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
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 Rd
Suite 101
Warren, NJ 07059
877-269-1776
908-470-6208
908-470-6297 fax
Contact Us get directions


Gary Tantleff
Managing Director Wealth Management
James Dill
First Vice President Wealth Management
Theresa R. Carmagnola
Vice President Wealth Management
Terence McMahon
First 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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