Insight-based advice

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With over 38 years of experience in the financial industry, Gary has worked extensively with credit unions, banks and many institutional investors assisting them in investing their excess cash to achieve attractive returns. His expertise in this specialized niche is truly exceptional. Throughout his career, Gary has adeptly guided his clients through various economic environments and interest rate conditions. As the leader of The Credit Union Advisory Group at UBS, Gary and his team are renowned for their ability to identify incremental yield opportunities that align with each client's investment policy and portfolio structure.

Gary's commitment to meticulously searching the market for the right opportunities has consistently yielded positive results for his clients. Gary's genuine care for his clients is evident in his longstanding relationships, with many clients having been with him for his entire career. A key factor in Gary's success is his team's unwavering dedication to service. They prioritize responsiveness, ensuring clients' questions and concerns are addressed within 24 hours, and maintain regular communication with each client, regardless of account size.

Understanding his clients' evolving needs and portfolio requirements is a point of pride for Gary. His goal is to always have his client's best interests at heart, providing them with a sincere commitment to their financial well-being.

Outside of work, Gary enjoys spending time outdoors, particularly playing golf and hiking. He has a deep appreciation for being out on the water, whether fishing, kayaking, or boating. Gary and his wife, Dee, are proud parents to four sons, Jordan, Matthew, Ryan, and Jackson, with Matt and Ryan both currently working at UBS.

• Barron's Hall of Fame, 2022
  The Barron's rating is awarded annually in June/July based on Barron's ratings received over the prior 10 years.
• Barron's Top 1,000 Financial Advisors, 2010, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2021, 2022, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 100 Financial Advisors, 2012, 2013, 2014, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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, 2023, 2024The 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.

• Trenton State College, B.S. Finance

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Before joining the team in 2007, James served as a financial advisor with Summit Financial Resources Inc. He received a B.S. in business management science from Kean University in Union, New Jersey, and holds Series 7, 31 and 66 securities licenses, as well as life and health insurance licenses. A resident of Stirling, New Jersey, James enjoys playing golf and basketball.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018, 2020, 2021The 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.
• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The 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, 2023, 2024The 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, 2018, 2019, 2022, 2023The 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.

• Kean University , B.S. Business Management Science

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• Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

• Portfolio Manager

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William has gained invaluable experience during his career. He has held positions with several well-known financial organizations, including Wachovia Securities and Morgan Stanley. He earned a B.S. in economics and finance from Fairleigh Dickinson University and subsequently obtained Series 7, 31 and 63 securities licenses, as well as life and health insurance licenses. He is a member of the CFA Institute and New York Society of Security Analysts. William and his wife live in Wood Ridge, New Jersey, with their two daughters.

• Fairleigh Dickinson University, B.S. Economics

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Chris joined the team in 2012  as a registered client service associate. He also brings a strong background in branch technology, and is a key individual in technology updates and enhancements to the Warren branch. Chris lives in West New York, NJ with his wife Ana, and their three children.

Marisel began her career at UBS Financial Services in 2008 and has over 12 years of experience. She joined The Tantleff Group in 2020 and brings her knowledge, dedication, and exceptional client services skills to the team. She is a seasoned professional who continues her commitment to understanding each client need and provides resolutions. Her tailored approach to each situation enables her to provide clarity and confidence and maintain strong client relationship.

Marisel resides in New Jersey with her son Jonathan, Outside the office, she enjoys traveling, reading and spending time with her friends and family. 

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