Michael is a Financial Advisor and CERTIFIED FINANCIAL PLANNER ™ with over 37 years of industry experience.  Michael is a trusted advisor who has developed long term relationships with clients by taking the time to listen to their individual needs, goals and concerns and incorporating them with their life dreams and aspirations.

Having a sound financial plan is the basis for identifying and achieving these objectives.  Proper asset allocation and risk management, combined with open and ongoing communication, are the keys to long term financial success.

His clients are primarily successful entrepreneurs, business executives, professionals, and retirees.  Common objectives include comprehensive financial planning, wealth transfer, and retirement income.

Michael began his career in 1981 with Shearson/American Express, a predecessor of Smith Barney, and joined UBS in 2008.  He graduated from Marietta College in 1978 with a BA in Accounting and received his MBA in Finance from Seton Hall University in 1982.  In addition to being a CFP©, Michael also earned the designation of Wealth Advisor.  He holds Series 7,8,15,63 and 65 securities licenses, as well as insurance licenses in life, accident and health.

Michael lives in North Caldwell with his wife, Lynn.  In his spare time Michael enjoys playing golf, travel, and spending time on the North Fork of Long Island.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, NC, NH, NJ, NM, NY, OR, PA, RI, SC, TN, TX, VA, WI, WY

Hank Rottenberg is a Financial Advisor who is committed to working closely with his clients and their families to help achieve their long-term financial goals. He believes that a focus on portfolio management, asset allocation, retirement income planning, and next generation wealth transfer strategy is the key to achieving financial success.

Hank has more than 35 years of experience guiding business owners, those accumulating their wealth, and retirees, through all aspects of their financial lives. He believes that developing relationships with his clients and their families is critical to guiding them through the ever-changing financial landscape.

Hank joined UBS in 2008 after 24 years as a Financial Advisor with Smith Barney. He earned his bachelor's degree in economics from Rutgers University.  He holds licenses for life, accident, and health insurance and his Series 7, 63, and 65.

Hank lives in Springfield, NJ with his wife, Ilene, after having raised their two children. When he's not working with clients, Hank enjoys spending time at the beach, reading, theater, and playing golf.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, MI, NC, NH, NJ, NM, NV, NY, OR, PA, RI, SC, TN, TX, VA, WI, WY

As a Financial Advisor and UBS accredited Wealth Advisor, Jonathan is a firm believer in diversification and asset allocation. He works predominately with families, small businesses, and non-profits by providing advice, investment guidance, and holistic planning services. In his 36 years as an Advisor, Jonathan has successfully navigated his clients through countless market cycles and garnered the experience and expertise necessary to aide his clients in achieving the goals they strive to meet.

Jonathan began his career as an Advisor in 1983 with Smith Barney, later joining UBS in 2008. He is a 1976 graduate of Emory University and native of Baltimore, Maryland. He holds Series 3, 7, 63, and 65 securities licenses, along with insurance licenses in life, accident, and health.

Jonathan currently resides in Morristown, NJ and enjoys spending much of his free time honing his skills as a competitive bridge player.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, MI, NC, NH, NJ, NM, NY, OR, PA, RI, SC, TN, TX, VA, WI, WY

Alan leads the team's vision through his emphasize on asset allocation and total portfolio management with a focus on retirement income planning. He also helps with education funding, structures for charitable giving and estate planning. During his more than 20 year tenure in the industry the market has weathered several recessions, countless rallies and more than one market correction.  This continual cycle requires a disciplined approach to risk management. Alan utilizes professional money management along with individual laddered bond portfolios to try to accomplish diversification and protection.

Alan received his Bachelor of Business Administration (B.B.A.) in Accounting from Clarion University of Pennsylvania and went on to obtain the CPA. Alan is a Certified Financial Planner (CFP ®), Financial Planning Specialist and earned his Certified Investment Management Analyst (CIMA ®) designation from The Wharton School of Business. Alan and his wife Amy live in Ramsey, NJ with their two boys, Adam and Andrew.  Alan enjoys spending time with his family, coaching baseball and golfing.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, MI, NC, NH, NJ, NM, NY, OR, PA, RI, SC, TN, TX, VA, WI, WY

Matthew Rottenberg is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ who helps The ColumbiaPark Wealth Management Group's clients create a roadmap to reach their financial goals. He believes the key to successful investing is to build a comprehensive plan outlining your goals and dreams, and to reevaluate and adjust that plan as your life evolves.

Before joining the ColumbiaPark Wealth Management Group, Matt spent his first two years at UBS developing and implementing over 250 financial plans for clients from different walks of life and in different stages of their lives.

Prior to his time at UBS, he spent a year at Vanguard as a Client Relationship Specialist. He is a proud Blue Hen having graduated cum laude and earned his bachelor's degree in finance from the University of Delaware in 2014. In additional to his CFP® certification, Matt is Series 7, 63, and 65 licensed as well as life, accident, and health licensed.

Matt currently lives in Morristown, NJ. When he is not in the office, he enjoys spending time with his family and taking advantage of all that his close proximity to New York City has to offer culturally and socially.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, MI, NC, NH, NJ, NM, NV, NY, OR, PA, RI, SC, TN, TX, VA, WI, WY

Eric joined Jonathan's practice in 2015 after 4 years managing a multimillion dollar property and loan portfolio for a New Jersey bank where he successfully spearheaded efforts to reduce the distressed assets on the bank's balance sheet. Eric is a strong advocate for the long term financial planning process whereby he works with clients and prospective clients to identify all relevant aspects of their financial picture and gain a deep understanding of their goals and resources. He believes this is a crucial step for both parties as it ensures he can accurately advise and that the client receives a tailored result.

Eric graduated cum laude from Bryant University in 2011 with a degree in Finance and minors in Economics and Applied Statistics. He holds Series 7, 63, and 65 securities licenses, along with insurance licenses in life, accident, and health.

Eric lives with his wife, Stephanie, in their Bridgewater, NJ home and when not spending time outdoors, he enjoys working on their many DIY renovation projects.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, MI, NC, NH, NJ, NM, NV, NY, OR, PA, RI, SC, TN, TX, VA, WI, WY

Joe is an Investment Associate with 38 years of experience in the financial services industry.  Joe holds Series 7,63 and 65 reistration and is licensed in Health, Life and Variable Insurance as well as Annuities.

Joe is married to Jodi and lives in Hampton Township, NJ.  He and Jodi have 4 children and 2 grandchildren.  Joe enjoys spending time with family in New Jersey and Florida.  In his spare time Joe enjoys being outdoors, refurbishing vintage fishing equipment, and maintaining 2 saltwater reef aquariums.

Registered States:
FL, MD, NJ, NY

Giancarlo "GC" Intili has been serving as a Client Service Associate working with Michael andHank for over 11 years. He has spent that time honing a unique skill set in problem solving and relationship management. GC prides himself on delivering an exceptional client experience, and believes that is only possible by developing meaningful personal relationships. He enjoys learning about what’s going on in your life, your successes, and your goals.

He graduated with honors from Montclair State University and is FINRA registered with his Series 7 license.

GC is a first generation American and fluent in Italian with both of his parents having emigrated from Italy.

Outside of work, if he's not on the soccer field he is enjoying time spent with his wife, Jackie, and three sons at their home in Morris Plains, NJ

Registered States:
NJ

Anita has been in the Financial Services Industry for over thirty years.  She came to UBS in 2012.  Prior to joining UBS, Anita worked a Morgan Stanley for 24 years.  While at Morgan Stanley, she held numerous positions there.  Anita graduated Magna Cum Laude from Berkeley College where she earned her Bachelor's Degree.  

In her spare time, Anita enjoys travel and family time.

Anita lives in Wayne, NJ with her husband and two sons.

Gabriella began her career with UBS in the Private Wealth Management division as a Client Service Associate. 

Gabriella is a graduate of Fordham University with a Bachelors of Arts in Economics and Psychology. While studying in college, Gabriella interned for a pharmaceutical company supporting the accounting department. Gabriella serves as our Branch Technology Liaison working closely to ensure accuracy with our technology.

In her free time, Gabriella enjoys traveling and spending time with her dog, Luna.