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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Gary Tantleff

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Ranked among financial advisors both in New Jersey and nationwide by Forbes and Barron’s, Gary Tantleff is a recognized industry leader. He has more than 36 years of experience working with banks and credit unions to invest their excess cash in pursuit of incremental returns. He offers a rare level of knowledge and skill in this specialized niche. Over his decades in the business, Gary has helped his clients navigate a full range of economic environments and interest rate conditions to pursue their goals. With more than $6 billion in assets under management, Gary and his team, The Credit Union Advisory Group at UBS, are experienced at finding incremental yield that fits into each client’s proscribed investment policy and portfolio structure. He understands how to scour the market for the right opportunities. Gary genuinely cares about his clients, many of whom have been with him for his entire career.

Gary joined UBS in 2008. He has been a Barron’s Top 100 Financial Advisor every year for the past six years, and Barron’s Top Financial Advisor in NJ for five of the past seven years.

One of the keys to Gary’s success is his team’s dedication to service. They respond to clients’ questions and concerns within 24 hours, and speak to each client regularly, regardless of account size. Gary takes pride in understanding what his clients’ needs are, what their portfolios require and how their strategies evolve over time. His goal is to provide all of his clients with the sincere commitment to always have their best interests at heart.

Gary enjoys the outdoors and spends as much time as possible playing golf and hiking. He loves being out on the water, whether fishing, kayaking or boating. Gary and his wife, Dee have four sons, Jordan, Matthew, Ryan and Jackson. Jordan and Matt both work for UBS.
- Barron's Hall of Fame, 2022
- Barron's Top 1,000 Financial Advisors, 2010, 2012, 2013
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2021, 2022
- Barron's Top 100 Financial Advisors, 2012, 2013, 2014, 2016, 2017, 2018, 2019, 2020, 2021, 2022
- Financial Times Top 400 Financial Advisers, 2013
- Forbes Best-in-State Wealth Advisors , 2021, 2022
- REP. magazine and WealthManagement.com's Top 100 Wirehouse Advisors, 2013
- Trenton State College, B.S. Finance
184 Liberty Corner Road
Suite 101
Warren, NJ 07059
James Dill

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
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, 2021
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022
- Forbes Best-in-State Wealth Advisors , 2021, 2022
- Top 35 Under 35
- Kean University , B.S. Business Management Science
184 Liberty Corner Road
Suite 101
Warren, NJ 07059
Terence McMahon

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- Portfolio Manager
184 Liberty Corner Road
Suite 101
Warren, NJ 07059
William Kurdyla

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NY
- OH
- OR
- PA
- SC
- SD
- TX
- UT
- VA
- WA
- WI
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
184 Liberty Corner Road
Suite 101
Warren, NJ 07059
Christopher Reicen

Client Associate
View bio
- CA
- NJ
- PA
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.
184 Liberty Corner Road
Suite 101
Warren, NJ 07059
Marisel Almanzar

Client Associate
View bio
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.
184 Liberty Corner Road
Suite 101
Warren, NJ 07059

Gary Tantleff

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Ranked among financial advisors both in New Jersey and nationwide by Forbes and Barron’s, Gary Tantleff is a recognized industry leader. He has more than 36 years of experience working with banks and credit unions to invest their excess cash in pursuit of incremental returns. He offers a rare level of knowledge and skill in this specialized niche. Over his decades in the business, Gary has helped his clients navigate a full range of economic environments and interest rate conditions to pursue their goals. With more than $6 billion in assets under management, Gary and his team, The Credit Union Advisory Group at UBS, are experienced at finding incremental yield that fits into each client’s proscribed investment policy and portfolio structure. He understands how to scour the market for the right opportunities. Gary genuinely cares about his clients, many of whom have been with him for his entire career.

Gary joined UBS in 2008. He has been a Barron’s Top 100 Financial Advisor every year for the past six years, and Barron’s Top Financial Advisor in NJ for five of the past seven years.

One of the keys to Gary’s success is his team’s dedication to service. They respond to clients’ questions and concerns within 24 hours, and speak to each client regularly, regardless of account size. Gary takes pride in understanding what his clients’ needs are, what their portfolios require and how their strategies evolve over time. His goal is to provide all of his clients with the sincere commitment to always have their best interests at heart.

Gary enjoys the outdoors and spends as much time as possible playing golf and hiking. He loves being out on the water, whether fishing, kayaking or boating. Gary and his wife, Dee have four sons, Jordan, Matthew, Ryan and Jackson. Jordan and Matt both work for UBS.
- Barron's Hall of Fame, 2022
- Barron's Top 1,000 Financial Advisors, 2010, 2012, 2013
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2021, 2022
- Barron's Top 100 Financial Advisors, 2012, 2013, 2014, 2016, 2017, 2018, 2019, 2020, 2021, 2022
- Financial Times Top 400 Financial Advisers, 2013
- Forbes Best-in-State Wealth Advisors , 2021, 2022
- REP. magazine and WealthManagement.com's Top 100 Wirehouse Advisors, 2013
- Trenton State College, B.S. Finance
184 Liberty Corner Road
Suite 101
Warren, NJ 07059
James Dill

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
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, 2021
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022
- Forbes Best-in-State Wealth Advisors , 2021, 2022
- Top 35 Under 35
- Kean University , B.S. Business Management Science
184 Liberty Corner Road
Suite 101
Warren, NJ 07059
Terence McMahon

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- Portfolio Manager
184 Liberty Corner Road
Suite 101
Warren, NJ 07059
William Kurdyla

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NY
- OH
- OR
- PA
- SC
- SD
- TX
- UT
- VA
- WA
- WI
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
184 Liberty Corner Road
Suite 101
Warren, NJ 07059
Christopher Reicen

Client Associate
View bio
- CA
- NJ
- PA
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.
184 Liberty Corner Road
Suite 101
Warren, NJ 07059
Marisel Almanzar

Client Associate
View bio
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.
184 Liberty Corner Road
Suite 101
Warren, NJ 07059

Selecting retirement savings plans

Retirement planning

Multigenerational planning

How do you plan confidently for the retirement you want?

Start by building a strategy based on the resources and needs over the course of your life.

Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

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Insight-based advice

Pursuing your goals together

Gary Tantleff

James Dill

Terence McMahon

William Kurdyla

Christopher Reicen

Marisel Almanzar

Gary Tantleff

James Dill

Terence McMahon

William Kurdyla

Christopher Reicen

Marisel Almanzar

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Selecting retirement savings plans

Retirement planning

Multigenerational planning

How do you plan confidently for the retirement you want?

Backed by the strength of UBS

A global leader in wealth management

Insights

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