UBS Credit Union Advisory Group

UBS, as one of the world's leading financial firms, is present in all major financial centers worldwide and has offices in over 50 countries. UBS employs more than 75,000 people around the world. Its core components, including UBS Financial Services Inc. date back to the second half of the 19th century.  In terms of invested assets, UBS is among the world's leading wealth managers.  At UBS we understand credit unions have unique investment needs. The Credit Union Advisory Group at UBS offers services focused on the unique needs of credit unions. This group, created through the efforts of Managing Director of Investments, Gary Tantleff, includes an experienced team of fixed income professionals who have a thorough understanding of the National Credit Union Administration (NCUA) rules and regulations, including part 703. They can provide the dedicated guidance, capabilities and practical support to help credit unions develop and grow their investment program. We recognize that as cooperative, not for profit financial institutions, operating in a dynamic regulatory environment, your ultimate success depends on a well organized and disciplined approach. We have put together a tailored portfolio of investment services addressing areas such as: customized reporting capabilities, product services and sound investment strategies.

For more information about The Credit Union Advisory Group At UBS, please contact:

Gary Tantleff/Managing Director - Investments

William Kurdyla/Senior Wealth Strategist

Sheila Crowley/Senior Client Service Associate

James Dill/Vice President

Christopher Reicen/Client Service Associate

UBS Financial Services Inc.
184 Liberty Corner Road, Suite 101
Warren, NJ 07059

Toll Free: 877-269-1776
Direct: 908-470-6208
Fax: 908-470-6297