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 the highest quality wealth management solutions for affluent clients as well as UBS Financial Advisors. Our team manages more than $1 billion in assets from our offices in Florham Park, NJ, and New York City. As wealth planners, strategists and senior portfolio managers, our team not only distinguishes itself 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 differentiating about our team—our singular commitment to understanding you as an individual. We look at every aspect of your life to discover your unique vision of success, so we can deliver the best advice and the right opportunities to help you achieve it.

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

Rick Kirkinis and Mark Lichtenfeld have been recognized as industry leaders.

Rick Kirkinis, Barron's Top 1,200 Financial Advisors, 2014
Mark Lichtenfeld, Barron's Top 1,200 Financial Advisors, 2014
Mark Lichtenfeld, Barron's Top 1,000 Financial Advisors, 2012, 2013


Our office locations

500 Campus Drive
2nd Floor
Florham Park, NJ 07932

299 Park Ave
26th Floor
New York, NY 10171



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The Somerset Hills Group

500 Campus Drive
2nd Floor
Florham Park, NJ 07932
973-360-4369
800-631-8179
855-289-7119 fax
Contact Us get directions


Rick S. Kirkinis
Managing Director – Wealth Management
Portfolio Manager
Mark L. Lichtenfeld
Senior Vice President – Wealth Management
Private Wealth Management
Senior Portfolio Manager
Eric R. Schwartz, CIMA®
Senior Vice President – Wealth Management
Private Wealth Management
Senior Portfolio Manager
Certified Investment Management Analyst (CIMA®)
Evan R. Bloomberg, CFA®
Vice President – Wealth Management
Private Wealth Management
Senior Portfolio Manager
Chartered Financial Analyst®
Kevin M. Reiner, CFP®
First Vice President – Wealth Management
CERTIFIED FINANCIAL PLANNER™ (CFP®)
John Joseph Scally, III
Financial Advisor
Tristan Cooper, CFP®
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™ (CFP®)
John F. Ryan
Authorized Officer
Senior Wealth Strategy Associate
Private Wealth Management
K. Leigh Shannon
Authorized Officer
Investment Associate
Private Wealth Management
Debra Spiesman
Senior Registered Client Service Associate
Emily Nikoloudis
Wealth Strategy Associate
Private Wealth Management
Tarah R. Henick
Registered Client Service Associate
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