Experience

With a personal interest in the lives of his clients, Harlan takes a hands-on approach in developing and implementing investment strategies on their behalf. A strong believer that each client deserves consistent focus and attention, he recognizes that each has worked hard to achieve financial success and he is dedicated to helping them build on and protect that success.

Harlan prides himself on the wide range of appropriate solutions he brings to a diverse array of clients: advertising and entertainment professionals, independent business professionals, entrepreneurs, corporate executives, couples, and individuals. His goal is to present wealth accumulation strategies with an emphasis on prudent growth and asset preservation, all tailored to help meet the investor’s long term goals. In assisting with issues including those affecting LGBT and domestic partner planning, titling and organization of assets, trusts and estates, generational asset transfer, retirement, and funding special interests, Harlan’s clients appreciate that, in many cases, his experience mirrors their own. He begins each new client relationship with an in-depth discussion exploring many topics including goals, timeline, and risk tolerance. From there, he formulates and presents a custom-tailored strategy for moving forward.

Prior to joining UBS, Harlan served as First Vice President and Financial Advisor at Morgan Stanley for almost a decade, building on a long-standing career in wealth management that began at Merrill Lynch in 2004. Prior to 2004, Harlan managed acquisitions for a private equity firm. Previous to that, he worked for the Bank of New York, where he co-managed the corporate foreign exchange desk, and for Morgan Grenfell, the British merchant bank, in New York and London, advising corporate treasurers on managing risk. A graduate of Choate Rosemary Hall and Lafayette College, in his spare time Harlan is an avid reader and enjoys weightlifting.

With over 15 years of experience in the financial industry, Louis has been providing wealth management advice to high net worth individuals, families, and business owners. His extensive background in investment strategies, including options trading strategies, financial planning, corporate retirement planning, and risk management, allows him to create tailored solutions to help meet his clients’ diverse financial goals.

Louis holds a BS in Accounting from Rider University and is a Retirement Plan Consultant. He consistently stays updated with the latest industry trends and regulations in an effort to ensure his clients receive the most relevant and accurate advice.

Louis believes in a holistic approach to wealth management, focusing on understanding his clients’ unique financial situations, goals, and risk tolerances. He creates comprehensive financial plans that encompass investment management, tax optimization, estate planning strategies, retirement planning, and more. His client-centered approach fosters long lasting relationships built on trust, transparency, and open communication.

Louis’s philosophy is rooted in disciplined and diversified investment strategies. He emphasizes the importance of balancing risk/reward while aiming to achieve steady, sustainable growth over time. He customizes client portfolios based on investment preferences, while maintain a long term perspective to navigate market fluctuations.

Louis’s client base includes entrepreneurs, professionals, and retirees seeking to preserve and grow their wealth. He has experience working with complex financial situations, including intergenerational wealth transfers, business succession planning, and philanthropic endeavors.

Kaitlin Weaver is a Wealth Strategy Associate. Prior to UBS, Kaitlin served as a Registered Client Service Associate at Morgan Stanley after graduating with a BA in Finance from Fordham University.

In her free time, Kaitlin enjoys traveling, cooking, and spending time with her cat, Cannoli.