Your life. Your wealth. Your future.

Pursue what matters most

Team Image

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.

  • 18

    Tom O'Rourke

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • CA
    • CT
    • FL
    • 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
      • 18

        Bryan Cryder

        Account Vice President

        Financial Advisor

        • image
        • image
        • image
        • CA
        • CT
        • FL
        • 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
        • 18

          Lukasz Syrek

          Client Associate

          • image
          • image
          • 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.

            Our Process

            Our Process

            Investment management

            Investment management

            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