Let's move forward. Together.

Where are you today and where do you want to be tomorrow? 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.

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Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Why does A.I. in space matter?

ElectionWatch: The race, world, and investments

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

Learn more

The Family Office Consultant (FOC) business designation

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.

Eric A. Wittenberg, CIMA, CEPA

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- LA
- MA
- MD
- MN
- MO
- NC
- NJ
- 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 Best-in-State Wealth Advisors, 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.
1285 Avenue Of The Americas
New York, NY 10019
Thomas Johnson, CFA, CAIA, CSRIC

Authorized Officer

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- LA
- MA
- MD
- MN
- MO
- NC
- NJ
- 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.
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005
Jay Travers

Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- LA
- MA
- MD
- MN
- MO
- NC
- NJ
- 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 each of our clients is very rewarding.”

Jay's work includes operations execution, asset allocation analysis, and investment implementation. Additionally, Jay works on the implementation of Alternative Investments into client portfolios.

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

Previous experience
- Astor Realty Capital
- Berko & Associates
- Guy Carpenter
Education
- B.S., economics, minor in accounting, John Jay College
Designations, registrations and accolades
- Series 7 License
- Series 66 License
Life
- Jay is a passionate New York Rangers 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

Eric A. Wittenberg, CIMA, CEPA

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- LA
- MA
- MD
- MN
- MO
- NC
- NJ
- 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 Best-in-State Wealth Advisors, 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.
1285 Avenue Of The Americas
New York, NY 10019
Thomas Johnson, CFA, CAIA, CSRIC

Authorized Officer

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- LA
- MA
- MD
- MN
- MO
- NC
- NJ
- 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.
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005
Jay Travers

Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- LA
- MA
- MD
- MN
- MO
- NC
- NJ
- 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 each of our clients is very rewarding.”

Jay's work includes operations execution, asset allocation analysis, and investment implementation. Additionally, Jay works on the implementation of Alternative Investments into client portfolios.

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

Previous experience
- Astor Realty Capital
- Berko & Associates
- Guy Carpenter
Education
- B.S., economics, minor in accounting, John Jay College
Designations, registrations and accolades
- Series 7 License
- Series 66 License
Life
- Jay is a passionate New York Rangers 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

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

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In invested assets globally
As of 11/07/2023

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UBS is a world-leading wealth manager

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Let's move forward. Together.

Defining your priorities. Pursuing what matters.

Why does A.I. in space matter?

ElectionWatch: The race, world, and investments

UBS and Credit Suisse—stronger than ever

The Family Office Consultant (FOC) business designation

Eric A. Wittenberg, CIMA, CEPA

Thomas Johnson, CFA, CAIA, CSRIC

Jay Travers

Eric A. Wittenberg, CIMA, CEPA

Thomas Johnson, CFA, CAIA, CSRIC

Jay Travers

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