Experience Makes all the difference

Eric B. Soos, CIMA®, CRPS®

Managing Director - Wealth Management
Financial Advisor
Portfolio Manager
Institutional Consultant, UBS Institutional Consulting
Senior Retirement Plan Consultant
973-360-4201
eric.soos@ubs.com

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Eric B. Soos is a Portfolio Manager, Institutional Consultant and Senior Retirement Specialist within the UBS Institutional Consulting Group. This designation is held by a select group of the senior consultants at the firm with extensive experience working with high net worth clientele & institutions.

With over two decades of investment consulting experience Eric has worked primarily with non-profits, foundations, endowments, retirement plans and high net worth families to assist in their investment planning. Eric's primary focus is in asset allocation, manager due diligence and portfolio construction. He earned the Certified Investment Management Analyst (CIMA®) designation, administered by the Investment Management Consultants Association through The Wharton School at the University of Pennsylvania.  He also holds the Chartered Retirement Plans Specialist (CRPS®) title which focuses on defined contribution and defined benefit consulting, assisting plan sponsors with investment option selection and monitoring to fulfill their fiduciary obligations to their plans.

Eric attended Duquesne University in Pittsburgh, PA where he earned his Bachelor of Arts degree. He also holds the Series 7 (General Securities Representative Exam), Series 63 (Uniform Securities Agent State Law Exam) and Series 65 (Uniform Investment Advisor Law Exam) licenses, in addition to being a registered life insurance agent. Prior to joining UBS in 2015, Eric spent 21 years at Oppenheimer & Co. Inc. and its' predecessor firms where he was consistently ranked among the firm's top advisors.

Eric, along with his wife Carol and three children, live in Chatham, NJ. In his spare time he enjoys flying, skiing and golf.


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, NC, NJ, NV, NY, PA, RI, SC, TN, TX, VA, VI, VT, WA, WI, WV


Steven Thomas Horky, AAMS®, CRPS®

First Vice President - Wealth Management
Financial Advisor
Chartered Retirement Plans Specialist (CRPS®)
Senior Retirement Plan Consultant
973-360-4301
steven.horky@ubs.com

Steven T. Horky is a Vice President and Senior Retirement Plan Specialist within the SH Wealth Management Group at UBS providing comprehensive Wealth Management services to high net worth private investors, corporations and institutions.

With over 15 years of Investment Consulting experience at UBS, Oppenheimer and AG Edwards & Sons, Steven holds the Accredited Asset Management Specialist (AAMS) designation through the College of Financial Planning and assists his client's in developing detailed investment allocation strategies with a goal on maximizing retirement income. He also has earned the Chartered Retirement Plans Specialist (CRPS) designation through the firm allowing his group to deliver in depth retirement plan consulting to Defined Contribution and Defined Benefit plans helping them satisfy their fiduciary obligations.  He also holds the Series 7 (General Securities Representative Exam), Series 63 (Uniform Securities Agent State Law Exam), Series 65 (Uniform Investment Adviser Law Exam), Series 31 (Managed Futures Exam) and is a registered Life & Health insurance agent as well. 

Steven graduated from Villanova University in 1998 with a Bachelor of Science in Business Administration. He and his wife reside in Denville, NJ with their two sons and for recreation they enjoy golfing and boating.

 


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, NC, NJ, NV, NY, PA, RI, SC, TN, TX, VA, VI, VT, WA, WI, WV


Amanda M. White, CFP®

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
973-360-4228
amanda.m.white@ubs.com

Amanda is a Senior Wealth Strategy Associate for the SH Wealth Management Group with over ten years of financial services experience. Her focus is in managing the team's Financial Planning practice, helping clients develop customized strategic plans to prepare for their financial future. She also oversees daily operational aspects of the team, assists in research and development for Investment Proposals, and reviews Portfolio Management all to ensure the highest level of customer service is being provided.

Amanda received a Bachelor of Science in Business Management from Fairleigh Dickinson University in Florham Park, NJ and holds a Series 7(General Securities Representative Exam), Series 63 (Uniform Securities Agent State Law Exam), along with the distinguished designation of a Certified Financial Planner (CFP®). Prior to joining UBS in 2015, she joined the SH Wealth Management Group at Oppenheimer in 2014, worked at JP Morgan for six years and Bear Stearns for two years.

Amanda and her husband Erik reside in Lake Hiawatha, NJ. She is a member of the National Ski Patrol and also enjoys traveling, yoga and golf.


Registered States:
AL, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NJ, NV, NY, PA, RI, SC, TN, TX, VA, VI, VT, WA, WI, WV


Anna M. Jackson

Client Service Associate
973-360-4255
anna.jackson@ubs.com