Experience

Makes all the difference

Eric A. Wittenberg, CIMA, CEPA

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 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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

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

1285 Avenue Of The Americas
New York, NY 10019

Email Me

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

Jay Travers, CFP

Senior Wealth Strategy Associate

Registered States:
  • 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
1285 Avenue Of The Americas
New York, NY 10019

Email Me

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

Emma Repke

Client Associate

1285 Avenue Of The Americas
New York, NY 10019

Email Me

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

Katelyn Vogel

Client Associate

1285 Avenue Of The Americas
New York, NY 10019

Email Me

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

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