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.

team photo
Team

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

City

Our global scope. Our personal commitment.

Map

Family Office Consultant

Kite family beach

Invested in the lives of our clients

Insights and perspectives

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

    Adam Rosenthal, FOC

    Managing Director

    Family Office Consultant

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    • 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

      Steven Tacher

      Managing Director–Wealth Management

      Private Wealth Advisor

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      • 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
      • Ken

        M. Kenneth Witover, FOC

        Managing Director

        Family Office Consultant

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        • 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

          Joshua Frankel, CFP

          Senior Vice President–Wealth Management

          Private Wealth Advisor

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          • 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
          • Eric Peske

            Eric Peske

            Associate Director

            Senior Wealth Strategy Associate

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            • 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
                • Mark

                  Marc Acosta

                  Investment Associate

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                  • 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

                        Alexis Prokop

                        Senior Wealth Strategy Associate

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                        • 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 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
                            • chris

                              Christopher Sharkey

                              Wealth Strategy Associate

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                              • 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

                                    Gary Burggraf

                                    Client Associate

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                                    • 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

                                          Ana Beltran

                                          Senior Client Associate

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                                          • 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
                                              • eric

                                                Eric Miele

                                                Client Associate

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                                                • 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

                                                Eric Miele joined Witover Tacher Private Wealth Partners from Merrill Lynch Wealth Management in August 2021. With six years of industry experience, Eric focuses on delivering client service and investment portfolio implementation. Eric assists with account administration and cash management for our clients. With a background in both the operations and wealth management side of the financial services business, Eric brings a depth of knowledge and experience to deliver on our clients’ goals.

                                                "In all that I do, I strive to deliver the highest level of service and security for our clients. Making a positive impact on our clients’ financial lives is what motivates me every day.”

                                                Past experience

                                                • Registered Wealth Management Client Associate, Merrill Lynch

                                                Achievements

                                                • Series 7 and 66 securities licenses

                                                Education

                                                • B.S., Pennsylvania State University

                                                Life

                                                • Eric lives in Jersey City, NJ with his fiancée, Jessica
                                                • Having previously worked as a butcher in a local meat market, Eric enjoys
                                                  cooking new recipes and shopping local farmers markets

                                                      1285 Avenue Of The Americas
                                                      New York, NY 10019
                                                      eric.miele@ubs.com
                                                      Eric Miele
                                                      1285 Avenue Of The Americas,New York,NY,10019

                                                    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

                                                    $5.8+ trn

                                                    UBS Group invested assets
                                                    As of 03/31/2024

                                                    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

                                                    Insights