BEDMINSTER, N.J. – Gary Tantleff, UBS Financial Services Managing Director - Investments, has once again been named Barron’s #1 Financial Advisor in New Jersey.
Tantleff has been a long-time supporter of the credit union movement. He has been a regular fixture at the NJCUL’s Annual Convention and countless other credit union events. His team, the Credit Union Advisory Group at UBS, recognizes the importance of earning clients’ trust through integrity and reliability. His experience and focus on credit unions allows him to provide insights and timely solutions that are most relevant to their unique needs.
As Barron’s points out, the approach that Tantleff takes with clients is like the approach he takes to parenting his four sons. For the 30-year industry veteran, it’s about nurturing long-lasting relationships. “I always try to do the right thing for people,” he says, “I think that’s been a big part of our success.”
Tantleff focuses on fixed income and works with sophisticated investors such as CEOs of banks and credit unions and heads of school districts. They are more familiar with economics than most, but he still takes the time to explain his thinking. He’s currently advising clients to expect interest-rate hikes, and changes in regulatory and fiscal policies under President Trump.
Tantleff frequently calls clients to share nuggets of information or insights. “I think when you do the right thing by people, you’re rewarded with their trust, which is helping to grow the business,” he says. He believes client relationships strengthen over time. “I can’t stress enough that it’s something you build over 10, 20, 30 years,” he says.
The New Jersey Credit Union League and the NJCUL Services Corporation congratulate Gary on this distinct honor.
For more information on The Credit Union Advisory Group at UBS Financial Services, an NJCUL Business Partner, click here.
For more information on Barron’s list of the Top Financial Advisors for 2017, click here.
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