Short Hills, NJ Jfk Parkway Office

Donald Rosenthal is a financial advisor with UBS Financial Services in Short Hills, NJ, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with UBS since 2013. 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 capital markets and research resources.

Daenna Tarullo is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she serves as a Notary Public in New Jersey. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Paul Baker is a financial advisor with UBS Financial Services in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 1995. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Alan Perlberg is a financial advisor with UBS Financial Services in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2013. Perlberg has served as a notary public and has acted as a financial advisor and executor for a private estate. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management, and utilizing proprietary research and model-based asset allocations to tailor client strategies.

David Rose is a financial advisor with UBS Financial Services in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. Rose serves as trustee for multiple trusts related to investing lawsuit settlement proceeds and volunteers as a poll worker for the Morris County Board of Elections. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary capital market assumptions and research to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Rachel Schwarz is a financial advisor with UBS Financial Services in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS since 2013. Outside of her advisory work, she serves on the board of directors for the Greater Newark Conservancy, participating in educational programs and budget reviews. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining model-based asset allocations and proprietary research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and market-making.

Elizabeth Sweetra is a financial advisor with UBS Financial Services, holding a Series 66 designation and five years of industry experience. Her career includes roles at Northwestern Mutual, Sony Music Entertainment, and client services at FCM, as well as a period working at New York University. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Alex Perlberg is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Craig Grant is a financial advisor with UBS Financial Services in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with UBS since 2015. Grant is also the owner of Capital Development Group, a sole proprietorship involved in equity investments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Jeffrey Rosenblum is a Certified Financial Planner® with 31 years of industry experience. He has worked at UBS Financial Services since 2013, following eight years at Merrill and three years at RBC Capital Markets. Rosenblum is based in Short Hills, NJ. 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, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Mark Pomo is a financial advisor with UBS Financial Services in Short Hills, NJ, holding a Series 63 designation and 39 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Susan Fanburg is a financial advisor with UBS Financial Services in Short Hills, NJ, holding a Series 63 designation and 41 years of industry experience. She has been with UBS since 2013. 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 utilizes proprietary research and model-based asset allocations to tailor client strategies.

Lauren Mirman is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of financial solutions.

Matthew Boyd is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has been with UBS since 2021. Prior to his finance career, he worked at Morris County Golf Club for seven years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances.