Private Wealth Management
The Somerset Hills Group


Integrated expertise focused on your vision of success


At The Somerset Hills Group, our mission is to provide industry-leading wealth management solutions for individual, organizational, and institutional clients. Our team manages more than $1.5 billion in assets from our offices in Florham Park, NJ, and New York City. As private wealth advisors, senior portfolio managers, and strategists, our team distinguishes itself not only with decades of broad-based financial experience, but also with exceptional service. What’s more, as elite members of UBS Private Wealth Management, we also have access to industry-leading research and a complete range of sophisticated planning resources.

But looking beyond these extensive resources, you’ll find something even more distinctive about our team—our singular commitment to understanding you as an individual. We assess every aspect of your life so we can deliver the best advice and the right opportunities to help you achieve your unique vision of success.

The Somerset Hills Group
Wealth management services
The Somerset Hills Group
Portfolio management program


Mark Lichtenfeld has been recognized as an industry leader.

Financial Times Top 400 Financial Advisor, 2015, 2016
Barron's Top 1,000 Financial Advisors, 2012, 2013
Barron's Top 1,200 Financial Advisors,
2014, 2015, 2016


Our office locations

500 Campus Drive
2nd Floor
Florham Park, NJ 07932

1285 Avenue of the Americas
New York, NY 10019

Investment Insights

News


The Somerset Hills Group

500 Campus Drive
2nd Floor
Florham Park, NJ 07932

973-360-4369
800-631-8179
855-289-7119 fax


Mark L. Lichtenfeld

Senior Vice President – Wealth Management
Senior Portfolio Manager
Private Wealth Advisor
Eric R. Schwartz, CIMA®

Senior Vice President – Wealth Management
Senior Portfolio Manager
Certified Investment Management Analyst (CIMA®)
Private Wealth Advisor
Evan R. Bloomberg, CFA

First Vice President – Wealth Management
Senior Portfolio Manager
Chartered Financial Analyst®
Private Wealth Advisor
John J. Scally, III

Financial Advisor
John Grymes

Financial Advisor
Private Wealth Management
John F. Ryan

Associate Director
Private Wealth Management
K. Leigh Shannon

Associate Director
Private Wealth Management
Emily Nikoloudis

Wealth Strategy Associate
Private Wealth Management
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