Experience Makes all the difference
At UBS, we understand credit unions have unique investment needs and the Credit Union Advisory Group at UBS offers services focused on these needs. This group, created through the efforts of Managing Director-Wealth Management, Gary Tantleff, includes an experienced team of fixed income professionals with a thorough understanding of the rules and regulations of the National Credit Union Administration (NCUA), including Part 703. They can provide the dedicated guidance, capabilities and practical support to help credit unions develop and grow their investment programs.
James Dill
Senior Vice President - Wealth Management
Portfolio Management Program Financial Advisor
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908-470-6222
Terence McMahon
Senior Vice President - Wealth Management
Portfolio Manager
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908-470-6247