Lasting relationships. For all that matters

Mountain climbers reaching the summit

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Plans
  • James

    James Schwarz

    Senior Vice President–Investments

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IN
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • VA
    • VT
    • WA
    • WI

    Drawn to financial services as a teenager, James has invaluable industry experience from his time at a long line of merged firms, including E.F. Hutton, Smith Barney and Morgan Stanley. He joined UBS in 2013. James understands the field from the inside out, as his career began during college as a margin, delivery, stock record and dividend clerk for a brokerage that did its own clearing. Combining this experience with his natural rapport with clients, James developed a broad expertise that informs his current planning and portfolio management work. He serves both individual and institutional accounts, and his sympathy and life experience have earned him many clients dealing with the financial demands of all stages of life. James delights in helping each client achieve investment goals and find comfort financially.

    James graduated from the University of Buffalo with a B.S. in accounting. He is also commodities licensed. Outside of work, James is very involved in his synagogue, the Jewish community and other philanthropies. The dedication he brings to clients starts at home in South Orange with his wife, three daughters and five grandchildren.
    He also loves to spend time during the summer in Bradley Beach.

      • University of Buffalo , B.S. Accounting
        51 JFK Parkway
        Suite 303
        Short Hills, NJ 07078
      • Donald

        Donald Rosenthal

        Senior Vice President–Investments

        Financial Advisor

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • ID
        • IL
        • IN
        • MA
        • MD
        • ME
        • MI
        • MN
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • VT
        • WA
        • WI

        Growing up as a doctor’s son, Don watched his father’s compassion with patients. Now, he practices the same caring manner with his planning and wealth management clients. The result is a 21-year career distinguished by his belief that
        the well-being of his clients comes first.

        Donald joined UBS in 2013, bringing broad financial planning knowledge and special insight into retirement and education planning, as well as portfolio management. At Smith Barney, Morgan Stanley and now UBS, Donald focuses on each client’s goals and risk tolerance. With the strong belief that these two factors need to mesh just right for each client to have a successful investment experience, Don works hard to strike the right balance. Developing the relationships to help find this balance, and educating his clients along the way, is what Don most enjoys about being a financial consultant.

        Don graduated from Skidmore College with a B.S. in accounting, and he earned an M.B.A. from Fordham University. He serves in several lay-leadership roles with Jewish Federation of Greater Metrowest and the Healthcare Foundation of New Jersey. Don and his wife Joanie have lived in Westfield, NJ for 20 years. When their schedule allows, they love spending time in Colorado, as they are avid skiers and hikers. Don also enjoys yoga, tennis and taking his boys to concerts (while they will still let him).

          • Skidmore College, B.S. Accounting
          • Fordham University, M.B.A.
            51 JFK Parkway
            Suite 303
            Short Hills, NJ 07078
          • Susan

            Susan Fanburg

            First Vice President–Wealth Management

            Financial Advisor

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            • AK
            • AL
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • ID
            • IN
            • MA
            • MD
            • ME
            • MI
            • MN
            • NC
            • NJ
            • NV
            • NY
            • OH
            • OR
            • PA
            • RI
            • SC
            • TX
            • VA
            • VT
            • WA
            • WI

            Susan joined UBS in 2013 and brings over 27 years of financial services experience to the firm. Interested in finance from an early age, she developed her tax-free bond expertise at a small municipal bond firm where she worked for 16 years. Susan moved to Smith Barney for the opportunity to offer more products to her clients, as she has always professed the importance of diversification. She believes that UBS offers a wide product selection, yet also enables her to give personalized service in a boutique setting, an enviable combination for her clients.

            A fixed income expert, Susan also has a keen eye for bonds with high interest and low risk. Susan treats clients like family and prefers to personally recommend and select products, yet she always consults team members with other specialties in order to find the best investments. Her retired clients especially benefit from her ability to find a better value than the average market offering.

            Susan is a graduate of Ithaca College. She supports several charitable organizations, including GlassRoots in Newark, the United Jewish Federation and the Susan G. Komen Foundation. She lives in South Orange, New Jersey with her husband and two boys. In her free time, Susan is an avid golfer who also enjoys tennis, fitness and travel.

              • Ithaca College
                51 JFK Parkway
                Suite 303
                Short Hills, NJ 07078
              • Rachel

                Rachel Schwarz

                Senior Vice President–Wealth Management

                Financial Advisor

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                • AK
                • AL
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • IA
                • ID
                • IN
                • MA
                • MD
                • ME
                • MI
                • MN
                • NC
                • NJ
                • NV
                • NY
                • OH
                • OR
                • PA
                • RI
                • SC
                • TX
                • VA
                • VT
                • WA
                • WI

                Born into the business, Rachel learned to love finance from her father, a stockbroker for over 50 years. After spending school vacations in his office at E.F. Hutton, she felt right at home in her first job after college as a trainer at Kidder Peabody. There, her mentor transitioned her to the brokerage side, where keen market knowledge and relationship-building skills made her a natural fit. Rachel later became a Financial Advisor for Smith Barney Shearson and was at Morgan Stanley for 19 years until joining UBS in 2013.

                Rachel’s primary focus is client contact. Clients reward
                her responsiveness and expertise with the highest compliment: referring her to their children and grandchildren. Serving
                multi-generation families is a testament to Rachel’s meaningful relationships. Working with clients at all life stages developed her broad wealth management knowledge, with a special focus on education funding and retirement planning.

                A graduate of George Washington University with a B.S. in political science, Rachel also holds life and health insurance licenses in order to assist clients with long-term-care planning. Rachel serves on the boards of the Greater Newark Conservancy, which promotes environmental stewardship in Newark, and the Jewish Women’s Foundation, an organization of philanthropists helping women and girls to realize their full potential. Rachel was recently recognized as a national finalist for the Community Service Award as part of the 13th Annual Invest in Others Awards. Rachel is being honored for her work with the Greater Newark Conservancy. She lives in Maplewood, NJ with her husband Marc and their two children.

                  • George Washington University, B.S. Political Science
                    51 JFK Parkway
                    Suite 303
                    Short Hills, NJ 07078
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                    Robyn Schlossberg

                    Senior Client Associate

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                    • NJ

                          51 JFK Parkway
                          Suite 303
                          Short Hills, NJ 07078
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                          Carlee Crane

                          Client Associate

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                                  51 JFK Parkway
                                  Suite 303
                                  Short Hills, NJ 07078

                                The Year Ahead - Sustainable Investing

                                Retirement planning

                                Retirement planning

                                Multigenerational planning

                                Multigenerational planning

                                Legacy—Wealth for others

                                For needs that go beyond your own—to help you improve the lives of others

                                What will your legacy be?
                                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                Learn more at ubs.com/wealthway.

                                Backed by the strength of UBS

                                A global leader in wealth management

                                $2.8 trillion

                                In invested assets globally 
                                As of 06/30/2022

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a world-leading wealth manager