Life, wealth and the journey forward

Private Wealth Management

Advice beyond your investment needs

At Witover Tacher Private Wealth Partners, we are an experienced, multigenerational team that focuses on every aspect of our relationship—well beyond your investment needs. We strive to take a central role in your life, to connect with generations of your family and to accompany you throughout your journey.

A dynamic team in a changing world
Today, our team is embracing both a dynamic market environment, as well as the diversity of our clients and their needs. That’s why it is more critical than ever that we offer you a range of talent, perspectives and capabilities. We collaborate firmwide, always committed to your best interests and your personal journey, whether you’re building a company or a legacy, transitioning from a career or a life event. But we are also strong and decisive individuals who bring our own independent ideas and seasoned viewpoints to the table. You can trust our advice will reflect the priorities and the future you envision for your family as we help you move forward.

Principles that shape our relationship

Trust: We never take for granted that earning your trust takes commitment—we work at every day

Quality: We take great pride in the professional quality of our work, which includes:

• Exceptional client service that is thoughtful, proactive and customized

• Sophisticated financial planning that considers all that may impact your wealth and financial wellbeing

• An investment process rooted in our understanding or your circumstances and balance sheet

• Advanced investment analytics with a strict focus on risk management and costs

Flexibility: We believe in continuous improvement as our clients’ needs change, we learn and adapt

Accountability: We value teamwork and remain accountable for each others’ actions and responsibilities

Privacy: We use the utmost discretion in handing your personal information

Integrity: We handle every situation with integrity, full disclosure and no surprises

Transparency: Our advice is straightforward and direct, even if that means having a difficult conversation

Our global scope. Our personal commitment.

Accessing all of UBS Private Wealth Management, focused on you

Guided by your needs and objectives we leverage all that UBS Private Wealth Management offers, including extensive planning capabilities, thought leadership and portfolio strategy. In addition, we deliver an entire suite of Family Office services to find the most effective solutions for you.

Our team works collaboratively on your behalf to access solutions and experts across our vast global firm. We will also coordinate with your other professional advisors to deliver well-aligned recommendations.

Advanced planning solutions. Working with our estate and trust teams as well your tax and legal advisors, we’ll provide an analysis that integrates your current estate planning goals with pre- and post-liquidity goals, wealth transfer and charitable giving strategies. Our conversations will focus on:

Liquidity planning
Inheritance planning
Trust management
Estate tax liability management
Lifetime gifting strategies
Asset titling and ownership
Asset replacement solutions such as life insurance

The UBS Investment Bank. If you’re considering the sale of your business, we can help assemble the right presale advisory team, including coordinating with our investment banking team, advanced planning team and our extended network of specialists for insight into structuring your transaction, appraisals, valuations as well as post-sale planning. Working together, we’ll help ensure you have the appropriate strategy and take the right steps at the right time to make the most of your sale.

UBS Family Advisory and Philanthropy Services. In our practice, we’ve found that many parents don’t feel comfortable sharing financial information with their children, even when they’re grown. That can lead to heirs being unprepared for the responsibilities that come with significant wealth. Together with UBS Family Advisory and Philanthropy Services, we can help host and facilitate family meetings and financial educational opportunities that encourage your family to openly communicate—perhaps for the first time. We believe open communication is what makes a family flourish.

We’re committed to helping you develop a charitable giving program that reflects your vision and your values, but also aligns strategically with your overall wealth plan. For select clients, our team is proud to introduce the UBS Optimus Foundation, a global network of charitable foundations. The UBS Optimus Foundation focuses on programs in the areas of child health, education and protection. Through the Foundation, we can work with you to transform good ideas into great programs for the benefit of vulnerable children around the world.

Family Office Consultant

The value of a Family Office Consultant business designation (FOC)

A select group of Financial Advisors have earned the FOC business designation. They have undergone rigorous training to strengthen their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families. Understanding the complexities of intergenerational wealth and the challenges faced by UHNW clients, Ken Witover and Adam Rosenthal, as Private Wealth Advisors and FOCs, align specific needs to the full suite of UBS capabilities. They strive to help clients address their critical concerns and to pursue their most important goals.

Family Office Solutions Group. Drawing from all disciplines, the Family Office Solutions Group is an accomplished team of specialists dedicated solely to helping prominent families address virtually every aspect of their life’s ambitions. Collaborating with our Family Office Solutions Group, our team strives to bring the best of UBS insight and expertise to our exceptional clients—helping them explore highly bespoke opportunities seeking growth, capital preservation and generational wealth transitions. In addition, for select clients, we can introduce you to the UBS Global Family Office Group, a centralized platform that leverages the firm’s institutional and wealth management platforms.

Invested in the lives of our clients

Relationships built to last

Our clients choose us for many reasons, from our deep industry roots to our investment insight to the opportunities we can offer as Private Wealth Advisors. But we believe that it’s our focus on service that our clients and their families value most.

The diversity of our team. As a multigenerational team ourselves, the diversity of our group and our experience span decades. We bring an expansive understanding of financial planning, divorce financial analysis, and sustainable and impact investing insight. Together, we can provide more in-depth advice that can better address your priorities and concerns. We believe you and your family members of any age can benefit from this approach.

While every member of our team is hands-on and informed, we believe our client service is especially unique. Every day we help make your financial world simpler, so you can focus on everything and everyone else that matters to you.

Insights and perspectives

What shapes our relationships

Learn more about our team's capabilities.

Learn more

Brighter outlook after downbeat October

Read Report

Fed Not Quite Ready to Cut

At today's policy meeting, the FOMC statement was changed to remove the
tightening bias, opening the door to rate cuts. However, the statement said
that "[t]he Committee does not expect it will be appropriate to reduce the
target range until it has gained greater confidence that inflation is moving
sustainably toward 2 percent."

Learn more

Integrity drives us. Relationships inspire us.

We have had success cultivating meaningful relationships, educating families, and managing clients’ portfolios through many market cycles and economic conditions. Your needs and goals are top priorities.in everything we do.

Adam Rosenthal, FOC

Managing Director

Family Office Consultant
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- PA
- SC
- TX
- VA
- VT
- WA
- WI
As a senior partner of Witover Tacher Private Wealth Partners, Adam understands that his clients rely on his skills in finding the right opportunity at the right time. When it comes to scrutinizing details and monitoring client portfolios, he is diligently focused. Adam is equally disciplined about providing a thorough analysis of investments, performance and balance sheet structure for his clients.

Adam has had an extensive career in financial services, on Wall St., which began after he received his B.B.A. from the University of Texas at Austin. He joined Kidder, Peabody & Co. as a Financial Analyst in corporate finance and gained experience with debt, equity and M&A transactions in the energy industry. He then joined the private client services group at Lehman Brothers in 1996, after completing his M.B.A. at The Wharton School of the University of Pennsylvania. In 2000, Adam became a partner of the Witover Wealth Management Group and in 2008 the entire team joined UBS Private Wealth Management. Adam is a Managing Director, Senior Portfolio Manager and a Family Office Consultant within the Private Wealth Management division as a partner with Witover Tacher Private Wealth Partners.

Past experience
- UBS Private Wealth Management
- Lehman Brothers
- Kidder, Peabody & Co.
Education
- M.B.A., The Wharton School of the University of Pennsylvania
- B.B.A., University of Texas at Austin
Life
- Adam is a board member of Hands on Tzedakah (HOT), a small public charity whose mission is to reach out to those in need by supporting programs that fall below the radar of traditional funding
- Adam is on the Advisory Board for the University of Texas Wealth Management Center
- Adam currently resides in Manhattan. His son, Russell is currently majoring in Business at the University of Texas and daughter, Rebecca is at Riverdale Country School in NYC
- Barron’s Top 50 Private Wealth Management Teams, 2019The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron's Top 1,000 Financial Advisors, 2011, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2018, 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Family Office Consultant
- Senior Portfolio Manager
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

a.rosenthal@ubs.com

Adam Rosenthal, FOC

1285 Avenue Of The Americas,New York,NY,10019
Steven Tacher

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- PA
- SC
- TX
- VA
- VT
- WA
- WI
Steve is a distinguished Private Wealth Advisor and Senior Portfolio Manager. He offers not only a seasoned perspective to his clients’ financial world, but also a prudent approach to addressing the many complex issues that often accompany substantial wealth—from greater liquidity to risk mitigation to tax-efficient wealth transfer.

With more than 30 years of experience as a Financial Advisor, Steve has spent time in both branch and regional office management. Today, as a senior partner of Witover Tacher Private Wealth Partners, Steve is excited to bring his team’s vast and diverse private wealth experience to affluent families throughout Long Island and the greater New York metropolitan area.

Within the team, Steve focuses on advice in areas including financial education, family office solutions, and overall planning and investment management. Relationshipbuilding is always a priority. He believes that every client should expect and receive honest advice, even if the conversation is difficult. He strives to handle every situation with integrity, full disclosure and no surprises.

Past experience
- Senior Vice President, Branch Manager, Financial Advisor, Citi Smith Barney
- Senior Vice President, Branch Manager, Morgan Stanley
Education
- University of Pennsylvania, The Wharton School Branch Manager’s Program
- M.B.A., Pace University, Lubin Graduate School of Business
- B.S., economics, State University of New York at Albany
Life
- Steve and his wife, Amy, live in Syosset, NY and have three daughters
- He and his family support a number of charities, including the American Cancer Society, Susan G. Komen Foundation and the Birthright Israel Foundation
- Steve is a proud member of the Porsche Club of America
- Outside of the office, Steve enjoys playing golf, vintage television shows and
  cheering on his beloved New York Knicks (he has been a season ticket holder
  for over 20 years)
- Forbes Best-in-State Wealth Advisors, 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Private Wealth Advisor
- Senior Portfolio Manager
One Jericho Plaza
Jericho, NY 11753

steven.tacher@ubs.com

Steven Tacher

One Jericho Plaza,Jericho,NY,11753
M. Kenneth Witover, FOC

Managing Director

Family Office Consultant
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Ken brings critical thinking and a skeptical eye to identifying the right opportunities for his clients. The team’s clients value Ken’s extensive background in trading and his deep knowledge of the global markets—both critical factors he draws upon to make strategic recommendations.

Ken is among a select group of Global Family Office Cunsultants who have earned this 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 clients and their families. Ken, as a Private Wealth Advisor and an FOC, understands the complexities of intergenerational wealth and the challenges faced by exceptional clients. Working together, he aligns their specific needs to the full suite of UBS capabilities and helps them pursue their most important goals.

Past experience
- Lehman Brothers, High Net Worth Fixed Income, Equity Portfolio Structuring and Cash Management
- Salomon Brothers, Municipal Bond Trading and Private Investment Department
- Lebanthal & Co., Head of Sales and Trading
- Bache & Co., Municipal Bond Trading
Life
- Ken serves on the Board of the American Joint Distribution Committee, where he
  is outgoing Vice President, chaired its investment committee for six years and sits
  on its executive committee, as well as board development committees for Eastern
  Europe and Israel
- He is a past chair of Ashalim, a partnership of the Joint Distribution Committee
  and the government of Israel, to develop, implement, monitor and run programs
  helping children at risk and their families
- He is also a member of The Foreign Policy Association, the Economic Club of
  New York and the Municipal Bond Club of New York
- For more than 25 years, he was a member of the Wall Street Steering Committee
  of UJA-Federation of New York
- Ken and his wife, Erika, reside in Oyster Bay Cove on Long Island, close to
  Manhattan, where their children and grandchildren live
- Barron’s Top 50 Private Wealth Management Teams, 2019The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron's Top 1,000 Financial Advisors, 2011, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2018, 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Family Office Consultant
- Senior Portfolio Manager
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

k.witover@ubs.com

M. Kenneth Witover, FOC

1285 Avenue Of The Americas,New York,NY,10019
Joshua Frankel, CFP

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- LA
- MA
- MD
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- PA
- SC
- TX
- VA
- VT
- WA
- WI
Josh’s passion for wealth management began early on and has continued for nearly 30 years. Today, as a Private Wealth Advisor, Senior Portfolio Manager and Certified Financial Planner™ professional with Witover Tacher Private Wealth Partners, Josh is committed to simplifying the complex investment needs of his affluent clients and their families, and providing clarity and organization through comprehensive planning.

“I’ve pursued one career in my life, and I’m more certain than ever that today, as a Private Wealth Advisor, I’ve chosen the right path.”

Josh’s insight into custom asset allocations as well as his disciplined process enable him to manage portfolios during the most volatile periods. His approach is prudent, straightforward and focused on risk control.

While his team has been recognized for their industry leadership, he also believes that their commitment to each relationship truly sets them apart. Communication takes precedence in their practice and in all that they do today, and every day, clients come first.

Past experience
- Account Vice President–Investments, Morgan Stanley
- Financial Advisor–Investments, Smith Barney
Achievements
- Certified Financial PlannerTM (CFP®) professional
- Series 7 and 63 securities licenses; life insurance license
Education
- B.A., economics, State University of New York at Albany
Life
- Josh and his wife, Rebecca, and daughter, Dara, live in Woodbury, NY.
- He enjoys staying in shape and playing golf.
- Josh is board president of his homeowners association.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER®
- Senior Portfolio Manager
One Jericho Plaza
Jericho, NY 11753

joshua.frankel@ubs.com

Joshua Frankel, CFP

One Jericho Plaza,Jericho,NY,11753
Ryan Tacher

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Ryan joined the Witover Tacher Private Wealth Partners in August of 2024. Prior to starting with the team, following her graduation from the University of Michigan Ross School of Business, Ryan began her career at the UBS Wealth Advice Center in Weehawken, NJ where she spent 2 years working as a Financial Advisor.

“My goal is to create meaningful relationships with each and every client to ensure that their goals and expectations can be exceeded.”

As a CFP certificant, Ryan aims to provide financial planning advice and guidance to clients and their family members alike. Ryan is looking forward to connecting with clients in person and using her extensive knowledge of UBS wealth management products and solutions to fulfill clients’ needs.

Past Experience:
-Financial Advisor at the UBS Wealth Advice Center in Weehawken, NJ

Achievements:
-SIE, Series 7 and 66 securities licenses
-Life and Accident Insurance licenses NY State Insurance
-Certified Financial PlannerTM (CFP®) professional

Education:
-BBA, University of Michigan, Ross School of Business

Life:
-Ryan currently resides in the Lower East area of New York City
-Outside of the office, Ryan enjoys working out and getting outdoors, all things music and concerts, as well as spending time with her friends and family!
One Jericho Plaza
Jericho, NY 11753

ryan.tacher@ubs.com

Ryan Tacher

One Jericho Plaza,Jericho,NY,11753
Eric Peske

Associate Director

Senior Wealth Strategy Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- MA
- MD
- MI
- MO
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- TX
- VA
- VT
- WA
- WY
With over 25 years of wealth management experience, Eric joined Witover Tacher Private Wealth Partners in 2012. As an Associate Director and Senior Wealth Strategy Associate, he focuses on client service, trade execution and portfolio implementation.

“Helping clients achieve their goals allows me to make a positive impact on their lives. I’m committed to providing the advice and guidance our clients deserve.”

Eric takes the lead in facilitating all aspects of operational activity for clients. In addition, he leverages his broad experience in fixed income, equity syndicate and managed accounts to help guide clients toward their goals.

Past experience
- Financial Advisor, Morgan Stanley
- Investment Associate, Merrill Lynch
Achievements
- Series 3, 7, 31, 63 and 65 securities licenses
Education
- B.A., Binghamton University
Life
- Eric lives in Rockville Center, NY with his children, Brad and Erin
1285 Avenue Of The Americas
New York, NY 10019

eric.peske@ubs.com

Eric Peske

1285 Avenue Of The Americas,New York,NY,10019

Marc Acosta

Investment Associate
View bio
- NJ
- NY
Marc brings over 30 years of wide-ranging financial services experience to Witover Tacher Private Wealth Partners. His deep knowledge of the financial services business, including = compliance, operations and technology systems, helps ensure the best organizational, security and service experience for his clients.

“With my deep financial services experience, I help our clients with their most important financial needs. I focus on simplifying the process and providing a personal client experience.”

Past experience
- Operations, Sales Assistant, David Lerner Associates
- Sales Assistant, Prudential Securities
- Operations Manager, Smith Barney
Registrations
- Series 7, 8 and 63 securities licenses
Education
- B.A., Hofstra University
Life
- Marc is a huge Disney fan who enjoys visiting the parks and watching the latest TV and movie releases.
- He enjoys staying active and working out at Orange Theory Fitness.
One Jericho Plaza
Jericho, NY 11753

marc.acosta@ubs.com

Marc Acosta

One Jericho Plaza,Jericho,NY,11753
Alexis Prokop

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- MA
- MD
- ME
- MI
- MN
- MT
- ND
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- TX
- VA
- VT
- WA
- WY
With thirteen years of financial industry experience, Alexis joined Witover Tacher Private Wealth Partners in November 2017. She brings a deep background in client servicing to the team.

“At the end of the day, I’m here to do whatever I can to help our clients take charge of their wealth and feel confident about the future. Making a difference in our clients’ financial lives is what matters most to me.”

Alexis focuses her attention on all aspects of client service, including managing requests and daily needs, supervising operational support and handling account administration. She also helps clients with their cash management needs and serves as the team’s point person for private equity investments.

Past experience
- Registered Client Service Associate at Morgan Stanley
- Regional Advisor Consultant at OppenheimerFunds
Achievements
- Series 7, 63 and 66 securities licenses
Education
- B.A., financial administration and marketing, Muhlenberg College
Life
- Alexis lives in Long Island, NY with her husband, Blake, son, Henry, daughter Vivienne and
  dog, Bernie
1285 Avenue Of The Americas
New York, NY 10019

alexis.prokop@ubs.com

Alexis Prokop

1285 Avenue Of The Americas,New York,NY,10019
Christopher Sharkey

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Chris joined Witover Tacher Private Wealth Partners from within UBS Private Wealth Management. With over five years of industry experience, he brings his broad knowledge in financial planning, performance reporting, asset allocation and client servicing to the team.

“With an understanding of clients’ goals, I go to work delivering the wealth management strategies that will help make a difference in their lives.”

Achievements
- Series 7 and 66 securities licenses; life, accident and health insurance licenses
Education
- B.S., finance, University of Buffalo
Life
- Chris, his wife and two children love cooking, reading together and going to the
  park on the weekend
Home Worker NY
Home Worker NY, NY 000

christopher.sharkey@ubs.com

Christopher Sharkey

Home Worker NY,Home Worker NY,NY,000
Gary Burggraf

Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
With 3 years of experience in the financial services industry, Gary proudly joined Witover Tacher Private Wealth Partners in April 2021. His utmost priority and true passion is fulfilling clients’ needs, through his dependability and diligence.

“I take great pride in making sure that all client requests are handled with accuracy and care. It is my goal to provide excellent service that our clients can always rely on.”

Registrations
- Series 7 and 66 Securities Licenses
- NY & NJ Notary Public
Education
- B.S. in Business Administration, Marist College
Life
- Gary currently resides in Northern New Jersey. In his free time, he enjoys going on walks with his dog Charlie and watching the Yankees and Jets.
1285 Avenue Of The Americas
New York, NY 10019

gary.burggraf@ubs.com

Gary Burggraf

1285 Avenue Of The Americas,New York,NY,10019
Ana Beltran

Senior Client Associate
View bio
- NJ
- NY
Ana brings more than three decades of financial experience to Witover Tacher Private Wealth Partners. With a passion for helping clients achieve their financial goals, she focuses her efforts on efficient processes and day-to-day support.

“I work closely with our entire team to see that our clients are well taken care of. I make an effort to ensure that every administrative task is handled with professionalism and accuracy at every level. Building personal connections with our clients helps me to go the extra mile, no matter what the concern or need.”

Ana is fluent in both Spanish and English, and she strives to broaden the team’s outreach to investors. She applies her strong interpersonal communications skills to nurture and grow client relationships.

Registrations
- Series 7 and 66 securities licenses
Life
- Ana enjoys traveling, cooking and spending time with her extended family.
One Jericho Plaza
Jericho, NY 11753

ana.j.beltran@ubs.com

Ana Beltran

One Jericho Plaza,Jericho,NY,11753

Adam Rosenthal, FOC

Managing Director

Family Office Consultant
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- PA
- SC
- TX
- VA
- VT
- WA
- WI
As a senior partner of Witover Tacher Private Wealth Partners, Adam understands that his clients rely on his skills in finding the right opportunity at the right time. When it comes to scrutinizing details and monitoring client portfolios, he is diligently focused. Adam is equally disciplined about providing a thorough analysis of investments, performance and balance sheet structure for his clients.

Adam has had an extensive career in financial services, on Wall St., which began after he received his B.B.A. from the University of Texas at Austin. He joined Kidder, Peabody & Co. as a Financial Analyst in corporate finance and gained experience with debt, equity and M&A transactions in the energy industry. He then joined the private client services group at Lehman Brothers in 1996, after completing his M.B.A. at The Wharton School of the University of Pennsylvania. In 2000, Adam became a partner of the Witover Wealth Management Group and in 2008 the entire team joined UBS Private Wealth Management. Adam is a Managing Director, Senior Portfolio Manager and a Family Office Consultant within the Private Wealth Management division as a partner with Witover Tacher Private Wealth Partners.

Past experience
- UBS Private Wealth Management
- Lehman Brothers
- Kidder, Peabody & Co.
Education
- M.B.A., The Wharton School of the University of Pennsylvania
- B.B.A., University of Texas at Austin
Life
- Adam is a board member of Hands on Tzedakah (HOT), a small public charity whose mission is to reach out to those in need by supporting programs that fall below the radar of traditional funding
- Adam is on the Advisory Board for the University of Texas Wealth Management Center
- Adam currently resides in Manhattan. His son, Russell is currently majoring in Business at the University of Texas and daughter, Rebecca is at Riverdale Country School in NYC
- Barron’s Top 50 Private Wealth Management Teams, 2019The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron's Top 1,000 Financial Advisors, 2011, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2018, 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Family Office Consultant
- Senior Portfolio Manager
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

a.rosenthal@ubs.com

Adam Rosenthal, FOC

1285 Avenue Of The Americas,New York,NY,10019
Steven Tacher

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- PA
- SC
- TX
- VA
- VT
- WA
- WI
Steve is a distinguished Private Wealth Advisor and Senior Portfolio Manager. He offers not only a seasoned perspective to his clients’ financial world, but also a prudent approach to addressing the many complex issues that often accompany substantial wealth—from greater liquidity to risk mitigation to tax-efficient wealth transfer.

With more than 30 years of experience as a Financial Advisor, Steve has spent time in both branch and regional office management. Today, as a senior partner of Witover Tacher Private Wealth Partners, Steve is excited to bring his team’s vast and diverse private wealth experience to affluent families throughout Long Island and the greater New York metropolitan area.

Within the team, Steve focuses on advice in areas including financial education, family office solutions, and overall planning and investment management. Relationshipbuilding is always a priority. He believes that every client should expect and receive honest advice, even if the conversation is difficult. He strives to handle every situation with integrity, full disclosure and no surprises.

Past experience
- Senior Vice President, Branch Manager, Financial Advisor, Citi Smith Barney
- Senior Vice President, Branch Manager, Morgan Stanley
Education
- University of Pennsylvania, The Wharton School Branch Manager’s Program
- M.B.A., Pace University, Lubin Graduate School of Business
- B.S., economics, State University of New York at Albany
Life
- Steve and his wife, Amy, live in Syosset, NY and have three daughters
- He and his family support a number of charities, including the American Cancer Society, Susan G. Komen Foundation and the Birthright Israel Foundation
- Steve is a proud member of the Porsche Club of America
- Outside of the office, Steve enjoys playing golf, vintage television shows and
  cheering on his beloved New York Knicks (he has been a season ticket holder
  for over 20 years)
- Forbes Best-in-State Wealth Advisors, 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Private Wealth Advisor
- Senior Portfolio Manager
One Jericho Plaza
Jericho, NY 11753

steven.tacher@ubs.com

Steven Tacher

One Jericho Plaza,Jericho,NY,11753
M. Kenneth Witover, FOC

Managing Director

Family Office Consultant
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Ken brings critical thinking and a skeptical eye to identifying the right opportunities for his clients. The team’s clients value Ken’s extensive background in trading and his deep knowledge of the global markets—both critical factors he draws upon to make strategic recommendations.

Ken is among a select group of Global Family Office Cunsultants who have earned this 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 clients and their families. Ken, as a Private Wealth Advisor and an FOC, understands the complexities of intergenerational wealth and the challenges faced by exceptional clients. Working together, he aligns their specific needs to the full suite of UBS capabilities and helps them pursue their most important goals.

Past experience
- Lehman Brothers, High Net Worth Fixed Income, Equity Portfolio Structuring and Cash Management
- Salomon Brothers, Municipal Bond Trading and Private Investment Department
- Lebanthal & Co., Head of Sales and Trading
- Bache & Co., Municipal Bond Trading
Life
- Ken serves on the Board of the American Joint Distribution Committee, where he
  is outgoing Vice President, chaired its investment committee for six years and sits
  on its executive committee, as well as board development committees for Eastern
  Europe and Israel
- He is a past chair of Ashalim, a partnership of the Joint Distribution Committee
  and the government of Israel, to develop, implement, monitor and run programs
  helping children at risk and their families
- He is also a member of The Foreign Policy Association, the Economic Club of
  New York and the Municipal Bond Club of New York
- For more than 25 years, he was a member of the Wall Street Steering Committee
  of UJA-Federation of New York
- Ken and his wife, Erika, reside in Oyster Bay Cove on Long Island, close to
  Manhattan, where their children and grandchildren live
- Barron’s Top 50 Private Wealth Management Teams, 2019The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron's Top 1,000 Financial Advisors, 2011, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2018, 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Family Office Consultant
- Senior Portfolio Manager
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

k.witover@ubs.com

M. Kenneth Witover, FOC

1285 Avenue Of The Americas,New York,NY,10019
Joshua Frankel, CFP

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- LA
- MA
- MD
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- PA
- SC
- TX
- VA
- VT
- WA
- WI
Josh’s passion for wealth management began early on and has continued for nearly 30 years. Today, as a Private Wealth Advisor, Senior Portfolio Manager and Certified Financial Planner™ professional with Witover Tacher Private Wealth Partners, Josh is committed to simplifying the complex investment needs of his affluent clients and their families, and providing clarity and organization through comprehensive planning.

“I’ve pursued one career in my life, and I’m more certain than ever that today, as a Private Wealth Advisor, I’ve chosen the right path.”

Josh’s insight into custom asset allocations as well as his disciplined process enable him to manage portfolios during the most volatile periods. His approach is prudent, straightforward and focused on risk control.

While his team has been recognized for their industry leadership, he also believes that their commitment to each relationship truly sets them apart. Communication takes precedence in their practice and in all that they do today, and every day, clients come first.

Past experience
- Account Vice President–Investments, Morgan Stanley
- Financial Advisor–Investments, Smith Barney
Achievements
- Certified Financial PlannerTM (CFP®) professional
- Series 7 and 63 securities licenses; life insurance license
Education
- B.A., economics, State University of New York at Albany
Life
- Josh and his wife, Rebecca, and daughter, Dara, live in Woodbury, NY.
- He enjoys staying in shape and playing golf.
- Josh is board president of his homeowners association.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER®
- Senior Portfolio Manager
One Jericho Plaza
Jericho, NY 11753

joshua.frankel@ubs.com

Joshua Frankel, CFP

One Jericho Plaza,Jericho,NY,11753
Ryan Tacher

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Ryan joined the Witover Tacher Private Wealth Partners in August of 2024. Prior to starting with the team, following her graduation from the University of Michigan Ross School of Business, Ryan began her career at the UBS Wealth Advice Center in Weehawken, NJ where she spent 2 years working as a Financial Advisor.

“My goal is to create meaningful relationships with each and every client to ensure that their goals and expectations can be exceeded.”

As a CFP certificant, Ryan aims to provide financial planning advice and guidance to clients and their family members alike. Ryan is looking forward to connecting with clients in person and using her extensive knowledge of UBS wealth management products and solutions to fulfill clients’ needs.

Past Experience:
-Financial Advisor at the UBS Wealth Advice Center in Weehawken, NJ

Achievements:
-SIE, Series 7 and 66 securities licenses
-Life and Accident Insurance licenses NY State Insurance
-Certified Financial PlannerTM (CFP®) professional

Education:
-BBA, University of Michigan, Ross School of Business

Life:
-Ryan currently resides in the Lower East area of New York City
-Outside of the office, Ryan enjoys working out and getting outdoors, all things music and concerts, as well as spending time with her friends and family!
One Jericho Plaza
Jericho, NY 11753

ryan.tacher@ubs.com

Ryan Tacher

One Jericho Plaza,Jericho,NY,11753
Eric Peske

Associate Director

Senior Wealth Strategy Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- MA
- MD
- MI
- MO
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- TX
- VA
- VT
- WA
- WY
With over 25 years of wealth management experience, Eric joined Witover Tacher Private Wealth Partners in 2012. As an Associate Director and Senior Wealth Strategy Associate, he focuses on client service, trade execution and portfolio implementation.

“Helping clients achieve their goals allows me to make a positive impact on their lives. I’m committed to providing the advice and guidance our clients deserve.”

Eric takes the lead in facilitating all aspects of operational activity for clients. In addition, he leverages his broad experience in fixed income, equity syndicate and managed accounts to help guide clients toward their goals.

Past experience
- Financial Advisor, Morgan Stanley
- Investment Associate, Merrill Lynch
Achievements
- Series 3, 7, 31, 63 and 65 securities licenses
Education
- B.A., Binghamton University
Life
- Eric lives in Rockville Center, NY with his children, Brad and Erin
1285 Avenue Of The Americas
New York, NY 10019

eric.peske@ubs.com

Eric Peske

1285 Avenue Of The Americas,New York,NY,10019
Marc Acosta

Investment Associate
View bio
- NJ
- NY
Marc brings over 30 years of wide-ranging financial services experience to Witover Tacher Private Wealth Partners. His deep knowledge of the financial services business, including = compliance, operations and technology systems, helps ensure the best organizational, security and service experience for his clients.

“With my deep financial services experience, I help our clients with their most important financial needs. I focus on simplifying the process and providing a personal client experience.”

Past experience
- Operations, Sales Assistant, David Lerner Associates
- Sales Assistant, Prudential Securities
- Operations Manager, Smith Barney
Registrations
- Series 7, 8 and 63 securities licenses
Education
- B.A., Hofstra University
Life
- Marc is a huge Disney fan who enjoys visiting the parks and watching the latest TV and movie releases.
- He enjoys staying active and working out at Orange Theory Fitness.
One Jericho Plaza
Jericho, NY 11753

marc.acosta@ubs.com

Marc Acosta

One Jericho Plaza,Jericho,NY,11753
Alexis Prokop

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- MA
- MD
- ME
- MI
- MN
- MT
- ND
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- TX
- VA
- VT
- WA
- WY
With thirteen years of financial industry experience, Alexis joined Witover Tacher Private Wealth Partners in November 2017. She brings a deep background in client servicing to the team.

“At the end of the day, I’m here to do whatever I can to help our clients take charge of their wealth and feel confident about the future. Making a difference in our clients’ financial lives is what matters most to me.”

Alexis focuses her attention on all aspects of client service, including managing requests and daily needs, supervising operational support and handling account administration. She also helps clients with their cash management needs and serves as the team’s point person for private equity investments.

Past experience
- Registered Client Service Associate at Morgan Stanley
- Regional Advisor Consultant at OppenheimerFunds
Achievements
- Series 7, 63 and 66 securities licenses
Education
- B.A., financial administration and marketing, Muhlenberg College
Life
- Alexis lives in Long Island, NY with her husband, Blake, son, Henry, daughter Vivienne and
  dog, Bernie
1285 Avenue Of The Americas
New York, NY 10019

alexis.prokop@ubs.com

Alexis Prokop

1285 Avenue Of The Americas,New York,NY,10019
Christopher Sharkey

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Chris joined Witover Tacher Private Wealth Partners from within UBS Private Wealth Management. With over five years of industry experience, he brings his broad knowledge in financial planning, performance reporting, asset allocation and client servicing to the team.

“With an understanding of clients’ goals, I go to work delivering the wealth management strategies that will help make a difference in their lives.”

Achievements
- Series 7 and 66 securities licenses; life, accident and health insurance licenses
Education
- B.S., finance, University of Buffalo
Life
- Chris, his wife and two children love cooking, reading together and going to the
  park on the weekend
Home Worker NY
Home Worker NY, NY 000

christopher.sharkey@ubs.com

Christopher Sharkey

Home Worker NY,Home Worker NY,NY,000
Gary Burggraf

Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
With 3 years of experience in the financial services industry, Gary proudly joined Witover Tacher Private Wealth Partners in April 2021. His utmost priority and true passion is fulfilling clients’ needs, through his dependability and diligence.

“I take great pride in making sure that all client requests are handled with accuracy and care. It is my goal to provide excellent service that our clients can always rely on.”

Registrations
- Series 7 and 66 Securities Licenses
- NY & NJ Notary Public
Education
- B.S. in Business Administration, Marist College
Life
- Gary currently resides in Northern New Jersey. In his free time, he enjoys going on walks with his dog Charlie and watching the Yankees and Jets.
1285 Avenue Of The Americas
New York, NY 10019

gary.burggraf@ubs.com

Gary Burggraf

1285 Avenue Of The Americas,New York,NY,10019
Ana Beltran

Senior Client Associate
View bio
- NJ
- NY
Ana brings more than three decades of financial experience to Witover Tacher Private Wealth Partners. With a passion for helping clients achieve their financial goals, she focuses her efforts on efficient processes and day-to-day support.

“I work closely with our entire team to see that our clients are well taken care of. I make an effort to ensure that every administrative task is handled with professionalism and accuracy at every level. Building personal connections with our clients helps me to go the extra mile, no matter what the concern or need.”

Ana is fluent in both Spanish and English, and she strives to broaden the team’s outreach to investors. She applies her strong interpersonal communications skills to nurture and grow client relationships.

Registrations
- Series 7 and 66 securities licenses
Life
- Ana enjoys traveling, cooking and spending time with her extended family.
One Jericho Plaza
Jericho, NY 11753

ana.j.beltran@ubs.com

Ana Beltran

One Jericho Plaza,Jericho,NY,11753

3.2 Billion

Assets under management

As of 05/31/2023

147

Collective years of experience

11 person

seasoned team

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Financial strength

Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s

UBS AG, long-term senior secured debt rating. As of 03/31/2024

Life, wealth and the journey forward

Witover Tacher Private Wealth Partners

Advice beyond your investment needs

Principles that shape our relationship

Our global scope. Our personal commitment.

Family Office Consultant

Invested in the lives of our clients

Insights and perspectives

What shapes our relationships

Brighter outlook after downbeat October

Fed Not Quite Ready to Cut

Request your report

Thank you! Your request has been submitted.

Integrity drives us. Relationships inspire us.

Adam Rosenthal, FOC

Steven Tacher

M. Kenneth Witover, FOC

Joshua Frankel, CFP

Ryan Tacher

Eric Peske

Marc Acosta

Alexis Prokop

Christopher Sharkey

Gary Burggraf

Ana Beltran