Experience

Patricia is the Branch Manager of the Princeton, NJ office where she serves as an advocate and partner with Financial Advisors and service support teams to deliver a world class wealth management client experience. She partners with field leaders within the Market to help foster a culture of connectivity between the firm and the Financial Advisors.  Her primary responsibility is to help drive organic growth with a focus on the tactics to execute on key products and services that lead to net new money gains in enhanced economic profit. She prides herself on bringing the best and deepest resources to serve the clients' and Financial Advisors' needs, both through the strength of UBS and the human capital of her leadership team.  

Her prior experience includes multiple facets of branch administration as well as client and advisor engagement. Those roles include being the Assistant Market Head in the Park Avenue Market, NYC;  Head of Teaming and Succession Planning;  and Experienced Advisor Recruiting groups at UBS. 

Patricia joined UBS in 2012 from Merrill Lynch, where she spent the prior 14 years leading Advisor Recruitment and Integration efforts for 7 years. In her career at Merrill Lynch, she held management positions where she was responsible for Recruiting Business Managements, FA Compensation and numerous field facing roles.

She lives in Manalapan, NJ with her husband Jeffrey and their 2 children,  Aiden and Liam. 

Tara has been in the industry for over 25 years.  Prior to joining UBS, she spent several years at Wells Fargo where she worked in support and management roles, with her most recent as Assistant Field Support Manager.  She also spent several years at Merrill Lynch in various roles.    

She graduated from Baruch College with a Bachelor of Business Administration degree with a concentration in Finance and Investments.  Tara holds the FINRA Series 7, 63, 66 and 9/10 licenses.  She also holds the New Jersey Life and Health Insurance Licenses.

Tara lives in East Brunswick with her husband Andre and their children, Marcus, Adam and Tiffany.

Nick is the Branch Office Administrator for the Princeton. NJ Office. In this role he is responsible for the day to day functions of the branch including the support of all advisors and their teams. Nick holds an Associate of Science in Business Administration from Ocean County College as well as a Bachelor of Science in Business Administration from Caldwell University. Nick began as an intern for the firm and has been an employee with the Northern New Jersey market since 2019 as a Branch Associate in the Short Hills office. His operational experience and attention to detail is sure to be an asset to the branch. He currently holds his Security Industry Essential (SIE) license and is enjoying studying for the Series 7 & 66 licenses. He spends his free time at the beach and rooting for the NY Yankees & NY Giants.