As The Frontier Group's Senior Portfolio Manager, and Certified Exit Planning Advisor® Angelo Amitsis works with business owners, high net worth families, institutions and their corporate executives, advising them on their strategic and tactical business exit and wealth management needs. Angelo is a Chartered
Retirement Plan Specialist® and Retirement Plan Consultant helping business owners decide which retirement plan is best to meet their needs and goals.

In his role as lead Portfolio Manager, Angelo builds and maintains the team’s asset allocation models, which are tailored to meet each client’s long-term financial objectives, and are an essential part of the value The Frontier Group provides.

Prior to joining UBS, Angelo launched his financial advising practice in 1998 at Morgan Stanley, where his focus on fixed income investing strategies showed him the value of providing his clients with a steady stream of income as part of a diversified portfolio. Angelo earned the Certified Exit Planning Advisor through The University of Chicago Booth School of Business.  He maintains the Series 7, 31, 63 and 65 securities licenses and is a life and health insurance agent.

Angelo received his Bachelor of Science in Finance from Rutgers University and is a strong supporter of his alma mater. He and his wife Josephine have four children: Elisabeth, Alexander, Maximus and Katherine. As a family, they spend their leisure time traveling, participating in sports and fundraising in their Upper Saddle River community. He is a member of the Exit Planning Institute and Upper Montclair Country Club.  In his spare time, Angelo enjoys coaching youth sports and playing golf.

Registered States:
AZ, CA, CO, CT, DE, FL, MA, MD, MN, NC, NJ, NY, PA, RI, SC, SD, TX, UT, VA, WA

Kevin Reiner is the lead financial planner on The Frontier Group, where he oversees financial planning and focuses on the three key pillars of wealth planning: growth, preservation and transfer of assets. An innate problem solver with a disciplined planning process, Kevin works with business owners, high net worth families, institutions and their corporate executives to identify and analyze financial opportunities that both address their short and long-term needs to make their lives simpler.

Prior to joining UBS in 2012, Kevin spent 12 years at Morgan Stanley as a financial advisor. Kevin’s years of experience and advanced planning background are important examples of The Frontier Group’s commitment to identifying and analyzing the financial challenges clients face. He earned the Certified Private Wealth Advisor® and the Certified Exit Planning Advisor certification through The University of Chicago Booth School of Business. Kevin is also a CERTIFIED FINANCIAL PLANNER™ and has earned the Certified Divorce Financial Analyst® designation. In addition, Kevin maintains the Series 7, 31, 66 securities licenses and is a life and health insurance agent.

He is a member of the Financial Planning Association, Business Networking International (BNI), Exit Planning Institute, Institute for Divorce Financial Analysts (IDFA™), Hackensack Golf Club and the Indian Trail Club.

Kevin and his wife, Rachel, live in Wyckoff with their three children: Austin, Mila and Colton. They are proud benefactors of the Mama Mare Breast Cancer Foundation, as well as the Penn State Dance Marathon, an organization that supports pediatric cancer research and patient care. Kevin studied business management at William Paterson University and international business at Macquarie University in Sydney, Australia. He is an avid golfer and loves spending time with his family.

Registered States:
AZ, CA, CO, CT, DE, FL, MA, MD, MN, NC, NJ, NY, PA, RI, SC, SD, TX, UT, VA, WA

Central to the daily operations of The Frontier Group, Mary uses her extensive experience across all aspects of operations, administration and customer service to ensure that the needs of each client are fulfilled. Her organizational ability, understanding of data, and thoroughness are crucial factors in building client satisfaction. Mary plays a critical role in the financial planning process. She helps clients to clarify their goals, as well as risk concerns in order to implement tactics that help ensure a successful outcome.

Mary started her financial services career in 1999 at Smith Barney where she was both a Client Service Associate and a member of the management team. She moved to UBS in 2011, where she oversaw operations for a significant financial services business as a Complex Administrative Manager. She joined The Frontier Group in 2014.

Mary is a Certified Financial Planner™ and maintains the Series 3, 7, 9, 10, 63 and 65 securities licenses in addition to her life and health insurance licenses. She earned a Bachelor of Arts in fine arts from Marist College. Mary enjoys spending quality time with family and friends. She and her husband, David, live in Monroe, NY, and have two sons, Brian and Quinn. As a family, they are avid skiers and snowboarders.

Registered States:
CA, FL, MA, NJ, NY

With 13 years of financial services experience, Brandon believes in delivering a level of service that exceeds client expectations. His is an essential role on The Frontier Group team, covering every aspect of operations, administration and customer service.

Brandon joined UBS in 2016 after spending 11 years at Morgan Stanley. He maintains the Series 7, 31 and 66 securities licenses. His grasp of detail, organizational abilities, and familiarity with data allow him to anticipate client needs and resolve any issues or concerns they may have in regard to their financial planning goals. As an Accredited Asset Management Specialist Brandon also works as the trader on the team, focusing on asset allocation and rebalancing, as well as investment research and identification.

Brandon earned a Bachelor of Science in finance from Ramapo College. He and his wife, Christina, have a daughter, Madison, and a son, Tyler, and live in North Caldwell. In his spare time, Brandon leads an active life, enjoying golf and basketball with friends and colleagues and spending time with his family.

Registered States:
CA, CT, FL, MA, NJ, NY