Experience

Makes all the difference

Linda Modico

Managing Director–Investments

Senior Institutional Consultant, UBS Institutional Consulting Program

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

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • IA
  • IL
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NJ
  • NV
  • NY
  • PA
  • SC
  • TX
  • VA
  • VT
  • WV

Recognized as an industry leader:

  • 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

Credentials

  • 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

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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

Credentials

  • 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

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • MA
  • MD
  • ME
  • MI
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NY
  • PA
  • RI
  • SC
  • TX
  • VA
  • WV
  • WY

Recognized as an industry leader:

  • 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

Credentials

  • 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

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.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • MA
  • MD
  • ME
  • MI
  • NJ
  • NY
  • OK
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WV
299 Park Avenue
New York, NY 10171

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Ryan Iannuzzo, CRPS

Senior Wealth Strategy Associate

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.

Registered States:
  • 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

Credentials

  • Chartered Retirement Plans Specialist℠
100 Overlook Center
Suite 100
Princeton, NJ 08540

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Gail Hefferen

Investment Associate

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.

Registered States:
  • CA
  • CT
  • DE
  • FL
  • MA
  • ME
  • MI
  • MN
  • NJ
  • NV
  • NY
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
299 Park Avenue
New York, NY 10171

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Craig Leiderman

Managing Director–Investments

Financial Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • PLANADVISER Top 100 Retirement Plan Advisers, 2016
1285 Avenue Of The Americas
New York, NY 10019

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Alison Lee

Senior Client Service Associate

Alison graduated from Baruch College in 2003, magna cum laude, with a bachelor's degree in finance and a minor in English literature. She began her career at Bank of America Merrill Lynch in 2003, where she focused on equity derivatives and joined UBS in 2012. Alison holds her Series 7 and 66 securities licenses, insurance license, and is a CERTIFIED FINANCIAL PLANNERTM practitioner. Her hobbies include running and volunteering with the New York Junior League.

Registered States:
  • CA
  • CT
  • DC
  • FL
  • IL
  • MA
  • MD
  • MI
  • NJ
  • NY
  • PA
  • TN
  • TX
  • VA

Credentials

  • CERTIFIED FINANCIAL PLANNER™
299 Park Avenue
New York, NY 10171

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Diana Moy

Senior Client Service Associate

Diana brings more than 20 years of industry experience to the Park Avenue Institutional Consulting Group, as well as an extensive background in risk and operations management. She works closely with the team on servicing the accounts of foundations, endowments, retirement plans and private clients. Diana received a B.B.A. in finance from Baruch College in 1992. She also holds the Series 7 and 66 securities licenses.

Registered States:
  • CA
  • CT
  • DE
  • FL
  • MA
  • ME
  • MI
  • MN
  • NJ
  • NV
  • NY
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
299 Park Avenue
New York, NY 10171

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Lisette Hernandez

Senior Client Service Associate

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.

Registered States:
  • 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
100 Overlook Center
Suite 100
Princeton, NJ 08540

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Teresa Treanor

Team Administrator

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.

 

Registered States:
  • 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
100 Overlook Center
Suite 100
Princeton, NJ 08540

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