Insightful collaboration

• CA
• CT
• FL
• LA
• MA
• MD
• MS
• NJ
• NY
• SC
• TN
• TX
• UT

Anthony has been in the financial services industry providing investment guidance to individual and corporate clients for over 30 years. Anthony brought his team to UBS after 19 years at Morgan Stanley, where he held the titles of Wealth Advisor and Corporate Retirement Director. He was a founding member of Morgan's' PEN Network and served on Morgan Stanley Asset Managements' Advisory Board. Mr. Cristiano has been nominated as Retirement Plan Advisor of the Year each year from 2008 to 2014 by Plan Sponsor Magazine.  In 2012, Mr. Cristiano was named as one of the "Top 100 Retirement Plan Advisors" by Plan Sponsor Magazine and was included in their 2008 list of "Most Successful Advisors". In 2013, 401K Wire named him "One of The Most Influential in the Industry". Anthony and his team are "Senior Retirement Plan Consultants", a select, experienced, group of Advisors that UBS Financial Services Inc. relies on to provide objective investment consulting and fiduciary services to it's corporate and retirement plan clients. Anthony is frequently asked to speak publicly on various financial topics and serves on several philanthropic and community boards and organizations. He is very involved in Veterans' issues, has appeared on FOX News and is the writer of the VUE on Fortune column in the VUE Magazine.  He lives in Franklin Lakes, NJ with his wife and 4 sons

• Senior Retirement Plan Consultant
• Portfolio Manager

• CA
• FL
• NJ
• NY

Helen has been in the financial services industry since 2014. She brings a great deal of experience in portfolio management and customer service to our team.  She focuses on delivering the appropriate, boutique, investment experience our clients expect . Helen understands the unique needs of both our affluent family and Institutional clients.  Prior to joining our UBS team, Helen was an Advisor with Merrill Lynch Wealth Management. Helen’s day-to-day focus is on the daily execution and maintenance of our teams’ customized portfolio strategies and management.  She also oversees the teams’ fiduciary obligations and management of our many corporate retirement plans.   Helen is very active in the community and involved in Women in Business Associations as well as the Hudson County and Hispanic Chambers of Commerce. She also is a volunteer at RWJ Barnabus’ Jersey City Medical Center. Helen has a Finance degree from Montclair State University. She was born in New York City, and currently resides in Lyndhurst, NJ. In her spare time, Helen enjoys playing the piano, and practicing and competing in various forms of Mixed Martial Arts.

• Montclair State University, Finance

• CA
• CO
• CT
• DC
• FL
• GA
• IN
• LA
• MA
• MD
• MI
• MN
• NC
• NJ
• NY
• OH
• PA
• RI
• SC
• TX
• VA
• VT
• WI

Kevin has 20 years of experience in the financial Services industry. He began his career as a derivatives broker helping institutions manage their natural gas and energy risk. Kevin also worked at a fortune 500 company before joining a venture capital group to help develop and manage portfolio companies. in 2006, Kevin returned to the financial services industry when he joined UBS. Kevin is a Certified Financial Planner and completed UBS' Wealth Advisor program, qualifying him to assess and manage the assets for multi-generational families, entrepreneurs and corporate executives. Kevin leverages the the global resources of UBS to provide financial planning and personalized solutions to help clients to achieve their goals. Kevin graduated Cum Laude from Wake Forest and received his Masters' degree in Business Administration from Fordham University. Kevin Lives in Wyckoff, NJ with his wife, Evelyn, and their two sons. Kevin is very active in his community and is a member of the Board of Trustees for the Wyckoff Education Foundation.

• Strategic Partner

• AR
• CA
• CO
• CT
• FL
• IL
• MD
• NJ
• NY
• RI
• SC
• TX
• WI

Bonnie is our Senior, Registered, Client Service Associate. She brings 13 years of experience to the team.  Bonnie is fully licensed and provides an additional layer of trade support as well as oversees all of the administrative, account management and operational details for our clients. Additionally, Bonnies’ responsibilities include banking related services and liaising with the myriad operational and compliance departments and is adept at solving any issues that arise on a day-to-day basis. She provides our clients with the personalized touch and concierge- like service you should expect from our group.  Bonnie has a BS in Management from Binghamton University School Of Management. She lives in NY with her husband and two children.  

• NJ

Dylan is the Cristiano Groups’ Wealth Planning Associate (WPA).  Dylan is focused on financial planning and specifically, helping our clients achieve their financial goals within the context of their investments. Dylan helps to collect and maintain our clients’ often complicated and ever-changing financial information. He coordinates the data with our vast financial planning resources. Dylan helps us to make sure the portfolios we create and manage for our clients are working not just for “return” but to keep them on track, and on plan. Dylan has been with UBS since 2018. Dylan majored in Finance at Pennsylvania State University and resides in New York City and enjoys supporting NY sports teams and travelling.