Experience

As Branch Manager of the UBS Wealth Management Westfield office, Adam is responsible for leading 30+ 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.

Donte is the Administrative Manager for the Westfield Office. In this role he is primarily responsible for the growth and continued advancement of 15+ 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.

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 Westfield 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.

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 wife Katie. In his free time, he enjoys playing guitar and traveling.