The way forward

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.

The proof is in our numbers

225+

Collective years of experience

Investment professionals on the team

Institutional Consulting Services

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.

L. Marc Shegoski

Managing Director–Wealth Management

Senior Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- 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

Marc continues to be a leader in the industry. Some of his current accolades and responsibilities include:
- A regular speaker at Barron‘s conferences, including the Top Teams Summit and Roundtable Summit
- 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, 2024
  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, 2023, 2024The 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, 2023, 2024The 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, 2022, 2023The NAPA rating is awarded annually in March based on information from December of the prior year.
- PLANADVISER Top Retirement Plan Advisers, 2016, 2022, 2023, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Chartered SRI Counselor℠
100 Overlook Center
Suite 303
Princeton, NJ 08540
Linda Modico, CIMA, CSRIC

Managing Director–Investments

Senior Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- CA
- CO
- CT
- DC
- FL
- IA
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NV
- NY
- PA
- SC
- TX
- VA
- VT
- WV
From its toughest challenges to its greatest successes, financial services has been Linda’s career and passion since 1985. Linda is skilled at growing and protecting client portfolios through asset allocation, risk and volatility management. Linda joined UBS in 1986 and is a Senior Institutional Consultant & Senior Retirement Planning Consultant. Linda offers unique insight and expertise to institutional clients, including pension plan fiduciaries, investment committees, foundations, endowments and family offices. Having advised clients through multiple market cycles, she provides a perspective that has guided her clients with a steady hand. Linda has developed long-standing relationships built on mutual trust and complete transparency.

Linda earned the Foundations and Endowments Certificate & Certified Investment Manager Analyst (CIMA) designations from the Wharton School of Business, as well as the Chartered SRI Counselor (CSRIC) designation. She is currently Co-Chair of the UBS Institutional Consulting Advisory Council and a committee member for the UBS 401(k) US & Puerto Rico retirement plans.

To give back to the community, Linda mentors transitioning service members via American Corporate Partners (ACP). Additionally, she volunteers as a judge for the annual Texas Christian University – Neely School of Business Values & Ventures global entrepreneurship competition.

Prior to joining UBS (PaineWebber), Linda worked at Oppenheimer & Co. She received her B.B.A in International Business from Hofstra University. Linda is married and has one son.
- Barron's Top 1,200 Financial Advisors, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- 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 Women Wealth Advisors, 2019, 2020, 2021, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes America's Top Women Wealth Advisors Best-in-State, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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, 2024The 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, 2022, 2023The NAPA rating is awarded annually in March based on information from December of the prior year.
- Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2019The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Chartered SRI Counselor℠
- Senior Retirement Plan Consultant
299 Park Avenue
New York, NY 10171
David Sears, CFP, CIMA, CRPS

Senior Vice President–Wealth Management

Senior Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- 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
- TN
- TX
- VA
- VT
- WA
- WV
- WY
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:
- 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, 2023, 2024The 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, 2023, 2024The 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, 2022, 2023The NAPA rating is awarded annually in March based on information from December of the prior year.
- PLANADVISER Top Retirement Plan Advisers, 2016The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- Senior Institutional Consultant, UBS Institutional Consulting Program
100 Overlook Center
Suite 303
Princeton, NJ 08540
Craig Leiderman

Managing Director–Investments

Financial Advisor
View bio Industry recognition
- 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 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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, 2023The NAPA rating is awarded annually in March based on information from December of the prior year.
- PLANADVISER Top Retirement Plan Advisers, 2016The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
1285 Avenue Of The Americas
New York, NY 10019
Joseph Papandrea, CFA

Associate Director

Financial Advisor
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NV
- NY
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WV
Joe is a Chartered Financial Analyst (CFA®) who is passionate about enhancing the financial lives of his institutional and individual clients by tailoring solutions to meet and exceed their goals & objectives. Joe achieves this by always focusing on what is best for his clients’ interests. Communication, trust and understanding are the key driving principles clients enjoy as they work with Joe to build personalized solutions. Joe’s proven investment process, client servicing model and attention to detail are what set him apart as an Institutional Consultant.

Before joining the Park Avenue Institutional Consulting Group, Joe held a variety of roles at UBS since joining the firm in 2015. He was previously a Financial Planner developing personalized plans to help clients meet their long-term financial goals, an Assistant Market Head supporting Financial Advisors in utilizing the vast capabilities of UBS to best serve their clients, and a member of the Graduate Talent Program, a prestigious two-year analyst program designed to give exposure to all UBS has to offer. Joe graduated from Villanova University with a Finance and Accountancy double-major and a Real Estate minor; he also holds the Chartered Retirement Plan Specialist (CRPS®) designation. Outside of UBS, he volunteers for Hearts for Emma, a foundation that promotes the need for organ and tissue donation, and he enjoys exercising, chess, and golf. Joe lives in Cranford, New Jersey with his wife, Claire and dog, Copper.
- Villanova University, B.B.A. Finance and Accountancy, minor in Real Estate
- Institutional Consultant, UBS Institutional Consulting Program
299 Park Avenue
New York, NY 10171
Gail Hefferen, CIMA

Investment Associate
View bio
- CA
- CT
- DE
- FL
- IA
- MA
- ME
- MI
- MN
- NC
- NJ
- NV
- NY
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WV
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.
299 Park Avenue
New York, NY 10171

Ryan Iannuzzo, CRPS

Senior Wealth Strategy Associate
View bio
- 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/Park Avenue Investment Consulting for over seven years and acts as a vital part of our Institutional Consulting business. 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 financial planning, goal setting and market awareness.

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.
- Chartered Retirement Plans Specialist℠
100 Overlook Center
Suite 303
Princeton, NJ 08540
Lisette Hernandez

Senior Client Associate
View bio
- 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
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.
100 Overlook Center
Suite 303
Princeton, NJ 08540
Teresa Treanor

Team Administrator
View bio
- 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
- VA
- VT
- WA
- WI
- WV
- WY
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.
100 Overlook Center
Suite 303
Princeton, NJ 08540
Jenna Trolson

Senior Client Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- IA
- MD
- ME
- MI
- MN
- NC
- NJ
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WV
Jenna Trolson has worked in the financial services industry for over 15 years and serves as the first point of contact for client needs such as opening new accounts, withdrawals and general account questions. Jenna is a Southern California native and has called New York City home for 10 years. Jenna graduated with a Bachelor of Arts in English Literature from the University of California at Irvine and holds both the Series 7 and 66 licenses.
- University of California at Irvine, B.A. English Literature
299 Park Avenue
New York, NY 10171
Kathryn Boland

Client Associate
View bio
- Villanova University, B.A. Economics, minor in Computer Science
299 Park Avenue
New York, NY 10171

L. Marc Shegoski

Managing Director–Wealth Management

Senior Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- 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

Marc continues to be a leader in the industry. Some of his current accolades and responsibilities include:
- A regular speaker at Barron‘s conferences, including the Top Teams Summit and Roundtable Summit
- 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, 2024
  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, 2023, 2024The 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, 2023, 2024The 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, 2022, 2023The NAPA rating is awarded annually in March based on information from December of the prior year.
- PLANADVISER Top Retirement Plan Advisers, 2016, 2022, 2023, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Chartered SRI Counselor℠
100 Overlook Center
Suite 303
Princeton, NJ 08540
Linda Modico, CIMA, CSRIC

Managing Director–Investments

Senior Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- CA
- CO
- CT
- DC
- FL
- IA
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NV
- NY
- PA
- SC
- TX
- VA
- VT
- WV
From its toughest challenges to its greatest successes, financial services has been Linda’s career and passion since 1985. Linda is skilled at growing and protecting client portfolios through asset allocation, risk and volatility management. Linda joined UBS in 1986 and is a Senior Institutional Consultant & Senior Retirement Planning Consultant. Linda offers unique insight and expertise to institutional clients, including pension plan fiduciaries, investment committees, foundations, endowments and family offices. Having advised clients through multiple market cycles, she provides a perspective that has guided her clients with a steady hand. Linda has developed long-standing relationships built on mutual trust and complete transparency.

Linda earned the Foundations and Endowments Certificate & Certified Investment Manager Analyst (CIMA) designations from the Wharton School of Business, as well as the Chartered SRI Counselor (CSRIC) designation. She is currently Co-Chair of the UBS Institutional Consulting Advisory Council and a committee member for the UBS 401(k) US & Puerto Rico retirement plans.

To give back to the community, Linda mentors transitioning service members via American Corporate Partners (ACP). Additionally, she volunteers as a judge for the annual Texas Christian University – Neely School of Business Values & Ventures global entrepreneurship competition.

Prior to joining UBS (PaineWebber), Linda worked at Oppenheimer & Co. She received her B.B.A in International Business from Hofstra University. Linda is married and has one son.
- Barron's Top 1,200 Financial Advisors, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- 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 Women Wealth Advisors, 2019, 2020, 2021, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes America's Top Women Wealth Advisors Best-in-State, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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, 2024The 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, 2022, 2023The NAPA rating is awarded annually in March based on information from December of the prior year.
- Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2019The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Chartered SRI Counselor℠
- Senior Retirement Plan Consultant
299 Park Avenue
New York, NY 10171
David Sears, CFP, CIMA, CRPS

Senior Vice President–Wealth Management

Senior Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- 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
- TN
- TX
- VA
- VT
- WA
- WV
- WY
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:
- 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, 2023, 2024The 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, 2023, 2024The 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, 2022, 2023The NAPA rating is awarded annually in March based on information from December of the prior year.
- PLANADVISER Top Retirement Plan Advisers, 2016The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
- Senior Institutional Consultant, UBS Institutional Consulting Program
100 Overlook Center
Suite 303
Princeton, NJ 08540
Craig Leiderman

Managing Director–Investments

Financial Advisor
View bio Industry recognition
- 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 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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, 2023The NAPA rating is awarded annually in March based on information from December of the prior year.
- PLANADVISER Top Retirement Plan Advisers, 2016The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
1285 Avenue Of The Americas
New York, NY 10019
Joseph Papandrea, CFA

Associate Director

Financial Advisor
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NV
- NY
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WV
Joe is a Chartered Financial Analyst (CFA®) who is passionate about enhancing the financial lives of his institutional and individual clients by tailoring solutions to meet and exceed their goals & objectives. Joe achieves this by always focusing on what is best for his clients’ interests. Communication, trust and understanding are the key driving principles clients enjoy as they work with Joe to build personalized solutions. Joe’s proven investment process, client servicing model and attention to detail are what set him apart as an Institutional Consultant.

Before joining the Park Avenue Institutional Consulting Group, Joe held a variety of roles at UBS since joining the firm in 2015. He was previously a Financial Planner developing personalized plans to help clients meet their long-term financial goals, an Assistant Market Head supporting Financial Advisors in utilizing the vast capabilities of UBS to best serve their clients, and a member of the Graduate Talent Program, a prestigious two-year analyst program designed to give exposure to all UBS has to offer. Joe graduated from Villanova University with a Finance and Accountancy double-major and a Real Estate minor; he also holds the Chartered Retirement Plan Specialist (CRPS®) designation. Outside of UBS, he volunteers for Hearts for Emma, a foundation that promotes the need for organ and tissue donation, and he enjoys exercising, chess, and golf. Joe lives in Cranford, New Jersey with his wife, Claire and dog, Copper.
- Villanova University, B.B.A. Finance and Accountancy, minor in Real Estate
- Institutional Consultant, UBS Institutional Consulting Program
299 Park Avenue
New York, NY 10171
Gail Hefferen, CIMA

Investment Associate
View bio
- CA
- CT
- DE
- FL
- IA
- MA
- ME
- MI
- MN
- NC
- NJ
- NV
- NY
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WV
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.
299 Park Avenue
New York, NY 10171
Ryan Iannuzzo, CRPS

Senior Wealth Strategy Associate
View bio
- 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/Park Avenue Investment Consulting for over seven years and acts as a vital part of our Institutional Consulting business. 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 financial planning, goal setting and market awareness.

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.
- Chartered Retirement Plans Specialist℠
100 Overlook Center
Suite 303
Princeton, NJ 08540
Lisette Hernandez

Senior Client Associate
View bio
- 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
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.
100 Overlook Center
Suite 303
Princeton, NJ 08540
Teresa Treanor

Team Administrator
View bio
- 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
- VA
- VT
- WA
- WI
- WV
- WY
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.
100 Overlook Center
Suite 303
Princeton, NJ 08540
Jenna Trolson

Senior Client Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- IA
- MD
- ME
- MI
- MN
- NC
- NJ
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WV
Jenna Trolson has worked in the financial services industry for over 15 years and serves as the first point of contact for client needs such as opening new accounts, withdrawals and general account questions. Jenna is a Southern California native and has called New York City home for 10 years. Jenna graduated with a Bachelor of Arts in English Literature from the University of California at Irvine and holds both the Series 7 and 66 licenses.
- University of California at Irvine, B.A. English Literature
299 Park Avenue
New York, NY 10171
Kathryn Boland

Client Associate
View bio
- Villanova University, B.A. Economics, minor in Computer Science
299 Park Avenue
New York, NY 10171

Our Process

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.

Institutional consulting

Retirement plan sponsors

Foundations and endowments

Investment management

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.

Workplace Wealth

Backed by the strength of UBS

A global leader in wealth management

Philanthropic Advice

Euromoney Private Banking and Wealth Management Survey, 2011-2022

ESG/Impact Investing

Euromoney Private Banking and Wealth Management Survey, 2015-2022

Insights

UBS Sports & Entertainment

When incredible financial opportunities come your way

Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.

Let's talk

The way forward

The proof is in our numbers

Institutional Consulting Services

L. Marc Shegoski

Linda Modico, CIMA, CSRIC

David Sears, CFP, CIMA, CRPS

Craig Leiderman

Joseph Papandrea, CFA

Gail Hefferen, CIMA

Ryan Iannuzzo, CRPS

Lisette Hernandez

Teresa Treanor

Jenna Trolson

Kathryn Boland