Let's move forward. Together.

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John Adelman is a founding member of Two Rivers Private Wealth. As a Managing Director and Senior Portfolio Manager of the team, John has more than 30 years of experience focusing on manager due diligence, portfolio management, and financial planning for high and ultra-high net worth families, entrepreneurs and business owners. Prior to joining UBS, John was a Senior Vice President at Merrill Lynch in their Global Wealth Management division. Before that, John spent 10 years at Bernstein Investment Research and Management. John focuses on bringing personalized service to each and every one of his clients, including financial planning, asset allocation, trust and estate planning strategies, and tax minimization strategies.

John received his B.S. in Finance from Lehigh University. He has two children and resides with his wife, Jill in Short Hills, NJ. John is an avid golfer and served as Past President of Mountain Ridge Country Club.

• Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Barron's Top 1,200 Financial Advisors, 2019, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes America's Top Wealth Advisors, 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 Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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, 2024, 2025, 2026The 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.
• UBS Wealth Management Pinnacle Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Private Wealth Advisor

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Paul Lewis is a founding member of Two Rivers Private Wealth. He is a Managing Director and Senior Portfolio Manager of the team, who focuses primarily on managing approximately $3 billion of ultra-high net worth, corporate, and not-for-profit and philanthropic assets. Before joining UBS in 2009, he was a Vice President at Merrill Lynch in their Global Wealth Management division. Prior to that, he was an associate at Bernstein Investment Research and Management. Before joining Bernstein, Paul worked in the fixed income services area of The Chase Manhattan Bank, and as an insurance specialist for Massachusetts Mutual in New York.

Paul received his B.S. in Finance and International Business from the University of Richmond and his M.B.A. from New York University’s Stern School of Business. Paul resides in New York City, and considers Central Park his second home. In his spare time he loves traveling the world, having visited 57 countries and counting!

CA Insurance License #: 0G16193

• Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Barron's Top 1,200 Financial Advisors, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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, 2024, 2025, 2026The 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.
• UBS Wealth Management Pinnacle Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Private Wealth Advisor

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Sean Carmichael is a senior member of Two Rivers Private Wealth, advising ultra-high net worth families, entrepreneurs and business owners.  Sean has a focus on financial markets and investor psychology and oversees the development of the team’s sophisticated investment and risk management strategies.  He has been an important part of the team since he joined in 2007.

Prior to UBS, Sean worked as a client associate at Merrill Lynch in their Global Wealth Management division.  He graduated Cum Laude from Fairleigh Dickinson University with a degree in Finance. Sean currently holds his Series 7, Series 66, and Life and Health insurance licenses. He is a Chartered Financial Analyst® (CFA®), a Certified Financial Planner® professional, and belongs to the New York Society of Security Analysts. Sean resides on Long Island with his wife, Katie, daughters, Emma and Julia, and son, Jack.  When not spending time with his family, Sean enjoys playing basketball and tennis.

• Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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, 2024The 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.

• Private Wealth Advisor
• CERTIFIED FINANCIAL PLANNER
• Chartered Financial Analyst

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Gregory Blumenkranz is a senior member of Two Rivers Private Wealth. He focuses on financial planning, risk management, and investment strategies for high net worth families, entrepreneurs, and not-for-profit organizations currently representing $3 billion in assets. Prior to joining the group, Greg participated in the UBS Wealth Management Training program from 2008 – 2010, where he was responsible for supporting the financial planning efforts of numerous top performing Financial Advisors in New York City. Greg also has experience working with the UBS Investment Solutions and Transaction Products groups. 

Greg received his B.S. in Finance from the Pennsylvania State University, obtained the Certified Investment Manager Analyst® (CIMA®) designation from the Wharton School of Business, and is a Certified Financial Planner® professional. Greg completed the UBS Wealth Management Education Program, and holds his Series 7, Series 66, and Life and Health insurance licenses. Greg enjoys playing golf and tennis in his free time, and he is actively involved in Jewish communal service. He resides in Ridgewood, NJ with his wife, Stephanie, and two children, Zachary and Sasha.

CA Insurance License #: 4350788

• Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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, 2023, 2024The 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.

• Private Wealth Advisor
• Certified Exit Planning Advisor
• CERTIFIED FINANCIAL PLANNER
• Certified Investment Management Analyst®

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Christina Zutter joined Two Rivers Private Wealth in 2017. As business manager, she plays a central role in driving the strategic, operational, and organizational excellence of the team. Her primary responsibilities include overseeing day to day business management, implementing process efficiencies, and ensuring seamless coordination to help the team deliver a consistently exceptional client experience.

Prior to joining UBS, Christina worked for ICAP, an Interdealer Broker, as an eCommerce Product Manager.  She graduated Magna Cum Laude from the University of South Carolina with degrees in Finance and Human Resource Management from the Moore School of Business.

Christina currently holds her Series 7 and Series 66 licenses.

She resides in Madison, NJ with her husband, David, and their son, Jason. She enjoys reading, spending summers at the Jersey Shore, and watching South Carolina football.

• Business Manager

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Todd Kraska joined Two Rivers Private Wealth in 2007.  Todd's responsibilities include client service, strategy implementation and assisting with portfolio reviews. 

Todd works primarily with the most complex family relationships, serving as a single point of contact to help them solve various financial problems in concert with their tax, legal and philanthropic advisors.

He currently holds his Series 7 and Series 66 licenses. 

Todd graduated from Boston College with a bachelor's degree in Economics, where he was a member of the Division I Varsity Lacrosse Team.  He enjoys CrossFit and coaching youth lacrosse and resides in Long Island with his wife, Brie, and two children, Marley and Luca.

• Relationship Manager

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Katelyn Solari joined Two Rivers Private Wealth in 2019. Her primary responsibilities include client service and assisting with financial planning and portfolio analysis.

Prior to her position at UBS, Katelyn worked as a client analyst at The Vanguard Group in Malvern, PA. Katelyn graduated Cum Laude from Wake Forest University, earning a bachelor's degree in Business Enterprise Management and a minor in Sociology.

She currently holds her Series 7, 63, and 65 licenses.

Outside of work, Katelyn enjoys staying active, skiing, spending time with family and friends, and traveling. She currently resides in Manhattan with her husband, Austin.

• Planning Specialist

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Jared Brent joined the Two Rivers Private Wealth in 2021 as a Senior Wealth Strategy Associate.  Jared’s responsibilities include portfolio analysis and construction, asset allocation and risk management.

Prior to joining UBS, Jared worked for Stifel as an Investment Strategist and Portfolio Solutions Analyst. He graduated from the University of Wisconsin-Madison, earning a bachelor’s degree in Personal Finance.

Jared earned the CERTIFIED FINANCIAL PLANNER® certification and obtained the Certified Investment Management Analyst® (CIMA®) designation, which is administered by the Investments and Wealth Institute™ and taught in conjunction with the Yale School of Management. He also currently holds his Series 7 and Series 66 licenses.

Outside of work, Jared enjoys playing golf and tennis, watching sports, and going to the gym. He currently resides on Long Island with his wife, Amanda.

• Portfolio Analyst
• CERTIFIED FINANCIAL PLANNER
• Certified Investment Management Analyst®

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Genna Kranis joined Two Rivers Private Wealth in 2019. Her primary focus is on client servicing and financial planning.

She currently holds her Series 7 and Series 66 licenses.  

Prior to her position at UBS, Genna worked as a Media Planner at iHeartMedia in New York, NY. She graduated from Dickinson College, earning a bachelor's degree in International Business and Management, with minors in Economics and Spanish.

While attending Dickinson College, Genna was a member of the Women's Varsity Swim Team. Outside of work, Genna enjoys going to the gym, spending time with family, and traveling. She currently resides in Manhattan.

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Cooper Schneider joined Two Rivers Private Wealth in 2022. His primary responsibilities include client service and portfolio reporting. 

Cooper is a Chartered Financial Analyst® (CFA®). He currently holds his Series 6, Series 7, Series 63, Series 65, and Life and Health Insurance Licenses.

Prior to his position at UBS, Cooper worked as a Relationship Banker with JPMorgan Chase in New York, NY. He graduated from the University of Michigan where he earned his B.A. in Economics, with a Minor in Entrepreneurship.

Outside of work, Cooper enjoys playing golf and basketball, spending time with family, and traveling. He currently resides in Manhattan.

• Chartered Financial Analyst

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Lydia Shaw joined Two Rivers Private Wealth in October 2023. Her primary responsibilities include client service, account maintenance, and portfolio reporting.

Lydia is a Chartered Retirement Planning Counselor (CRPC). She currently holds her Series 7 and Series 66 licenses.

Prior to her position at UBS, Lydia worked as a Risk and Financial Advisory Analyst with Deloitte in New York, NY. Lydia graduated from Yale University where she earned her B.A. in History of Science, Medicine, and Public Health.

 While attending Yale, Lydia was a member of the Division 1 Women’s Soccer Team. Outside of work, she enjoys playing tennis, indoor cycling, and spending time at the beach. She currently resides in Stamford, CT.

• Chartered Retirement Planning Counselor

Sam Eisner joined Two Rivers Private Wealth in January 2026. His primary responsibilities include client service and portfolio reporting.

Prior to his position at UBS, Sam worked at BlackRock in Liquidity Client Services. He graduated from Franklin & Marshall College with a B.A. in Business Administration.

Outside of work, he enjoys running and staying active, traveling, and spending time with family and friends. He currently resides in Short Hills, NJ.

Maddie Panzer joined Two Rivers Private Wealth in February 2025.

Prior to her position at UBS, Maddie worked as Deputy Editor of Loans and Mortgages at Forbes Marketplace in New York, NY. She graduated from the University of Florida, where she holds a B.S. in Journalism.

While attending the University of Florida, Maddie worked as a Reporter for WUFT News and was Editor-In-Chief for the school’s magazine Orange and Blue.

Outside of work, she enjoys spending time with family and friends, watching documentaries and training for half marathons. She currently resides in Manhattan.

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Myles Wittenstein is a Legacy Financial Advisor with Two Rivers Private Wealth and has more than 55 years of industry experience. Myles began his career at Bache & Co., Lehman Brothers, and AG Becker, before moving on to Bernstein Investment Research and Management, where he spent 18 years advising clients. More recently, before joining UBS in 2009 Myles was a Senior Vice President at Merrill Lynch. Having “seen it all”, Myles provides the team with incredible perspective on markets, the economy, and investor psychology.

Myles is a former chair and current member of the Board of Advisors for the Duke Comprehensive Cancer Center, and graduated from Duke University with an A.B. in Economics. He has four children and eight grandchildren, and maintains homes in Palm Beach, FL and summers in Sagaponack, NY.

• Private Wealth Advisor