Planning is the doorway to what's possible



The UBS Institutional Consulting Group offers a full range of institutional consulting services within UBS, including Asset Allocation Modeling, Investment Policy Planning Assistance, Performance Measurement, and Identification of Manager and Investment Strategies.

We offer hands-on guidance from an experienced, dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader on your behalf. We provide a sophisticated, custom advisory service platform, disciplined manager search and advanced technological support, delivered by someone who knows you.

With each of our clients, we hold ourselves to high standards of service. At the outset of our relationship, we will formally define and document our consulting role including the extent of our fiduciary responsibility with respect to our contracted services. Our services are designed to help support you in your fiduciary role.

Marc Shegoski has been recognized as an industry leader.

Barron's Top 1,200 Financial Advisors, 2014
Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013
Barron's Top 100 Financial Advisors, 2012, 2013
Financial Times Top 400 Advisors, 2013




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Princeton Investment Consulting

100 Overlook Center
Suite 100
Princeton, NJ 08540
609-919-2331
609-919-2332
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L. Marc Shegoski
Senior Vice President – Investments
Senior Institutional Consultant
Craig M. Leiderman
Managing Director – Wealth Management
David Sears, CFP®, CIMA®, CRPS®
Account Vice President
Institutional Consultant, UBS Institutional Consulting
Lisette Hernandez
Senior Client Service Associate
Jameson Graham
Investment Associate
Sandra Wagner
Client Service Associate
Elaina Susan Spilove
Senior Vice President – Wealth Management
Financial Advisor
Senior Institutional Consultant
Certified Investment Management Analyst (CIMA®)
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