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Matthew M

Series 66

Weehawken, NJ

UBS Financial Services

Matthew Mc Manus is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at UBS since 2020, with prior experience at Wells Fargo and involvement with the Cedar Grove Board of Education. Outside of finance, he was associated with Sal's Studio & Son for several years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

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

Series 66

Weehawken, NJ

UBS Financial Services

Mohammed Islam is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2024, he worked at S&P Global and Private Market Connect, and he also has a background in academia at Drexel University. Outside of his advisory work, he is an owner of a grocery store business, Mo's Mini Mart, in Paterson, New Jersey. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans and offers both fee-based planning and discretionary portfolio management.

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

Series 66

Weehawken, NJ

UBS Financial Services

Melissa Amler is a financial advisor at UBS Financial Services with one year of industry experience. She has prior experience within UBS Asset Management and UBS Hedge Fund Solutions, where she worked for a combined twelve years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

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

Series 66

Weehawken, NJ

UBS Financial Services

William Hayward is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018, following a 27-year tenure at Merrill Lynch, Pierce, Fenner & Smith. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advisory work through a network of Financial Advisors utilizing proprietary research and model-based asset allocations.

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

Series 66

Weehawken, NJ

UBS Financial Services

Gwenneth Mattia is a Series 66-licensed financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, she held roles at Jeremiah's Tavern and University Tees. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and advisory services, including fee-based financial planning and portfolio management, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment 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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Gene S

Series 63, Series 66

Weehawken, NJ

UBS Financial Services

Gene Silverman is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Silverman is involved in a leisure and rental income business associated with a second home. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

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

Series 63, Series 66

Weehawken, NJ

UBS Financial Services

Kyra Toskos is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and beginning her career in 2024. She has a background that includes four years at Clemson University and earlier experience at educational institutions. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor financial plans and portfolio management.

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

Series 66

Weehawken, NJ

UBS Financial Services

Lauren Kearney is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has worked at UBS in various roles since 2018. Prior to her financial services career, she has experience in education and consulting. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services across a broad platform.

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

Series 63, Series 65

Weehawken, NJ

UBS Financial Services

Matthew Schupak is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS since 2017, previously spending four years with Merrill Lynch Pierce Fenner & Smith Incorporated. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services such as discretionary portfolio management, underwriting, and proprietary research.

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

Series 66

Weehawken, NJ

UBS Financial Services

Angelina Rosalie is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her background includes roles at New York University and HSBC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory services, combining proprietary research and model-based asset allocations to tailor investment strategies. The firm offers a broad range of services including fee-based financial 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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Carey S

Series 66

Weehawken, NJ

UBS Financial Services

Carey Shuffman is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. 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 utilizes proprietary research and model-based asset allocations to tailor client strategies.

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

CFP®, Series 63, Series 65

Weehawken, NJ

UBS Financial Services

Maria Maramag is a CFP® with 26 years of industry experience and has been with Painewebber Inc, now part of UBS Financial Services, since 1999. She is based in Weehawken, NJ, and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research 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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Anwar R

CFA®, Series 66

Weehawken, NJ

UBS Financial Services

Anwar Raslan is a CFA® charterholder and holds a Series 66 license. He is currently with UBS Financial Services and has experience with Mercer, KPMG, Financial Decisions, and Aware Super. He has been in the financial industry since 2020. 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 research-driven, tailored financial plans.

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

Series 66

Weehawken, NJ

UBS Financial Services

Madison Lee is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, Madison attended the University of California, Berkeley, and worked at Eastside Preparatory School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored 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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Luka M

Series 66

Weehawken, NJ

UBS Financial Services

Luka Mikadze is a financial advisor at UBS Financial Services with one year of industry experience and holds a Series 66 designation. He previously worked at Equitable Advisors, LLC and has an academic background from Fordham University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and manage client portfolios.

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

Series 66

Weehawken, NJ

UBS Financial Services

Nicholas Coppola is a financial advisor at UBS Financial Services with the Series 66 designation and two years of experience at the firm. Prior to his current role, he worked at Fred and Ethel's Lantern Light Tavern for seven years. UBS Financial Services Inc. 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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Grace C

Series 66

Weehawken, NJ

UBS Financial Services

Grace Concannon is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and three years of industry experience. Prior to joining UBS, she worked at Raymond James and has experience in fitness instruction at The Bar Method. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans aligned with 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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Leticia Z

Series 63, Series 66

Weehawken, NJ

UBS Financial Services

Leticia Zemaitis is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with UBS since 2010, including her time at UBS AG. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers 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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Aniella P

Series 66

Weehawken, NJ

UBS Financial Services

Aniella Poppo is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and three years of industry experience. Her work history includes multiple roles at UBS Financial Services and a brief tenure at Alex. Brown & Sons, as well as experience at Fordham University and the Byram Hills School District. 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 strategies to client goals. The firm offers institutional trading capabilities alongside wealth management, including futures commission merchant activities and principal trading.

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