The way forward

• AK
• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IA
• ID
• IL
• IN
• KS
• KY
• 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

"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, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,500 Financial Advisors, 2026The Barron's rating is awarded annually in March 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, 2024, 2025The 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, 2024, 2025The 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, 2024, 2025, 2026The 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, 2024, 2025, 2026The NAPA rating is awarded annually in March based on information from December of the prior year.
• PLANADVISER Top Retirement Plan Advisers, 2016, 2022, 2023, 2024, 2025, 2026The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
• UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
• UBS Wealth Management Pinnacle Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Senior Institutional Consultant, UBS Institutional Consulting Program
• Chartered SRI Counselor

• CA
• CO
• CT
• DC
• DE
• FL
• IA
• ID
• MA
• MD
• ME
• MI
• MN
• NC
• NJ
• NV
• NY
• OH
• PA
• RI
• SC
• TN
• TX
• VA
• VT
• WV

Linda applies her expansive knowledge and insight toward pursuing the objectives of family offices and institutional clients, including pension plan fiduciaries, investment committees, foundations and endowments. She serves as the team’s lead advisor, focusing on helping clients establish their strategic direction based on their unique goals. Having advised clients through multiple market cycles, Linda can offer a long-term perspective to help clients navigate volatility with a steady hand.

Financial services has been Linda’s career and passion since 1985. Early in her career, she worked at Prudential-Bache and Oppenheimer and then joined UBS (PaineWebber) in 1996. Her tenure at the firm translates into an ability to quickly identify and access the specialists and resources she needs to implement strategies on behalf of her clients. To continue her education in the areas that align closely with the needs of her clients, Linda earned the Foundations and Endowments Certificate and the Certified Investment Manager Analyst designation from the Wharton School of Business, as well as the Chartered SRI Counselor™ designation. A leader within the firm, she is a co-chair of the UBS Institutional Consulting Advisory Council and a committee member for the UBS 401(k) U.S. and Puerto Rico retirement plans. She earned a B.B.A. in international business from Hofstra University.

Outside the office, Linda is a Board member of the YMCA of Greater New York, as well as a member of the Economic Club of New York and the National Italian American Federation. Linda gives back to the community by mentoring service members who are transitioning into the civilian workforce through American Corporate Partners. Additionally, she volunteers as a judge for the annual Texas Christian University Neeley School of Business Values and Ventures global entrepreneurship competition. Linda is married and has an adult son. In her free time, she enjoys traveling, hiking, biking, skiing and reading.

• Barron's Top 1,200 Financial Advisors, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,500 Financial Advisors, 2026The Barron's rating is awarded annually in March based on information from the prior year Q3.
• Barron's Top 100 Institutional Consultants, 2021, 2022, 2023, 2024, 2025The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
• Barron's Top 100 Women Advisors, 2024, 2025The Barron's rating is awarded annually in July and is based on information from the Q1 of the award year.
• Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021, 2023, 2026The 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, 2024, 2025The 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, 2024, 2025, 2026The 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, 2024, 2025, 2026The NAPA rating is awarded annually in March based on information from December of the prior year.
• PLANADVISER Top Retirement Plan Advisers, 2025, 2026The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
• UBS Wealth Management Chairman’s Council, 2024, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
• 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

• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• MA
• MD
• ME
• MI
• MN
• NC
• NJ
• NV
• NY
• OH
• PA
• RI
• SC
• TN
• TX
• VA
• VT
• WV

Joe seeks to enhance the financial lives of private wealth and institutional clients by tailoring their personalized investment strategies toward their objectives. Having spent part of his career as a financial planner, he views investment management through a planning lens. He takes a goal-oriented approach and begins with the end in mind, whether that goal is legacy objectives for a private wealth client or cash-flow planning for an institution. Joe originally joined UBS through its Graduate Talent Program, a two-year analyst program designed to give him exposure to the full range of capabilities that UBS has to offer its clients. This position allowed him to make connections within the firm and understand its full scope of resources, which he relies on today to seamlessly implement his strategies for clients.

Since joining the firm in 2015, Joe has held several roles before joining Park Avenue Investment Consulting. In addition to the Graduate Talent Program, he was previously a Financial Planner developing customized plans to help clients meet their long-term financial objectives and an Assistant Market Head supporting Financial Advisors in utilizing the spectrum of UBS resources to serve their clients. To enhance his focus on asset management and portfolio construction, Joe has received the Chartered Financial Analyst designation. He has also received the Chartered Retirement Plan Specialist designation, the Series 7, 66 and various insurance licenses. He graduated from Villanova University with a finance and accountancy double-major and a real estate minor.

Joe lives in Spring Lake Heights, New Jersey, with his wife, Claire, and their Cavapoo, Copper. In his free time, Joe volunteers for Hearts for Emma, a foundation that promotes organ and tissue donation, and he enjoys exercising, golfing and playing chess

• NAPA Top 100 Retirement Plan Advisors Under 40, 2024, 2025, 2026The NAPA rating is awarded annually in November based on information from September of the award year.
• NAPA Top DC Advisor Teams, 2025, 2026The NAPA rating is awarded annually in March based on information from December of the prior year.

• Villanova University, B.B.A. Finance and Accountancy, minor in Real Estate

• Institutional Consultant, UBS Institutional Consulting Program

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• KY
• MA
• MD
• ME
• MI
• MO
• MT
• NC
• NE
• NH
• NJ
• NY
• OH
• OR
• PA
• RI
• SC
• TN
• TX
• VA
• VT
• WA
• WV
• WY

“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, 2024, 2025The 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, 2024, 2025The 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, 2024, 2025, 2026The 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, 2024, 2025, 2026The 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

• 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

“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, 2024, 2025, 2026The 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, 2024, 2025, 2026The 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.

• CA
• CT
• DE
• FL
• GA
• IA
• ID
• IL
• IN
• MA
• MD
• ME
• MI
• MN
• NC
• NJ
• NV
• NY
• OH
• PA
• RI
• SC
• TN
• TX
• VA
• VT
• WA
• WV

Gail prepares performance reports, analysis and meeting documents for institutional clients, including foundations, endowments and retirement plans. With more than 25 years on the team, she is a valuable resource for understanding and relaying the background and evolution of the team’s long-term client relationships, and she often attends client meetings to provide continuity and historical context. Gail has also worked with individuals and families during her tenure and remains committed to maintaining these client relationships as well.

Gail began her financial services career with the team in 1997 as an Investment Associate and has since earned the Certified Investment Management Analyst® designation. She graduated from Oswego University with a B.A. in public relations.

Gail and her husband live in Manhattan. Outside the office, she enjoys spending time with family and friends and visiting wineries around the world.

• CA
• CT
• DE
• FL
• GA
• IA
• ID
• IL
• IN
• MA
• MD
• ME
• MI
• MN
• NC
• NJ
• NV
• NY
• OH
• PA
• RI
• SC
• TN
• TX
• VA
• VT
• WA
• WV

Amanda joined UBS in 2025 as a Director and Senior Wealth Strategy Associate. She provides tailored investment solutions to clients, ensuring they achieve their financial goals. Her expertise spans asset allocation, portfolio construction and analysis, manager due diligence, and alternative investments commensurate with each client’s appropriate risk profile. Prior to UBS, Amanda spent ten years at Bernstein Private Wealth Management, where she advised individuals, families, foundations, and retirement plans.

Amanda graduated Swarthmore College with a Bachelor of Arts in History and Peace and Conflict Studies. She played Varsity golf and earned All-conference and All-academic accolades during her four years. She remains involved and has served in leadership positions supporting Swarthmore’s student-athletes and young alumni.

Amanda is a member of the New York Athletic Club and Upper Montclair Country Club. Within the golf community, she is a member of the Women’s Metropolitan Golf Association and the Garden State Women’s Golf Association. She is also a proponent of the arts and supports the Joyce Theater in Chelsea and the Mural Arts Program in Philadelphia.

Amanda lives on the Upper East Side of Manhattan. She enjoys golfing, reading, and spending time with her family on Nantucket.

• 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

Focus

Ryan provides investment and financial advice to high‑net‑worth individuals, charitable and nonprofit organizations, and retirement plans. He leads the team’s portfolio strategy defining asset allocation, directing manager due diligence and selection, and applying rigorous quantitative analysis. He also coordinates discovery and holistic financial planning delivering clear, decision‑ready reporting. Clients benefit from seamless access to UBS specialists and resources.

Background

With more than a decade of industry experience, Ryan began his career at Vanguard, then joined Princeton Investment Consulting. To meet the wide range of client needs, he earned the Chartered Retirement Plans Specialist™ designation and holds FINRA Series 7, 63, and 66 securities licenses, along with the New Jersey Insurance Producer’s license. Ryan holds a B.S. in finance and marketing with a minor in philosophy from Manhattan University.

Personal

Ryan lives in East Brunswick with his wife and two daughters. He serves as Assistant Treasurer for the St. Vincent de Paul Society, St. Bartholomew Conference, and is a co-Founder of his family’s Faith, Hope and Love Foundation, which supports children facing medical hardships and their families.

• Chartered Retirement Plans Specialist

• CA
• CT
• DE
• FL
• GA
• IA
• ID
• IL
• IN
• MA
• MD
• ME
• MI
• MN
• NC
• NJ
• NV
• NY
• OH
• PA
• RI
• SC
• TN
• TX
• VA
• VT
• WA
• WV

Kathryn assists clients with their day-to-day account-related needs. She handles wires, trade requests, new account openings and other key responsibilities using a problem-solving approach to determine how to help meet clients' needs promptly and seamlessly. Kathryn understands the value of dedicated client service and makes this her highest priority.

Before joining the team in 2023, Kathryn worked at Guidepoint, a research services firm based in NYC, where she served initially as a client service associate and later as a research manager. She graduated from Villanova University in 2022 with a B.A. in economics and a minor in computer science. Kathryn holds the FINRA Series 7 and 66 licenses.

Originally from Massachusetts, Kathryn enjoys exploring New York City, trying new restaurants and running along Manhattan's West Side Highway.

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

• 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

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.

• CA
• CT
• DE
• FL
• GA
• IA
• ID
• IL
• IN
• MA
• MD
• ME
• MI
• MN
• NC
• NJ
• NV
• NY
• OH
• PA
• RI
• SC
• TN
• TX
• VA
• VT
• WA
• WV

Nicholas joined the team in 2025 as a Registered Client Associate. He is an integral part of the team’s business of delivering high-touch service to their individual, retirement, and institutional clients. Nicholas manages daily account activities, including deposits and withdrawals, prepares periodic reports, maintains client documentation, and collaborates across teams to ensure seamless execution of client requests.

Before joining UBS, Nicholas spent his first year after college assisting a portfolio of private equity-owned companies with procedural accounting work, where he developed a strong foundation in financial operations.

Nicholas earned a B.S. in Finance from Adelphi University. During his final year, he managed the business school's endowment portfolio and delivered allocation strategies and semester performance reports to the board of directors. He maintains his SIE, Series 7, and Series 66 licenses.

Originally from Long Island, Nicholas enjoys playing golf on the weekends and is a lifelong New York Islanders fan.

• 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

Focus
Brant plays a key role in delivering high-touch client service and operational excellence across the team. He supports clients with account servicing, onboarding, and day-to-day requests, ensuring seamless execution and timely follow-through. Brant maintains financial planning systems and CRM platforms with accurate, up-to-date client data, and ensures all documentation for new accounts and service requests is complete and compliant. Known for his exceptional organizational skills and ability to prioritize effectively, Brant brings a solutions-oriented mindset and deep familiarity with financial systems to every client interaction, which enables efficient, responsive, and personalized service.

Background
Brant joined UBS and Princeton Investment Consulting in August 2025. Previous to his role at UBS, he was a Financial Representative at Fidelity in Princeton. Brant holds the FINRA Series 7 and 63 licenses and earned his degree in Public Policy from the University of Delaware. Brant is also an Eagle Scout, reflecting his commitment to leadership and service.

Personal
Brant resides in Hamilton, New Jersey with his brother, a civil engineer, and his mother, a Private Client Financial Advisor at another firm. Outside of work, Brant enjoys exploring New Jersey on day trips and spending time with a close friend.

• University of Delaware, B.A. Public Policy: 2019 - 2023