Planning for success with advice you can trust

Private Wealth Management

You have questions about making the best decisions regarding your future. You expect clear answers and solid guidance from your advisor.

With five decades of experience and a deep background in global wealth management, investment research and estate planning, our integrated team offers a highly personalized approach to achieving your goals. We promote open and regular contact with each generation of your family so we can provide the collaborative guidance you seek.

Working together, we’ll help you plan for success by answering essential questions like these:

  • How will you help me make the right decisions regarding my wealth?
  • How will you help me grow and protect my money?
  • How will we work together to achieve my goals?

In today’s uncertain economy, we must be proactive and protective. Our clients rely on us for our knowledge, responsiveness and customized investment solutions to help them reach their goals.

- John Adelman

You. Connected.

Private Wealth Management

As part of Private Wealth Management, we are able to connect you to firmwide experts, thought leaders and premier resources.

Start with a plan

How will you help me make the right decisions regarding my wealth?

As you face some of life’s most important questions, our team can work closely with you to develop a comprehensive plan that empowers informed financial decisions. Our goals-based approach to wealth planning can help you see the connections between all aspects of your financial world—whether that’s helping you manage your financial assets, maximize the value of a business or create lasting family wealth.

Start with a plan

Building your financial plan

Building your financial plan

Retirement and lifetime income planning

Retirement and lifetime income planning

Estate and legacy planning strategies

Estate and legacy planning strategies

Our planning process starts with listening. Through a series of meaningful conversations, we can help you establish a financial plan that prioritizes your goals, determines proper asset allocation, manages risk, considers insurance solutions and assesses estate and  charitable planning objectives. As we build your plan, we communicate regularly and track your portfolio’s performance, making adjustments for life changes and economic conditions.

With a specialty in retirement planning, our team can work with you to help protect your lifestyle and livelihood in retirement. We will help you include appropriate 401(k) and IRA solutions into a comprehensive retirement plan. We’ll work with you to understand such influences as risk and investment time horizon, evaluate your current asset allocation and help you maximize your Social Security benefits.

When planning your estate or building your legacy, our team can work with you and your tax and legal advisors to help develop tax- advantaged solutions so that the people and causes that are important to you receive the greatest benefit. We can help with protecting your assets or business ownership, reducing estate tax exposure, transitioning wealth to future generations or pursuing philanthropic endeavors.

A strategic approach

How will you help me grow and protect my money?

When it comes to managing your wealth, we focus on due diligence, diversification and risk management as the foundation of our investment approach. Our direct access to global resources offers timely perspectives, customized investment planning and a fully integrated suite of financial solutions.

A strategic approach

Tailored portfolio management

Tailored portfolio management

The depth of our resources

The depth of our resources

Open access and operational excellence

Open access and operational excellence

Our team’s combined experience, from research and investment banking to family office and institutional settings, enables us to build custom portfolios that comprise a range of offerings from highly diversified to more targeted opportunities.

We are highly focused on risk mitigation and our intensive due diligence helps us identify the appropriate solutions based on your objectives. In today’s dynamic economy, periodic reevaluation of all strategies is also a critical part of the process.

We draw upon the heritage of UBS AG, one of the world’s leading wealth management firms. We offer our clients the latest in market research and financial insights. This dynamic worldwide presence provides us with access and opportunities to help you work toward your financial goals.

We offer access to an open platform of financial solutions both within and outside of UBS. This open architecture, along with a disciplined process, ensures we develop customized strategies based on highly focused analysis. With a focus on protective solutions, our team provides a variety of strategies appropriate to your risk profile. Our team then works with you to determine an asset allocation strategy appropriate for your goals and comfort with risk.

A focus on you

How will we work together to achieve my goals?

Exceptional service is essential to a successful relationship. Because we serve a select clientele and always put your best interests first, we are able to offer integrated wealth management services focused entirely on you and your goals. We understand each client relationship is unique and know the right questions to ask. That’s how we match your priorities and coordinate a customized approach to your specific needs.

A focus on you

An integrated approach

An integrated approach

A network of resources

A network of resources

Multigenerational strategies

Multigenerational strategies

We look at your family’s entire life, beyond your investment needs. Today, long-lasting relationships require the comprehensive services and resources of a firm with wealth management at its core. We gain a deep understanding of your family values, wealth dynamics and multigenerational challenges so we can provide seamless integration across your entire financial world.

Serving as the “quarterback” of your advisory team, we will work closely with your accountants, attorneys and trusted advisors as well as our network of financial experts within and outside of UBS. That’s how we incorporate all perspectives into one integrated approach.

When it comes to the connections between wealth and family, what’s important to you is important to us. We offer guidance in making wise estate and philanthropic decisions and developing an actionable plan that includes wealth transfer solutions and guidance for helping children and heirs understand the value of their assets.

Pursuing our clients‘ goals, together

With five decades of experience and a deep background in global wealth management, investment research and estate planning strategies, our team offers a highly personalized approach to pursuing your goals. We promote open and regular contact with each generation of your family so we can provide the collaborative guidance you seek. 

Advice for what matters most

A thorough assessment helped reduce a nonprofit’s risk

Global capabilities provided powerful execution

Maintaining control of your legacy

The value we look to provide: Advice. Beyond investing.

Accessing the right resources for a successful sale

Experience. Makes all the difference.

“Our comprehensive approach to wealth management looks at your entire financial life, from investment planning to retirement goals to estate planning. If it matters to you, it matters to us.”

— Paul Lewis

Private Wealth Advisors

  • Myles Wittenstein

    Myles Wittenstein

    Managing Director–Wealth Management

    Private Wealth Advisor

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    Myles Wittenstein is a senior partner and Managing Director of the Wittenstein Adelman Lewis Group. Before joining UBS, he was a Senior Vice President at Merrill Lynch in its Global Wealth Management division. Prior to that, he spent 18 years with Bernstein Investment Research and Management, where he was a Principal and Financial Advisor. Before that, Myles was a Managing Director with RPG Industries and AG Becker, after beginning with Bache & Co. and Lehman Brothers.

    Myles is a former chair and current member of the Board of Advisors for the Duke Comprehensive Cancer Center, is on the Board of Visitors for the Duke Medical 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.

      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

        • Private Wealth Advisor
        1285 Avenue Of The Americas
        New York, NY 10019
      • John Adelman

        John Adelman

        Managing Director–Wealth Management

        Private Wealth Advisor

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        John Adelman is a senior partner, Managing Director and Senior Portfolio Manager of the Wittenstein Adelman Lewis Group. John has more than 25 years of experience specializing in 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 and tax minimization strategies.

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

        • Barron's Top 1,200 Financial Advisors, 2019, 2022
          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, 2022The 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, 2022The 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.

        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

          • Private Wealth Advisor
          1285 Avenue Of The Americas
          New York, NY 10019
        • Paul Lewis

          Paul Lewis

          Managing Director–Wealth Management

          Private Wealth Advisor

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          Paul Lewis is a senior partner, Managing Director and Senior Portfolio Manager of the Wittenstein Adelman Lewis Group whose practice focuses primarily on managing approximately $3 billion of ultra-high net worth, corporate, and not-for-profit and philanthropic assets. Before joining UBS, 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. He is a board member of Friends of the Children, an early intervention program dedicated to helping New York City’s most at-risk children. Paul resides in New York, NY and in his spare time he loves traveling the world.

          • Barron's Top 1,200 Financial Advisors, 2022
            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, 2022The 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.

          Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

            • Private Wealth Advisor
            1285 Avenue Of The Americas
            New York, NY 10019
          • Gregory Blumenkranz

            Gregory Blumenkranz

            Vice President–Wealth Management

            Private Wealth Advisor

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            Gregory Blumenkranz is a partner of the Wittenstein Adelman Lewis Group. His practice focuses on financial planning, risk management, and investment strategies for high net worth families, entrepreneurs, and not-for-profit organizations representing $3 billion in assets. Prior to joining the group, Greg participated in the distinguished 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 earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). 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.

              Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                • Private Wealth Advisor
                • Certified Exit Planning Advisor
                • CERTIFIED FINANCIAL PLANNER™
                • Certified Investment Management Consultant
                1285 Avenue Of The Americas
                New York, NY 10019
              • Sean Carmichael

                Sean Carmichael

                Financial Advisor

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                Sean Carmichael is a partner of the Wittenstein Adelman Lewis Group, 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 Wittenstein Adelman Lewis Group 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®), has earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) and belongs to the New York Society of Security Analysts.  Sean resides on Long Island with his wife, Katie, and daughters, Emma and Julia.  When not spending time with his family, Sean enjoys playing basketball and tennis.

                  Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                    • CERTIFIED FINANCIAL PLANNER™
                    • Chartered Financial Analyst®
                    1285 Avenue Of The Americas
                    New York, NY 10019
                  • Megan Matter

                    Megan Earl

                    Team Business Manager

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                    Megan Earl joined the Wittenstein Adelman Lewis Group in 2015.  She helps facilitate communication between team members, and helps to promote service excellence for clients.  She also focuses on developing processes and optimizing administrative efficiencies within the group.  In addition, Megan is responsible for overseeing all marketing and client appreciation activities for the group.

                    Megan currently holds her Series 7, Series 66, and Notary Public licenses.  

                    Megan graduated from Indiana University with a degree in Sports Marketing and Management and minors in Business and Marketing.  While attending IU, she was a member of the Division 1 Women's Tennis Team.  Outside of work, Megan enjoys golfing and volunteering as a member of the New York Junior League.  She resides in Manhattan with her husband, Alex.

                      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                        • Team Business Manager
                        1285 Avenue Of The Americas
                        New York, NY 10019
                      • Todd Kraska

                        Todd Kraska

                        Senior Wealth Strategy Associate

                        Relationship Manager

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                        Todd Kraska joined the Wittenstein Adelman Lewis Group in 2007.  Todd's responsibilities include client service, strategy implementation and assisting with portfolio reviews. 

                        Todd works primary 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.

                          Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                            • Relationship Manager
                            1285 Avenue Of The Americas
                            New York, NY 10019
                          • Christina Meola

                            Christina Zutter

                            Senior Wealth Strategy Associate

                            Wealth Management Analyst

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                            Christina Zutter joined the Wittenstein Adelman Lewis Group in 2017.  Her primary responsibilities include client service, account maintenance and strategy implementation.  In addition, she oversees the groups’ structured products portfolio and assists with the teams’ trading efforts.

                            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 enjoys reading, playing basketball, and watching South Carolina football with friends.

                              Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                • Wealth Management Analyst
                                1285 Avenue Of The Americas
                                New York, NY 10019
                              • Katelyn Solari

                                Katelyn Solari

                                Senior Wealth Strategy Associate

                                Planning Specialist

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                                Katelyn Solari joined the Wittenstein Adelman Lewis Group in 2019. Her primary responsibilities include client service and assisting with financial planning and portfolio analysis. She also helps to monitor the group's structured investment portfolios.

                                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, reading, and traveling. She currently resides in Manhattan.

                                  Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                    • Planning Specialist
                                    1285 Avenue Of The Americas
                                    New York, NY 10019
                                  • Jared Brent

                                    Jared Brent

                                    Senior Wealth Strategy Associate

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                                    Jared Brent joined the Wittenstein Adelman Lewis Group 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 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 in Manhattan.

                                      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                          1285 Avenue Of The Americas
                                          New York, NY 10019
                                        • Genna Kranis

                                          Genna Kranis

                                          Senior Wealth Strategy Associate

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                                          Genna Kranis joined the Wittenstein Adelman Lewis Group in 2019. She primarily supports the team's administrative functions, concentrating on account maintenance and client communications.

                                          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.

                                            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                1285 Avenue Of The Americas
                                                New York, NY 10019
                                              • Cooper Schneider

                                                Cooper Schneider

                                                Client Associate

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                                                Cooper Schneider joined the Wittenstein Adelman Lewis Group in 2022. His primary responsibilities include client service and portfolio reporting. 

                                                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.

                                                  Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                      1285 Avenue Of The Americas
                                                      New York, NY 10019
                                                    • Reid Wight

                                                      Reid Wight

                                                      Client Associate

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                                                        Reid Wight joined the Wittenstein Adelman Lewis Group in 2022. His primary responsibility is supporting the team's administrative functions.

                                                        He currently holds his Series 7 license.

                                                        Reid graduated Magna Cum Laude from Syracuse University, where he earned degrees in Finance and Advertising with an emphasis in Financial and Investor Communications.

                                                        Outside of work, he enjoys playing golf and tennis, seeing concerts and shows, and watching basketball. He currently resides in Manhattan.

                                                          Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                              1285 Avenue Of The Americas
                                                              New York, NY 10019

                                                            Backed by the strength of UBS

                                                            A global leader in wealth management

                                                            $2.8 trillion

                                                            In invested assets globally 
                                                            As of 06/30/2022

                                                            51 countries

                                                            Our global footprint

                                                            Global leader

                                                            UBS is a world-leading wealth manager

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