Experience

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

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 Garden City, NY with his family.

Andrew joined The Saunders Investment Group in 2015, and currently leads the team’s retirement plan consulting practice. Andrew partners closely with nonprofit and corporate plan sponsors to build retirement programs that are prudent, well‑governed, and designed to endure. As a Chartered Retirement Plans Specialist (CRPS®), Andrew focuses on helping plan committees make confident, well‑documented decisions around plan structure, investment lineup construction, and service provider oversight. Andrew brings a disciplined, detail-oriented approach helping plan sponsors optimize plan design that aligns with organizational goals and regulatory responsibilities, while prioritizing successful retirement outcomes for plan participants.

Beyond plan oversight, Andrew places equally strong emphasis on participant experience. He leads initiatives that help employees better understand their retirement benefits, develop consistent savings habits, and prepare for life after work. Andrew recognizes that a successful retirement plan must function at both the committee and participant level.

Andrew is Series 7 and Series 66 licensed, and has a New York State life and health insurance license. Andrew is a graduate of the University at Buffalo with a B.S. in Finance. He currently resides in Massapequa, NY with his wife and daughter. 

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 life and health insurance licenses. Ross lives outside of Pittsburgh, PA with his family. He is an avid fan of the Pittsburgh Steelers and other Pittsburgh sports teams.

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.

Preston's primary focus is overseeing investment strategies and portfolio management.

Before joining The Saunders Investment Group, Preston was selected to participate in the firm’s Graduate Training Program and subsequently served as a client advisor within UBS Wealth Management Americas. Preston graduated from Stevens Institute of Technology with a B.E. and M.E. in Chemical Engineering and Engineering Management.

Preston is a Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA) and holds his Series 7 and 66 licenses. He currently resides in Hoboken, NJ.

As a Client Associate, Clarke provides administrative and operational support to the team.

Prior to joining our team, Clarke worked in a similar role within the firm.

Clarke graduated from Villanova University with a B.A. in Economics and holds the Series 7 and 66 securities licenses. He currently resides in Manhattan.