At UBS, we understand credit unions have unique investment needs and the Credit Union Advisory Group at UBS offers services focused on these needs. This group, created through the efforts of Managing Director-Wealth Management, Gary Tantleff, includes an experienced team of fixed income professionals with a thorough understanding of the rules and regulations of the National Credit Union Administration (NCUA), including Part 703. They can provide the dedicated guidance, capabilities and practical support to help credit unions develop and grow their investment programs.
Managing Director - Wealth Management
Gary brings more than 22 years of financial services experience with him to UBS. He specializes in partnering with credit unions, and has worked with over 500 of the top credit unions in the nation since 1987. With a thorough understanding of the credit union market and support of the firm, he is committed to providing the highest level of service to his clients nationwide. A graduate of Trenton State College, Gary earned a B.S. in finance and holds Series 7 and 63 securities licenses. When not at work, he enjoys playing basketball and golf and spending time with his wife and four sons.
AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Prior to joining the team in 2007, James served as a Financial Advisor with Summit Financial Resources Inc. He received a B.S. in business management science from Kean University in Union, New Jersey, and holds Series 7, 31 and 66 securities licenses as well as life and health insurance licenses. A resident of Sterling, New Jersey, James enjoys playing golf and basketball.
AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WY
Theresa R. Carmagnola
First Vice President - Wealth Management
CA, CO, CT, FL, GA, IL, KY, MT, NJ, NY, OH, OR, PA, TN, TX, UT, VA
CA, CO, CT, DC, FL, GA, HI, IL, MA, MD, ME, NC, NJ, NY, PA, SC, TN, TX, VA, VT, WA, WI
William "Bill" Kurdyla
Senior Wealth Strategy Associate
Bill has gained invaluable experience during his career. He has held positions with several well-known financial organizations, including Wachovia Securities and Morgan Stanley. William earned a B.S. in economics and finance from Fairleigh Dickinson University and subsequently obtained Series 7, 31 and 63 securities licenses as well as life and health insurance licenses. He is a member of the CFA Institute and the New York Society of Security Analysts. William and his wife reside in Wood Ridge, New Jersey, with their two daughters.
AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MI, MN, MO, NC, NE, NJ, NY, OH, OR, PA, SC, SD, TX, UT, VA, VT, WA, WI, WY
Client Service Associate
Senior Client Service Associate
Client Service Associate