Managing Director–Wealth Management
Financial Advisor
“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
Educational and Designations
Life
Recognized as an industry leader:
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.
Managing Director–Wealth Management
Financial Advisor
“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
Educational and Designations
Life
Recognized as an industry leader:
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.
Authorized Officer
Financial Advisor
“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
Education and Designations
Life
Authorized Officer
Financial Advisor
“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
Education and Designations
Life
Senior Wealth Strategy Associate
"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
Education and Designations
Designations, registrations and accolades
Life
Senior Wealth Strategy Associate
"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
Education and Designations
Designations, registrations and accolades
Life
Client Associate
“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
Life
Client Associate
“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
Life
Client Associate
“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
Life
Client Associate
“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
Life
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.
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.
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