As co-founder and managing partner of Gottlieb Rose Wealth Management, managing over $1 billion dollars in assets, Rachel Gottlieb quickly rose to distinguish herself as a top Forbes ranked Financial Advisor.  With more than 17 years of experience, and an affinity for cultivating relationships, Rachel hones in on each of her clients specific and often times complex financial needs and goals.  In addition Rachel is a Certified Divorce Financial Analyst™ and has expertise to help clients manage the financial decisions surrounding divorce.

Rachel is a member of UBS's Chairman's Council, honoring her as one of the top advisors of UBS. Her professional licenses include the Series 7, 31, and 66, as well as the Life, Accident and Health Insurance license. Certified Financial Planner™ (CFP®)

A nationally recognized industry leader

Rachel has received numerous accolades from prominent publications, including Forbes Top Advisors State-by State (2018-2020) Forbes America's Top Women Wealth Advisor (2017-2020) Forbes America's Top Next-Generation Wealth Advisors (2017-2019) Working Mother Magazine – Top Wealth Adviser Moms  UBS Top 35 Advisors under 35 (2014, 2015).  Rachel is also a frequent media contributor on a variety of topics including; owning your worth, women in business, family planning and financial decisions surrounding divorce.  She has been a guest speaker on Fox Mornings with Maria, Fox5 News, Jill On Money, Wake up with Taylor, and Yahoo Finance Live.  Rachel has also been featured in Barron’s, Forbes, Financial Advisor IQ, On Wall Street, DNAinfo.com, Private Asset Management Magazine, Nylon and Vogue, and the Wall Street Journal amongst other publications.

Outside of UBS

Rachel is the proud author of Zac's Dollar Dilemma, a book that teaches children how to spend, save, give and invest a dollar earned. She also dedicates her time as a volunteer for Savvy Ladies, a financial advice hotline for women.  Rachel has a BS in Finance & Marketing from Lehigh University and lives in Westchester with her husband, Josh and two children, Zac and Lexi.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WY

Registered States:
AZ, CA, CO, CT, DC, FL, GA, ID, IL, KY, MA, MD, ME, MI, NC, NJ, NY, OH, OR, PA, PR, TN, TX, VA, WA

An industry veteran since 1999, William Rose is co-founder of Gottlieb Rose Wealth Management, managing over $1 billion in client assets. Although he began his career during a unique time in the market, over time, William has consistently proven successful in navigating a wide array of diverse financial markets.  William is a member of UBS's Chairman's Council, honoring him as one of the top advisors of the firm. His professional licenses include the Series 7 and 66, as well as licenses for life, accident and health insurance and variable annuities.

A nationally recognized industry leader

In 2018, 2019 and 2020, William was recognized as one of the "Top Advisors State-by-State" by Forbes magazine.  William has been a speaker for Forbes and Barron's sharing best practices to industry leaders.  He has been a media contributor on financial topics including retirement planning and tax implications.

Outside of UBS

William received his B.A. in Psychology and Sociology from University of Massachusetts at Amherst. He lives in Woodcliff Lake, New Jersey with his wife, Devyn, sons, Jagger and Bodie and dog Spencer. William spends his free time coaching his sons in baseball and basketball and training at CrossFit. He is also an active leader in his community having held various positions at the New York Chapter of the Crohns and Colitis Foundation, including President, Vice President, and currently Treasurer. In 2018, William was honored at the annual Crohn's and Colitis Foundation Gala as the "Man of the Year". Will is also involved in the Bergen County chapter of UJA.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MI, MO, NC, NJ, NY, OH, OR, PA, TN, TX, VA, WA

Registered States:
AZ, CA, CO, CT, DC, FL, GA, ID, IL, KY, MA, MD, ME, MI, NC, NJ, NY, OH, OR, PA, PR, TN, TX, VA, WA

As the Senior Wealth Strategy Associate in our group, Kayla focuses on enhancing existing client relationships and sourcing new opportunities, in addition to running analytics across our investment offerings, researching new investment opportunities, and leading the team's marketing efforts.

Kayla has been assisting clients at UBS for ten years. She is a graduate of Syracuse University with a B.A. in Finance with a Minor in Economics, where she participated in organizations such as Students in Free Enterprise (SIFE) and led charitable projects within the Syracuse community. She lives in Brooklyn and enjoys going to concerts, traveling, and spending time with family and friends.

In addition, she holds the Series 7 and 63 designations.

Registered States:
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, NC, NJ, NY, OH, PA, VA

As our Senior Wealth Strategy Associate, Jon focuses on cultivating existing client relationships as well as portfolio construction and trading.  Jon's areas of expertise include financial planning, retirement planning, portfolio management and reporting, banking, and life insurance and annuities. Jon holds the Series 7, Series 66, Life Accident and Health Insurance Licenses, and Chartered Retirement Planning Counsellor (CRPC) designations.

Jon has been with UBS since 2015 holding several roles within the firm. He received a B.A. in Finance with a Minor in Economics from the University of Delaware, where he participated in several charitable organizations including; working in public schools as an aide to children with mental and emotional disabilities, and UDANCE an event in conjunction with the B+ Foundation focusing on providing financial assistance to families of children with cancer.

Jon is from New City, New York, and currently lives in Manhattan. In his free time, he enjoys spending time with friends and family and living an active lifestyle: playing basketball, football, and exercising.

Registered States:
AZ, CA, CO, CT, DC, FL, GA, ID, IL, KY, MA, MD, ME, MI, NC, NJ, NY, OH, OR, PA, TN, TX, VA, VI, WA

As a Wealth Strategy Associate, Kasten works hand in hand with each client to accomplish requests with ease in a timely fashion. Kasten has an in-depth knowledge of how to perform a variety of different tasks and focuses on client service and experience.

Kasten attended SUNY Albany, where he studied Finance and Management.  After graduation, Kasten worked at AXA Advisors, where he earned his Series 7 and Series 66 licenses. In the winter, he enjoys traveling the country to snowboard. In the summer, he spends his time boating, wakeboarding, and heading to the beach with friends and family. 

Registered States:
CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NJ, NY, OH, OR, PA, TN, TX, VA, WA

James attended CUNY College of Staten Island, as a member of the Verrazano Honors Program, where he earned his Bachelor of Science in Finance. During his college career, James was a frontrunner in the school’s business department, leading the college trading room, as well as being recruited for various leadership responsibilities throughout his tenure. In his spare time, James enjoys spending time with friends and family, maintaining his health and fitness with exercise, as well as playing basketball.