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. We’ve also 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 helped guide credit unions to realize their goals? Our 30 years of experience navigating through very diverse economic environments, allows us to provide insights and timely solutions to your individual investment needs. 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 fees for safekeeping
  • Open architecture— offers access to products outside of UBS inventory
  • Over $3.2 billion in managed assets
  • Serving credit unions of all sizes since 1987

Gary Tantleff has been recognized as an industry leader.

Barron's #1 Financial Advisor in New Jersey and Top 100 Financial Advisor nationwide, 2016
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

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The Credit Union Advisory Group at UBS

184 Liberty Corner Road
Suite 101
Warren, NJ 07059

877-269-1776
908-470-6208
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
Christopher Reicen

Client Service Associate
Cynthia Wagner

Client Service Associate
Ashley Buhl

Senior Client Service Associate
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