goals, growth and income needs. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.
Your personalized portfolio. Many clients prefer to delegate the day-to-day management of their assets. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks. When we take on discretionary management of your portfolio, we are transparent about our fiduciary responsibility.
Open access and analysis. Through our open platform, we can offer premium financial solutions both within and outside of UBS. This access, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.
Insights for each generation. We offer timely perspectives that drive a fully integrated suite of financial solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations and we will work with your tax and legal advisors to develop tax-advantaged solutions.
Coordinating with retirement plan sponsors, executive management, plan trustees, committees and external advisors, we can provide strategic guidance, education and investment oversight to support your regulatory governance. In addition, we develop financial wellness education for employees at all levels of your organization.
#1
Philanthropic Advice
Euromoney Private Banking and Wealth Management Survey, 2011-2022
#1
ESG/Impact Investing
Euromoney Private Banking and Wealth Management Survey, 2015-2022
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