Improving lives through enduring relationships

Solutions tailored for your goals

For over thirty years, we have focused our efforts on providing experienced advice for business owners, women and wealth, and multigenerational families. We are committed to improving lives through enduring relationships by being a resource for more than just the basics.

Our team is comprised of specialized experts, holding 14+ designations and a wide range of industry recognitions, and along with our robust network of internal and external professionals, we work to support our clients’ unique and complex needs. We prioritize staying connected to our client family through our weekly newsletter, The Saturday Note, designed to filter the news, provide perspective, and keep things real.

We consistently share our insights and emphasize the importance of being on the same page as our clients. Listen to our thoughtful perspectives on topics that matter by clicking the link below.

Listen to our latest podcast

Experienced advice for business owners, women and wealth, and multigenerational families

Industry-leading executives

Defining a “successful retirement”
Identifying and mitigating risk for concentrated positions
Planning for your preferred style in your next chapter

Multi-generational family stewards

Managing assets for current and future generations
Helping families determine how and when to begin gifting to future generations
Engaging the next generation on receiving a significant inheritance, understanding family values and identifying charitable causes

Private investors

Providing family office services
Facilitating Investment Bank solutions
Customizing strategies across assets and liabilities

Defining a “successful retirement”
Identifying and mitigating risk for concentrated positions
Planning for your preferred style in your next chapter

Managing assets for current and future generations
Helping families determine how and when to begin gifting to future generations
Engaging the next generation on receiving a significant inheritance, understanding family values and identifying charitable causes

Providing family office services
Facilitating Investment Bank solutions
Customizing strategies across assets and liabilities

Understanding your unique needs as a successful business owner

Whether you’re actively preparing for a sale, fielding unsolicited offers, or just trying to figure out what comes next, we work with founders of eight- and nine-figure enterprise value businesses to make the most of their often-once-in-a-lifetime transition.

We’ve sat alongside owners navigating complex exits, unexpected buyout offers, and the quiet reality of turning a lifetime business into lasting personal and multi-generational wealth. The stakes are high, the details matter, and no two outcomes are alike.

Our role is to simplify the personal financial side of the deal, bring clarity to your post-exit plan, and help you avoid the missteps that could cost millions.

If you’re thinking about what life looks like after liquidity, we should talk.

Peer networks

Opportunity to connect with fellow business owners, including those who have successfully navigated their exits, offering invaluable perspectives and experiences.

Connect with us.

Helping women gain financial confidence

Whether you lead a business or a family, are newly single or are navigating your own financial journey, we are here for you with the understanding and support you need to take control of your financial destiny.

“The most difficult thing is the decision to act, the rest is merely tenacity.”
Amelia Earhart, American aviation pioneer and author (1897 – 1937)

Listen to our insights on women and wealth

Click on the link below to access the F3: Female Forward Finance podcast series, hosted by Jill Faherty Lloyd. In each episode, we explore women, money, and power, providing strategies to grow wealth and align finances with values.

Listen to the F3 Podcast

Creating agency

Financial decision-making is easier with an experienced advisor, and we provide solutions to help you take charge of your financial world. Engaging in managing your finances allows you to choose how to use your money for important things. Our mission is to give you confidence to make decisions about today’s challenges and tomorrow’s opportunities.

Navigating the finances of a new life

Becoming single after spending years as a couple presents a momentous financial and emotional challenge for our clients. We bring understanding, insights and strategies that can help you move forward with confidence.

Creating a life and legacy of purpose

Globally, women are increasingly occupying leadership roles across sectors. Women's wealth is growing rapidly, with more female entrepreneurs and businesses emerging. Inter-generational wealth transfer among women is at an all-time high. We can assist with opportunities and challenges as you lead a vision for your business, family, or philanthropy.

Women’s Wealth 2030: parity, power, and purpose

Read our thought leadership on women and wealth

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It takes a village

The same village mentality it takes to raise a child is exactly what women need when it comes to building and eventually selling a business.

Diversify to thrive

The importance of securing wealth beyond your business.

Navigating your exit

Building a comprehensive financial plan to ensure long-term stability, security, and success.

No do-overs

Steps to assemble your team, build a financial plan, and position your business for an exit.

Investing in what matters: how I'm using my resources for impact

5 steps to align your capital with your values to create positive change.

Grief, a constant companion

Engage in family finances now and put your legacy plans in place.

The CEO Macro Briefing Book Q2 2025

Looking past peak uncertainty with insights in four key areas: macroeconomics, operational considerations, policy, geopolitics and politics, and markets and corporate transactions.

Read the report

Global Family Office Report (2025)

Insights from 300+ UBS family office clients on strategic asset allocation, attitudes to risk, professionalization and governance, costs and staffing, and succession planning.

Read the report

House Ways and Means Committee releases and advances tax legislation

Insights on the bill's key income and estate tax provisions affecting individuals.

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Planning for the sale of a closely held business

Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure can serve as a general road map for facilitating the sale of a closely held business.

Read the report

Heir dynamics: Money in motion

How women inheritors can better navigate their "great wealth transfer."

Read the report

Tradition, trust and time

In our latest Own Your Worth survey, we found that nearly one third of high-earning women in heterosexual couples are the primary breadwinner. Yet many remain less engaged than men breadwinners in financial decision-making. How can financial participation, planning and the support of financial professionals help correct this imbalance?

Read the report

Andrew Shantz, CFP®, CIMA®, CPWA®, CEPA®

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
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For almost three decades, Andrew has fostered enduring relationships with senior executives and business owners, helping them understand the possibility of their wealth through customized long-term private wealth solutions. Andrew and his team focus on what matters most to clients to create and maintain familial financial happiness over generations. Andrew is a team-oriented visionary who prides himself on providing global market insights that aid clients in reaching their financial potential. He helps implement EOS, pushing his team to constantly improve how they do things and run on the entrepreneurial operating system.

“My goal is to help others achieve financial freedom. As a team we deliver a world-class experience that makes a lasting impact, helping bring clarity and simplicity to our clients’ complicated financial lives.”

As a graduate of the University of Delaware, Andrew started out as an academic in entomology research before entering wealth management. He brings a disciplined ability to analyze data and break down complex problems into simple, efficient solutions for clients. Working with a select group of ultra-high net worth individuals and families, Andrew has been fortunate to lead a highly successful team that always puts the interests of their clients first, helping them build legacies through their businesses, philanthropy, and family.

Outside of UBS, Andrew is a member of the Board of Advisors for the School of Public Affairs at American University as well as a member of Vistage, a global organization that brings together business leaders to build better businesses. Andrew, his wife Andrea, and their three children are passionate about supporting access to education and combating food insecurity. The Shantzes are longtime residents of Fairfield, CT and enjoy time in nature, fun food experiences, golf, libraries, museums, and their two labrador retrievers, Lemon and Ginger.
- Barron's Top 1,200 Financial Advisors, 2022, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 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, 2025The 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.
- University of Delaware
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Consultant
- Certified Exit Planning Advisor
600 Washington Blvd
Stamford, CT 06901

andrew.shantz@ubs.com,sarah.hansen@ubs.com,Gregory.merrill@ubs.com

Andrew Shantz, CFP®, CIMA®, CPWA®, CEPA®

600 Washington Blvd,Stamford,CT,06901
Thomas Mantione, CFP®, CIMA®, CPWA®, CEPA®

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
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With over three decades of industry experience, Tom has led his team, alongside his partner Andrew Shantz, in helping simplify the complicated financial lives of their ultra-high net worth clients. Tom strives for constant improvement and evolution within the team’s processes, keeping their core values – put the needs of clients first, communicate regularly and consistently, take pride in everything you do, enjoy your work, and seek balance in your life – at the center of what they do.

“Through my entire career, I’ve been helping clients answer the question: ‘What does wealth mean for me, my family, the people we love, the community we live in and the institutions we care most about.’”

Tom’s unique perspective on wealth management allows him to foster multi-generational relationships with his clients, and his extensive experience and network of experts help him develop solutions specific to each of their individual needs. Tom and his team offer comprehensive planning and integrated investment solutions focused on enhancing, protecting, and transferring wealth.

Outside of UBS, Tom and his wife Tizzie live in Vero Beach, FL as empty-nest parents of their two children Nico and Jax. Tom and Tizzie are members of Waccabuc Country Club and The Moorings and enjoy golf, travel, wine, hiking, and most of all, family time. Tom believes in upholding his core values in all that he does. For over two decades, he and his wife have ridden in the 192-mile Pan Mass Challenge cycling event to raise money for cancer research at Dana Farber Cancer Institute. Tom also remains a strong supporter of the Mill River Collaborative, a group that builds and maintains a world-class green space for the Stamford community. He is a two-time Ironman triathlon finisher and can still shred it on the guitar like he did in college.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2017, 2018, 2019, 2021, 2022, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- 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, 2025The 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.
- Fairfield University, B.A., economics, finance minor
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Consultant
- Certified Exit Planning Advisor
1701 Highway A1A
Suite 101
Vero Beach, FL 32963

thomas.mantione@ubs.com

Thomas Mantione, CFP®, CIMA®, CPWA®, CEPA®

1701 Highway A1A,Vero Beach,FL,32963
Jill Faherty Lloyd

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
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Jill Faherty Lloyd is passionately dedicated to empowering women to build meaningful wealth and enhance their agency. With an emphasis on serving ultra-high net worth clients’ intricate needs, Jill’s perspective on wealth management integrates advanced planning and personalized relationship management. She has built relationships with a vetted community of specialists who offer unwavering support to her clients throughout their financial journeys. Drawing upon decades of experience, Jill provides her clients with invaluable insights, clarity of thought, and a hands-on problem-solving approach to navigate their most pressing financial challenges.

Jill is the author of F3: Forward Female Finance, a publication dedicated to examining the nexus of women, money, and power. She has contributed to media outlets, including Bloomberg, The New York Times, and Fox Business News. She has also appeared on podcasts and at conferences. Moreover, Jill curates intimate salon events that serve as forums for successful women to seek inspiration to pursue greater heights in their lives and careers. Through her writing and speaking engagements, Jill aims to motivate women to aspire for more, achieve more, and live more fulfilling lives.

Outside of UBS, Jill serves as a board director and Finance Committee chair at IGNITE, an organization dedicated to political gender equality. She is an angel and venture investor focused on diverse-led companies. Jill is also a founding member of The Asteri Collective, a community of women in family offices who use their financial power and leadership to actualize an inclusive economy that works for more women. She resides in New York City and Washington, CT with her family and two dogs.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.
- Skidmore College, B.A., psychology
600 Washington Blvd
Stamford, CT 06901

jill.lloyd@ubs.com

Jill Faherty Lloyd

600 Washington Blvd,Stamford,CT,06901
Greg Merrill, CEPA®, CFP®

First Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
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As a partner of The Shantz Mantione Group, Greg leads the team’s business owner practice. He is deeply committed to supporting business owners looking to grow, transition, or exit their enterprises. He is passionate about aiding owners and their families in the complex and often singular experience of selling their business. His experience helps him understand the unknown unknowns throughout the process and provide guidance so his clients never feel alone.

As part of this passion, Greg founded the Southeast Michigan Chapter of the Exit Planning Institute in early 2019 and has served as Chapter President since. Through the chapter, Greg fosters collaboration among advisors to address local business needs, educate owners and advisors on successful exits, and promote best practices.

A firm believer that while market movements are beyond control, the client experience is not, Greg emphasizes the importance of managing what can be controlled. He addresses the critical question many business owners face: “How do I make a living when the paychecks stop?”. Through a business owner specific proven process, Greg works with clients to determine their desired lifestyle, the number they need from their exit to support that lifestyle, and the legacy they wish to create post-transition.

UBS has recognized Greg’s leadership, experience, and expertise by appointing him to serve on the UBS Financial Advisory Council (FAAC) in 2025. The FAAC is a select group of 14 Financial Advisors who represent all UBS Advisors and work closely with senior management of the firm to continuously improve the services UBS can provide and ultimately help advisors to better serve their clients.

Outside of his professional life, Greg and his wife, Tory, live in Fairfield, CT with their two children and their chocolate lab. Greg enjoys playing paddle and golf at Brooklawn Country Club and remains an enthusiastic supporter of both his high school, Detroit Catholic Central, and Saint Anselm College.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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, 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.
- Saint Anselm College, B.A., financial economics
- Private Wealth Advisor
- Certified Exit Planning Advisor
- CERTIFIED FINANCIAL PLANNER®
600 Washington Blvd
Stamford, CT 06901

gregory.merrill@ubs.com

Greg Merrill, CEPA®, CFP®

600 Washington Blvd,Stamford,CT,06901
Brandon Marty, CFA®

Director

Portfolio Associate
View bio
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Brandon joined the team in 2023 with 16 years of experience in financial services. As a Portfolio Manager for high net worth individuals he focuses on designing and implementing investment strategies that meet client’s goals in a tax efficient manner. He earned his MBA from Fordham University and his Bachelor’s degree from University of Massachusetts, Amherst. Brandon is a CFA® Charter Holder. In his previous role, he was a client facing portfolio manager with high net worth individuals at City National Rochdale for over eight years. Prior to that he held positions at PWC and Credit Suisse. Brandon's hobbies include golf, skiing and HIIT. On the weekends he enjoys spending time with his wife and two kids in Darien, CT.
- University of Massachusetts, Amherst, B.B.A., finance
- Fordham University, M.B.A.
- Portfolio Associate
600 Washington Blvd
Stamford, CT 06901

brandon.marty@ubs.com

Brandon Marty, CFA®

600 Washington Blvd,Stamford,CT,06901
Sarah Petrone

Team Administrator
View bio
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With over 15 years in the financial services industry, Sarah brings a wealth of knowledge and expertise to her work. She has dedicated her career to working with high-net-worth clients, ensuring their experience is nothing short of exceptional. As a key member of the team, Sarah plays a pivotal role in removing obstacles, escalating client issues, and designing and streamlining processes to achieve operational efficiency and maintain unparalleled client satisfaction. She takes great pride in being part of a team that consistently prioritizes their clients’ best interests above all else.

Outside of her professional pursuits, Sarah enjoys baking, traveling, and spending relaxing days at the beach. She resides in New Rochelle, NY.
- College of New Rochelle, B.A., psychology
600 Washington Blvd
Stamford, CT 06901

sarah.petrone@ubs.com

Sarah Petrone

600 Washington Blvd,Stamford,CT,06901

Charles Dullea, CFP®

Authorized Officer

Senior Wealth Strategy Associate
View bio
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Charlie is a veteran of Private Wealth Management and has established a deep understanding of the concerns and challenges that come with significant wealth, including tax-efficient portfolio structuring, cash flow and estate planning strategies. He supports successful clients and their families during major inflection points in their lives. The team utilizes Charlie’s experience to identify solutions focused on clients’ values, beliefs, and visions for their legacies.

Believing long term success for financial legacies starts with engaging the next generation early, Charlie works actively with all members of our client families. Much of his work is dedicated to introducing and fostering a working knowledge of advanced planning concepts. This process serves the natural progression as younger family members grow from beneficiary to, ultimately, decision maker.

Charlie, his wife, and their daughter and sons live in East Willison, NY. He is active in his local Long Island community as a member of the Village of East Williston’s Volunteer Fire Department and Little League. The family also enjoys time together down the Jersey Shore or traveling to Naples, FL. Charlie remains an active supporter of his high school, St. Peter’s Prep in Jersey City, and college, Fairfield University, alumni networks.
- Fairfield University, B.A., economics
- CERTIFIED FINANCIAL PLANNER®
600 Washington Blvd
Stamford, CT 06901

charles.dullea@ubs.com

Charles Dullea, CFP®

600 Washington Blvd,Stamford,CT,06901
Elizabeth Mahr

Senior Registered Client Associate
View bio
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Liz has over 20 yrs combined client service experience in Private Wealth as well as for Institutional and Middle Markets Sales groups. She uses her extensive experience working with a diverse range of private and corporate clients to effectively manage the Shantz Mantione Group Client Service team. With a clear focus on serving the unique needs of each client, she handles a broad array of operational, account, and administrative responsibilities. These include alternative investment and tax reporting, client margin and cash management review, disbursement processing, insurance maintenance, and trading.

“I enjoy forming a connection with our clients. The most beneficial relationships are built on rapport and trust.”

Liz lives in Westport, CT with her golden retriever Phoebe and enjoys spending time with family and friends, Duke basketball, and walks with Phoebe and on the treadmill.
- Duke University—The Fuqua School of Business, M.B.A.
- Hobart and William Smith Colleges, B.A.
600 Washington Blvd
Stamford, CT 06901

elizabeth.mahr@ubs.com

Elizabeth Mahr

600 Washington Blvd,Stamford,CT,06901
Jill Orlando

Authorized Officer

Relationship Manager
View bio
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As a relationship manager for the Shantz Mantione Group, Jill’s passion and focus are our clients. She oversees marketing initiatives including events, sponsorships and philanthropic management. She is also responsible for all media requests and intellectual capital podcasts. Jill joined UBS in 2005, bringing with her more than 18 years of experience working with ultra-high-net-worth individuals and their families. Building relationships and understanding clients’ wants and needs are truly what inspires Jill as she strives to be an indispensable resource for the team.

Outside of UBS, Jill served an eight-year term as board president and chair of the Pelham Art Center. She is currently an active board member of The Picture House, a regional film center in Westchester County, New York. She enjoys spending time with family and friends, cooking, doing yoga, reading, skiing and travelling. She and her three children live in Pelham Manor, New York.
- Florida Atlantic University, international business
- Relationship Manager
600 Washington Blvd
Stamford, CT 06901

jill.orlando@ubs.com

Jill Orlando

600 Washington Blvd,Stamford,CT,06901
Nicole Innarelli, CFP®

Senior Wealth Strategy Associate
View bio
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Nicole joined the team in 2017 and works as a Senior Wealth Strategy Associate specializing in building comprehensive cash flow plans for private wealth clients. Nicole is dedicated to creating high-quality client deliverables, ensuring each plan is meticulously crafted to meet the unique needs of each client. By analyzing income, expenses, and investments, Nicole works side by side with the team’s senior advisors to tailor plans that ensure clients can achieve their financial goals while maintaining a comfortable lifestyle.

Outside of UBS, Nicole loves visiting family and friends on the East End of Long Island, enjoying the local wineries, eateries, and beaches. Nicole now lives in Orange, CT with her husband Albert. She spends her time traveling, reading, and rooting for NY sports teams, specifically the Giants, Yankees, and Islanders.
- Fairfield University, B.S., finance and international business
- CERTIFIED FINANCIAL PLANNER®
600 Washington Blvd
Stamford, CT 06901

nicole.murphy@ubs.com

Nicole Innarelli, CFP®

600 Washington Blvd,Stamford,CT,06901
Emily Maria Kurczyk

Registered Client Associate
View bio
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Emily Kurczyk specializes in account opening and client onboarding, ensuring a seamless and personalized experience for every new relationship. With a detail-oriented approach, Emily serves as the trusted point of contact throughout the onboarding process – helping clients navigate documentation, onboarding requirements and account transfers with confidence and ease. Emily’s goal is to build a strong foundation for lasting client relationships by delivering efficient service and proactive support from day one.

Outside of UBS, Emily is an avid runner and enjoys staying active in the Florida sun where she lives with her Fiancé, Fatlom, and two cats, Binx and Tiny.
- Fairfield University, B.S., finance
1701 Highway A1A
Suite 101
Vero Beach, FL 32963

emily.kurczyk@ubs.com

Emily Maria Kurczyk

1701 Highway A1A,Vero Beach,FL,32963
Kathleen McElaney, CFP®

Wealth Strategy Associate
View bio
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Kathleen McElaney is a dedicated financial professional who began her journey with The Shantz Mantione Group as an intern during her college years. Her passion for finance and commitment to excellence led to her continued role with the team. Kathleen holds Series 7 and 66 registrations and specializes in creating detailed reports for client meetings, ensuring that each client receives personalized and insightful information to help them achieve their financial goals.

Outside of her professional life, Kathleen enjoys exploring new restaurants, diving into books and spending quality time with her dog, Scout.
- Fairfield University, B.S., finance, economics minor
600 Washington Blvd
Stamford, CT 06901

kathleen.mcelaney@ubs.com

Kathleen McElaney, CFP®

600 Washington Blvd,Stamford,CT,06901

Daniel Ingraldi

Senior Registered Client Associate
View bio
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Daniel Ingraldi is a Senior Registered Client Service Associate with nearly a decade of experience supporting high-net-worth clients in the private wealth management sector. In his role, Daniel acts as a trusted primary point of contact, managing a wide range of client service needs including cash management, account maintenance, reporting, escalations and transaction support. He is dedicated to delivering a seamless and personalized client experience, working closely with advisors and internal teams to ensure efficiency and excellence at every interaction.

Daniel holds Series 7 and Series 66 registrations and is committed to maintaining the highest standards of professionalism, responsiveness, and care. He earned his bachelor's degree from Rutgers University, where he was a member of the Men's Lacrosse Team. Originally from New Jersey, Daniel now resides outside of Charlotte, North Carolina, with his wife, Heather, and their three sons, Carter, Cameron, and Caleb. Outside of work, he enjoys cooking, traveling, and spending quality time with his family.
- Rutgers University, B.A., human resources and labor studies
600 Washington Blvd
Stamford, CT 06901

daniel.ingraldi@ubs.com

Daniel Ingraldi

600 Washington Blvd,Stamford,CT,06901
Sarah Hansen

Executive / Team Assistant
View bio
Sarah recently joined The Shantz Mantione Group as an Executive Assistant in the summer of 2023. She previously worked as a military intelligence officer in the U.S. Air Force for five years. She was stationed in Hawaii and Texas, supporting both air operations and cyber intelligence missions. At UBS, Sarah helps our team run smoothly by managing the team calendar, budgeting and expenses, travel arrangements, event planning and website maintenance. She is the best point of contact if you need to schedule a meeting with anyone on our team.

Outside of UBS, Sarah stays busy as a mom to two active boys. She and her husband have lived in Stamford, CT since 2021. She loves spending quality time with her family outdoors, exploring local parks and beaches on the Long Island Sound. Sarah’s love for soccer has passed onto her two boys, who enjoy playing in local recreational leagues. With any spare time remaining, Sarah enjoys pursuing her photography, sourdough baking, and hiking hobbies.
- U.S. Air Force Academy, B.S., foreign area studies
600 Washington Blvd
Stamford, CT 06901

sarah.hansen@ubs.com

Sarah Hansen

600 Washington Blvd,Stamford,CT,06901
James P. Shantz

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CT
Jim is the founder of the Shantz Mantione Group. He has devoted his career to creating a holistic wealth management platform that can help individuals and their families realize their goals. A veteran of six recessions and numerous market cycles during his 40 years in financial services, he is well-versed in counseling clients through stressful times. His special focus at this stage of his practice is relationship-building and working with other professional advisors to help ensure all the different parts of his clients’ wealth plans are working in tandem. Jim has earned a Series 7 securities license, Series 3 commodities license and insurance licenses.

Jim holds a bachelor’s degree in marketing from Fordham University, where he also minored in economics and philosophy. Jim and his wife live in Ridgefield, Connecticut, and have three children and seven grandchildren.
600 Washington Blvd
Stamford, CT 06901

james.shantz@ubs.com

James P. Shantz

600 Washington Blvd,Stamford,CT,06901

Andrew Shantz, CFP®, CIMA®, CPWA®, CEPA®

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TX
- UT
- VA
- VT
- WA
- WY
For almost three decades, Andrew has fostered enduring relationships with senior executives and business owners, helping them understand the possibility of their wealth through customized long-term private wealth solutions. Andrew and his team focus on what matters most to clients to create and maintain familial financial happiness over generations. Andrew is a team-oriented visionary who prides himself on providing global market insights that aid clients in reaching their financial potential. He helps implement EOS, pushing his team to constantly improve how they do things and run on the entrepreneurial operating system.

“My goal is to help others achieve financial freedom. As a team we deliver a world-class experience that makes a lasting impact, helping bring clarity and simplicity to our clients’ complicated financial lives.”

As a graduate of the University of Delaware, Andrew started out as an academic in entomology research before entering wealth management. He brings a disciplined ability to analyze data and break down complex problems into simple, efficient solutions for clients. Working with a select group of ultra-high net worth individuals and families, Andrew has been fortunate to lead a highly successful team that always puts the interests of their clients first, helping them build legacies through their businesses, philanthropy, and family.

Outside of UBS, Andrew is a member of the Board of Advisors for the School of Public Affairs at American University as well as a member of Vistage, a global organization that brings together business leaders to build better businesses. Andrew, his wife Andrea, and their three children are passionate about supporting access to education and combating food insecurity. The Shantzes are longtime residents of Fairfield, CT and enjoy time in nature, fun food experiences, golf, libraries, museums, and their two labrador retrievers, Lemon and Ginger.
- Barron's Top 1,200 Financial Advisors, 2022, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 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, 2025The 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.
- University of Delaware
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Consultant
- Certified Exit Planning Advisor
600 Washington Blvd
Stamford, CT 06901

andrew.shantz@ubs.com,sarah.hansen@ubs.com,Gregory.merrill@ubs.com

Andrew Shantz, CFP®, CIMA®, CPWA®, CEPA®

600 Washington Blvd,Stamford,CT,06901
Thomas Mantione, CFP®, CIMA®, CPWA®, CEPA®

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TX
- UT
- VA
- VT
- WA
- WY
With over three decades of industry experience, Tom has led his team, alongside his partner Andrew Shantz, in helping simplify the complicated financial lives of their ultra-high net worth clients. Tom strives for constant improvement and evolution within the team’s processes, keeping their core values – put the needs of clients first, communicate regularly and consistently, take pride in everything you do, enjoy your work, and seek balance in your life – at the center of what they do.

“Through my entire career, I’ve been helping clients answer the question: ‘What does wealth mean for me, my family, the people we love, the community we live in and the institutions we care most about.’”

Tom’s unique perspective on wealth management allows him to foster multi-generational relationships with his clients, and his extensive experience and network of experts help him develop solutions specific to each of their individual needs. Tom and his team offer comprehensive planning and integrated investment solutions focused on enhancing, protecting, and transferring wealth.

Outside of UBS, Tom and his wife Tizzie live in Vero Beach, FL as empty-nest parents of their two children Nico and Jax. Tom and Tizzie are members of Waccabuc Country Club and The Moorings and enjoy golf, travel, wine, hiking, and most of all, family time. Tom believes in upholding his core values in all that he does. For over two decades, he and his wife have ridden in the 192-mile Pan Mass Challenge cycling event to raise money for cancer research at Dana Farber Cancer Institute. Tom also remains a strong supporter of the Mill River Collaborative, a group that builds and maintains a world-class green space for the Stamford community. He is a two-time Ironman triathlon finisher and can still shred it on the guitar like he did in college.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2017, 2018, 2019, 2021, 2022, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- 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, 2025The 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.
- Fairfield University, B.A., economics, finance minor
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Consultant
- Certified Exit Planning Advisor
1701 Highway A1A
Suite 101
Vero Beach, FL 32963

thomas.mantione@ubs.com

Thomas Mantione, CFP®, CIMA®, CPWA®, CEPA®

1701 Highway A1A,Vero Beach,FL,32963
Jill Faherty Lloyd

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Jill Faherty Lloyd is passionately dedicated to empowering women to build meaningful wealth and enhance their agency. With an emphasis on serving ultra-high net worth clients’ intricate needs, Jill’s perspective on wealth management integrates advanced planning and personalized relationship management. She has built relationships with a vetted community of specialists who offer unwavering support to her clients throughout their financial journeys. Drawing upon decades of experience, Jill provides her clients with invaluable insights, clarity of thought, and a hands-on problem-solving approach to navigate their most pressing financial challenges.

Jill is the author of F3: Forward Female Finance, a publication dedicated to examining the nexus of women, money, and power. She has contributed to media outlets, including Bloomberg, The New York Times, and Fox Business News. She has also appeared on podcasts and at conferences. Moreover, Jill curates intimate salon events that serve as forums for successful women to seek inspiration to pursue greater heights in their lives and careers. Through her writing and speaking engagements, Jill aims to motivate women to aspire for more, achieve more, and live more fulfilling lives.

Outside of UBS, Jill serves as a board director and Finance Committee chair at IGNITE, an organization dedicated to political gender equality. She is an angel and venture investor focused on diverse-led companies. Jill is also a founding member of The Asteri Collective, a community of women in family offices who use their financial power and leadership to actualize an inclusive economy that works for more women. She resides in New York City and Washington, CT with her family and two dogs.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.
- Skidmore College, B.A., psychology
600 Washington Blvd
Stamford, CT 06901

jill.lloyd@ubs.com

Jill Faherty Lloyd

600 Washington Blvd,Stamford,CT,06901
Greg Merrill, CEPA®, CFP®

First Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- 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
As a partner of The Shantz Mantione Group, Greg leads the team’s business owner practice. He is deeply committed to supporting business owners looking to grow, transition, or exit their enterprises. He is passionate about aiding owners and their families in the complex and often singular experience of selling their business. His experience helps him understand the unknown unknowns throughout the process and provide guidance so his clients never feel alone.

As part of this passion, Greg founded the Southeast Michigan Chapter of the Exit Planning Institute in early 2019 and has served as Chapter President since. Through the chapter, Greg fosters collaboration among advisors to address local business needs, educate owners and advisors on successful exits, and promote best practices.

A firm believer that while market movements are beyond control, the client experience is not, Greg emphasizes the importance of managing what can be controlled. He addresses the critical question many business owners face: “How do I make a living when the paychecks stop?”. Through a business owner specific proven process, Greg works with clients to determine their desired lifestyle, the number they need from their exit to support that lifestyle, and the legacy they wish to create post-transition.

UBS has recognized Greg’s leadership, experience, and expertise by appointing him to serve on the UBS Financial Advisory Council (FAAC) in 2025. The FAAC is a select group of 14 Financial Advisors who represent all UBS Advisors and work closely with senior management of the firm to continuously improve the services UBS can provide and ultimately help advisors to better serve their clients.

Outside of his professional life, Greg and his wife, Tory, live in Fairfield, CT with their two children and their chocolate lab. Greg enjoys playing paddle and golf at Brooklawn Country Club and remains an enthusiastic supporter of both his high school, Detroit Catholic Central, and Saint Anselm College.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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, 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.
- Saint Anselm College, B.A., financial economics
- Private Wealth Advisor
- Certified Exit Planning Advisor
- CERTIFIED FINANCIAL PLANNER®
600 Washington Blvd
Stamford, CT 06901

gregory.merrill@ubs.com

Greg Merrill, CEPA®, CFP®

600 Washington Blvd,Stamford,CT,06901
Brandon Marty, CFA®

Director

Portfolio Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
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- SD
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- UT
- VA
- VT
- WA
- WY
Brandon joined the team in 2023 with 16 years of experience in financial services. As a Portfolio Manager for high net worth individuals he focuses on designing and implementing investment strategies that meet client’s goals in a tax efficient manner. He earned his MBA from Fordham University and his Bachelor’s degree from University of Massachusetts, Amherst. Brandon is a CFA® Charter Holder. In his previous role, he was a client facing portfolio manager with high net worth individuals at City National Rochdale for over eight years. Prior to that he held positions at PWC and Credit Suisse. Brandon's hobbies include golf, skiing and HIIT. On the weekends he enjoys spending time with his wife and two kids in Darien, CT.
- University of Massachusetts, Amherst, B.B.A., finance
- Fordham University, M.B.A.
- Portfolio Associate
600 Washington Blvd
Stamford, CT 06901

brandon.marty@ubs.com

Brandon Marty, CFA®

600 Washington Blvd,Stamford,CT,06901
Sarah Petrone

Team Administrator
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
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- TN
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- WY
With over 15 years in the financial services industry, Sarah brings a wealth of knowledge and expertise to her work. She has dedicated her career to working with high-net-worth clients, ensuring their experience is nothing short of exceptional. As a key member of the team, Sarah plays a pivotal role in removing obstacles, escalating client issues, and designing and streamlining processes to achieve operational efficiency and maintain unparalleled client satisfaction. She takes great pride in being part of a team that consistently prioritizes their clients’ best interests above all else.

Outside of her professional pursuits, Sarah enjoys baking, traveling, and spending relaxing days at the beach. She resides in New Rochelle, NY.
- College of New Rochelle, B.A., psychology
600 Washington Blvd
Stamford, CT 06901

sarah.petrone@ubs.com

Sarah Petrone

600 Washington Blvd,Stamford,CT,06901
Charles Dullea, CFP®

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
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- UT
- VA
- VT
- WA
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- WY
Charlie is a veteran of Private Wealth Management and has established a deep understanding of the concerns and challenges that come with significant wealth, including tax-efficient portfolio structuring, cash flow and estate planning strategies. He supports successful clients and their families during major inflection points in their lives. The team utilizes Charlie’s experience to identify solutions focused on clients’ values, beliefs, and visions for their legacies.

Believing long term success for financial legacies starts with engaging the next generation early, Charlie works actively with all members of our client families. Much of his work is dedicated to introducing and fostering a working knowledge of advanced planning concepts. This process serves the natural progression as younger family members grow from beneficiary to, ultimately, decision maker.

Charlie, his wife, and their daughter and sons live in East Willison, NY. He is active in his local Long Island community as a member of the Village of East Williston’s Volunteer Fire Department and Little League. The family also enjoys time together down the Jersey Shore or traveling to Naples, FL. Charlie remains an active supporter of his high school, St. Peter’s Prep in Jersey City, and college, Fairfield University, alumni networks.
- Fairfield University, B.A., economics
- CERTIFIED FINANCIAL PLANNER®
600 Washington Blvd
Stamford, CT 06901

charles.dullea@ubs.com

Charles Dullea, CFP®

600 Washington Blvd,Stamford,CT,06901
Elizabeth Mahr

Senior Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- LA
- MA
- MD
- ME
- MI
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- NH
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- NY
- OH
- OR
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- WA
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- WY
Liz has over 20 yrs combined client service experience in Private Wealth as well as for Institutional and Middle Markets Sales groups. She uses her extensive experience working with a diverse range of private and corporate clients to effectively manage the Shantz Mantione Group Client Service team. With a clear focus on serving the unique needs of each client, she handles a broad array of operational, account, and administrative responsibilities. These include alternative investment and tax reporting, client margin and cash management review, disbursement processing, insurance maintenance, and trading.

“I enjoy forming a connection with our clients. The most beneficial relationships are built on rapport and trust.”

Liz lives in Westport, CT with her golden retriever Phoebe and enjoys spending time with family and friends, Duke basketball, and walks with Phoebe and on the treadmill.
- Duke University—The Fuqua School of Business, M.B.A.
- Hobart and William Smith Colleges, B.A.
600 Washington Blvd
Stamford, CT 06901

elizabeth.mahr@ubs.com

Elizabeth Mahr

600 Washington Blvd,Stamford,CT,06901
Jill Orlando

Authorized Officer

Relationship Manager
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IA
- IL
- LA
- MA
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- SD
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- VA
- VT
- WY
As a relationship manager for the Shantz Mantione Group, Jill’s passion and focus are our clients. She oversees marketing initiatives including events, sponsorships and philanthropic management. She is also responsible for all media requests and intellectual capital podcasts. Jill joined UBS in 2005, bringing with her more than 18 years of experience working with ultra-high-net-worth individuals and their families. Building relationships and understanding clients’ wants and needs are truly what inspires Jill as she strives to be an indispensable resource for the team.

Outside of UBS, Jill served an eight-year term as board president and chair of the Pelham Art Center. She is currently an active board member of The Picture House, a regional film center in Westchester County, New York. She enjoys spending time with family and friends, cooking, doing yoga, reading, skiing and travelling. She and her three children live in Pelham Manor, New York.
- Florida Atlantic University, international business
- Relationship Manager
600 Washington Blvd
Stamford, CT 06901

jill.orlando@ubs.com

Jill Orlando

600 Washington Blvd,Stamford,CT,06901
Nicole Innarelli, CFP®

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IA
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
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- UT
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- VT
- WA
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- WY
Nicole joined the team in 2017 and works as a Senior Wealth Strategy Associate specializing in building comprehensive cash flow plans for private wealth clients. Nicole is dedicated to creating high-quality client deliverables, ensuring each plan is meticulously crafted to meet the unique needs of each client. By analyzing income, expenses, and investments, Nicole works side by side with the team’s senior advisors to tailor plans that ensure clients can achieve their financial goals while maintaining a comfortable lifestyle.

Outside of UBS, Nicole loves visiting family and friends on the East End of Long Island, enjoying the local wineries, eateries, and beaches. Nicole now lives in Orange, CT with her husband Albert. She spends her time traveling, reading, and rooting for NY sports teams, specifically the Giants, Yankees, and Islanders.
- Fairfield University, B.S., finance and international business
- CERTIFIED FINANCIAL PLANNER®
600 Washington Blvd
Stamford, CT 06901

nicole.murphy@ubs.com

Nicole Innarelli, CFP®

600 Washington Blvd,Stamford,CT,06901
Emily Maria Kurczyk

Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
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- UT
- VA
- VT
- WA
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- WY
Emily Kurczyk specializes in account opening and client onboarding, ensuring a seamless and personalized experience for every new relationship. With a detail-oriented approach, Emily serves as the trusted point of contact throughout the onboarding process – helping clients navigate documentation, onboarding requirements and account transfers with confidence and ease. Emily’s goal is to build a strong foundation for lasting client relationships by delivering efficient service and proactive support from day one.

Outside of UBS, Emily is an avid runner and enjoys staying active in the Florida sun where she lives with her Fiancé, Fatlom, and two cats, Binx and Tiny.
- Fairfield University, B.S., finance
1701 Highway A1A
Suite 101
Vero Beach, FL 32963

emily.kurczyk@ubs.com

Emily Maria Kurczyk

1701 Highway A1A,Vero Beach,FL,32963
Kathleen McElaney, CFP®

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- LA
- MA
- MD
- ME
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- NY
- OH
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- WY
Kathleen McElaney is a dedicated financial professional who began her journey with The Shantz Mantione Group as an intern during her college years. Her passion for finance and commitment to excellence led to her continued role with the team. Kathleen holds Series 7 and 66 registrations and specializes in creating detailed reports for client meetings, ensuring that each client receives personalized and insightful information to help them achieve their financial goals.

Outside of her professional life, Kathleen enjoys exploring new restaurants, diving into books and spending quality time with her dog, Scout.
- Fairfield University, B.S., finance, economics minor
600 Washington Blvd
Stamford, CT 06901

kathleen.mcelaney@ubs.com

Kathleen McElaney, CFP®

600 Washington Blvd,Stamford,CT,06901
Daniel Ingraldi

Senior Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TX
- UT
- VA
- VT
- WA
- WY
Daniel Ingraldi is a Senior Registered Client Service Associate with nearly a decade of experience supporting high-net-worth clients in the private wealth management sector. In his role, Daniel acts as a trusted primary point of contact, managing a wide range of client service needs including cash management, account maintenance, reporting, escalations and transaction support. He is dedicated to delivering a seamless and personalized client experience, working closely with advisors and internal teams to ensure efficiency and excellence at every interaction.

Daniel holds Series 7 and Series 66 registrations and is committed to maintaining the highest standards of professionalism, responsiveness, and care. He earned his bachelor's degree from Rutgers University, where he was a member of the Men's Lacrosse Team. Originally from New Jersey, Daniel now resides outside of Charlotte, North Carolina, with his wife, Heather, and their three sons, Carter, Cameron, and Caleb. Outside of work, he enjoys cooking, traveling, and spending quality time with his family.
- Rutgers University, B.A., human resources and labor studies
600 Washington Blvd
Stamford, CT 06901

daniel.ingraldi@ubs.com

Daniel Ingraldi

600 Washington Blvd,Stamford,CT,06901
Sarah Hansen

Executive / Team Assistant
View bio
Sarah recently joined The Shantz Mantione Group as an Executive Assistant in the summer of 2023. She previously worked as a military intelligence officer in the U.S. Air Force for five years. She was stationed in Hawaii and Texas, supporting both air operations and cyber intelligence missions. At UBS, Sarah helps our team run smoothly by managing the team calendar, budgeting and expenses, travel arrangements, event planning and website maintenance. She is the best point of contact if you need to schedule a meeting with anyone on our team.

Outside of UBS, Sarah stays busy as a mom to two active boys. She and her husband have lived in Stamford, CT since 2021. She loves spending quality time with her family outdoors, exploring local parks and beaches on the Long Island Sound. Sarah’s love for soccer has passed onto her two boys, who enjoy playing in local recreational leagues. With any spare time remaining, Sarah enjoys pursuing her photography, sourdough baking, and hiking hobbies.
- U.S. Air Force Academy, B.S., foreign area studies
600 Washington Blvd
Stamford, CT 06901

sarah.hansen@ubs.com

Sarah Hansen

600 Washington Blvd,Stamford,CT,06901
James P. Shantz

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CT
Jim is the founder of the Shantz Mantione Group. He has devoted his career to creating a holistic wealth management platform that can help individuals and their families realize their goals. A veteran of six recessions and numerous market cycles during his 40 years in financial services, he is well-versed in counseling clients through stressful times. His special focus at this stage of his practice is relationship-building and working with other professional advisors to help ensure all the different parts of his clients’ wealth plans are working in tandem. Jim has earned a Series 7 securities license, Series 3 commodities license and insurance licenses.

Jim holds a bachelor’s degree in marketing from Fordham University, where he also minored in economics and philosophy. Jim and his wife live in Ridgefield, Connecticut, and have three children and seven grandchildren.
600 Washington Blvd
Stamford, CT 06901

james.shantz@ubs.com

James P. Shantz

600 Washington Blvd,Stamford,CT,06901

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UBS research and articles

The CEO Macro Briefing Book Q2 2025

Global Family Office Report (2025)

House Ways and Means Committee releases and advances tax legislation

Planning for the sale of a closely held business

Heir dynamics: Money in motion

Tradition, trust and time

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Andrew Shantz, CFP®, CIMA®, CPWA®, CEPA®

Thomas Mantione, CFP®, CIMA®, CPWA®, CEPA®

Jill Faherty Lloyd

Greg Merrill, CEPA®, CFP®

Brandon Marty, CFA®

Sarah Petrone

Charles Dullea, CFP®

Elizabeth Mahr

Jill Orlando

Nicole Innarelli, CFP®

Emily Maria Kurczyk

Kathleen McElaney, CFP®

Daniel Ingraldi

Sarah Hansen

James P. Shantz

Andrew Shantz, CFP®, CIMA®, CPWA®, CEPA®

Thomas Mantione, CFP®, CIMA®, CPWA®, CEPA®

Jill Faherty Lloyd

Greg Merrill, CEPA®, CFP®

Brandon Marty, CFA®

Sarah Petrone

Charles Dullea, CFP®

Elizabeth Mahr

Jill Orlando

Nicole Innarelli, CFP®

Emily Maria Kurczyk

Kathleen McElaney, CFP®

Daniel Ingraldi

Sarah Hansen

James P. Shantz

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Education

Credentials

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Education

Credentials

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