Mapping your ascent

Our Approach

High achievers focus with intent — planning, advancing, summiting, reflecting, and exploring the next endeavor in their business and in life.

Summiting a mountain is a complex process. You need clarity in a plan.

Climbers rely on a trusted team to prepare, communicate, and execute. While the future is uncertain, with the right tools, mindset, and guidance allow you to move forward with clarity and confidence.

Who do you trust to support you on your journey?

Appraoch

Defining your priorities. Pursuing what matters.

Strong, deep-rooted relationships founded on trust and transparency are the cornerstone of our business and the driving force behind everything we do. We have grounded our business on understanding our clients’ unique objectives, aligning with their concerns and interests, and helping them reach successes and milestones.     


We strive to help our clients in every aspect of their lives on a deeper level. Understanding the complexity that clients face; whether the climb is with your career, family, finances, community impact or well-being, we will help you find the right resources through our experienced network to generate the solution required.  

WP

Preparing for the climb

At Wittenberg Partners, we believe every journey requires preparation.

Our experience and structured financial planning process help equip you with a comprehensive plan to help prioritize goals that matter to you the most. Just as a climber anticipates changing conditions, we help you stay vigilant and prepared for the unpredictable; looking ahead to what's around the corner, spotting risk before they surface, and staying proactive every step of the way. 

With the right strategy and guidance, you can approach the climb, knowing you're prepared for whatever lies ahead. 

Our clients. Our solutions.

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.

Father and daughter hiking in fields

Navigating opportunities across your enterprise

Clients sitting with advisor

Empower your investments

senior couple, home in background

Estate planning strategies

Man working on laptop during virtual call

Planning for a changing tax landscape

Coworkers around table in lobby

Retirement plan services

Young plant

Philanthropy

Swimmer in water

The unique needs of athletes and entertainers

Family on back porch

Wealth transfer across generations

Business Owner in entryway

Advice for business owners & entrepreneurs

Woman with architectural plans

A plan to simplify your financial life

Family Office Consultant

While our advice is informed by insights from our entire team, Eric Wittenberg is among a select group of Private Wealth Advisors who have earned the Family Office Consultant UBS business designation. He has undergone rigorous training to strengthen his knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra-high net worth (UHNW) clients and their families.

Four people meeting in glass office

Meet the team

The team has a diverse blend of skills, backgrounds, and perspectives, each aligned by a shared commitment to excellence and authentic client service. At the core of our work lies a foundation built on passion, trust, and an unwavering focus. These principles allow us to seamlessly collaborate, ensuring that we strive to meet and exceed your financial needs with the highest level of quality. Each team member brings their own unique approach, guided by individual values that both reflect and enhance our mission.

  • Eric A. Wittenberg

    Eric A. Wittenberg, CIMA, CEPA

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • LA
    • MA
    • MD
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
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    • TX
    • UT
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    • WA
    • WI

    “We strive to understand our clients on a deeper level, both personally and financially, and to collaborate with them to lead a more fulfilled life.”

    For more than 36 years, Eric has been an advisor to a diverse group of clients ranging from family offices, entrepreneurs, and corporate executives, to foundations and endowments. His knowledge encompasses all dimensions of a client's life, including investments, business, wealth planning and philanthropy. Eric is among a select group of UBS advisors who have earned the Family Office Consultant business designation, empowering families and helping to define the core values that unite successive generations in preserving and sustaining wealth.

    Eric is passionate about analyzing changing trends in the economic, political, and financial environment, and understanding how these shifting dynamics impact clients' lives and portfolios. Having guided clients through multiple economic cycles, Eric draws upon his deep experience to construct portfolios that can help mitigate risk and capitalize on opportunities.

    Previous experience 

    • Credit Suisse Private Bank
    • Wachovia
    • Salomon Smith Barney

    Educational and Designations

    • B.A., Economics, Stonybrook University
    • Certified Investment Management Analyst (CIMA®)
    • Certified Exit Planning Advisor (CEPA)
    • Series 7 and 66 Licenses
    • Life, accident and health insurance licenses

    Life 

    • Member of Investment Committee, Specialty Equipment Market Association
      (SEMA).
    • Co-chair of the annual New York International Auto Show Gala, a benefit for East Side House.
    • In 2020, cofounded the Farms to Food Banks initiative, a program created to feed hungry New Yorkers.
    • Member of Alder, an organization dedicated to exploring the challenges facing our society and igniting generational leadership.
    • Eric is a classic car enthusiast and has participated in numerous rallies throughout the United States and Europe.
    • Enjoys cycling and skiing.
    • He resides in Bedford, NY with his wife, Coco, and son, Xander.
    • Forbes America's Top Wealth Advisors, 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 Advisors, 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.

        1285 Avenue Of The Americas
        New York, NY 10019
        eric.wittenberg@ubs.com
        Eric A. Wittenberg, CIMA, CEPA
        1285 Avenue Of The Americas,New York,NY,10019
      • Thomas Johnson

        Thomas L. Johnson, CFA, CAIA, CSRIC

        Authorized Officer

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • ID
        • IL
        • LA
        • MA
        • MD
        • MN
        • MO
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • PA
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI

        “We listen and work to understand your goals, your objectives, and your constraints. Once understood, we strive to provide custom tailored solutions for each client.”

        For over a decade, Thomas has worked closely with clients to understand their goals, their objectives, and their constraints. Once understood, he and his team provide custom tailored solutions to each. Thomas focuses primarily on financial planning and portfolio construction. He is responsible for broad investment due diligence and asset allocation. Thomas's passion for mathematics, rigorous critical thinking and enthusiasm for life enables deep connections with clients while putting their needs first and striving to achieve the best possible outcome.

        Thomas's passion for mathematics, rigorous critical thinking and enthusiasm for life enables deep connections with clients while putting their needs first and always striving to achieve the best possible outcome.

        Previous experience

        • Credit Suisse Private Bank

        Education and Designations

        • B.A., Economics, University of Virginia 
        • Chartered Financial Analyst (CFA)
        • Chartered Alternative Investment Analyst® (CAIA®)
        • Chartered SRI CounselorTM (CSRICTM)
        • Series 7 and 66 Licenses

        Life

        • Enjoys soccer, running, lacrosse and water sports.
        • His favorite sports teams include the Denver Broncos, Real Madrid and any UVA Team.
        • He is an avid reader and specifically loves reading biographies and the classics while listening to music.
        • Thomas lives in Washington, D.C. with his wife, Jennifer, sons, Owen and Carter and dog, Harper.

              1700 M Street NW
              5th Floor
              Washington, D.C., DC 20036
              thomas.l.johnson@ubs.com
              Thomas L. Johnson, CFA, CAIA, CSRIC
              1700 M Street NW,Washington, D.C.,DC,20036
            • Jay Travers

              Jay Travers, CFP

              Senior Wealth Strategy Associate

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              • AL
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • ID
              • IL
              • LA
              • MA
              • MD
              • MN
              • MO
              • NC
              • NJ
              • NM
              • NV
              • NY
              • OH
              • PA
              • RI
              • SC
              • TN
              • TX
              • UT
              • VA
              • VT
              • WA
              • WI

              "No two days of working with our clients are the same. The ability to create personal relationships with them is very rewarding .”

              Jay's work includes operations execution, asset allocation analysis, and investment implementation. Jay also works on the implementation of Alternative Investments into client portfolios. He is a CERTIFIED FINANCIAL PLANNER® professional and is trained in various financial planning topics including investment, retirement and estate planning.

              Before joining Wittenberg Partners, Jay was an analyst at Astor Realty Capital and Berko & Associates, a commercial real estate private equity and brokerage firm. Jay uses his analytical mindset and detail oriented processes to help clients achieve their goals.

              Previous Experience

              • Astor Realty Capital
              • Berko & Associates
              • Guy Carpenter

              Education and Designations 

              • B.S., Economics, Minor in Accounting, John Jay College

              Designations, registrations and accolades

              • Series 7 License
              • Series 66 License
              • CERTIFIED FINANCIAL PLANNER

              Life

              • Jay is a passionate New York Rangers and New York Jets fan as well as a fan of all New York sports teams
              • His other interests include listening to music, watching and playing golf, and collecting sports memorabilia.
              • Jay is Irish American and is from Woodlawn, an Irish neighborhood north of New York City.

               

                    1285 Avenue Of The Americas
                    New York, NY 10019
                    jay.travers@ubs.com
                    Jay Travers, CFP
                    1285 Avenue Of The Americas,New York,NY,10019
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                    Emma Repke

                    Client Associate

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                      “Every client, deserves the same level of attention, respect, and personalized experience tailored to their goals.” 


                      Emma supports clients with all administrative and day-to-day operational matters. She is your first call and delivers impeccable care as a dedicated vanguard to protect your time and help you achieve your objectives, whether onboarding and transferring accounts, or coordinating money movement, she seeks to exceed your expectations.  


                      Emma is a curious learner, passionate about financial planning and client relationship management. With strategic, critical-thinking skills and a dedicated work ethic, Emma was eager to pivot careers into wealth management. Prior to joining Wittenberg Partners, she was a Marketing & Communications Coordinator at CrossCountry Consulting, a boutique business advisory firm. She graduated from Denison University with a Communication degree and was a collegiate student-athlete on the Women’s Lacrosse team.  

                       

                      Education  and Designations

                      • B.A., Communication, Denison University 
                      • Securities Industry Essentials (SIE)

                      Life 

                      • Enjoys playing golf, staying active, and cooking.
                      • Currently lives in Manhattan and likes to explore the city with her friends.
                      • Emma is originally from Alexandria, Virginia and visits when she can to spend time with her parents, two younger brothers, Carter and Jay, and dog, Hardly.
                      • Her favorite sports team is the Washington Capitals, following family tradition to cheer on Washington-based teams and attend games during holidays.

                            1285 Avenue Of The Americas
                            New York, NY 10019
                            emma.repke@ubs.com
                            Emma Repke
                            1285 Avenue Of The Americas,New York,NY,10019
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                            Katelyn Vogel

                            Client Associate

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                              “We approach every client relationship with curiosity, empathy, and behavioral insight—because bespoke service and expert guidance begins with real understanding.” 


                              As a Client Associate, Katie delivers an empathetic experience and supports clients with scheduling portfolio reviews and advisor calls to make it easy and efficient. She manages the client’s experience around technical integrations when onboarding and using the website and mobile applications associated with their accounts. Katie is our internal network liaison for connecting the team and clients to the right people and resources when it matters most. 
                              Katie blends operational excellence, innovation, and analytical problem-solving skills with a human-centered approach. Katie’s ability to build trust, anticipate needs, and think across functions adds strategic and emotional value to every client interaction. 


                              Katie has been able to combine a breadth of experience across Human Resource functions with a deep understanding of financial psychology. Before Wittenberg Partners, she participated in the UBS Human Resources rotational program supporting UBS multiple lines of business in HR roles including employee relations, campus recruiting, line manager advisory, gaining firsthand insight into the people behind every process. She also served as a project management lead during a global firmwide integration. She graduated from Villanova University with a Bachelor of Business Admin degree in Management and minor in Psychology. 


                              Katie’s passion for people extends beyond the workplace, she helped launch and manage UBS’s Veteran Associate Program, overseeing recruiting, training, and engagement strategies to support veterans in their career transitions. 

                              Education and Designations

                              • Bachelor of Business Admin, Management and Minor in Psychology, Villanova University 
                              • Psychology of Financial Planning Specialist, Financial Psychology Institute 
                              • Mental Health First Aid, National Council for Mental Wellbeing


                              Life 

                              • Supports Veterans navigating career transition through Stop Soldier Suicide, ACP, and Avalon Action Alliance
                              • Enjoys watching her brother's college lacrosse games and playing golf and pickleball.
                              • Lives in Manhattan, but grew up in Yorktown Heights, NY, with her parents, two younger brothers, Sean and Ryan, and dog, Harley.
                              • Katie enjoys staying active and spending time with her family in Delray Beach, Florida. 

                                    1285 Avenue Of The Americas
                                    New York, NY 10019
                                    katelyn.vogel@ubs.com
                                    Katelyn Vogel
                                    1285 Avenue Of The Americas,New York,NY,10019

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