Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.
Over the last two decades, Allen has served as a trusted advisor to a select group of corporate and private clients. His experience and dedication to working with this multi-dimensional client base has proven to be a great advantage during complex times, both in global financial markets and in his clients’ lives.
As a Senior Retirement Plan Consultant in UBS Retirement Plan Consulting Services Group, Allen, along with his team serve the retirement needs of a variety of non-profits, foundations, and corporations. In addition, the team specializes in providing portfolio and investment management as well as financial and estate planning services to a select group of ultra-high-net-worth and high-net-worth families and individuals.
As a result of Allen's dedication to clients and commitment to excellence, The Saunders Investment Group has been recognized as an industry leader:
- Barron’s Top 1,200 Financial Advisors: 2017, 2019
- Financial Times Top 400 Financial Advisors: 2018
- Forbes Best-In-State Wealth Advisor: 2019
- Financial Times 401 Top Retirement Plan Adviser: 2017
- REP. magazine and WealthManagement.com Top 40 Wirehouse Advisors Under 40: 2013, 2014, 2015
- OnWall Street, Top 40 Under 40: 2012, 2013, 2014, 2015
Allen currently resides in Cold Spring Harbor, NY with his wife and children. He enjoys spending time with his family and coaching his children's sports teams.
CA, CO, CT, DC, FL, GA, HI, IL, KY, MA, MD, MI, NC, NJ, NY, OH, OR, PA, RI, SC, VA, VT, WA, WY
As a Senior Wealth Strategy Associate, Matt is primarily responsible for the management of investment and business operations of The Saunders Investment Group. On a daily basis, he is dedicated to providing the highest quality investment and financial planning advice to clients. He structures customized portfolios and partners with estate attorneys and tax professionals to develop tailored estate and tax planning strategies.
Prior to joining The Saunders Investment Group, Matt was selected to join UBS as part of the firm's Graduate Training Program and later served as the business analyst for the Chief Operating Officer of UBS Group Americas and Wealth Management Americas. In 2014, he transferred to the UBS office in San Francisco where he was responsible for supporting the investment and business operations of a Private Wealth Management team. Most recently, Matt returned to NYC and worked for Private Wealth Management teams and the Chief Operating Office.
Matt is a graduate of Tufts University with a B.A. in Economics. He is Series 3, 7, and 66 licensed and also has a New York State life and health insurance license. Matt resides in Manhattan with his fiance, Brianne, and enjoys spending time golfing, cycling, and running.
CA, CO, CT, DC, FL, HI, IL, MA, MD, MI, NJ, NY, OH, PA, SC, VA, WA
Andrew is primarily responsible for providing comprehensive consulting services for the team's institutional retirement plan clients. As a Chartered Retirement Plans Specialist (CRPS®), Andrew specializes in developing and implementing customized retirement plan solutions for a variety of non-profits, foundations, and corporations. In addition, Andrew specializes in educating plan participants to help them get ready for retirement and enhance their overall financial wellness.
Andrew holds the Series 7 and 66 securities licenses. He is a graduate of the University at Buffalo with a Bachelor's of Science in Finance and currently resides in New York City
CA, CO, CT, DC, FL, HI, MA, NC, NJ, NY, OR, PA, VA, WA, WY
As a Senior Registered Client Service Associate, Ellen provides administrative and operational support to the team. Providing an exceptional experience for all clients is her top priority. On a daily basis, she is responsible for coordinating client requests including asset transfers, overseeing the team's cash management strategies and managing lending services.
Ellen has over 20 years of experience in the financial services industry, specializing in fixed income products. Prior to joining UBS, Ellen worked at Glen Rauch Securities and held positions in fixed income sales and operations. She also spent a portion of her career working at Webster Management, a subsidiary of Kidder Peabody.
Ellen is a graduate of Rutgers College with a B.A. in Economics and holds the Series 4, 7, 63, and 66 securities licenses. She currently resides in Hoboken, NJ. During her free time, Ellen enjoys traveling, Broadway theater, and rooting for the home teams.
CA, CO, CT, DC, FL, HI, MA, NC, NJ, NY, OR, PA, SC, VA, WA, WY
As a Wealth Strategy Associate, Ross is responsible for investment research and providing operational support for the team. Prior to joining The Saunders Investment Group, Ross worked for UBS in Pittsburgh, PA, where he was an associate on a wealth management team serving high-net worth clients.
Ross is a graduate of the University of Pittsburgh with a B.S. in Finance. He also holds the Series 7 and 66 security licenses as well as a New York State life and health insurance license. A resident of Hoboken, NJ, Ross enjoys exercising and cooking in his free time. He is also an avid fan of University of Pittsburgh football and other Pittsburgh sports teams.
CT, DC, NJ, NY, SC, WY
As a Client Service Associate, Kelly works alongside Ellen in providing exceptional administrative and operational support to our clients and team. Prior to joining The Saunders Investment Group, Kelly worked for Shufro Rose as a Client Service Associate servicing over 400 families.
Kelly was born and raised in New Canaan, CT. She graduated from Bucknell University with a Bachelor of Arts in Economics. Kelly enjoys spending time with friends and family, traveling, and reading. Kelly currently resides in Manhattan, NY.