Managing Director
Family Office Consultant
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
Education
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Managing Director
Family Office Consultant
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
Education
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
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
Education
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
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
Education
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Managing Director
Family Office Consultant
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
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Managing Director
Family Office Consultant
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
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Private Wealth Advisor
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
Achievements
Education
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Private Wealth Advisor
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
Achievements
Education
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Financial Advisor
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!
Financial Advisor
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!
Associate Director
Senior Wealth Strategy Associate
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
Achievements
Education
Life
Associate Director
Senior Wealth Strategy Associate
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
Achievements
Education
Life
Investment Associate
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
Registrations
Education
Life
Investment Associate
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
Registrations
Education
Life
Senior Wealth Strategy Associate
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
Achievements
Education
Life
Senior Wealth Strategy Associate
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
Achievements
Education
Life
Wealth Strategy Associate
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
Education
Life
Wealth Strategy Associate
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
Education
Life
Client Associate
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
Education
Life
Client Associate
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
Education
Life
Senior Client Associate
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
Life
Senior Client Associate
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
Life
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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