Insight-based advice

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Gil is a Senior Vice President who has been with UBS Financial Services for over 30 years. He is a Certified Financial Planner™ and financial advisor. He has also completed the UBS Wealth Advisor Program, qualifying him to work closely with multigenerational families, entrepreneurs, and corporate executives to assess and manage their financial assets. He is a trustee of the Robert Wood Johnson University Hospital Foundation and former Chairman of the Board of the Robert Wood Johnson University Hospital, where he continues to serve as a member of its finance committee. He also serves on the board of the New Brunswick Development Corp. and as treasurer of Young Audiences New Jersey, the region’s largest arts education organization whose mission is to inspire young people and to expand their learning through the arts. A graduate of Deerfield Academy and the University of Michigan, Gil currently lives in Belle Mead, NJ where he enjoys hiking, spending time with his four children, and his involvement with the volunteer organization the Mankind Project. Having owned a business, raised four children, and contributed to the community, Gil understands how to meet the needs of businesses, families, and organizations.

• University of Michigan

• CERTIFIED FINANCIAL PLANNER®
• Wealth Advisor

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Alan has been with UBS Financial Services for nearly 25 years as a financial advisor, now performing as a Senior Vice President within the organization. Alan specializes in advising individual clients, nonprofit foundations, and small businesses. He also serves on the Board of Trustees at George Street Playhouse in New Brunswick, NJ. Alan is a graduate of Highland Park High School, Duke University, and the University of Chicago, holding an MA in finance and accounting and an AB in economics and chemistry. He resides in Madison, NJ where he enjoys reading fiction, swimming, and spending time with his wife, Lisa, and their three children.

• Duke University
• University of Chicago

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Kevin has more than a decade 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's diverse financial services and business background uniquely positions him to provide comprehensive financial perspective and advice.

Kevin is a Certified Financial Planner™ and financial advisor. He has also completed the UBS Wealth Advisor Program, qualifying him to work closely with multigenerational families, entrepreneurs, and corporate executives to assess and manage their financial assets. Kevin leverages the global resources of UBS to provide personalized solutions to help his clients achieve their goals. Kevin graduated from Wake Forest University, cum laude and received his master's degree in business administration from Fordham University. Kevin is active in his community and serves as president of board of trustees for the Wyckoff Education Foundation Kevin lives in Wyckoff, NJ, with his wife, Evelyn, and their two sons.

• Wake Forest University, Cum Laude
• Fordham University, M.A. Business Administration

• CERTIFIED FINANCIAL PLANNER®
• Wealth Advisor