Family. Wealth. For Generations.

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• ID
• IL
• IN
• KY
• LA
• MA
• MD
• ME
• NC
• NJ
• NM
• NY
• PA
• RI
• TN
• TX
• VA
• VT
• WA

As one of the select financial advisors of UBS who have earned the designation of Wealth Advisor, Rena is eminently qualified to provide highly personalized wealth management services to her clients. Rena joined UBS in 2009 after a 16-year career at Morgan Stanley.

While the broad focus within her practice is providing multigenerational wealth advice to business owners and affluent families, Rena also advocates for and advises women about the importance of their financial independence. Through an in-depth discovery process and understanding of her client's needs she is able to provide solutions and strategies that exceed expectations. Rena strives to build a personal connection through which she can learn what is truly important to each of her clients and provide personalized advice.

Rena earned her bachelor's degree in Political Science and Philosophy from Yeshiva University and lives in Manhattan with her family. She enjoys traveling, good food and spending weekends at their home in Connecticut.

Rena is FINRA registered and holds the Series 7 and 63 securities licenses as well as licenses for Life, Accident and Health insurance, Long-term Care insurance and variable annuities. She also has a certification as a Chartered Retirement Plans Specialist.

• Forbes Best-in-State Wealth Advisors, 2026The 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, 2025, 2026The 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 Women Wealth Advisors Best-in-State, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
• UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Yeshiva University, Bachelor's in Political Science and Philosophy

• Wealth Advisor
• Chartered Retirement Plans Specialist

• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• IL
• IN
• KY
• LA
• MA
• MD
• ME
• NC
• NJ
• NM
• NV
• NY
• PA
• RI
• TN
• TX
• VA
• WA

When Steven joined The Cole Group, they became a 3-generation family team of financial advisors- a rarity in the industry. He came to UBS in 2018 after a 5 year career in advertising in which he planned and negotiated multi-million dollar media budgets for several Fortune 500 companies. He joined UBS as part of the Wealth Manager Development Program.

Having been exposed to wealth management at a young age, Steven brings unique, fresh perspectives to his clients and specifically to millennial investors. As the next generation of the family team, he is building close relationships with the next-generation of our clients and is passionate about educating them on the importance of financial literacy and the value of long-term planning and investing in order to achieve financial success. Bringing his previous planning experience to the team he takes a bird's eye approach to portfolio review, getting an understanding of the big picture before implementing a customized strategy. As a CFP, Steven focuses on preparation of medium and long – term financial plans for the group’s high net worth clients.

Steven graduated Magna Cum Laude from Yeshiva University, Sy Syms School of Business with a degree in Business - Marketing and lives in New Rochelle with his wife and two children. He enjoys spending time with his family, golf, BBQ, camping and the outdoors.

Steven is FINRA registered and holds the Series 7 and 66 securities licenses as well as licenses for Life, Accident and Health insurance, Long-term Care insurance and variable annuities. He earned the CERTIFIED FINANCIAL PLANNER designation in 2023.

• Forbes Best-in-State Wealth Management Teams, 2025, 2026The 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, 2025The 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.

• Yeshiva University, Sy Syms School of Business, Bachelor's in Business

• CERTIFIED FINANCIAL PLANNER

• CA
• CT
• FL
• ID
• IL
• LA
• MA
• MD
• ME
• NJ
• NY
• PA
• TX
• VA
• VT
• WA

Karina joined UBS in 2020 after a 15 year tenure with JPMorgan. During her tenure there she evolved from being a Relationship Banker in the retail area of the bank to a Client Service Associate in the Private Bank supporting clients in Latin America. Throughout her career she has worked as a liaison between clients and support teams to be able to deliver a great client experience and hopefully exceed clients' expectations.

As the team’s Wealth Strategy Associate, Karina is involved in coordinating client strategies, portfolio performance reporting and supporting overall financial planning reviews for our clients. Her attention to detail and knowledge of UBS operational systems have earned her the role of training new hires for the Client Service Associate role in our branch and she is dedicated to providing our clients with excellent customer service.

Karina is FINRA registered and holds the Series 7, 63 and 66 and completed the Certified Exit Planning Advisor® certification in 2026. She earned her Bachelor's degree from Baruch College, Zicklin School of Business and lives on Long Island. Outside of work she is an advocate for animal rescue and enjoys running.  

• Baruch College, Zicklin School of Business, Bachelor's

• Certified Exit Planning Advisor

Lexi joined UBS in 2026. She began her career at Morgan Stanley, where she worked on a team providing white-glove service to high-net-worth clients, specifically specializing in corporate stock plan services, family wealth management and alternative investments. She later transitioned to a private equity firm, supporting capital raising and investor relations while working closely with institutional investors and family offices.

Lexi overseas daily operations, ensures overall client satisfaction and is dedicated to providing our clients with excellent customer service. Her background and experience are crucial to the operational flow of our day-to-day. She is currently working on completing her FINRA registration exams.

Lexi is a graduate of San Diego State University where she was recruited as a Division I lacrosse player. Originally from Baltimore, she currently lives Manhattan and enjoys exploring the city and playing pickleball.

• San Diego State University, Bachelor's