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Kenneth A

Series 63

Paramus, NJ

UBS Financial Services

Kenneth Angelo is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 63 license and bringing 40 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves as a trustee for the Theresa Angelo Testamentary Trust and is involved in managing mortgage investments through a partnership connected to a property sale. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets services through a large network of financial advisors.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Martin E

Series 63, Series 65

Paramus, NJ

UBS Financial Services

Martin Ehrenreich is a financial advisor at UBS Financial Services with Series 63 and Series 65 designations and 51 years of industry experience. He has been with UBS since 1992. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and research-driven solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Daniel S

Series 66

Paramus, NJ

UBS Financial Services

Daniel Smith is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he is involved with FTBO, Inc., an organization that assists local families with education and health-related expenses. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Douglas P

Series 66

Paramus, NJ

UBS Financial Services

Douglas Posluszny is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2006 and has worked at Bergen Community College since 1993. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Bernard F

Series 65, Series 66

Paramus, NJ

UBS Financial Services

Bernard Fasciano is a financial advisor with UBS Financial Services in Paramus, NJ, holding Series 65 and Series 66 licenses with 27 years of industry experience. He has been with UBS since 2014 and operates a separate licensed private detective business. Fasciano is involved with Habitat for Humanity of Bergen County as an advisory committee member and volunteers for the Bay Head Shores Property Owners Association in New Jersey. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and institutional trading capabilities with wealth management services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Elizabeth D

Series 66

Paramus, NJ

UBS Financial Services

Elizabeth Deane is a Series 66-credentialed financial advisor with UBS Financial Services in Paramus, NJ. She has 27 years of industry experience, including 20 years with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services such as fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations through a large network of advisors and offers institutional trading capabilities alongside wealth management services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Karl K

CFP®, Series 66

Paramus, NJ

UBS Financial Services

Karl Kreshpane Jr. is a Certified Financial Planner™ (CFP®) with 10 years of industry experience. He has worked at UBS Financial Services since 2020 and previously at Morgan Stanley Smith Barney LLC from 2015 to 2019. He is based in Paramus, NJ and holds a Series 66 license. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets functions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Peter M

Series 66

Paramus, NJ

UBS Financial Services

Peter Martin is a Series 66-licensed financial advisor with UBS Financial Services, based in Paramus, NJ. He has 24 years of industry experience, including 20 years with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings such as fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Andrew C

Series 63, Series 65

Paramus, NJ

UBS Financial Services

Andrew Craig is a financial advisor with UBS Financial Services in Paramus, NJ, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research, underwriting, and capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Michael G

Series 66

Paramus, NJ

UBS Financial Services

Michael Gogliormella is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Amanda C

Series 63, Series 65

Paramus, NJ

UBS Financial Services

Amanda Capuano is a financial advisor at UBS Financial Services with two years of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience at Core Facility Services, Direct Computer Resources, and Monmouth University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets, custody, and research resources.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Michael K

CFP®, Series 66

Paramus, NJ

UBS Financial Services

Michael Karlewicz is a Certified Financial Planner® with 10 years of industry experience. He has worked at UBS Financial Services since 2022 and previously held positions at Bank of America and Merrill from 2016 to 2022. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management and offers a range of services including fee-based financial planning, portfolio management, and access to proprietary research and capital markets solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Deann C

Series 63, Series 65

Paramus, NJ

UBS Financial Services

Deann Cavagnaro is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2016. Outside of her advisory role, she serves as Treasurer on the Ramapo Board of Education, overseeing financial records and reporting for the organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and investment solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Robin A

Paramus, NJ

UBS Financial Services

Robin Ax is a financial advisor at UBS Financial Services with 28 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, she serves as an investment committee member for the Sisters of Saint Dominic of Blauvelt, a religious organization involved in education and special education programs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with fiduciary financial planning. The firm integrates institutional trading capabilities with wealth management services to support a range of client needs.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Deborah R

Series 63

Paramus, NJ

UBS Financial Services

Deborah Richin is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 63 designation and bringing 27 years of industry experience. She has been with UBS since 2014. Outside of her advisory work, she serves as executor and administrator for multiple estates, working alongside attorneys and accountants to manage and distribute assets according to the respective wills. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Dawn B

Series 63, Series 66

Paramus, NJ

UBS Financial Services

Dawn Budde is a financial advisor with UBS Financial Services in Paramus, NJ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering diverse products and services including fee-based planning, portfolio management, and capital markets activities.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Steven P

Series 63, Series 65

Paramus, NJ

UBS Financial Services

Steven Posluszny is a financial advisor at UBS Financial Services with 42 years of industry experience, including 33 years at UBS. He holds the Series 63 and Series 65 designations. Outside of his advisory role, he serves as trustee for an irrevocable trust established for his father. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and advisory solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Brady R

Series 66

Paramus, NJ

UBS Financial Services

Brady Remshak is a financial advisor with UBS Financial Services holding a Series 66 designation. He has recently started his career in the industry, joining UBS in 2025. His prior work experience includes roles outside of finance and attendance at Providence College. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Anthony M

Series 63, Series 65

Paramus, NJ

UBS Financial Services

Anthony Mccrimlisk is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2008. Based in Paramus, NJ, his career spans nearly two decades at the firm. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a range of capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Michael S

Series 66

Paramus, NJ

UBS Financial Services

Michael Stevens is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and eight years of industry experience. He previously worked at Trillium Management, LLC from 2015 to 2017 before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment strategies tailored to client goals.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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