Managing Director–Wealth Management
Allen is a trusted advisor to a select group of families, family offices, and foundations. He is passionate about helping clients navigate life decisions, advising business leaders and owners, and improving the lives of others through philanthropic efforts. Allen and his team develop meaningful and lifelong relationships with their clients while focusing on prudent and goal-based investment management, detailed financial and estate planning, and focused charitable giving and impact investment. Additionally, Allen provides retirement plan consulting services to a number of businesses and non-profits. His experience and dedication to working with this multi-dimensional client base has proven to be a great advantage during complex times, both in global financial markets and in his clients' lives.
Allen currently resides in Cold Spring Harbor, NY with his wife and children. He enjoys spending time with his family and supports a number of local charitable foundations.
CA License # 0H77273
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Senior Wealth Strategy Associate
As a Senior Wealth Strategy Associate, Matt is primarily responsible for the management of investment and business operations of The Saunders Investment Group. On a daily basis, he is dedicated to providing the highest quality investment and financial planning advice to clients. He structures customized portfolios and partners with estate attorneys and tax professionals to develop tailored estate and tax planning strategies.
Prior to joining The Saunders Investment Group, Matt was selected to join UBS as part of the firm's Graduate Training Program and later served as the business analyst for the Chief Operating Officer of UBS Group Americas and Wealth Management Americas. In 2014, he transferred to the UBS office in San Francisco where he was responsible for supporting the investment and business operations of a Private Wealth Management team. Most recently, Matt returned to NYC and worked for Private Wealth Management teams and the Chief Operating Office.
Matt is a graduate of Tufts University with a B.A. in Economics. During his time at Tufts, Matt was a member and captain of the men’s basketball team. He is Series 3, 7, and 66 licensed and has a New York State life and health insurance license. Matt is also a member of the Estate Planning Council of New York City. He resides in Manhattan with his wife, Brianne.
Senior Wealth Strategy Associate
Andrew is primarily responsible for providing comprehensive consulting services for the team's institutional retirement plan clients. As a Chartered Retirement Plans Specialist (CRPS®), Andrew specializes in developing and implementing customized retirement plan solutions for a variety of non-profits, foundations, and corporations. In addition, Andrew specializes in educating plan participants to help them get ready for retirement and enhance their overall financial wellness.
Andrew holds the Series 7 and 66 securities licenses. He is a graduate of the University at Buffalo with a Bachelor's of Science in Finance and currently resides in New York City
Wealth Strategy Associate
As a Wealth Strategy Associate, Ross is responsible for investment research and providing operational support for the team. Prior to joining The Saunders Investment Group, Ross worked for UBS in Pittsburgh, PA, where he was an associate on a wealth management team serving high-net worth clients.
Ross is a graduate of the University of Pittsburgh with a B.S. in Finance. He also holds the Series 7 and 66 security licenses as well as a New York State life and health insurance license. A resident of Manhattan, Ross enjoys exercising and cooking in his free time. He is also an avid fan of University of Pittsburgh football and other Pittsburgh sports teams.
Senior Client Associate
As a Senior Registered Client Service Associate, Ellen provides administrative and operational support to the team. Providing an exceptional experience for all clients is her top priority. On a daily basis, she is responsible for coordinating client requests including asset transfers, overseeing the team's cash management strategies and managing lending services.
Ellen has over 20 years of experience in the financial services industry, specializing in fixed income products. Prior to joining UBS, Ellen worked at Glen Rauch Securities and held positions in fixed income sales and operations. She also spent a portion of her career working at Webster Management, a subsidiary of Kidder Peabody.
Ellen is a graduate of Rutgers College with a B.A. in Economics and holds the Series 4, 7, 63, and 66 securities licenses. She currently resides in Fair Lawn, NJ. During her free time, Ellen enjoys traveling, Broadway theater, and rooting for the home teams.
As a Client Service Associate, Matt provides administrative and operational support to the team.
Prior to joining our team, Matt spent time as a Financial Services Associate at TSG Financial in their wealth management and pension planning divisions.
Matt was born and raised in Greenlawn, NY. He graduated Magna Cum Laude from Loyola University Maryland in 2020 with a Bachelor of Business Administration in Finance and was the captain of the club baseball team as well as a Division I Diver. He also holds the Series 7 and 66 security licenses. Matt resides in Manhattan and enjoys baseball, golfing, and spending time with his family. He is an avid Mets and Packers fan.