As Managing Partner for the Matina Group, Joseph brings 24 years of experience managing wealth. Focusing on a risk-management based approach, he is responsible for determining asset allocation, investment manager selection, and monitoring investment performance for clients. Joe has also completed the firm's rigorous Private Wealth Advisor accreditation program, exemplifying his dedication to serving the complex needs of individuals and families with substantial wealth.

In 2015 and 2016, Joe has been named to the Financial Times Top 400 Advisors in America list as well as the Barron's Top 1200 Financial Advisors. The Matina Group was featured in the November 2015 issues of Bloomberg Businessweek, Fortune and Money magazines. The article nicely captures our continuous dedication to delivering Advice Beyond Investing and how deeply we value the relationships we have formed with our clients and their families.

A graduate of Albright College, Joe is now a member of the college’s Business Advisory council. Joe resides in Sea Girt, New Jersey with his wife Dana and three daughters, Ava, Charlotte, and Grace and enjoys travel and golf. Believing that commitment to the local community is vital, Joe has provided consistent support to non-profit organizations. Of particular importance is Partners for Women and Justice, which empowers low-income and abused women to build safe and secure futures for themselves and their children by providing equal access to justice. Joe and Dana recently were honored for their involvement with the Partners in Hope Award.

Registered States:
AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

As a Partner in The Matina Group, Chris has over 15 years of experience managing wealth. His primary responsibility is to oversee all of our teams fixed income, equity and option investment implementation. He works closely with Joe on risk management, investment analysis, manager selection and implementation of asset allocation strategies. Chris also manages the day-to-day operations of a 10 person team. As a Senior Relationship Manager, Chris connects deeply with our clients through detailed reviews of investment strategy and by executing financial plans to achieve a client's goals.

Chris completed the firm's rigorous Private Wealth Advisor accreditation program, exemplifying his dedication to serving the complex needs of individuals and families with substantial wealth. Chris delivers advice beyond investing.

Chris is a graduate of Sacred Heart University. He and his wife Erica have two sons, Connor and Ryan, and live in Morris Plains, NJ.

Registered States:
AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

Grace has been a Wealth Strategy Associate and valued member of our team for 12 years. She diligently manages all administrative aspects of our group. She is Series 7 & 63 licensed and is the point person for all of our clients banking needs from an administrative perspective, Grace handles all issues related to alternative investments and managed accounts. She also gets very involved in our client's lending needs by overseeing mortgage applications and asset based lending.

Registered States:
AK, AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

John is a Wealth Strategy Associate who researches alternative investments, investment managers and individual securities. He assists Chris on our teams fixed income, equity and option trading. John joined UBS in 2007 as a member of the Investment Advisory group. He was the lead associate for the Private Wealth and Institutional Consulting groups. John joined our team in 2010.

Registered States:
AK, AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

Lauren has over 17 years of financial services experience.   For the past 11 years, Lauren held various positions within UBS Private Wealth Management focusing on complex needs of clients and relationship management.  Lauren works closely with Joe, Chris and John as one of the team’s senior relationship managers with additional responsibilities of financial planning, investment management and insurance.

Lauren is a member of UBS All Bar None, which promotes the professional advancement of women at the firm. She is passionate about financial literacy and the importance of people understanding responsible money habits and planning for their financial future. Lauren is also a mentor for RESOLVE – The National Infertility Association.

Lauren resides in South Orange, NJ with her husband Blake Miller and their 6 year-old twins, Harper & Julian.  

Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, VA, VT, WA, WI, WY

Registered States:
AK, AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

Zachary Marini recently graduated from Albright College in Reading, PA as a business major with a concentration in finance and economics.  He was also on the defensive line of Albright’s football team.  You may remember Zach as he was our intern the pasts two summers  - we are happy to welcome him back!  

Zach will work closely with Grace on the team’s operational and administrative needs. Zach resides in Livingston, NJ and enjoys outdoor activities and traveling.

Registered States:
AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, NC, NJ, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY