Times may change. Commitments don't.

The Credit Union Advisory Group at UBS

Since 1987, our team at the Credit Union Advisory Group has worked with credit unions of all sizes. We’ve helped over 500 of the top credit unions find effective solutions during these challenging times. And we’ve worked closely with smaller credit unions to help them grow. And as their needs change, we’ve adapted our investment strategies to grow with them—because that’s our mission.

When you are looking to get the most out of your investment portfolio, wouldn't it make sense to consider working with someone who has been nationally recognized as an industry leader, who has successfully guided credit unions to realize their goals? Our level of expertise is second to none. And while we’ve earned our fair share of awards, what we’re most proud of is earning our clients’ trust. Our average client tenure is 20 years…and growing. Let’s have a conversation and we’ll show you how we can help you.

  • No fee for safekeeping
  • Open architecture— unparalleled access to any product that can help you
  • Over $2.5 billion in managed assets
  • Serving credit unions of all sizes since 1987

Gary Tantleff has been recognized as an industry leader.

Ranked #1 advisor in New Jersey by Barron's magazine, 2013, 2014
Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
Financial Times Top 400 Advisors, 2013
Barron's Top 100 Financial Advisors, 2012, 2013, 2014
Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013

Investment Insights


The Credit Union Advisory Group at UBS

184 Liberty Corner Road
Suite 101
Warren, NJ 07059

855-657-0563 fax

Gary Tantleff

Managing Director Wealth Management
James Dill

First Vice President Wealth Management
Theresa R. Carmagnola

First Vice President Wealth Management
Terence McMahon

Senior Vice President Wealth Management
Portfolio Manager
William "Bill" Kurdyla

Senior Wealth Strategy Associate
Sheila M. Crowley

Senior Client Service Associate
Christopher Reicen

Client Service Associate
Cynthia Wagner

Client Service Associate
Ashley Buhl

Senior Client Service Associate
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