Tim Croak is an expert in advising individuals and their families on pre and post-transaction wealth planning, bringing over 35 years in Private Wealth Management experience. Tim specializes in developing comprehensive wealth plans for a select group of founders, executives and investors in highly successful businesses. Prior to joining UBS in 2015, Tim served as a Director in the Private Bank at Credit Suisse and as a Senior Vice President at its predecessor firm Donaldson Lufkin and Jenrette for over 35 years. Tim graduated from Wake Forest University with a degree in History. He is active in philanthropic ventures including City Harvest, Blue Engine, and the Catholic Relief Services. He also currently serves on the Board of Trustees for the George Jackson Academy in New York City. Tim resides in New York City with his wife and children.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IN, LA, MA, ME, MN, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VT

Gabriel Cooperman is dedicated to advancing the personal wealth goals of a select group of founders, executives and investors in highly successful businesses. Gabriel guides the Founders Group's overall strategy, leveraging UBS's global resources to deliver innovative solutions to their clientele. Gabriel has been named by Forbes as a Top Next Generation Wealth Advisor and has been recognized by UBS as a Top 35 under 35 advisor. Prior to joining UBS in 2015, Gabriel served as a Relationship Manager in the Private Bank at Credit Suisse. Gabriel’s earlier experience includes as Director of Private Placements at Winged Keep Group and as an analyst for the Blackstone Group. Gabriel graduated from Lehigh University with a degree in Economics and Spanish and currently resides in New York City with his wife and children.

Registered States:
AZ, CA, CO, CT, DE, FL, IN, LA, MA, ME, MN, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VT

Stephen Santangelo, CFA, CAIA, is a Senior Wealth Strategy Associate at UBS Private Wealth Management in New York. Stephen’s primary responsibilities include construction, implementation, and monitoring of investment portfolios, manager due diligence, trading, and performance analytics.

Prior to joining UBS in 2019, Stephen was an Investment Specialist in the J.P. Morgan Private Bank serving ultra high net worth clients and families. Stephen’s earlier experience at J.P. Morgan includes four years as an Equity Research Analyst for their proprietary funds business focusing on the FinTech and Payments sectors. He also served as a Junior Portfolio Manager for the $10bn U.S. Analyst Fund strategy.

Stephen graduated from the University of Maryland with a dual degree in Finance and Business Management. He also holds the Chartered Financial Analyst (CFA) designation, the Chartered Alternative Investment Analyst (CAIA) designation as well as a Certificate in Financial Planning. Outside of the office he enjoys horse racing, skiing, and Maryland basketball. He currently resides in Hoboken, New Jersey.

Registered States:
AL, CA, CT, DE, FL, HI, IN, LA, MA, ME, MN, MS, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VT

Rasheeda Brix is a Wealth Strategy Associate at UBS Private Wealth Management in New York. Rasheeda’s primary responsibilities include overseeing all operational and administrative aspects of the business and managing client services. Prior to joining UBS in 2015, Rasheeda was a Senior Relationship Associate at Credit Suisse and a Senior Associate at Pershing, LLC, where she was responsible for supervising a team of 8 client service professionals. Rasheeda graduated from the University of Central Florida with a degree in Business Administration and currently resides with her husband in Hoboken, New Jersey.

Registered States:
AL, CA, CT, DC, DE, FL, HI, IN, LA, MA, ME, MN, MS, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VT