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.

mountain climbers

The proof is in our numbers

225+

Collective years of experience

Recognized by 20
leading financial publications

12

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.
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    Linda Modico

    Managing Director–Investments

    Senior Institutional Consultant, UBS Institutional Consulting Program

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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 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/SHOOK Best-In-State Wealth Advisors, 2020, 2021, 2022
    • Forbes/SHOOK Top Women Wealth Advisors, 2019, 2020, 2021, 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
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      L. Marc Shegoski

      Managing Director–Wealth Management

      Senior Institutional Consultant, UBS Institutional Consulting Program

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      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/SHOOK Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022
      • PLANADVISER Top 100 Retirement Plan Advisers, 2016
      • 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
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        David Sears, CFP, CIMA, CRPS

        Senior Vice President–Wealth Management

        Senior Institutional Consultant, UBS Institutional Consulting Program

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        • AZ
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        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/SHOOK Best-In-State Next-Generation Wealth Advisors, 2018, 2019
        • Forbes/SHOOK Top 250 Next-Generation Wealth Advisors, 2017, 2020, 2021
        • PLANADVISER Top 100 Retirement Plan Advisers, 2016
        • UBS Top 35 Under 35, 2017
          • Senior Institutional Consultant, UBS Institutional Consulting Program
          100 Overlook Center
          Suite 100
          Princeton, NJ 08540
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          Joseph Papandrea

          Associate Director

          Senior Wealth Strategy Associate

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          • 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
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                Ryan Iannuzzo, CRPS

                Senior Wealth Strategy Associate

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                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
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                    Gail Hefferen

                    Investment Associate

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                    • SC
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                    • 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

                        Institutional consulting

                        Retirement plan sponsors

                        Foundations and endowments

                        Investment management

                        Workplace Wealth

                        Backed by the strength of UBS

                        A global leader in wealth management

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