Lasting relationships. For all that matters

MGMT team

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

Lobby

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Adam

    Adam Kamm

    Executive Director

    Market Director

    • image
    • image
    • image
    • image
    • MA
    • NJ
    • NY

    As Branch Manager of the UBS Wealth Management Paramus office, Adam is responsible for leading 130+ people. His sole purpose is to stop at nothing to help Financial Advisors run and grow their practice now and in the future. Adam has spent his entire 24 year career at UBS and prides himself on clearing roadblocks, making quick local decisions, and creating individualized business growth plans with each advisor/advisor team.

    Prior to this role Adam was the Head of Business Management for the East Division of UBS Wealth Management supporting all of the branch offices along the U.S. East Coast. Additional past roles include Assistant Branch Manager, Regional Administrative Officer, Head of Financial Advisor Recruit Onboarding and Equity/Options Trader.

    Adam holds FINRA Series 3, 4, 7, 9, 10, 52, 55, 63 and 66 licenses in addition to licenses for Life, Accident and Health. He is also a graduate of the Securities Industry Institute's three year program at The Wharton School/UPenn.

    Adam grew up in Bergen County and graduated from Rutgers University with a Bachelor of Arts in Psychology and a minor in Finance. In his free time he enjoys spending time with his family, golf, tennis and running. He is also very passionate about giving back to those in need. Adam is actively involved in the Special Olympics of New Jersey and also mentors returning military veterans through the nonprofit organization American Corporate Partners. He and his wife, an elementary school teacher in Jersey City, have two children and currently reside in Cranford, New Jersey.

          61 South Paramus Road
          Mack Center IV, 4th Floor
          Paramus, NJ 07652
          adam.kamm@ubs.com
          Adam Kamm
          61 South Paramus Road,Paramus,NJ,07652
        • image

          Christopher Simone

          Director

          Associate Market Executive

          • image
          • image
          • NJ

                61 South Paramus Road
                Mack Center IV, 4th Floor
                Paramus, NJ 07652
                christopher.simone@ubs.com
                Christopher Simone
                61 South Paramus Road,Paramus,NJ,07652
              • Donte

                Donte Glenn

                Associate Director

                Admin Manager

                • image
                • image
                • AK
                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • 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
                • VI
                • VT
                • WA
                • WI
                • WV
                • WY

                Donte is the Administrative Manager for the Paramus Office. In this role he is primarily responsible for the growth and continued advancement of 30+ team associates. Passionate about individuals and their continued success, Donte strives to ensure each team associate reaches their full potential. In addition to managing the support staff, Donte is involved in the day-to-day businesses of our Financial Advisor Teams.

                Donte joined UBS in 2015 working in Operations and our back-office support group. Prior to joining the Paramus office, Donte was a Financial Advisor in our Wealth Advice center where he spoke with clients and met different sales, new money, and planning goals. Before joining UBS Donte worked at Northwestern Mutual for two years as a financial advisor representative advising on life insurance, disability insurance and Long-Term Care.

                Donte is a New Jersey native from Clifton, NJ and currently lives in West New York, NJ. Donte earned a Bachelor of Science in Business Administration from Southern Connecticut State University. Donte holds FINRA Series 7, 9, 10 and 66 licenses. In his free time, he enjoys listening to music, watching/playing various sports and traveling. Donte also volunteers at the Clifton Boys and Girls club where he spent most of his childhood.

                      61 South Paramus Road
                      Mack Center IV, 4th Floor
                      Paramus, NJ 07652
                      donte.glenn@ubs.com
                      Donte Glenn
                      61 South Paramus Road,Paramus,NJ,07652
                    • Sherry

                      Sherry Swenson

                      Director

                      Branch Operations Manager

                      • image
                      • image
                      • NJ

                      Sherry is the Market Service Manager for the Northern New Jersey Market. With over 30 years of operational and management experience, Sherry handles the day to day operations of the Paramus Office. She joined PaineWebber as a Sales Assistant with a small branch and held many positions during her tenure including Assistant to the Branch Manager, Operations Manager, and Administrative Manager. She joined the Paramus Office in 2008 as a  Compliance Analyst and then as an Operations Manager. Sherry has the expertise and has developed relationships in all areas of home office that help her solve the most complex issues for Financial Advisors and Team Associates.

                      Sherry holds FINRA Series 7, 9, 10 and 66 licenses. Sherry earned a Bachelor of Arts in Economics from Douglass College, Rutgers University. Sherry is married with two children and currently resides in Oakland, NJ. In her free time she volunteers with her children's high school
                      athletics teams fundraisers, spends quality time with her family skiing and playing soccer.

                            61 South Paramus Road
                            Mack Center IV, 4th Floor
                            Paramus, NJ 07652
                            sherry.swenson@ubs.com
                            Sherry Swenson
                            61 South Paramus Road,Paramus,NJ,07652
                          • Matt

                            Matthew Effner

                            Supervisory Officer

                            • image
                            • image
                            • image
                            • DE
                            • NJ

                            Matthew is the Supervisory Officer for the Paramus branch. He handles supervisory functions within the branch to help the team stay compliant with industry rules and regulations. He comes from Wells Fargo Advisors where he worked in support and management roles, with his most recent as Assistant Field Support Manager in Philadelphia. After 17 years there, his depth of experience helps him understand all facets of the business and makes the clients best interest a priority.

                            Matthew earned a bachelor’s degree in business administration from Thomas Edison State University. He holds FINRA Series 7, 66, 9, 10, and 31 licenses in addition to NJ Life and Health Insurance licenses. Matthew lives in Mantua, New Jersey with his fiancée Katie. In his free time, he enjoys playing guitar and traveling.

                                  Home Worker NJ
                                  Home Worker NJ, NJ 000
                                  matthew.effner@ubs.com
                                  Matthew Effner
                                  Home Worker NJ,Home Worker NJ,NJ,000
                                • Mary

                                  Mary Goodman

                                  Branch Office Administrator

                                  • image
                                  • image

                                    Mary has over 15 years experience in the financial industry, joining UBS in 2022 as the Branch Office Administrator.  She works closely with all members of the Branch Management team ensuring the office runs efficiently and effectively, focusing on the day-to-day administrative requirements of the branch as well as providing technical support as the Branch Technology Liaison.

                                    Mary graduated from Baruch College with a BBA in Finance.  She currently resides in Rockland County, New York with her family and enjoys spending time outdoors, walking, hiking and gardening.

                                          61 South Paramus Road
                                          Mack Center IV, 4th Floor
                                          Paramus, NJ 07652
                                          mary.goodman@ubs.com
                                          Mary Goodman
                                          61 South Paramus Road,Paramus,NJ,07652

                                        Why does A.I. in space matter?

                                        Outlook on interest rates

                                        Tree

                                        UBS and Credit Suisse—stronger than ever

                                        Global Wealth Report 2024

                                        Crafted wealth intelligence

                                        Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                        Gain additional insights into the trends shaping wealth in the US and around the world.

                                        Download the report

                                        A leader in wealth management

                                        Backed by the strength of our parent company, UBS AG

                                        $5.8+ trn

                                        UBS Group invested assets
                                        As of 03/31/2024

                                        51 countries

                                        Our global footprint

                                        Global leader

                                        UBS is a leading and truly global wealth manager

                                        Insights