Lasting relationships. For all that matters

ShorePath Wealth Management Team Photo

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Geoff Headshot

    Geoffrey Mann

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • MI
    • NC
    • NJ
    • NV
    • NY
    • PA
    • SC
    • TX
    • VA

    Our families, our values, the impact we have on others – these are the important things. It can be hard making sense of it all but asking the right questions can make things clearer. So when I talk to you about wealth management, I want to learn about those life questions that may be on your mind. “Will my family be OK when I’m gone? Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund?” Together, we can find the answers.

    Whatever your answer, we can help you create a financial plan to address your priorities. Over the past 34 years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter.

    Capabilities to Impact your life and wealth

    I deliver comprehensive wealth management and focus on these areas:

    • Longevity planning, including retirement income and insurance planning
    • Wealth transfer strategies, including inheritance and business succession planning
    • Life transition planning for marriage, divorce and loss of a loved one

    Experience to guide you forward

    • Senior Vice President, Wealth Management, Wealth Advisor, Portfolio Manager – PMP, UBS 2008 – present
    • Branch Manager, Senior Vice President, Morgan Stanley, 2001 – 2008
    • Vice-President Financial Advisor, Paine Weber, 1991 – 2000
    • Municipal Bond Specialist, Halpert Oberst, 1986 – 1991

    My professional achievements and education

    • Series 3, 7 , 9, 10 , 31, 63, 65
    • Insurance licenses Life, Health and Variable Annuities
    • M.B.A. Rutgers University
    • B.S. Economics, Ursinus College

    Outside the office

    • I live in Summit, NJ with my wife and enjoy 6 grandchildren.
    • I am an avid golfer, fisherman and Giants/Yankees fan

          Home Worker SC
          Home Worker SC, SC 000
          geoffrey.mann@ubs.com
          Geoffrey Mann
          Home Worker SC,Home Worker SC,SC,000
        • George Feldman

          George Feldman

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • GA
          • IL
          • KY
          • MA
          • MD
          • ME
          • MI
          • MO
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • PA
          • SC
          • TN
          • TX
          • VA
          • WA
          • WI

          George M. Feldman has over 30 years of experience in financial services.  As a CFP®, he has deep knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax. George has concentrated his career on assisting individuals, families as well as small businesses with managing their assets and liabilities.  George follows a conservative disciplined money management approach, making full use of UBS's resources.  He works closely with his clients to build individualized plans based on their needs and goals. 

          George started his Financial Services career as a Certified Public Accountant (CPA®).  After leaving Public Accounting, George worked as the Controller of a Private Money Management Firm. 

          A graduate of Pace University with a B.B.A. in accounting, George has also obtained the Certified Financial Planner™ certification awarded by the Certified Financial Planner Board of Standards, Inc.

          George is very active in his community.  Belonging to a number of charities over the years, he has served on various boards and is still currently the Treasurer of a local non-profit.  George and his wife Donna have 3 daughters and reside in Freehold, NJ.

              • CERTIFIED FINANCIAL PLANNER®
              2107 Route 34
              Suite 102
              Wall, NJ 07719
              george.feldman@ubs.com
              George Feldman
              2107 Route 34,Wall,NJ,07719
            • Cosmo Fontana

              Cosmo Fontana

              First Vice President–Wealth Management

              Financial Advisor

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              • AL
              • AZ
              • CA
              • CO
              • CT
              • DC
              • FL
              • GA
              • IL
              • KY
              • MA
              • MD
              • ME
              • MI
              • MO
              • NC
              • NH
              • NJ
              • NM
              • NV
              • NY
              • PA
              • SC
              • TN
              • TX
              • VA
              • WA
              • WI

                    2107 Route 34
                    Suite 102
                    Wall, NJ 07719
                    cosmo.fontana@ubs.com
                    Cosmo Fontana
                    2107 Route 34,Wall,NJ,07719
                  • Jeff Headshot

                    Jeffrey James Seidel, CFP, AWMA

                    Account Vice President

                    CERTIFIED FINANCIAL PLANNER®

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                    • AL
                    • AZ
                    • CA
                    • CO
                    • CT
                    • DC
                    • FL
                    • GA
                    • IL
                    • KY
                    • MA
                    • MD
                    • ME
                    • MI
                    • MO
                    • NC
                    • NH
                    • NJ
                    • NM
                    • NV
                    • NY
                    • PA
                    • SC
                    • TN
                    • TX
                    • VA
                    • WA
                    • WI

                    What would you like to accomplish?

                    What's important to you?

                    These are the two questions I start every meeting with. For over a decade I've worked with high net worth and highly compensated clients developing goal driven financial plans and investment strategies for themselves, their families, and their businesses. I strive to forge trusting and long lasting relationships with every client, which was paramount to building my practice shortly after the 2008 financial crises.

                    Coming from a family of teachers, educating and empowering my clients to make their financial decisions with confidence is at the core of what I do.

                    As the CERTIFIED FINANCIAL PLANNER™ of ShorePath Wealth Management Group, I provide advice in the following areas:

                    • Financial Planning and Investment Strategies
                    • Cash-flow and Retirement Readiness Analysis
                    • Executive Compensation and Benefit Strategies
                    • Estate and Multi-generational Planning
                    • Business Continuity and Succession Planning
                    • Retirement Plans and Employee Benefits
                    • Charitable Giving Strategies
                    • Sustainable Investing Strategies

                    I'm a proud College of Charleston Alumni and avid supporter of the CofC Men's Rugby Team, where I played in college. I'm a current board member of the rugby alumni association's non-profit, The Lowcountry Rugby Fund, dedicated to supporting youth rugby programs and instilling the values Rugby teaches on and off the field.

                    When not at the office you'll find me on the golf course, running on the boardwalk, or on stage with my cover band performing throughout Monmouth County, NJ.

                        • CERTIFIED FINANCIAL PLANNER®
                        • Certified Private Wealth Advisor™
                        2107 Route 34
                        Suite 102
                        Wall, NJ 07719
                        jeffrey.seidel@ubs.com
                        Jeffrey James Seidel, CFP, AWMA
                        2107 Route 34,Wall,NJ,07719
                      • Teresa DeCaro-Nardi

                        Teresa DeCaro-Nardi

                        Senior Registered Client Associate

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                        • NJ

                              2107 Route 34
                              Suite 102
                              Wall, NJ 07719
                              teresa.decaro-nardi@ubs.com
                              Teresa DeCaro-Nardi
                              2107 Route 34,Wall,NJ,07719
                            • Donna Feldman

                              Donna Feldman

                              Registered Client Associate

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                              • NJ
                              • NY

                              Donna M. Feldman began working with her husband in 2006. A graduate of St. John's University with a B.S. in paralegal studies, she then went on to graduate from Benjamin N. Cardozo School of Law, with a J.D. degree. After raising their three daughters, Donna began to practice law. Soon thereafter, George and Donna felt her skills and dedication to client service would enable the Feldman Group to further enhance their client's ability to pursue their financial goals.

                                    2107 Route 34
                                    Suite 102
                                    Wall, NJ 07719
                                    donna.feldman@ubs.com
                                    Donna Feldman
                                    2107 Route 34,Wall,NJ,07719
                                  • Jon Headshot

                                    Jonathan Poplawski

                                    Client Associate

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                                      Jonathan joined the team in February 2024 after earning
                                      his Economics Degree from Montclair State University.
                                      His business background, passion for financial markets,
                                      and experience in relationship management help him to
                                      provide an exceptional client experience.

                                      Jonathan resides in Middletown, NJ with his fiancé.
                                      Outside the office he's an avid sports fan and golfer.

                                            2107 Route 34
                                            Suite 102
                                            Wall, NJ 07719
                                            jonathan.poplawski@ubs.com
                                            Jonathan Poplawski
                                            2107 Route 34,Wall,NJ,07719
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                                          Support and resources

                                          Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

                                          Learn how you can get involved and make an impact through the UBS Optimus Foundation.

                                          The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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