Purpose. Passion. Performance.

Team 2

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Addicus Areas of Expertise


Wealth transfer and education for multigenerational families

Pre- and post- transaction planning for business owners on the sale of their business 

– Bringing clarity and stability to complex family issues such as divorce, special needs, and intra-family disputes

– Charitable planning and fulfilling philanthropic goals

Tailored banking and lending solutions 

Access to best-in-class alternative investments 

– Retirement Plan Consulting 

– Institutional Consulting
  • Jay DeGeare

    Jay DeGeare

    Managing Director–Wealth Management

    Financial Advisor

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    Jay is a Managing Director and Financial Advisor in the Private Wealth Division of UBS.  He has spent more than 21 years advising entrepreneurs, businesses, charities, and high net worth families on complex investment, asset allocation, risk management, tax and philanthropic planning.  Inevitably Jay and his experienced team strive to add value to already successful families and organizations to help them achieve their specific goals.

    Jay is involved in a variety of organizations that serve others.  He is on the Advisory Board of Accelerated Resolution Therapy International which aids in treatment for post traumatic stress.  He also is a Builder for a global organization called New Story that supports the homeless in either finding them places to rent or by building them a home.  Jay is also a co-founder of New World Angels, an early stage investment group supporting entrepreneurs. 

    Jay and his wife Christi have been married nearly 30 years and have two boys, Jake and Taylor.  He enjoys most things outdoors including golf, fishing, tennis.  He served on active duty in the U.S. Army, mostly overseas in Germany, as tank platoon leader and a reconnaissance scout platoon leader, retiring as an instructor.  During his service, Jay earned a Ranger tab, as well as Airborne and Air Assault badges.   

    Jay received his Bachelors of Science in Business and a minor in Systems Engineering from the United States Military Academy at West Point, New York. 

          101 E Kennedy Blvd
          18th Floor
          Tampa, FL 33602
        • MNG

          Matt Gordon

          Managing Director–Wealth Management

          Financial Advisor

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          • VT
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                101 E Kennedy Blvd
                18th Floor
                Tampa, FL 33602
              • David

                David Ochotorena

                Financial Advisor

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                • NC
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                David specializes in providing planning and investment advice to multi-generational families, business owners, and institutions. He partners with his clients to understand their unique needs and to formulate the best advice to help them succeed. Having been raised by a teacher and an engineer, David sees his role as a trusted educator and a thoughtful architect. He seeks to be engaged and collaborative with his clients, his partners and professional experts.

                Prior to joining UBS, David spent 14 years with AB in both Institutional and Bernstein Private Wealth Management. For the last decade he supported and advised high net worth individuals and families directly as a Client Service Advisor. 

                David earned an A.B. in Economics from Princeton University where he played four years of varsity football. David became a CERTIFIED FINANCIAL PLANNER™ in 2014.

                Outside of the office, David spends as much time as he can with his wife Alexis and their four young children. Working from home through the pandemic has afforded some interesting challenges and priceless opportunities to grow closer to them. He especially loves coaching baseball and spending time with his new baby girl. 

                      101 E Kennedy Blvd
                      18th Floor
                      Tampa, FL 33602
                    • Joe

                      Joseph Jin

                      Financial Advisor

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                      Joseph is a Financial Advisor at UBS Global Wealth Management. As a fiduciary, he specializes in providing investment planning and advice for high-net-worth clients, including individuals, families, business owners and non-profit organizations. Prior to joining UBS, Joseph was a member of an advisory team that managed over $1.8B in client assets at Bernstein Private Wealth Management. He held various roles including Senior Associate and Client Advisor. Prior to Bernstein, he worked on the institutional sales and trading desk for Noble Financial Capital Markets – a boutique investment bank focused on small-cap emerging growth companies.

                      Joseph holds the Certified Financial Planner™ designation, as well as his FINRA Series 7 and 63 securities licenses. He is registered as an Investment Advisor with the Securities and Exchange Commission (SEC) and received a B.S. in Finance and Marketing from the University of South Florida.

                      Joseph was born in Seattle, WA and raised in Gainesville, FL. He and his wife, Michelle, currently live in Tampa, FL with their son, Julian. Outside of the office, he enjoys spending time with his family, fishing, golfing and watching football.

                            101 E Kennedy Blvd
                            18th Floor
                            Tampa, FL 33602
                          • Chase Williams

                            Chase Williams

                            Financial Advisor

                            Retirement Plan Consultant

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                            • AL
                            • CA
                            • CO
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                            • FL
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                            • WA

                            Chase is a Financial Advisor, Retirement Plan Consultant, and Institutional Consultant at UBS. Chase has a passion for the capital markets and partnering with clients to discover and achieve their unique goals. Chase focuses on financial planning, education, tax/risk management, and alternative investments. He works alongside his clients which include, high net worth individuals and families, business owners, non-profit organizations, and retirement plans. Chase and the entire Addicus Partners team work collectively to seek to provide the best-in-class service to their clients.

                            Prior to joining UBS, Chase assisted high and ultra-high net worth clients at Bernstein Private Wealth Management. Prior to Bernstein, he worked with an institutional consulting firm based in Atlanta, GA.

                            Chase earned his Bachelor of Science degree in Finance and Business Management from Florida State University and holds the following professional designations:

                            • Chartered Financial Analyst (CFA)
                            • Chartered Alternative Investment Analyst (CAIA)
                            • Charter Retirement Plan Specialist (CRPS)  

                            Outside of the office, Chase enjoys spending time with friends and family, fitness, golf, and tennis.

                                • Retirement Plan Consultant
                                • Institutional Consultant, UBS Institutional Consulting Program
                                • Chartered Financial Analyst®
                                • Chartered Retirement Plans Specialist℠
                                • Chartered Alternative Investment Analyst
                                101 E Kennedy Blvd
                                18th Floor
                                Tampa, FL 33602
                              • S:\4K Tampa PWM Recruit Team\Devon

                                April Fisher

                                Senior Client Associate

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                                • IA
                                • IL
                                • IN
                                • KY
                                • LA
                                • MA
                                • MD
                                • ME
                                • MI
                                • MN
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                                • MS
                                • NC
                                • NH
                                • NJ
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                                April serves as the “Chief Operating Officer” of the service team -  implementing investment strategies, banking services, and additional products as well as manages day to day operations. April supports all team members so they can focus on the needs of our clients. April has a background working with high net worth families, multi-generational planning, family office services, institutional consulting, retirement planning and cash management.

                                Prior to joining Addicus Partners, April worked alongside an Institutional Consulting team working as a Senior Team Associate. Prior to UBS, April began her career at Merrill Lynch in Buffalo, NY.

                                April attended Daemen College earning her Bachelors of Science in Business Administration and Finance. April holds her Series 7, 63, 65, and 3 as well as her Life, Health, and Variable Annuities license. April also holds the CERTIFIED FINANCIAL PLANNER™  designation.

                                Outside of work April enjoys staying active, spending time with family and friends, as well as taking advantage of the warm weather Tampa Bay has to offer. You can find her enjoying the trails in local parks, biking, or volunteering with Boston Terrier Rescue of Florida. April lives in Valrico, FL with her husband Ryan and their two dogs Ted (Shorkie) and Jax (Boston Terrier).

                                      101 E Kennedy Blvd
                                      18th Floor
                                      Tampa, FL 33602

                                    The proof is in our numbers

                                    Over $1 billion

                                    Assets under management

                                    As of 07/27/2022

                                    9 person

                                    seasoned team

                                    Over 50

                                    Collective years of experience


                                    Connecting you to the deep resources of UBS

                                    By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                                    A team approach

                                    Multigenerational wealth planning

                                    Retirement plan sponsors

                                    Institutional consulting

                                    Investors aren't panicking …

                                    UBS Investor Watch

                                    Keeping up with the latest insights can give you great ideas for making the most of your wealth. That's where UBS Investor Watch comes in, bringing you the views of investors around the world. Explore our reports and see how they might help you reach your goals.

                                    Want fresh insights into what matters most to you?

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                                    Backed by the strength of UBS

                                    A global leader in wealth management

                                    $2.8 trillion

                                    In invested assets globally 
                                    As of 06/30/2022

                                    51 countries

                                    Our global footprint

                                    #1

                                    for High Net-Worth clients

                                    Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022