Let's move forward. Together.

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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.

• 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 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
  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, 2024The 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, 2024The 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.

• 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 on the Leadership Advisory Council 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 City, and considers Central Park his second home. In his spare time he loves traveling the world, having visited 54 countries and counting!

• 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
  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, 2024The 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, 2024The 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.

• Private Wealth 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, 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, 2024The 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.

• CERTIFIED FINANCIAL PLANNER®
• Chartered Financial Analyst®

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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.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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 Consultant

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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, and two daughters, Kensington and Vivienne.

• Team Business 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.

• Relationship Manager

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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.

• Wealth Management Analyst

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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 with her husband, Austin.

• Planning Specialist

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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 holds his Series 7 and Series 66 licenses, 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.

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

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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.

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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.

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Lydia Shaw joined the Wittenstein Adelman Lewis Group in October 2023. Her primary responsibilities include supporting the team’s administrative functions.

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 Women’s Varsity Soccer Team. Outside of work, she enjoys playing tennis and running, spending quality time with family and friends, and trying new restaurants. She currently resides in Manhattan.

Alexa Nealy joined the Wittenstein Adelman Lewis Group in June 2024. Her primary responsibilities include supporting the team’s administrative functions.

Prior to her position at UBS, Alexa worked as a Consumer Insights Analyst for Herff Jones while earning her M.S. in Interdisciplinary Business from the George Washington University in Washington, D.C. She also graduated with a B.A. in American Studies from GW in 2022. While at GW, Alexa was a member of the Varsity Women’s Rowing Team for all six years.

Outside of work, Alexa enjoys cycling, running, and cooking. She currently resides in Manhattan.