Experience Makes all the difference

Each member of our team has a clearly defined role and a specific set of skills. We work together to help you understand the right solutions for reaching your goals, whether you are looking to preserve, grow, or transfer wealth. We’re committed to always being accountable; the depth of our group and the strength of UBS ensure it.

L. Marc Shegoski

Managing Director - Wealth Management
Senior Institutional Consultant
Senior Retirement Plan Consultant
609-919-2331
marc.shegoski@ubs.com

As a Barron‘s Top 100 Financial Advisor in America and a Financial Times 400 Top Advisor, Marc has 36 years of experience building long-lasting relationships with non-profits, foundations, endowments, retirement plans, and high net worth clients. As a UBS Senior Institutional Consultant, a designation held by only 28 of UBS‘s top Institutional Consultants, Marc specializes in asset allocation, manager due diligence and portfolio construction.

Marc was a partner in the development of the UBS Institutional Consulting Group, previously named PRIME Asset Consulting at Paine Webber & Kidder Peabody. With deep experience beyond consulting, Marc was a founding partner of a New York Stock Exchange firm, a Director of the Office State Courts Administrator for the State of Missouri and a Consultant to the Special Investigation Commission of the New Jersey Senate.

Professional achievements and education

Marc continues to be a leader in the industry. Some of his current accolades and responsibilities include:

  • Princeton Investment Consulting has been named the #1 Advisory Team in New Jersey by Barron‘s
  • Barron‘s Top 100 Financial Advisor in America
  • Financial Times 400 Top Advisor
  • A regular speaker at Barron‘s conferences, including the Top Teams Summit and Roundtable Summit
  • B.A. degree, Rutgers College with distinction
  • Member of the Government Finance Officer‘s Association and a regular speaker at their conferences throughout the country
  • Board member of NAI, the largest privately held global commercial real estate brokerage network
  • A current CPWA® candidate at The University of Chicago Booth School of Business.
  • M.S. degree, Harry S. Truman School of Government, University of Missouri–Columbia, U.S. National Presidential Fellowship

Outside of UBS

Marc is a board member of multiple charitable organizations in the greater Princeton-New Brunswick area.


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY


David Sears, CFP®, CIMA®, CRPS®

First Vice President - Wealth Management
Financial Advisor
Institutional Consultant, UBS Institutional Consulting
Senior Retirement Plan Consultant
609-919-2332
david.sears@ubs.com

Recently named to the National Association of Plan Advisor‘s 2015 50 Under 40 Young Guns List and a 2017 Top 35 Advisor Under 35 at UBS, David has more than 10 years of experience working with a wide array of institutional clients and high net worth families. David supports the Princeton Investment Consulting group with portfolio construction, asset allocation, risk management, investment manager research, equity and fixed income trading, portfolio reporting and financial planning.

David is a member of the UBS Institutional Consulting Advisory Council, a group of 12 Institutional Consultants from around the country who advise the firm on all aspects of the institutional business. He joined UBS in 2007 as part of a select group chosen nationally to complete a focused wealth management and institutional consulting program.

Professional achievements and education

  • Princeton Investment Consulting has been named the #1 Advisory Team in New Jersey by Barron‘s
  • Certified Financial Planner™
  • Certified Investment Management Analyst™, the Wharton School of the University of Pennsylvania
  • Chartered Retirement Plans Specialist™
  • Member of the Investment Management Consultants Association, a national association for the industry setting standards in Investment Consulting.
  • B.S. degree, finance and economics, The Rutgers Business School, Rutgers University
  • Member, Phi Beta Kappa honor society

Outside of UBS

David resides with his wife and two daughters in Wall, New Jersey.


Registered States:
AZ, CA, CO, CT, DE, FL, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NY, PA, RI, SC, WY


Craig M. Leiderman

Managing Director - Investments
Financial Advisor
212-649-8033
craig.leiderman@ubs.com

Craig M. Leiderman is a Managing Director and has been with UBS for 18 years. His expertise includes the analysis of fixed-income and equity portfolios and recommending strategies to improve and optimize portfolio performance. Craig runs UBS’s proprietary bond optimization and portfolio analytics system. His educational qualifications include a CIMA® from the Wharton School of Business, an MBA with high honors from Fordham University, with majors in finance and accounting. He also holds an undergraduate degree with honors from Syracuse University, specializing in finance.


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY


Lisette Hernandez

Senior Client Service Associate
609-919-2334
lisette.hernandez@ubs.com

Lisette Hernandez joined UBS in 1996 and has worked with Princeton Investment Consulting for 15 years. Lisette is a fully knowledgeable contributor in all product and function areas. Lisette collaborates with all team members and management to accomplish the execution/completion of operational and reporting tasks. Lisette also has her Series 7 license.


Registered States:
CA, CT, DE, FL, MD, ME, MI, MO, NC, NE, NH, NJ, NY, PA, TX, WY


Jameson Graham

Investment Associate
Investment Associate
212-713-4994
jameson.graham@ubs.com


Registered States:
AZ, CA, CT, FL, GA, IL, IN, LA, MA, MD, MI, MO, NJ, NY, OH, PA, RI, SC, UT, VA, WI, WV


Ryan T. Iannuzzo

Client Service Associate
609-919-2343
ryan.iannuzzo@ubs.com

Joining UBS in 2016, Ryan T. Iannuzzo is the newest associate at Princeton Investment Consulting. Ryan received his B.S. in Finance and Marketing from The Manhattan College School of Business. Prior to UBS he gained three years of industry experience and obtained his Series 7 and 63 Certifications. Ryan has since obtained his Series 66 Certification and is in pursuit of his Chartered Retirment Plan Specialist (CRPS) designation. Ryan works closely with our clients to make sure their operational needs are met and assists in reporting and investment research.


Registered States:
CA, CT, DE, FL, MD, ME, MI, MO, NC, NE, NH, NJ, NY, PA, TX, WY