Planning focused. Innovation driven.

Private Wealth Management

Soteira Wealth Management Team Photo

Helping you plan for what matters

At Soteria Wealth Management, we are focused on your success.
Whether you are a business executive looking for a holistic financial plan or a multigenerational family looking to shape your legacy, our highly experienced team stands ready to offer you seasoned insights for your investment plan, and much more. As a team that is part of Private Wealth Management, we understand and respect the level of success that you have achieved and are fully focused on better understanding your needs and goals, so that we can help grow and safeguard your wealth. With our planning-based approach, we work closely with you to craft a comprehensive financial roadmap that aligns with what you expect and hope to achieve with your wealth, now and in the years to come.

Our deep knowledge and connection to experts both within and outside UBS allows us to address your most important goals and to handle the most intricate details of your financial life, with uncompromising service and an unwavering attention to detail. Ultimately, our goal is to free you up to focus on what’s most important to you, your business and your family.

The value of a Family Office Consultant (FOC)
In addition to being members of the elite UBS Private Wealth Management division, Nicholas Pepe and Michael James are among a select group of advisors who have earned the Family Office Consultant (FOC) UBS business designation. They have undergone training to strengthen their knowledge and proficiency to help manage the investment, business and legacy needs of sophisticated, ultra-high net worth (UHNW) clients and their families. Understanding the complexities of intergenerational wealth and the challenges their clients face, Nick and Mike, as PWAs and FOCs, align specific needs to the full suite of UBS capabilities.

Our disciplined planning
Planning lies at the heart of everything we do for clients. Whether you are a business owner seeking to thoughtfully navigate an expansion or a sale, or a multigenerational family looking to craft a lasting legacy, we work with you to create a plan that aligns with your unique circumstances and goals. Your financial plan then drives all our decisions and solutions—from your asset allocation to your family’s charitable giving.

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Our exceptional clients

Our team is dedicated to working with successful individuals, executives and entrepreneurs, as well as multigenerational families. We strive to act as a single touchpoint for all your wealth management needs, connecting you to experts inside our firm or externally—all with the goal of providing you with greater confidence and helping you chart a clear path forward.

We are privileged to work with:

Families across generations

Entrepreneurs and business owners

Financial and healthcare executives

Professional athletes

The proof is in our numbers

$3 billion

Assets under management

As of 06/30/2024

14 person

seasoned team


Our team has the resources and experience to build highly customized, comprehensive solutions

Our consultative process helps our clients clarify their current financial situation, identify challenges and create a comprehensive plan. We collaborate with our clients’ other trusted advisors, as well as our network of professionals to develop one integrated approach.

  • Nicholas Pepe

    Nicholas Pepe

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • KS
    • MA
    • MD
    • ME
    • MN
    • MO
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • VA
    • VT
    • WA

    Bringing institutional perspective to Private Wealth Management
    Nick brings extensive institutional sales and Investment Banking experience to Soteria Wealth Management. His understanding of institutional trading, markets and risk, provides a valuable perspective to executives in healthcare and financial services. Today, Nick manages the portfolios of investment bankers, traders, research analysts and senior financial executives. He also advises a number of clients in large-cap pharmaceuticals, specialty pharmaceuticals and the biotechnology sector.

    “When it comes to managing personal wealth, we bring the institutional experience and rigor that sophisticated families expect and deserve.”

    Experience

    • 25 years in the institutional equities business
    • Managing Director and Head of US institutional equity sales, UBS
    • Operating Committee member, US institutional equity sales, UBS ($1 billion in revenue; responsible for all IPOs, secondary sales, convertibles and block transactions)
    • Managing Director, Institutional Equities, Swiss Bank (formerly Dillon, Read & Co.)

    Life

    • Nick is the father of six children.
    • They love traveling and spending time together.
    • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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, 2024The 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.

      • Private Wealth Advisor
      Multi-generational families
      Financial Services professionals
      Alternative investments
      Hedge Fund managers
      Banking
      Corporate executives
      61 South Paramus Road
      Mack Center IV, 4th Floor
      Paramus, NJ 07652
      nicholas.pepe@ubs.com
      Nicholas Pepe
      61 South Paramus Road,Paramus,NJ,07652
    •  Michael James

      Michael James

      Managing Director–Wealth Management

      Private Wealth Advisor

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      • AK
      • AL
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IL
      • KS
      • MA
      • MD
      • ME
      • MN
      • MO
      • NC
      • NE
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • SD
      • TN
      • TX
      • VA
      • VT
      • WA

      Tackling complex wealth issues, managing risk, helping preserve capital
      In his 20 years in the financial industry, Mike has helped navigate clients through volatile markets and holds great respect for the markets’ risk-reward dynamic. Mike aims to proactively address complicated issues—before they actually become problems. As the team’s portfolio manager, he develops creative solutions for helping clients manage risk. He enjoys the challenge of simplifying the complex and working with affluent families to help preserve their wealth, whether through thoughtful investing or tax-saving solutions.

       

      “I have great respect for the capital of others—I treat the responsibility of managing those assets with the gravity it deserves.”

       

      Experience

      • Financial Advisor, RBC Dain Rauscher

      Credentials

      • Series 7, 31, 63 and 65 securities licenses
      • Life and health insurance licenses

      Life

      • Mike has four daughters.
      • He enjoys coaching softball.
      • Barron's Top 1,200 Financial Advisors, 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, 2021, 2022, 2023, 2024The 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, 2024The 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.

        • Private Wealth Advisor
        Business owners
        Hedge Fund managers
        Custom portfolios
        Philanthropy
        Multi-generational families
        Alternative investments
        61 South Paramus Road
        Mack Center IV, 4th Floor
        Paramus, NJ 07652
        michael.james@ubs.com
        Michael James
        61 South Paramus Road,Paramus,NJ,07652
      •  Joseph Vogler

        Joseph Vogler

        Senior Vice President–Wealth Management

        Private Wealth Advisor

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
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        • IL
        • KS
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • NC
        • NE
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
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        • TN
        • TX
        • VA
        • VT
        • WA

        Making a positive impact through planning
        Focused on providing strategic financial planning within Soteria Wealth management, Joe strives to help clients grow, preserve and transition their wealth to their families and the causes that matter most. Growing up, Joe was taught the importance of budgeting, saving and planning. He brings those values to each relationship—values that shape the advice and recommendations he truly hopes can make a positive impact in his clients’ lives. 

        “I feel a tremendous responsibility to my clients—they’ve entrusted us with a very important part of their lives—helping to ensure that their wealth and legacy are preserved.”

        Experience

        • Hall Capital Partners multifamily office

         Credentials

        • NFLPA Registered Player Financial Advisor
        • CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner
        • Certified Private Wealth Advisor (CPWA®)
        • Series 7 and 66 securities licenses
        • Life and health insurance licenses
        • B.S., Colgate University

        Life

        • Joe is happily married and currently a proud dog owner.
        • He enjoys golf and traveling.
        • He supports a number of charities focused on youth, the military and special needs.
        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021The 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.
        • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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, 2024The 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, 2018, 2019, 2022, 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.

          • Private Wealth Advisor
          • CERTIFIED FINANCIAL PLANNER®
          Financial planning
          Estate planning strategies
          Philanthropy
          Legacy planning
          Multi-generational families
          Exit planning
          61 South Paramus Road
          Mack Center IV, 4th Floor
          Paramus, NJ 07652
          joseph.vogler@ubs.com
          Joseph Vogler
          61 South Paramus Road,Paramus,NJ,07652
        • Michael Pasquale Image

          Michael Pasquale

          Managing Director–Wealth Management

          Financial Advisor

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          • AK
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          • CA
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          • DC
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          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
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          • MS
          • MT
          • NC
          • ND
          • NE
          • NH
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          • VI
          • VT
          • WA
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          • WY

          Michael Pasquale is a Managing Director at Soteria Wealth Management/UBS Private Wealth Management.  Previous to that, he worked in the Global Markets Division at UBS as Managing Director and Co-Head of Americas Global Markets Distribution and Global Head of Equity Advisory Distribution.  Mr. Pasquale was responsible for all of the client-facing sales teams within UBS Equities and Fixed Income across the Americas as well as the Equity Advisory Sales teams across the Americas, APAC, and EMEA regions.

           Mr. Pasquale was a member of the Global Distribution Executive Committee, Americas Management Committee, Americas Client Committee, Americas Distribution Committee (Chair), US Client Forum (Chair), New Business Forum (Chair) and Global Advisory Forum (Chair).  He has served as Equities business advisor for the UBS All Bar None Network and the Americas Diversity Committee and currently sits on the Advisory Board of the UBS Optimus Foundation (philanthropic and social finance thought-leader).  Mr. Pasquale serves on the Finance Advisory Council for Villanova University School of Business and serves on the Boards of Team GoodWill (charitable foundation established to battle Angelman Syndrome), and the Westhampton Country Club.

           Mr. Pasquale joined UBS in August, 2010 from Deutsche Bank, where he was a New York Pod Team Leader and Senior Institutional Account Manager. Previous to Deutsche Bank, Mr. Pasquale was at Prudential Securities, where he most recently managed their Sales and Trading team in Boston in addition to various other leadership and production roles. He has over 28 years’ experience in Global Markets and Finance.

                1285 Avenue Of The Americas
                New York, NY 10019
                michael.pasquale@ubs.com
                Michael Pasquale
                1285 Avenue Of The Americas,New York,NY,10019
              • frank giordano

                Frank Giordano

                Financial Advisor

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                • DC
                • FL
                • GA
                • HI
                • IA
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                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • ME
                • MN
                • MO
                • MS
                • MT
                • NC
                • ND
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                • NH
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                • NY
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                • OK
                • OR
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                • RI
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                • VT
                • WA
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                Pursuing multigenerational family and business goals with discipline and market insight 

                Frank’s Wall Street career in real estate, structured products and investment banking spans over three decades. A UBS Private Wealth Advisor, Frank brings broad institutional experience that strategically complements the depth and breadth of the team’s knowledge, especially their focus on multigenerational planning and investing for sophisticated families, their businesses and their family offices.

                As a West Point graduate, Frank places a high value on trust, honesty and integrity in his client relationships. He is a skilled problem-solver supported by his keen understanding of complex solutions and his ability to communicate them in straightforward terms. Every day, Frank is inspired to deliver advice that can make an invaluable difference in clients’ financial lives.

                "I am sincerely excited to help folks achieve the goals they have for their families, their businesses and the generations that follow. I see that as my personal responsibility.”

                Past experience 

                • Cantor Fitzgerald, Managing Director – Structured Products
                • Deutsche Bank, Director – Debt Capital Markets
                • Lehman Brothers, Senior Vice President – Fixed Income
                • Captain, United States Army

                 Credentials

                • Series 7, 63, 66 and 79 securities licenses

                 Education

                • B.S., Engineering, US Military Academy at West Point (Lacrosse - 3x All-American)

                 Life

                • Frank and his wife, Kate, have three children and three grandchildren.
                • He is an avid sports fan, history buff and cooking enthusiast.
                • Frank is lifelong supporter of military and veterans’ charities.

                 

                      Financial Services professionals
                      Corporate executives
                      Institutional consulting
                      Structured products
                      Family Offices
                      Business owners
                      61 South Paramus Road
                      Mack Center IV, 4th Floor
                      Paramus, NJ 07652
                      francis.giordano@ubs.com
                      Frank Giordano
                      61 South Paramus Road,Paramus,NJ,07652
                    • mtaylor

                      Michael Taylor CFP

                      Account Vice President

                      Financial Advisor

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                      • AK
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                      • CA
                      • CO
                      • CT
                      • DC
                      • FL
                      • GA
                      • HI
                      • IL
                      • KS
                      • MA
                      • MD
                      • ME
                      • MN
                      • MO
                      • NC
                      • NJ
                      • NM
                      • NV
                      • NY
                      • OH
                      • OR
                      • PA
                      • SC
                      • SD
                      • TN
                      • TX
                      • VA
                      • VT
                      • WA

                       

                      Guiding decision making through a structured approach to planning

                      As a CERTIFIED FINANCIAL PLANNER™ I provide guidance and help to bring structure to my client’s lives. This is achieved through a process of identifying goals, implementing solutions to meet those objectives and performing ongoing review to measure progress. Priorities and circumstances can change throughout time and my process has helped to keep clients on track through multiple market cycles and stages of life. Whatever your circumstances, I can help you create a comprehensive financial plan to help guide you towards a desired outcome.

                       “I want clients to have confidence that they are making their best possible decisions as a result of the planning work we’ve done.”

                       

                      Experience:
                      Morgan Stanley Wealth Management

                      Credentials:
                      CERTIFIED FINANCIAL PLANNER™ (CFP® practitioner)
                      Series 7 and 66 securities licenses
                      Life and health insurance licenses

                      Education:
                      B.A., Economics, Harvard University

                      Life:
                      Mike and his wife, Ashley, have two young children
                      He enjoys golfing, history and creating fine art

                          • CERTIFIED FINANCIAL PLANNER®
                          299 Park Avenue
                          New York, NY 10017
                          michael.j.taylor@ubs.com
                          Michael Taylor CFP
                          299 Park Avenue,New York,NY,10017
                        • Mark Pomo

                          Mark Pomo

                          Vice President–Wealth Management

                          Private Wealth Advisor

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                          • AK
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                          • DC
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                          • FL
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                          • MI
                          • MN
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                          • NC
                          • NE
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                          • OR
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                          • RI
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                          • UT
                          • VA
                          • VT
                          • WA

                          Mark Pomo is a Vice President-Wealth Management member of the Rose Wealth Management for UBS Financial Services in Short Hills, New Jersey.  Mark has more than 30 years of broad investment management experience in both the equity and fixed income markets. Prior to joining UBS in 2013, Mark was a wealth manager at Morgan Stanley for 26 years.

                          As a young man early in my professional career I realized that family members sought out my advice about a wide variety of things. They felt comfortable sharing not only their personal feelings but also sought advice on their finances and life goals.  My desire to combine my interest in the financial markets with working with individuals led me into the securities industry. The trust that my family felt has been extended to my clients, which I feel makes my relationships as strong as they can be.

                          Mark received a BS in Accounting from Boston College in 1978. Prior to joining Morgan Stanley in 1986, he held various financial positions at General Cinema Corp, Gillette, and Olympia & York.

                          In his spare time, Mark enjoys coaching youth sports, staying active exercising, and spending time with his family.

                          Education

                          Boston College, B.S. Accounting: 1978

                           

                              • Private Wealth Advisor
                              51 JFK Parkway
                              Suite 303
                              Short Hills, NJ 07078
                              mark.pomo@ubs.com
                              Mark Pomo
                              51 JFK Parkway,Short Hills,NJ,07078
                            • Susan McGivney

                              Susan McGivney

                              Senior Client Associate

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                              • AK
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                              • DC
                              • DE
                              • FL
                              • GA
                              • HI
                              • IL
                              • MA
                              • MD
                              • MI
                              • MN
                              • MO
                              • NC
                              • NE
                              • NJ
                              • NM
                              • NV
                              • NY
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                              • OR
                              • PA
                              • RI
                              • SC
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                              • TN
                              • TX
                              • VA
                              • VT
                              • WA

                              With more than 29 years in the financial services industry, Susan joined UBS in 2012. She is responsible for all aspects of Soteria Wealth Management's client service. Susan handles special team projects and monitors account activity and internal reports to keep the team and clients informed. Susan earned a B.S. degree in business economics from the State University of New York at Oneonta. Susan has her Series 7 and 63 securities licenses. Susan and her husband live with their four children in Tappan, NY.

                                    61 South Paramus Road
                                    Mack Center IV, 4th Floor
                                    Paramus, NJ 07652
                                    susan.mcgivney@ubs.com
                                    Susan McGivney
                                    61 South Paramus Road,Paramus,NJ,07652
                                  • Christian Graff

                                    Christian Graff

                                    Senior Wealth Strategy Associate

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                                    • NC
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                                    • NJ
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                                    • NV
                                    • NY
                                    • OH
                                    • OR
                                    • PA
                                    • RI
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                                    • TN
                                    • TX
                                    • VA
                                    • VT
                                    • WA

                                    The first step to helping clients and their families achieve success is to understand their goals, values and vision. Christian brings that approach to every client interaction and from there, he is able to provide the proper strategy within the framework of a financial plan. Through proper planning, Christian helps simplify otherwise complex situations and finds it gratifying when families are successful.

                                    Experience

                                    • UBS Wealth Advice Center
                                    • Worked with clients to build asset allocations and provided guidance on institutional clients’ equity compensation awards, including Incentive and Non-Qualified Stock Options, Stock Appreciation Rights and Restricted Stock Units
                                    • UBS Wealth Planning Analyst
                                    • Partnered with Financial Advisors to deliver overall financial planning to clients

                                    Credentials

                                    • CERTIFIED FINANCIAL PLANNERTM (CFP®) Practitioner
                                    • Chartered Retirement Planning CounselorSM (CRPC®)
                                    • Accredited Wealth Management AdvisorSM (AWMA®)
                                    • Series 7 and 66 Securities Licenses
                                    • Life, Health and Accident Insurance Licenses
                                    • B.S., Business Administration, Susquehanna University (Varsity Lacrosse Player)

                                    Life

                                    • Christian enjoys coaching Lacrosse, traveling and watching New York Giants games
                                    • Resides in Wayne, NJ

                                          61 South Paramus Road
                                          Mack Center IV, 4th Floor
                                          Paramus, NJ 07652
                                          christian.graff@ubs.com
                                          Christian Graff
                                          61 South Paramus Road,Paramus,NJ,07652
                                        • Nicholas Pepe

                                          Nicholas J Pepe

                                          Client Associate

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                                          • AK
                                          • AL
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                                          • CA
                                          • CO
                                          • CT
                                          • DC
                                          • DE
                                          • FL
                                          • GA
                                          • HI
                                          • IL
                                          • MA
                                          • MI
                                          • MN
                                          • NC
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                                          • NV
                                          • NY
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                                          • OR
                                          • PA
                                          • RI
                                          • SC
                                          • SD
                                          • TN
                                          • TX
                                          • VA
                                          • VT
                                          • WA

                                                61 South Paramus Road
                                                Mack Center IV, 4th Floor
                                                Paramus, NJ 07652
                                                nicholas.j.pepe@ubs.com
                                                Nicholas J Pepe
                                                61 South Paramus Road,Paramus,NJ,07652
                                              • Margaret Borchardt

                                                Margaret Borchardt

                                                Client Associate

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                                                  Maggie, an integral member of the Soteria Wealth Management team, is focused on ensuring that the full spectrum of client needs is met with clarity, thoroughness and efficiency. She works closely with individuals and families to assist them with resolving everything from day-to-day operational issues to more complex situations and questions. Maggie prides herself on being highly organized and strives to reflect the team’s ethos of exceeding client expectations when it comes to transparent communication and high-touch, personalized service.

                                                  Past experience
                                                  Maggie’s interest in finance and wealth management began with more than four years working at an IRA custodian. When she joined UBS in 2022, she brought her extensive knowledge of IRAs and alternative investments, as well as her years of experience in customer service, to her current role supporting Soteria’s roster of valued clients. Maggie enjoys the variety that her position brings and looks forward to continuing to expand her knowledge of, and experience in, private wealth management.

                                                  Education and credentials
                                                  – B.S., psychology, Sacred Heart University
                                                  – M.A., teaching, elementary education, Sacred Heart University

                                                  Life
                                                  Outside of work, Maggie loves to spend time with her husband Steve and her dog Maeve, who is thrilled to accompany the couple on hikes and visits to the dog park. Maggie volunteers for the local Bergen County dog rescue association and enjoys exploring the local New Jersey food and restaurant scene.

                                                        61 South Paramus Road
                                                        Mack Center IV, 4th Floor
                                                        Paramus, NJ 07652
                                                        margaret.borchardt@ubs.com
                                                        Margaret Borchardt
                                                        61 South Paramus Road,Paramus,NJ,07652
                                                      • Micheal Pear image

                                                        Michael Pear

                                                        Client Associate

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                                                        Michael joined UBS in 2020 as a Client Service Associate, leveraging a diverse background from several summer analyst roles. His experience spans an asset management firm, where he developed investment strategies; a pharmacy benefit manager, where he produced healthcare finance insights; a real estate investment trust, where he provided residential/commercial property research, and an apparel company, where he worked on brand strategy.

                                                         Education and credentials

                                                        Chartered Retirement Planning Counselor™SM (CRPC®)

                                                        Series 7 and 66 Securities LicensesB.S., Finance with a concentration in Value Investing, Gabelli School of Business at Fordham University, magna cum laude

                                                        Member of the Fordham Student Managed Investment Fund (SMIF), Analyst and Portfolio Manager for the Fixed Income sector

                                                        Life

                                                        Michael resides in Ridgewood, NJ and in his spare time he enjoys playing men’s league ice hockey, guitar, and golf. He is a member of the UBS Hockey Team, a company team that competes in tournaments against other Wall Street banks for the benefit of a youth hockey foundation for underprivileged children. He also serves on the Associates Council for the Community Service Society of New York (CSSNY).

                                                              61 South Paramus Road
                                                              Mack Center IV, 4th Floor
                                                              Paramus, NJ 07652
                                                              michael.pear@ubs.com
                                                              Michael Pear
                                                              61 South Paramus Road,Paramus,NJ,07652
                                                            • Meredith James  Image

                                                              Meredith James

                                                              Client Associate

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                                                                      61 South Paramus Road
                                                                      Mack Center IV, 4th Floor
                                                                      Paramus, NJ 07652
                                                                      meredith.james@ubs.com
                                                                      Meredith James
                                                                      61 South Paramus Road,Paramus,NJ,07652
                                                                    • Jacob Buchanan  Image

                                                                      Jacob Buchanan

                                                                      Client Associate

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                                                                        Jake is a Client Service Associate at Soteria Wealth Management, where he brings a fresh perspective and diverse experience to the team. Hired straight out of college, he has gained valuable insights from his previous roles at a retail brokerage firm and a boutique private equity company. These experiences, as well as his education, have equipped him with a comprehensive understanding of various aspects of the financial industry, from high-level investment strategies to personalized client services. In his current role, Jake is dedicated to providing exceptional support and guidance to clients, ensuring their unique financial goals are met through tailored solutions.

                                                                        Education

                                                                        Jake holds a Bachelor of Arts in Economics with a minor in Data Science from Lafayette College. His academic background combines financial acumen with data-driven insights, making him well-prepared to navigate today’s complex financial landscape. This unique skill set allows him to contribute meaningfully to client discussions and strategy development.

                                                                        Life Outside of Work

                                                                        Outside of the office, Jake enjoys an active and balanced lifestyle. He loves spending quality time with family and friends, often through cooking, skiing, and time at the shore. Additionally, he is passionate about giving back to his community and volunteers with Oasis – A Haven for Women and Children in Paterson, NJ supporting the organization’s mission of changing lives through education and empowerment. 

                                                                              61 South Paramus Road
                                                                              Mack Center IV, 4th Floor
                                                                              Paramus, NJ 07652
                                                                              jacob.buchanan@ubs.com
                                                                              Jacob Buchanan
                                                                              61 South Paramus Road,Paramus,NJ,07652
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