Insightful advice Delivered through ongoing collaboration

The Credit Union Advisory Group at UBS Gary Tantleff, James Dill, Terence McMahon, William Kurdyla, Christopher Reicen, Marisel Almanzar, Ashley Buhl

The Credit Union Advisory Group at UBS






184 Liberty Corner Road
Suite 101
Warren, NJ 07059

Since 1987, our team at the Credit Union Advisory Group has worked with credit unions of all sizes. We’ve helped over 500 of the top credit unions find effective solutions during these challenging times. We’ve also worked closely with smaller credit unions to help them grow. And as their needs change, we’ve adapted our investment strategies to grow with them—because that’s our mission.

When you are looking to get the most out of your investment portfolio, wouldn't it make sense to consider working with someone who has been nationally recognized as an industry leader, who has helped guide credit unions to realize their goals? Our 33 years of experience navigating through very diverse economic environments, allows us to provide insights and timely solutions to your individual investment needs. And while we’ve earned our fair share of awards, what we’re most proud of is earning our clients’ trust. Our average client tenure is 20 years…and growing. Let’s have a conversation and we’ll show you how we can help you.

  • No fees for safekeeping
  • Open architecture— offers access to products outside of UBS inventory
  • Over $4.3 billion in AUM
  • Serving credit unions of all sizes since 1987

Gary Tantleff has been recognized as an industry leader.

  • Barron's #1 Financial Advisor in New Jersey, 2013, 2014, 2016, 2017, 2018
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019
  • Financial Times Top 400 Advisors, 2013
  • Barron's Top 100 Financial Advisors, 2013, 2014, 2016, 2017, 2018, 2019
  • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013

James Dill has been recognized as an industry leader

  • Forbes America's Top Next Generation Wealth Advisors, 2018
  • UBS Top 35 Under 35, 2018


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