The way forward

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"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 co-partner of Princeton/Park Avenue Institutional Consulting, Marc and his partners 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. 

• 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, 2023, 2024The 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, 2024The 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℠

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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, 2023, 2024The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
• Barron's Top 100 Women Advisors, 2024The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
• 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 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.
• Forbes Top Women Wealth Advisors Best-in-State, 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.
• NAPA Top DC Advisor Teams, 2021, 2022, 2024The 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

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“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 PLANNER®ä, 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.

• Barron's Top 100 Institutional Consultants, 2021, 2022, 2023, 2024The 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 in August 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.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• NAPA Top DC Advisor Teams, 2021, 2022, 2024The 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

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“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.

• 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, 2024The 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.

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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

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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.

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Focus

Ryan serves large institutional clients and manages investments focused on long-term objectives while acting as a fiduciary. He is in charge of a range of responsibilities, from performance reporting and attribution to presentations and investment proposals. Ryan is dedicated to bringing a “boots on the ground” approach through prudency and structure, along with access to the breadth of UBS’s resources. For institutional clients he ensures their investment policy statement is aligned with the types of investments that are most important to their organization. He understands that every client and committee is unique, and he is committed to cutting through the noise of the markets to present what is most important.

Background

Ryan began his career at UBS as a Client Service Associate. Prior to UBS, he worked at Vanguard. He has earned the Chartered Retirement Plans SpecialistSM professional designation to serve a wider range of clients’ needs. He also holds the FINRA Series 7, 63 and 66 securities licenses, as well as the New Jersey Insurance Producer’s licenses. Ryan is a member of the UBS Institutional Consulting Administrative and Operations Advisory Council, working with UBS Institutional Consulting teams across the country to improve the efficiency of the firm’s administrative and operations processes. He earned a B.S. in finance and marketing with a philosophy minor from Manhattan College Business School.

Personal

Ryan lives in East Brunswick with his wife and two daughters. He is a Vincentian of St. Bartholomew Parish in East Brunswick, and his daughters are fourth-generation parishioners. Ryan is the assistant treasurer of the St. Vincent DePaul Society, a board member for the American Red Cross of Central New Jersey and a member of the Greater Middlesex/Somerset County Estate Planning Council. Ryan is also a founding member of the St. Joseph High School Hall of Distinction Selection Committee, as well as a class chair for the school.

• Chartered Retirement Plans Specialist℠

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Focus

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

Background

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

Personal

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

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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.

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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

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• Villanova University, B.A. Economics, minor in Computer Science