Private Wealth Advisor and client advocate, Ken Witover brings critical thinking and a skeptical eye to identifying the right opportunities for his clients. The team’s clients value Ken’s extensive background in trading and his deep knowledge of the global markets—both critical factors he draws upon to make strategic recommendations.

Ken joined UBS in 2008 and was shortly thereafter named to its prestigious Chairman’s Council, an exclusive group of the firm’s most influential Financial Advisors. When UBS later formed its Pinnacle Council, Ken was appointed to this even more elite group. His extensive career on Wall St., began at Bache & Co. where Ken was a Municipal Bond Trader. He later joined Lebenthal & Co. as a Municipal Trader and became a partner of the firm in charge of Sales and Trading. Eventually, Ken joined Salomon Brothers and was asked by the senior partners to actively manage their investment portfolios. The Private Investment Department managed the partners’ investments along with other Salomon Brothers Forbes 400 clients. When Salomon Brothers restructured, Ken joined Lehman Brothers to further develop his high net worth business. There, he worked exclusively with high net worth individuals and family offices, managing and creating various portfolio strategies, including cash management, fixed income and equity portfolios.

Family Office Consultant (FOC)
Ken is among a select group of Financial Advisors who have earned this UBS business designation. He has undergone rigorous training to strengthen his knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families.

Past experience

• UBS Private Wealth Management
• Lehman Brothers, High Net Worth Fixed Income, Equity Portfolio Structuring and Cash Management
• Salomon Brothers, Municipal Bond Trading and Private Investment Department
• Lebanthal & Co., Head of Sales and Trading
• Bache & Co., Municipal Bond Trading

Achievements

• Barron’s Top 50 Private Wealth Advisory Team, 2019
• Barron’s Top 1,200 Financial Advisors, 2014 – 2019
• Forbes Best-In-State Wealth Advisors, New York, 2018 - 2020
• Family Office Consultant (FOC)
• Financial Times Top 400 Financial Advisor 2015

Life

• Ken serves on the Board of the American Joint Distribution Committee, chairs its investment committee and sits on its executive committee, as well as board development committees for Eastern Europe and Israel.
• He is a past chair of Ashalim, a partnership of the Joint Distribution Committee and the government of Israel, to develop, implement, monitor and run programs helping children at risk and their families.
• He is also a member of The Foreign Policy Association, the Economic Club of New York and the Municipal Bond Club of New York.
• For many years, Ken served on the Board of MJHS Health Care System.
• For more than 25 years, he was a member of the Wall Street Steering Committee of UJA-Federation of New York.

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

Steve is a distinguished Private Wealth Advisor, Senior Portfolio Manager and member of the UBS Chairman’s Council, a select group of the firm’s most successful Financial Advisors. He offers not only a seasoned perspective to his clients’ financial world, but also a prudent approach to addressing the many complex issues that often accompany substantial wealth—from greater liquidity to risk mitigation to tax-efficient wealth transfer.

With more than 30 years of experience as a Financial Advisor, Steve has spent time in both branch and regional office management. Today, as a senior partner of Witover Tacher Private Wealth Partners, Steve is excited to bring his team’s vast and diverse private wealth experience to affluent families throughout Long Island and the greater New York metropolitan area.

Within the team, Steve focuses on advice in areas including financial education, family office solutions, and overall planning and investment management. Relationship-building is always a priority. He believes that every client should expect and receive honest advice, even if the conversation is difficult. He strives to handle every situation with integrity, full disclosure and no surprises.

Past experience

• Senior Vice President, Branch Manager, Financial Adviosr, Citi Smith Barney
• Senior Vice President, Branch Manager, Morgan Stanley

Achievements

• UBS Chairman’s Council, 2019
• UBS President’s Council, 2014 – 2018

Education

• University of Pennsylvania, The Wharton School Branch Manager’s Program – M.B.A., Pace University, Lubin Graduate School of Business
• B.S., economics, State University of New York at Albany

Life

• Steve and his wife, Amy, live in Syosset, NY and have three daughters.
• He and his family support a number of charities, including the American Cancer Society, Susan G. Komen Foundation and the Birthright Israel Foundation
• Steve is a proud member of the Porsche Club of America.
• Outside of the office, Steve enjoys playing golf, vintage television shows and cheering on his beloved New York Knicks (he has been a season ticket holder for over 20 years).

Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, PA, RI, TX, VA, VT, WA, WI, WY

As a senior partner of Witover Tacher Private Wealth Partners, Adam understands that his clients rely on his skills in finding the right opportunity at the right time. When it comes to scrutinizing details and monitoring client portfolios, he is diligently focused. Adam is equally disciplined about providing a thorough analysis of investments, performance and balance sheet structure for his clients.

Adam has had an extensive career on Wall St., which began after he received his B.B.A. from the University of Texas at Austin. He joined Kidder, Peabody & Co. as a Financial Analyst in corporate finance and gained experience with debt, equity and M&A transactions in the energy industry. Adam then moved to a regional securities firm, where he focused on institutional fixed-income sales. He then joined Lehman Brothers in 1996, after completing his M.B.A. at The Wharton School of the University of Pennsylvania. He immediately entered the Private Investment Management department and, in 2000, was invited to become a partner in the Witover Wealth Management Group. In 2008, the entire team joined UBS, where Adam is a Managing Director, Senior Portfolio Manager and a Family Office Consultant within the Private Wealth Management division.

Family Office Consultant (FOC)
Adam is among a select group of Financial Advisors who have earned this UBS business designation. He has undergone rigorous training to strengthen his knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families. Adam, as a Private Wealth Advisor and an FOC, understands the complexities of intergenerational wealth and the challenges faced by sophisticated clients. Working together, he aligns their specific needs to the full suite of UBS capabilities and helps them pursue their most important goals.

Past experience

• UBS Private Wealth Management
• Lehman Brothers
• Kidder, Peabody & Co.

Achievements

• Barron’s Top 50 Private Wealth Advisory Team, 2019
• Barron’s Top 1,200 Financial Advisors, 2014 – 2019
• Forbes Best-In-State Wealth Advisors, New York, 2018 – 2020
• Family Office Consultant (FOC)
• Financial Times Top 400 Financial Advisor 2015

Education

• M.B.A., The Wharton School of the University of Pennsylvania
• B.B.A., University of Texas at Austin

Life

• Adam is a board member of Hands on Tzedakah (HOT), a small public charity whose mission is to reach out to those in need by supporting programs that fall below the radar of traditional funding.
• He sits on the board of trustees of the Rodeph Sholom School and chairs their investment committee.
• Adam is also a board member of The New York Renaissance, a nonprofit, sports-based youth development organization.
• He lives in Manhattan with his wife, Jennifer, and their children, Russell and Rebecca.

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

Josh’s passion for wealth management began early on and has continued for nearly 30 years. Today, as a Private Wealth Advisor, Senior Portfolio Manager and Certified Financial Planner™ professional with Witover Tacher Private Wealth Partners, Josh is committed to simplifying the complex investment needs of his affluent clients and their families, and providing clarity and organization through comprehensive planning.

Josh’s insight into custom asset allocations as well as his disciplined process enable him to manage portfolios during the most volatile periods. His approach is prudent, straightforward and focused on risk control.

While his team has been recognized for their industry leadership, he also believes that their commitment to each relationship truly sets them apart. Communication takes precedence in their practice and in all that they do today, and every day, clients come first.

Past experience

• Account Vice President–Investments, Morgan Stanley
• Financial Advisor–Investments, Smith Barney

Achievements

• Certified Financial PlannerTM (CFP®) professional
• Series 7 and 63 securities licenses; life insurance license

Education

• B.A., economics, State University of New York at Albany

Life

• Josh and his wife, Rebecca, and daughter, Dara, live in Woodbury, NY.
• He enjoys staying in shape and playing golf.
• Josh is board president of his homeowners association.

Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, PA, RI, TX, VA, VT, WA, WI, WY

With over 25 years of wealth management experience, Eric joined Witover Tacher Private Wealth Partners in 2012. As an Associate Director and Senior Wealth Strategy Associate, he focuses on client service, trade execution and portfolio implementation.

Eric takes the lead in facilitating all aspects of operational activity for clients. In addition, he leverages his broad experience in fixed income, equity syndicate and managed accounts to help guide clients toward their goals.

Past experience

• Financial Advisor, Morgan Stanley
• Investment Associate, Merrill Lynch

Achievements

• Series 3, 7, 31, 63 and 65 securities licenses

Education

• B.A., Binghamton University

Life

• Eric lives in Rockville Center, NY with his children, Brad and Erin.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, MI, MO, MT, NC, ND, NH, NJ, NM, NV, NY, OH, PA, RI, TX, VA, VT, WA, WY

Marc brings almost 30 years of wide-ranging financial services experience to Witover Tacher Private Wealth Partners. His deep knowledge of the financial services business, including compliance, operations and technology systems, helps ensure the best organizational, security and service experience for his clients.

Past experience

• Operations, Sales Assistant, David Lerner Associates
• Sales Assistant, Prudential Securities
• Operations Manager, Smith Barney

Registrations

• Series 7, 8 and 63 securities licenses

Education

• B.A., Hofstra University

Life

• Marc is a huge Disney fan who enjoys visiting the parks and watching the latest TV and movie releases.
• He enjoys staying active and working out at Orange Theory Fitness.

Registered States:
NJ, NY

With ten years of financial industry experience, Alexis joined Witover Tacher Private Wealth Partners in November 2017. She brings a deep background in client servicing to the team.

Alexis focuses her attention on all aspects of client service, including managing requests and daily needs, supervising operational support and handling account administration. She also helps clients with their cash management needs and serves as the team’s point person for private equity investments.

Past experience

• Registered Client Service Associate at Morgan Stanley
• Regional Advisor Consultant at OppenheimerFunds

Achievements

• Series 7, 63 and 66 securities licenses

Education

• B.A., financial administration and marketing, Muhlenberg College

Life

• Alexis and her husband, Blake, live on Long Island with their dog, Bernie.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, ME, MI, MN, MT, ND, NJ, NM, NV, NY, OH, OR, PA, RI, TX, VA, VT, WA, WY

Chris joined Witover Tacher Private Wealth Partners from within UBS Private Wealth Management. With over five years of industry experience, he brings his broad knowledge in financial planning, performance reporting, asset allocation and client servicing to the team.

Achievements

• Series 7 and 66 securities licenses; life, accident and health insurance licenses

Education

• B.S., finance, University of Buffalo

Life

• Chris and his wife, Mia, live in New York City with their son, Aleksander.

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

Ana brings more than three decades of financial experience to Witover Tacher Private Wealth Partners. With a passion for helping clients achieve their financial goals, she focuses her efforts on efficient processes and day-to-day support.

Ana is fluent in both Spanish and English, and she strives to broaden the team’s outreach to investors. She applies her strong interpersonal communications skills to nurture and grow client relationships.

Registrations

• Series 7 and 66 securities licenses

Life

• Ana enjoys traveling, cooking and spending time with her extended family.

Registered States:
NJ, NY

With 3 years of experience in the financial services industry, Gary proudly joined Witover Tacher Private Wealth Partners in April 2021. His utmost priority and true passion is fulfilling clients’ needs, through his dependability and diligence.

Registrations

• Series 7, 63 and 66 securities licenses
• NY & NJ Notary Public

Education

• B.S. in Business Administration, Marist College

Life

• Gary currently resides in Northern New Jersey. In his free time, he enjoys going on walks with his dog Charlie and watching the Yankees & Jets.

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