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$7 trn
UBS Group invested assets
As of 12/31/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Managing Director–Wealth Management
Financial Advisor
Throughout his career, Tim has guided wealthy individuals, families, athletes and business owners through complex financial decisions with remarkable clarity and tailored strategies. Starting out as a bond trader on Wall Street, Tim later transitioned to Wealth Management—a move that allowed him to genuinely align his core values and principles with client outcomes. Tim’s deep expertise brings valuable insights, providing a truly holistic approach to financial solutions. His approach is straightforward and fiduciary first. He listens deeply to understand clients’ priorities, then crafts a tailored plan that includes investment strategies, risk management, tax optimization, legacy and family estate planning.
Growing up as a football coach’s son, discipline and dedication were ingrained in Tim’s life from an early age, qualities that continue to shape his personal and professional journey. Tim holds a Bachelor of Science from the McIntire School of Commerce at the University of Virginia, where he also served as captain of the baseball team. He proudly serves on the advisory board of the “Tom Coughlin Jay Fund”, a Coughlin family effort dedicated to providing financial and mental support to those families’ children suffering with the curse of cancer. Tim now resides in Franklin Lakes, NJ with his wife Andrea, and together they are proud parents to Emma, Shea, and Brennon.
Managing Director–Wealth Management
Financial Advisor
Throughout his career, Tim has guided wealthy individuals, families, athletes and business owners through complex financial decisions with remarkable clarity and tailored strategies. Starting out as a bond trader on Wall Street, Tim later transitioned to Wealth Management—a move that allowed him to genuinely align his core values and principles with client outcomes. Tim’s deep expertise brings valuable insights, providing a truly holistic approach to financial solutions. His approach is straightforward and fiduciary first. He listens deeply to understand clients’ priorities, then crafts a tailored plan that includes investment strategies, risk management, tax optimization, legacy and family estate planning.
Growing up as a football coach’s son, discipline and dedication were ingrained in Tim’s life from an early age, qualities that continue to shape his personal and professional journey. Tim holds a Bachelor of Science from the McIntire School of Commerce at the University of Virginia, where he also served as captain of the baseball team. He proudly serves on the advisory board of the “Tom Coughlin Jay Fund”, a Coughlin family effort dedicated to providing financial and mental support to those families’ children suffering with the curse of cancer. Tim now resides in Franklin Lakes, NJ with his wife Andrea, and together they are proud parents to Emma, Shea, and Brennon.
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
