Mapping your ascent

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 plan, communicate clearly, and execute.

Who do you trust to support you on your journey?

Our clients

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

We strive to understand our clients on a deeper level, both personally and financially, and to be there for them in every aspect of their lives.

What you care about, we care about.

The proof is in our numbers

Assets under management

Advisors on the team


Our network

How we help clients better their lives

We believe that wealth management encompasses far more than managing your investments. As advisors to wealthy families with complex situations, we understand the issues and challenges of greatest concern to our clients.  Whether the challenge be 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.

There is a lot of noise in life.  We want our clients to go live life and let us deal with the noise, load, and concerns in your life

Our network

Access to Investment banking

Access to Investment banking

UBS’s dedicated investment banking professionals can help with a range of corporate, institutional and wealth management needs. We can facilitate access to their global capital markets and connect you to their expert advice, well-crafted execution strategies and innovative solutions.


Institutional investment banking services are provided by UBS Securities LLC, a subsidiary of UBS Group AG. Member FINRA/SIPC.

Integrated advice

Our team advises families, family offices, and foundations on issues associated with multi-generation wealth preservation and management. We focus on delivering turnkey solutions to our clients on areas such as asset allocation, investment management, wealth planning, and philanthropic giving. Our goal is to serve as an internal family office for each of our clients, advising on any issue that touches their lives personally, professionally, or financially. 

Delivering opportunity through collaboration

UBS Private Wealth Management
Specialized centers of excellence provide you and your family with the expertise that is most relevant to your wealth and goals. Their insights focus on broad themes and trends as well as successful tactical ideas and strategies.

Delivering opportunity through collaboration

Family Office Consultants

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Family Office Consultants

Tailored family office services

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Tailored family office services

Family Office Solutions

Family Office Solutions

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Our team is one of a very select number of teams within UBS to have earned the UBS Family Office Consultant (FOC) designation. The FOC designation is limited to teams with a track record of understanding the highly specialized needs of exceptional, multigenerational families and aligning them to the full suite of the firm’s capabilities.

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Family offices are as different as the families they serve—one size does not fit all. Our team brings decades of experience to helping navigate financial, business and family interests as you seek to align your investment management and planning.

To address the wide-ranging needs family offices face every day, we serve as your single point of contact, helping to coordinate resources and expertise from across the firm, including the Investment Bank and Asset Management divisions.

Customized advice with a multigenerational approach exclusively for centimillionaire and billionaire clients who require bespoke and holistic advisory solutions. Their original thought leadership provides keen insight borne from countless conversations with prominent families.

Case studies

See how we've helped our clients

  • Eric A. Wittenberg

    Eric A. Wittenberg, CIMA, CEPA

    Managing Director–Wealth Management

    Financial Advisor

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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
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • 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 34 years, Eric has been an advisor to a diverse group of clients ranging from family offices, entrepreneurs and corporate executives, to clients in the entertainment industry, foundations and endowments.  His knowledge encompasses all dimensions of a client’s life, including investments, business, passion and legacy.  As a Family Office Consultant, Eric empowers families, helping to define the core values that unite successive generations for preserving and sustaining wealth.

    Eric leads the team’s due diligence process for all investments. He 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

    Designations

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

    Life 

    • Co-chair of the annual New York International Auto Show Gala, a benefit for East Side House.
    • In 2020, he cofounded the Farms to Food Banks initiative, a program created to feed hungry New Yorkers.
    • Supports the Breast Cancer Research Foundation and other charities.
    • Eric is a 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. He also 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 Johnson, CFA, CAIA, CSRIC

        Financial Advisor

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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
        • 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.”

        As a Chartered Financial Analyst® (CFA®) and Senior Wealth Strategy Associate, Thomas works with the senior partners on investment analysis and portfolio construction. He is responsible for broad investment due diligence and client tailored asset allocations.

        Thomas joined Wittenberg Partners in 2014 after graduating from University of Virginia with a BA in Economics. In addition to the CFA charter, Thomas holds the Chartered Alternative Investment Analyst and Chartered SRI Counselor (sustainable, responsible, and impact) designations.

        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

        Designations

        • Chartered Financial Analyst (CFA)
        • Chartered Alternative Investment Analyst® (CAIA®)
        • Chartered SRI CounselorTM (CSRICTM)
        • Series 7 and 66 Licenses
        • Notary public

        Life

        • Thomas 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 and dog, Harper.

              1150 17th Street
              Washington, D.C., DC 20036
              thomas.l.johnson@ubs.com
              Thomas Johnson, CFA, CAIA, CSRIC
              1150 17th Street,Washington, D.C.,DC,20036

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $6 trn

            UBS Group invested assets
            As of 12/31/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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