Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, appropriate advice and a dedication to developing a long-term relationship.
Charles S. Temel, CIMA®
Charlie's practice focuses on portfolio construction, planning and investment returns in trying to meet a client's lifetime needs. He feels strongly that clients deserve thoughtful and independent advice as we work together to address their concerns and plan ahead.
Charlie is a Managing Director - Wealth Management at UBS Financial Services. He is designated both as a Private Wealth Advisor, and an Institutional Consultant. He has been recognized by several organizations as one of the best advisors in the industry. He has worked in the financial services industry for over 35 years, advising clients and helping them meet their life's goals.
Charlie was named by the Financial Times as one of the “Top 400 Financial Advisors in the United States” for every year since 2014. He was also named to the Forbes Best-In-State Wealth Advisors List in 2018 & 2019. Most recently, he was also named By Barron's as one of the Top 1,200 Financial Advisors in the United States. He is a certified investment management analyst (CIMA®) and a member of the Investment Management Consultants Association.
Charlie’s commitment to his community has included involvement in many nonprofit organizations over the years. He is the recent past president of the Jewish Community Relations Council of New York. He also serves on American Friends of Ben-Gurion University's (AABGU) investment committees. Currently he also serves on the Crime Stoppers Rewards Committee of the NYC Police Foundation. Charlie graduated from Cornell University with a B.A. in Economics. He is a lifetime member of the Cornell University Council and past chair of the Cornell University Library Advisory Council.
AZ, CA, CO, CT, DC, DE, FL, IL, IN, KY, MA, MD, MI, NC, NH, NJ, NV, NY, OH, OR, PA, TN, TX, VA, VT, WA, WI
Steve strives to understand his clients goals and works to create a framework to achieve them. Steve's focus is on "Putting your money to work for you now, so that you don't have to work for your money later."
Steve is a detail-oriented and results driven Financial Advisor leveraging over ten years of experience in wealth management. He specializes in portfolio management, strategy development and financial planning. Steve works with a wide variety of clients , many of them being individuals, business owners, and retirees. In addition, he works with corporate executives to develop 10b5-1 trading plans and execute trading under Rule 144. Steve also assists with the portfolio management for foundations and endowments.
Over the years, Steve has seen a number of different market and economic conditions. He uses this experience to develop strategies for clients with a focus on growth, income and preservation of capital. Steve and the team emphasize capturing as much of the upside as possible while minimizing as much of the downside as possible.
Steve began his career by joining UBS in 2007. He holds FINRA Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities. Steve graduated from Quinnipiac University with a B.S. in Finance. Originally from New Jersey, Steve now lives in New York with his wife.
Outside of the office, Steve likes to spend his time outdoors golfing, snowboarding and surfing.
AZ, CA, CT, DC, DE, FL, IL, IN, KY, MA, MD, MI, NC, NH, NJ, NY, OH, OR, PA, TN, TX, VA, VT, WA, WI
Alex manages the group's wealth management operations and helps coordinate trading and execution coverage. Alex began his career at Sidoti & Company on their Mid-Atlantic Equity Desk. He holds FINRA Series 7 and 63 licenses. He is a graduate of Penn State University and currently resides in New York, New York.
CA, CT, DE, FL, IL, IN, KY, MA, MI, NC, NJ, NY, OH, PA, TN, TX, VA, VT, WA
Noelle joined The Temel Group in June 2017, where she is responsible for handling all day-to-day client requests and leading the group's marketing initiatives. She is a dedicated relationship builder and is committed to building an exceptional experience for each client. Noelle holds her FINRA Series 7 and 66 licenses.
Noelle currently lives in New York City, and attended Fairfield University where she graduated in 2017 with a bachelors degree in finance and economics.
CA, CT, DE, FL, IN, KY, MA, MI, NC, NJ, NV, NY, OH, OR, PA, TN, TX
Lyon (Lenny) Roth is a Senior Vice President focusing on estate planning, asset allocation and optimizing client portfolios. Lenny has been helping individuals, families, endowments and foundations in the United States, Israel and Canada navigate their wealth management, investment and philanthropic priorities for over 16 years.
Prior to joining UBS in 2008, Lenny worked in various capacities at Sanford Bernstein and Merrill Lynch. He is a graduate of McGill University and Harvard Law School and served as a law clerk at the Supreme Court of Canada. He was a corporate lawyer at Wachtell Lipton Rosen & Katz in New York and a senior executive at Koor Industries in Tel Aviv. He was also a partner at OurCrowd, a Jerusalem-based global venture platform.
Lenny is a governor of Ben Gurion University, serves on multiple corporate and community boards, is a member of the Israeli Consulate’s Speakers Bureau and speaks frequently on topics relating to Israel, the political and economic climate in the Middle East, energy security and environmental sustainability.
Lenny has traveled to nearly 50 countries and is fluent in English, Hebrew and French.
AZ, CO, FL, IL, NJ, NY