Your life. Your wealth. Your future.

Pursue what matters most

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.

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Tom O'Rourke

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CT
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- ME
- NC
- NH
- NJ
- NY
- OH
- PA
- TX
- UT
- VA
- VT
- WA
For more than 30 years, Tom has provided customized financial solutions to individuals, multigenerational families, and non-profit organizations.

Previously, Tom was a First Vice President with Morgan Stanley’s Wealth Management division. He began his Wall Street career in the corporate finance department of Kidder, Peabody & Co.

Prior to his Wall Street career, Tom served as a Special Assistant to the Governor of New Jersey in the Office of Policy and Planning.

An avid gardener and community volunteer, Tom has served as chairman of his town's environmental commission. Tom and his wife, Jane, reside in New Jersey with their two lively Yorkshire terriers, Riley and Flynn.
- Saint Peter's University, Liberal Arts
- NYU’s Wagner Graduate School of Public Service, Master's of Public Administration
Home Worker NJ
Home Worker NJ, NJ 000
Bryan Cryder

Account Vice President

Financial Advisor
View bio
- CA
- CT
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- ME
- NC
- NH
- NJ
- NY
- OH
- PA
- TX
- UT
- VA
- VT
- WA
Bryan prides himself on helping individuals, families and non-profit organizations navigate the ever-changing complexities of financial planning and investment management.

Prior to becoming a Financial Advisor, Bryan worked as a Wealth Planning Associate in UBS’ Park Avenue office where he provided comprehensive advice and customized financial solutions to high-net-worth individuals and families.

Bryan began his career in UBS’ highly selective Graduate Talent Program where he gained broad exposure and intensive training in financial markets, wealth management, equity research and banking.

Bryan obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2017 and is currently pursuing his Certified Private Wealth Advisor® certification through the Yale School of Management.

An avid triathlete and outdoors enthusiast, Bryan holds multiple leadership positions at the New York Athletic Club. Bryan remains active in the Penn State Alumni community as a fundraiser for The Hope Gala. He currently resides in Larchmont, New York.
- Penn State University, Finance
- New York University, Certificate in Financial Planning
- CERTIFIED FINANCIAL PLANNER™
51 JFK Parkway
Suite 303
Short Hills, NJ 07078
Lukasz Syrek

Client Associate
View bio
- CA
- FL
- NC
- NJ
- NY
- OH
- PA
- VA
An integral part of our team, Lukasz is responsible for all client account opening and maintenance, cash and securities transfers, monthly statements, performance management reports, 1099s and other tax documents. Lukasz is also involved in every stage of the client’s financial planning process.

Prior to joining UBS, Lukasz worked for several years at Morgan Stanley.

An outdoor sports enthusiast, Lukasz plays soccer and enjoys fishing and swimming with his family. Lukasz resides in New Jersey with his wife Paulina and their four boys Adrian, Caleb, Dominic and Lucas.
- University of Massachusetts Amherst, Business Administration
51 JFK Parkway
Suite 303
Short Hills, NJ 07078

Tom O'Rourke

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CT
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- ME
- NC
- NH
- NJ
- NY
- OH
- PA
- TX
- UT
- VA
- VT
- WA
For more than 30 years, Tom has provided customized financial solutions to individuals, multigenerational families, and non-profit organizations.

Previously, Tom was a First Vice President with Morgan Stanley’s Wealth Management division. He began his Wall Street career in the corporate finance department of Kidder, Peabody & Co.

Prior to his Wall Street career, Tom served as a Special Assistant to the Governor of New Jersey in the Office of Policy and Planning.

An avid gardener and community volunteer, Tom has served as chairman of his town's environmental commission. Tom and his wife, Jane, reside in New Jersey with their two lively Yorkshire terriers, Riley and Flynn.
- Saint Peter's University, Liberal Arts
- NYU’s Wagner Graduate School of Public Service, Master's of Public Administration
Home Worker NJ
Home Worker NJ, NJ 000
Bryan Cryder

Account Vice President

Financial Advisor
View bio
- CA
- CT
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- ME
- NC
- NH
- NJ
- NY
- OH
- PA
- TX
- UT
- VA
- VT
- WA
Bryan prides himself on helping individuals, families and non-profit organizations navigate the ever-changing complexities of financial planning and investment management.

Prior to becoming a Financial Advisor, Bryan worked as a Wealth Planning Associate in UBS’ Park Avenue office where he provided comprehensive advice and customized financial solutions to high-net-worth individuals and families.

Bryan began his career in UBS’ highly selective Graduate Talent Program where he gained broad exposure and intensive training in financial markets, wealth management, equity research and banking.

Bryan obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2017 and is currently pursuing his Certified Private Wealth Advisor® certification through the Yale School of Management.

An avid triathlete and outdoors enthusiast, Bryan holds multiple leadership positions at the New York Athletic Club. Bryan remains active in the Penn State Alumni community as a fundraiser for The Hope Gala. He currently resides in Larchmont, New York.
- Penn State University, Finance
- New York University, Certificate in Financial Planning
- CERTIFIED FINANCIAL PLANNER™
51 JFK Parkway
Suite 303
Short Hills, NJ 07078
Lukasz Syrek

Client Associate
View bio
- CA
- FL
- NC
- NJ
- NY
- OH
- PA
- VA
An integral part of our team, Lukasz is responsible for all client account opening and maintenance, cash and securities transfers, monthly statements, performance management reports, 1099s and other tax documents. Lukasz is also involved in every stage of the client’s financial planning process.

Prior to joining UBS, Lukasz worked for several years at Morgan Stanley.

An outdoor sports enthusiast, Lukasz plays soccer and enjoys fishing and swimming with his family. Lukasz resides in New Jersey with his wife Paulina and their four boys Adrian, Caleb, Dominic and Lucas.
- University of Massachusetts Amherst, Business Administration
51 JFK Parkway
Suite 303
Short Hills, NJ 07078

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Advice. Beyond investing.

For some of life's questions you're not alone. Together we can find an answer.

To make the right choices you need to ask the right questions. And because your life keeps changing, we keep on asking.

Advice that's all about you and what you need starts with a plan that we develop together. It’s part of a strategy for managing your wealth and pursuing your personal goals for every part of your life, at every stage of your life. It's what we call: Advice. Beyond investing.

Our Process

No one wants to outlive their money.
But you also don’t want to live with untapped potential.

A wasted resource is one that simply isn’t used. One of the things we pride ourselves on is helping our clients not only take care of their loved ones now and later, but recognize their potential for impact and influence through charitable giving and fueling causes aligned with the causes they’re most passionate about.

Investment management

Money management that puts your best interests first

Our disciplined planning process drives a highly personalized investment strategy. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.

A focus on asset allocation and risk management. By listening and aligning with your objectives, we can craft an asset allocation based on your family’s goals, growth and income needs. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Your personalized portfolio. Many clients prefer to delegate the day-to-day management of their assets. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks. When we take on discretionary management of your portfolio, we are transparent about our fiduciary responsibility.

Open access and analysis. Through our open platform, we can offer premium financial solutions both within and outside of UBS. This access, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.

Insights for each generation. We offer timely perspectives that drive a fully integrated suite of financial solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations and we will work with your tax and legal advisors to develop tax-advantaged solutions.

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

World's best bank

for wealth management

Euromoney Award for Excellence, 2020-2022

More than 150 years

offering financial advice

Insights

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Your life. Your wealth. Your future.

Your primary source for financial advice

Tom O'Rourke

Bryan Cryder

Lukasz Syrek