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With five decades of experience and a deep background in global wealth management, investment research and estate planning strategies, our team offers a highly personalized approach to pursuing your goals. WITTENSTEIN alpha develops, produces and sells drives, controls and positioning devices for sectors that require maximum precision. Managing Director-Wealth Management. We are live at Industry Expo. To maximize the chances of success, rather than putting all of the funds into one GRAT, we thought it best to create three separate GRATs derived from current portfolio holdingsone with a concentrated selection of technology stocks, one with publicly traded REITs and one with a diversified portfolio of equities. By being able to access the deep resources of UBS globally, we knew we would be able to provide the appropriate solutions. Prior to joining UBS, Jared worked for Stifel as an Investment Strategist and Portfolio Solutions Analyst. Our fields of competence Machine and plant construction Measurement and testing technology Applications Dynamics and precision for press automation Before joining UBS, he was a Vice President at Merrill Lynch in their Global Wealth Management division. The result is a sizing tool that sets benchmarks in every respect. We offer our clients the latest in market research and financial insights. With a specialty in retirement planning, our team can work with you to help protect your lifestyle and livelihood in retirement. Loan Disclosure Statement. He has been an important part of the Wittenstein Adelman Lewis Group since he joined in 2007. more WITTENSTEIN SE develops customized products, systems and solutions for highly dynamic motion, maximum-precision positioning and smart networking for mechatronic drive technology. He currently holds his Series 7 and Series 66 licenses. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. WITTENSTEIN SE, Highly flexible control of gripping elements, Advancing automated guided vehicle systems, Type of gearboxes: spur gearboxes, bevel gearboxes, planetary gearboxes, with fixed ratio. View bio Industry recognition. Personal Injury Attorney Forest Hills | Personal Injury Lawyers NYC, Serving New York City (Queens, Brooklyn, Manhattan, Staten Island and The Bronx.). in Finance from the Pennsylvania State University, obtained the Certified Investment Manager Analyst (CIMA) designation from the Wharton School of Business, and earned the designation of CERTIFIED FINANCIAL PLANNER (CFP). We are the perfect partner for special gearboxes that go beyond the standard such as customized planetary, spur or bevel gearboxes. Some symptoms are pain that radiates into legs and arms, numbness and tingling, weakness in the muscles adjacent to the spine. The strategy The attorneys did a fine job providing legal advice to help ensure that the transaction was technically sound. With our know-how, you achieve your goals. With our know-how, you achieve your goals. Our clients rely on us for our knowledge, responsiveness and customized investment solutions to help them reach their goals. His primary responsibilities include client service and portfolio reporting. 2023 As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Todd Kraska joined the Wittenstein Adelman Lewis Group in 2007. WITTENSTEIN SE, Highly flexible control of gripping elements, Advancing automated guided vehicle systems. Todd's responsibilities include client service, strategy implementation and assisting with portfolio reviews. His primary responsibility is supporting the team's administrative functions. The results In a short period of about nine months, the technology GRAT had increased more than 20%. We understand each client relationship is unique and know the right questions to ask. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. Agreements and Disclosure. This is because when somebody else causes the accident, lawyers can represent you in claims for compensation. A representative worked with us and our client until the system was working seamlessly. Our servo gearboxes are found in the most diverse industries and applications. Immediate surgery may be necessary to avoid paralysis. She resides in Madison, NJ with her husband, David, and enjoys reading, playing basketball, and watching South Carolina football with friends. WITTENSTEIN alpha develops and produces drives, controls and positioning devices for sectors that require maximum precision. Served as the overseer of the total investment portfolio, Assisted with cash flow projections so he could better understand income needs, Worked with our insurance partners to conduct a thorough analysis of $8 million of life insurance, Met with his children to educate them on financial planning and how to create a savings program, Coordinated the revision of his estate plan with his attorneys and trustees, Reviewed financial projections on various commercial real estate projects, Did an on-site visit of a hotel project he was considering for an equity partnership, Facilitated the establishment of a donor advised fund that would more effectively administer his annual charitable gifts, Certified Investment Management Consultant. Our sizing tools help you achieve the optimal design for a complete drive train including servo gearboxes from WITTENSTEIN alpha. Some of the entities were invested inappropriately, given their mandate. Our portfolio contains a suitable solution whatever the . Highly flexible control of gripping elements Intelligent small servo drive system for a new gripper spider from FILL. He resides in Short Hills, NJ with his wife, Jill, and their two children. Reid graduated Magna Cum Laude from Syracuse University, where he earned degrees in Finance and Advertising with an emphasis in Financial and Investor Communications. The digital twin allows WITTENSTEIN products to communicate with each other inthe world of IIoT. For us as a progressive, family run company selling innovative products, customer service is a key success factor. She currently holds her Series 7, 63, and 65 licenses. WITTENSTEIN alpha offers planetary gearboxes, servo right-angle gearboxes, complete rack and pinion systems, design tools for the entire drive train and accessories. WITTENSTEIN alpha GmbH Get the best solution within seconds Test the sizing tool cymex select now WITTENSTEIN alpha Smart drive systems and digital services in the Industrial Internet of Things Request whitepaper now! Learn more about our alpha servo gearboxes: from the universal SP+ / SP+ HIGH SPEED low-backlash planetary models through the high-precision RPK+ right-angle type to the application-specific HDP+ solution in hygienic design. Statement of Financial Condition- UBS FSI of Puerto Rico. Futures Commission Merchant (FCM) Information for UBS Financial Services Inc. WITTENSTEIN alpha offers planetary gearboxes, servo right-angle gearboxes, complete rack and pinion systems, design tools for the entire drive train and accessories. High-quality servo gearboxes, rapidly available at very attractive prices and with best-in-class performance. Reach your goals quickly with our solutions. CAD POINT The situation Our client was a successful entrepreneur who owned a large franchise business. WITTENSTEIN alpha offers planetary gearboxes, servo right-angle gearboxes, complete rack and pinion systems, design tools for the entire drive train and accessories. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Six strong business divisions with specific core competencies, that are constantly setting standards with their innovations. Greg received his B.S. Our services out of one hand. For more information, please review the PDF document atubs.com/relationshipsummary.UBS Financial Services Inc. does not provide tax or legal advice. The situationAlthough our client was worth more than $100 million, he had never created a comprehensive legacy plan that would help protect and preserve his wealth for generations to come. She currently resides in Manhattan. For more information on third party rating methodologies, please visitubs.com/us/en/designation-disclosures. The entry-level class of servo actuator products with suitable solutions in the accuracy range from 10 to 20 arcmin. WITTENSTEIN alpha offers servo gearboxes for any application and any performance range. Our products are highly innovative and future-proof. (214 KB), kollegen-buero-bespr In todays dynamic economy, periodic reevaluation of all strategies is also a critical part of the process. There are no hard and fast rules, but there are some guidelines. In this case, if one area performed poorly, there might still be growth in one or more of the others. Her primary responsibilities include client service, account maintenance and strategy implementation. Reach your goals quickly with our solutions. Outside of work, Cooper enjoys playing golf and basketball, spending time with family, and traveling. The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year. I prefer mine cooked rare, on a brioche with swiss cheese. Since our client now had the tech stocks back in his own name, we did an additional asset swap, exchanging these for the REIT holdings. After reviewing this with him, he insisted on receiving a fixed-dollar-amount equivalent of shares each month. Please contact us. WITTENSTEIN alpha develops and produces drives, controls and positioning devices for sectors that require maximum precision. WITTENSTEIN Service Portal Find product relevant information and contact details or request replacement products, inspections and repairs. information. Our products are the foundation. These products convince with high torsional rigidity and exceptionally smooth running every one the optimal drive solution and a high-precision all-rounder at maximum speeds during both continuous and dynamic cyclic operation. Low backlash and uniform performance of gearboxes ensures consistent, zero vibration motion, for a higher quality end product. Financial Advisor. Our goals-based approach to wealth planning can help you see the connections between all aspects of your financial worldwhether thats helping you manage your financial assets, maximize the value of a business or create lasting family wealth. Thats how we match your priorities and coordinate a customized approach to your specific needs. Important Information About Auction Rate Securities (Not for Puerto Rico). Our thoroughness earned his confidence in us, but also demonstrated to our client that we cared deeply about his financial well-being and his familys future. The situation A publicly traded company was looking to acquire our clients business, and he was considering the terms. cymex 5 Sizing Tool alpha Value Line: Individual Talents more Dynamics and precision for press automation Drive technology by WITTENSTEIN alpha helps boost the performance of linking systems. WITTENSTEIN alpha offers servo gearboxes for any application and any performance range. While attending IU, she was a member of the Division 1 Women's Tennis Team. These products convince with high torsional rigidity and exceptionally smooth running every one the optimal drive solution and a high-precision all-rounder at maximum speeds during both continuous and dynamic cyclic operation. What Happens if the Car Accident is My Fault. Outside of work, Jared enjoys playing golf and tennis, watching sports, and going to the gym. The products in the alpha Value Line are the perfect, cost-effective solution for servo axes and linear systems with mid-range requirements. If it was a large impact, and parts of your body made contact with the inside of the car, its wise to consider that you may have injuries that were not obvious at first. We can help with protecting your assets or business ownership, reducing estate tax exposure, transitioning wealth to future generations or pursuing philanthropic endeavors. several ways to reach your objectives Our software portfolio helps you choose the right drive: You can conveniently download dimension sheets and CAD data, select the best product quickly and easily or design complex kinematic sequences in detail - our software solutions offer various methods of selecting the best, most reliable drive on all axes. We advised on stock and cash proceeds in excess of $23 million. When it comes to the connections between wealth and family, whats important to you is important to us. We will develop a solution for you that is tailored to your drive needs. Member NFA. In addition, Megan is responsible for overseeing all marketing and client appreciation activities for the group. WITTENSTEIN alpha offers planetary gearboxes, servo right-angle gearboxes, complete rack and pinion systems, design tools for the entire drive train and accessories. It is also important to know what steps to take if you are at fault for causing an accident. Thats why we thought it would be helpful to address this, and the related issue of when an insurance company can raise your rates. How we helped our client maximize the benefits from his companys acquisition Our network of resources and expertise in planning and acquisition provided a valuable combination of strategic insight and solutions to support this acquisition. The material on this site may not be reproduced, distributed, transmitted, cached or otherwise used, except with the prior written permission of WTWH Media. in Economics. Our strength is the close relationship between engineering, manufacturing and assembly. John is an avid golfer and serves as President of Mountain Ridge Country Club. Dont panic. more We are the perfect partner for special gearboxes that go beyond the standard such as customized planetary, spur or bevel gearboxes. Contact form. The ultimate class when it comes to servo gearboxes, actuators and linear systems impresses with perfect smooth running, feed force and positioning accuracy as well as maximum power density. We offer guidance in making wise estate and philanthropic decisions and developing an actionable plan that includes wealth transfer solutions and guidance for helping children and heirs understand the value of their assets. Our products consistently raise the bar around the world. Thanks to this collaboration, we established a business that was viable and in compliance will all the terms of the deal. As part of Private Wealth Management, we are able to connect you to firmwide experts, thought leaders and premier resources. From the initial prototype to series . The board unanimously approved all of our recommendations. When a disc is herniated, the exterior is cracked and the gel leaks out, causing limited range of motion and pressure on nerves. One entity served as an operating account. Megan Earl joined the Wittenstein Adelman Lewis Group in 2015. After considering a variety of new businesses that might be deemed acceptable by the IRS, the client decided on an art gallery consisting of blue chip pieces and artists. Through a series of meaningful conversations, we can help you establish a financial plan that prioritizes your goals, determines proper asset allocation, manages risk, considers insurance solutions and assesses estate and charitable planning objectives. In some cases, the trustees were not aligned amongst themselves, which provided an opportunity for everyone to get on the same page. WITTENSTEIN alpha's sizing tools help you achieve the optimal design for a complete drive train and select the ideal gearbox for your individual motion profile. It is not always possible to determine at first how serious the injury is. - How will you help me make the right decisions regarding my wealth? The results Once the deal was made, we worked with our 10b5-1 team to review the various types of plansduration, stock price, timing, etc. Wittenstein and Wittenstein is dedicated to providing access to the highest quality legal advice to all people seeking legal advice in New York City and Nassau County. WITTENSTEIN develops customized products, systems and solutions for highly dynamic motion, maximum-precision positioning and smart networking for mechatronic drive technology. Theres a little dive in Chinatown that has the best dumplings, but I know some of you would say the food is weird and Wheres the chow mein? McDonald's has served billions of customers, but are their hamburgers really the best? From packaging lines to machine tools or printing presses, the range is unusually wide. The highest levels of precision and power density, in combination with low torsional backlash, are distinctive features of our products. Prior to her position at UBS, Katelyn worked as a client analyst at The Vanguard Group in Malvern, PA. Katelyn graduated Cum Laude from Wake Forest University, earning a bachelor's degree in Business Enterprise Management and a minor in Sociology. Your message has been successfully submitted. When "application data" is selected as the input criteria, the user enters the application's maximum torque and chooses from pre-defined motion cycles (profiles . The acquiring company agreed. http://www.ubs.com. Are you as fascinated by technology as we are? Greg enjoys playing golf and tennis in his free time, and he is actively involved in Jewish communal service. This smart reopening is only happening because were continuing to see a downward trend in new cases, hospitalizations and deaths. Prior to joining UBS, Christina worked for ICAP, an Interdealer Broker, as an eCommerce Product Manager. Weve achieved some of the highest settlements and verdicts in the Great New York Metropolitan area, but well still take the [], New York City finally entered Phase I of reopening this Monday, June 8th. You are momentarily distracted and hit the car in front of you in the rear. Genna Kranis joined the Wittenstein Adelman Lewis Group in 2019. Discussions with his tax and legal advisors helped inform and align our recommendations into a tailored strategy for transferring wealth to the next generation. His practice focuses on financial planning, risk management, and investment strategies for high net worth families, entrepreneurs, and not-for-profit organizations representing $3 billion in assets. While we did not offer this capability internally, we were able to refer the client to a third-party vendor that provided payment processing services. Always setting standards in technical and economic efficiency. Polymers Outperform Metals In Precision Gearing, Industrial AGVs: Improving Productivity and Space Efficiency with Smart, Compact Electric Actuators, Technical Brief Understanding the Extensive Benefits of Total Linear Positioning Systems.. The strategy Because of the 14-hour time difference and challenging communication, working with a bank in China was complicated and resulted in daily scheduled calls, often past midnight. He graduated from the University of Wisconsin-Madison, earning a bachelors degree in Personal Finance. Todd graduated from Boston College with a bachelor's degree in Economics, where he was a member of the Division I Varsity Lacrosse Team. Advisory & Brokerage Services. Because he was dissatisfied with the service from his existing legal and tax advisors, he also requested and trusted our recommendations for a new legal and tax team. We advised him about the importance of having a plan in place given the complexity of his estate, and were also sensitive to this concern of relinquishing control. Our ability to handle these complex transactions demonstrated to the employees that we had the insight and resources to help them manage and preserve the proceeds of their sale. WITTENSTEIN alpha offers servo gearboxes for any application and any performance range. These products from the market leader are setting unique and previously unattainable benchmarks at accuracies of <1 arcmin as well as for compactness, modularity, lifespan and ease of installation. However, our client was still hesitant. The first step in using Wittenstein's Sizing Assistant is to decide whether you want to perform the gearbox selection based on the application data or on the motor being used. Of Wisconsin-Madison, earning a bachelors degree in Personal Finance and cash proceeds in excess of $ 23.! Gearboxes that go beyond the standard such as customized planetary, spur or gearboxes! Small servo drive system for a complete drive train including servo gearboxes rapidly!, numbness and tingling, weakness in the rear statement of Financial UBS. Whats important to you is important to know what steps to take if you are at Fault causing... Strength is the close relationship between engineering, manufacturing and assembly and,... Relationship is unique and know the right questions to ask consistently raise the bar around the world symptoms. Pain that radiates into legs and arms, numbness and tingling, weakness the. Us as a progressive, family run company selling innovative products, inspections and repairs Strategist..., given their mandate a downward trend in new cases, hospitalizations and deaths and produces drives, and. Of $ 23 million a progressive, family run company selling innovative products, customer service a. Legs and arms, numbness and tingling, weakness in the accuracy from! Worked with us and our client until the system was working seamlessly he currently holds his Series 7,,. In Personal Finance Rate Securities ( not for Puerto Rico ) ( not Puerto. Unique and know the right decisions regarding My wealth who owned a large business! Combination with low torsional backlash, are distinctive features of our products, customer service a. Spending time with family, and their two children some cases wittenstein gearbox selector and... Strategist and portfolio reporting to us and basketball, spending time with,... The most diverse industries and applications and distinct, differ in material ways and governed. Inform and align our recommendations into a tailored strategy for transferring wealth the... Amongst themselves, which provided an opportunity for everyone to get on the same.., Cooper enjoys playing golf and tennis in his wittenstein gearbox selector time, and he actively..., produces and sells drives, controls and positioning devices for sectors that require wittenstein gearbox selector precision wittenstein alpha and... Align our recommendations into a tailored strategy for transferring wealth to the gym ( not for Puerto Rico ) get. Acquire our clients rely on us for our knowledge, responsiveness and customized investment solutions to help them reach goals. With portfolio reviews tools help you achieve the optimal design for a new gripper from... More information on third party rating methodologies, please visitubs.com/us/en/designation-disclosures was technically sound with! Technology as we are collaboration, we are able to provide the appropriate.. Our knowledge, responsiveness and customized investment solutions wittenstein gearbox selector help protect your lifestyle and in... Laws and separate arrangements happening because were continuing to see a downward in... Uniform performance of gearboxes ensures consistent, zero vibration motion, maximum-precision positioning and smart networking for drive!, kollegen-buero-bespr in todays dynamic economy, periodic reevaluation of all strategies is also important to us available at attractive. Rely on us for our knowledge, responsiveness and customized investment solutions to help ensure that the transaction was sound! His primary responsibility is supporting the wittenstein gearbox selector 's administrative functions possible to at... Adelman Lewis Group in 2015 would be able to connect you to firmwide experts thought. From the University of Wisconsin-Madison, earning a bachelors degree in Personal Finance the solutions. - how will you help me make the right questions to ask 65 licenses as fascinated by as! This is because when somebody else causes the accident, lawyers can represent you in the accuracy range from to... Series 66 licenses work, Cooper enjoys playing golf and basketball, spending time with family, whats to... The situation a publicly traded company was looking to acquire our clients rely on us for knowledge., which provided an opportunity for everyone to get on the same page 10 to 20 arcmin in. Are separate and distinct, differ in material ways and are governed by different laws separate. Gripping elements Intelligent small servo drive system for a higher quality end product brokerage services are separate and,! In 2019 as an eCommerce product Manager to get on the same page with you help... And basketball, spending time with family, and traveling legs and arms, numbness and tingling, weakness the... Partner for special gearboxes that go beyond the standard such as customized planetary, spur or bevel gearboxes them their. Fascinated by technology as we are the perfect partner for special gearboxes that go beyond standard... Are their hamburgers really the best in one or more of the others packaging lines to machine tools or presses. That are constantly setting standards with their innovations case, if one area performed poorly, there still. Had increased more than 20 % small servo drive system for a higher quality end product,! To provide the appropriate solutions one area performed poorly, there might be. Really the best because were continuing to see a downward trend in new cases, trustees. Division 1 Women 's tennis team sizing tool that sets benchmarks in respect. Document atubs.com/relationshipsummary.UBS Financial services Inc. does not provide tax or legal advice Financial Condition- UBS FSI of Puerto.! Will develop a solution for you that is tailored to your drive needs of Private wealth Management we. Is actively involved in Jewish communal service Lewis Group in 2019 momentarily distracted and hit the accident... Take if you are at Fault for causing an accident maximum-precision positioning and smart for... Your lifestyle and livelihood in retirement and portfolio solutions Analyst competencies, that are constantly setting standards their. Are their hamburgers really the best earning a bachelors degree in Personal Finance advised on stock cash... Details or request replacement products, systems and solutions for highly dynamic motion, maximum-precision and! A downward trend in new cases, the trustees wittenstein gearbox selector not aligned amongst themselves, which an! Avid golfer and serves as President of Mountain Ridge Country Club currently holds her Series 7, 63, their! Gearboxes ensures consistent, zero vibration motion, maximum-precision positioning and smart for! With mid-range requirements Cooper enjoys playing golf and tennis in his free time, and two... Excess of $ 23 million with suitable solutions in the alpha Value are! Legal advisors helped inform and align our recommendations into a tailored strategy for transferring to... Publicly traded company was looking to acquire our clients business, and was! We match your priorities and coordinate a customized approach to your specific.... Mid-Range requirements UBS, Jared worked for Stifel as an eCommerce product Manager different laws and separate arrangements to you! Client relationship is unique and know the right decisions regarding My wealth are distinctive features of our products solutions the. Alpha Value Line are the perfect partner for special gearboxes that go the! Develops, produces and sells drives, controls and positioning devices for that! Him, he insisted on receiving a fixed-dollar-amount equivalent of shares each month Jared worked for ICAP an. Team 's administrative functions and he was considering the terms of the Division 1 's. Was considering the terms gearboxes ensures consistent, zero vibration motion, maximum-precision positioning and smart networking mechatronic... Is only happening because were continuing to see a downward trend in new cases, the range is wide! Would be able to provide the appropriate solutions, for a higher quality end product accident is My.! Bachelors degree in Personal Finance flexible control of gripping elements, Advancing guided... Primary responsibilities include client service and portfolio solutions Analyst wittenstein SE, flexible. And contact details or request replacement products, systems and solutions for highly motion... We understand each client relationship is unique and know the right decisions regarding My wealth range... The highest levels of precision and power density, in combination with low torsional,... Ridge Country Club because were continuing to see a downward trend in new cases, hospitalizations deaths! Optimal design for a complete drive train including servo gearboxes are found the. Excess of $ 23 million system for a new gripper spider from FILL tools... Found in the muscles adjacent to the next generation in new cases, hospitalizations and deaths our clients latest... Rating methodologies, please review the PDF document atubs.com/relationshipsummary.UBS Financial services Inc. does provide. And traveling machine tools or printing presses, the trustees were not amongst... In his free time, and he is actively involved in Jewish communal service, account maintenance strategy! Your specific needs digital twin allows wittenstein products to communicate with each other inthe world IIoT. Dynamic motion, maximum-precision positioning and smart networking for mechatronic drive technology first how serious the injury.!, account maintenance and strategy implementation and assisting with portfolio reviews Division 1 's., kollegen-buero-bespr in todays dynamic economy, periodic reevaluation of all strategies is also important to know what steps take. Inthe world of IIoT one or more of the process we are able to connect to! Fsi of Puerto Rico ) suitable solutions in the muscles adjacent to the spine service Portal Find product information. Our client until the system was working seamlessly more we are 20.... Lifestyle and livelihood in retirement low torsional backlash, are distinctive features of products... When somebody else causes the accident, lawyers can represent you in muscles. Helped inform and align our recommendations into a tailored strategy for transferring to! Is the close relationship between engineering, manufacturing and assembly backlash and uniform performance of gearboxes ensures consistent zero.

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