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

Recognized by 23
leading financial publications

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.

Linda Modico

Managing Director–Investments

Senior Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IA
- IL
- 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 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:
- Barron’s Top 100 Institutional Consulting Team, 2021, 2022
- NAPA Top DC Advisor Team, 2022
- Financial Times Top 401 Retirement Advisor , 2016 - 2019
- Forbes Top Women Wealth Advisor , 2019, 2021
- Forbes Best-In-State Wealth Advisor for New York, 2020, 2021
- Certified Investment Management Analyst®
- UBS 401(k) Investment Committee member
- UBS Institutional Consulting Advisory Council member
- UBS Pinnacle Council
- UBS Manager Research Advisory Committee member
- Investments & Wealth Institute® member
- Investments & Wealth Institute® Foundations and Endowments certificate holder
- Barron's Top 100 Institutional Consultants, 2021, 2022
- Financial Times 401 Top Retirement Advisors, 2016, 2017, 2018, 2019
- Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021, 2022
- Forbes Best-in-State Wealth Advisors , 2020, 2021, 2022
- Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022
- NAPA Top DC Advisor Teams, 2022
- Working Mother and SHOOK Research Top Wealth Advisor Moms, 2019
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Chartered SRI Counselor℠
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
As a Barron‘s Top 100 Financial Advisor in America and a Financial Times 400 Top Advisor, 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:
- Barron‘s Top 100 Financial Advisor in America
- Forbes Best-In-State Wealth Advisor
- Barron's Top 50 Institutional Consultants
- Princeton Investment Consulting has been named the #1 Advisory Team in New Jersey by Barron‘s
- Financial Times 400 Top Advisor
- Financial Times 401 Top Retirement Plan Advisors
- Plan Advisor's Top 100 Retirement Plan Advisors, 2016
- 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, 2013
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
- Barron's Top 100 Financial Advisors, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019
- Barron's Top 100 Institutional Consultants, 2021, 2022
- Financial Times 401 Top Retirement Advisors, 2017, 2018, 2019
- Financial Times Top 400 Financial Advisers, 2013, 2014, 2017, 2020
- Forbes Best-in-State Wealth Advisors , 2018, 2019, 2020, 2021, 2022
- PLANADVISER Top 100 Retirement Plan Advisers, 2016
- PLANADVISER Top 100 Retirement Plan Advisers, 2022
- REP. magazine and WealthManagement.com's Top 100 Wirehouse Advisors, 2014
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Chartered SRI Counselor℠
100 Overlook Center
Suite 100
Princeton, NJ 08540
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
- TX
- VA
- VT
- WA
- WV
- WY
Recently named as a Forbes America's Top Next Generation Advisor, 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:
- Barron’s Top 100 Institutional Consulting Team, 2018, 2021, 2022
- NAPA Top DC Advisor Team, 2022
- Forbes America's Top Next-Generation Wealth Advisor - 2017,2018
- PlanAdvisor Top 100 Retirement Plan Advisors, 2016
- National Association of Plan Advisors Top 50 Under 40 - 2015
- UBS Top 35 Advisors Under 35 - 2017
- 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
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022
- PLANADVISER Top 100 Retirement Plan Advisers, 2016
- Top 35 Under 35
- Senior Institutional Consultant, UBS Institutional Consulting Program
100 Overlook Center
Suite 100
Princeton, NJ 08540
Joseph Papandrea

Associate Director

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- MA
- MD
- ME
- MI
- NJ
- NY
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WV
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.
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 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.
- Chartered Retirement Plans Specialist℠
100 Overlook Center
Suite 100
Princeton, NJ 08540
Gail Hefferen

Investment Associate
View bio
- CA
- CT
- DE
- FL
- MA
- ME
- MI
- MN
- NJ
- NV
- NY
- PA
- RI
- SC
- TN
- TX
- VA
- VT
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

Linda Modico

Managing Director–Investments

Senior Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IA
- IL
- 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 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:
- Barron’s Top 100 Institutional Consulting Team, 2021, 2022
- NAPA Top DC Advisor Team, 2022
- Financial Times Top 401 Retirement Advisor , 2016 - 2019
- Forbes Top Women Wealth Advisor , 2019, 2021
- Forbes Best-In-State Wealth Advisor for New York, 2020, 2021
- Certified Investment Management Analyst®
- UBS 401(k) Investment Committee member
- UBS Institutional Consulting Advisory Council member
- UBS Pinnacle Council
- UBS Manager Research Advisory Committee member
- Investments & Wealth Institute® member
- Investments & Wealth Institute® Foundations and Endowments certificate holder
- Barron's Top 100 Institutional Consultants, 2021, 2022
- Financial Times 401 Top Retirement Advisors, 2016, 2017, 2018, 2019
- Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021, 2022
- Forbes Best-in-State Wealth Advisors , 2020, 2021, 2022
- Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022
- NAPA Top DC Advisor Teams, 2022
- Working Mother and SHOOK Research Top Wealth Advisor Moms, 2019
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Chartered SRI Counselor℠
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
As a Barron‘s Top 100 Financial Advisor in America and a Financial Times 400 Top Advisor, 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:
- Barron‘s Top 100 Financial Advisor in America
- Forbes Best-In-State Wealth Advisor
- Barron's Top 50 Institutional Consultants
- Princeton Investment Consulting has been named the #1 Advisory Team in New Jersey by Barron‘s
- Financial Times 400 Top Advisor
- Financial Times 401 Top Retirement Plan Advisors
- Plan Advisor's Top 100 Retirement Plan Advisors, 2016
- 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, 2013
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
- Barron's Top 100 Financial Advisors, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019
- Barron's Top 100 Institutional Consultants, 2021, 2022
- Financial Times 401 Top Retirement Advisors, 2017, 2018, 2019
- Financial Times Top 400 Financial Advisers, 2013, 2014, 2017, 2020
- Forbes Best-in-State Wealth Advisors , 2018, 2019, 2020, 2021, 2022
- PLANADVISER Top 100 Retirement Plan Advisers, 2016
- PLANADVISER Top 100 Retirement Plan Advisers, 2022
- REP. magazine and WealthManagement.com's Top 100 Wirehouse Advisors, 2014
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Chartered SRI Counselor℠
100 Overlook Center
Suite 100
Princeton, NJ 08540
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
- TX
- VA
- VT
- WA
- WV
- WY
Recently named as a Forbes America's Top Next Generation Advisor, 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:
- Barron’s Top 100 Institutional Consulting Team, 2018, 2021, 2022
- NAPA Top DC Advisor Team, 2022
- Forbes America's Top Next-Generation Wealth Advisor - 2017,2018
- PlanAdvisor Top 100 Retirement Plan Advisors, 2016
- National Association of Plan Advisors Top 50 Under 40 - 2015
- UBS Top 35 Advisors Under 35 - 2017
- 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
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022
- PLANADVISER Top 100 Retirement Plan Advisers, 2016
- Top 35 Under 35
- Senior Institutional Consultant, UBS Institutional Consulting Program
100 Overlook Center
Suite 100
Princeton, NJ 08540
Joseph Papandrea

Associate Director

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- MA
- MD
- ME
- MI
- NJ
- NY
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WV
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.
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 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.
- Chartered Retirement Plans Specialist℠
100 Overlook Center
Suite 100
Princeton, NJ 08540
Gail Hefferen

Investment Associate
View bio
- CA
- CT
- DE
- FL
- MA
- ME
- MI
- MN
- NJ
- NV
- NY
- PA
- RI
- SC
- TN
- TX
- VA
- VT
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

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

Euromoney Private Banking and Wealth Management Survey, 2022

Philanthropic Advice

Euromoney Private Banking and Wealth Management Survey, 2011-2022

ESG/Impact Investing

Euromoney Private Banking and Wealth Management Survey, 2015-2022

Investors aren't panicking …

UBS Investor Watch

Keeping up with the latest insights can give you great ideas for making the most of your wealth. That's where UBS Investor Watch comes in, bringing you the views of investors around the world. Explore our reports and see how they might help you reach your goals.

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The way forward

The proof is in our numbers

Institutional Consulting Services

Linda Modico

L. Marc Shegoski

David Sears, CFP, CIMA, CRPS

Joseph Papandrea

Ryan Iannuzzo, CRPS

Gail Hefferen