Purpose. Passion. Performance.

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Jay is a Managing Director and Financial Advisor in the Private Wealth Division of UBS.  He has spent more than 26 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 recently joined the Advisory Board for the National Christian Foundation in Tampa. He is also 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.  In addition, Jay is also a co-founder of New World Angels, an early-stage investment group supporting entrepreneurs.  He was a former board member of Arise Alliance, which aids in treatment for post-traumatic stress.

Jay and his wife Christi have been married over 32 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 a Captain.  During his service, Jay earned a Ranger tab, as well as Airborne and Air Assault badges.   

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

• UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Private Wealth Advisor
• West Point Academy
• 2-15 Life Variable and Annuities License

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Matt is a Managing Director and Financial Advisor in the Private Wealth division of UBS.  He has spent the last two decades building and fostering relationships with sophisticated, wealthy families and the organizations they care deeply about.  By quarterbacking clear, honest, candid conversation and advice around investment, asset allocation, estate, tax and charitable planning, Matt and his team help create better outcomes for their clients.

Matt’s clients often have complex personal situations. Having a complex family himself, he relates to their situation and forms a bond and connection that creates a deep level of trust in the relationship. The process he goes through with clients is relaxed but focused, and relies on intimacy, empathy, and patience. Education is at the core of this process.

Matt and his wife Mary live in South Tampa with their 16 year old twins, Eli and Erin.  

Matt received his Bachelors of Science in Finance and a minor in Economics from the University of Florida. Matt is a CERTIFIED FINANCIAL PLANNER™.

• Private Wealth Advisor

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David Ochotorena is a Private Wealth Advisor who partners with wealthy individuals, multi‑generational families, business owners, and institutions to simplify complexity and help them make confident financial decisions. He provides comprehensive wealth planning and investment advice tailored to each client’s unique goals, values, and legacy.

David takes a highly collaborative approach—working closely with clients, their families, and trusted professional advisors—to design thoughtful strategies across investment management, retirement and estate planning, philanthropic goals, and business transition planning. Raised by a teacher and an engineer, he brings both clarity and structure to every engagement, serving as a trusted educator and long‑term architect of his clients’ financial lives.

Before joining UBS, David spent 14 years at AB, where he worked in both institutional roles and within Bernstein Private Wealth Management. Over the last decade of that tenure, he supported and advised high‑net‑worth families directly as a Client Service Advisor, deepening his experience with complex planning needs and sophisticated portfolios.

David earned an A.B. in Economics from Princeton University, where he was a four‑year varsity football player. He has been a CERTIFIED FINANCIAL PLANNER® professional since 2014.

Outside the office, David is active in his church and serves on several charitable boards. He and his wife, Alexis, are raising their four children in Tampa and enjoy staying involved in youth athletics. He especially loves coaching baseball, traveling, and pursuing a long‑standing family goal of visiting every Major League Baseball stadium.

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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 nearly $2 billion 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 two children. Outside of the office, he enjoys spending time with his family, fishing, golfing and watching football.

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Easton is a reliable advisor for the families he serves consulting across family, business, and wealth where he provides connectivity to dedicated professionals along the way. Prior to joining UBS in 2021, Easton was a Financial Advisor at Merrill Lynch.

Easton is a Nashville native and a graduate of Rhodes College where he captained the men’s golf program. Outside of work, Easton serves on the board of SongwritingWith:Soldiers and is active in the local music scene. He lives in East Nashville with his dog, Charlie.

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April serves as the lead coordinator of our service team - implementing investment strategies, banking services, and additional products while managing 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.

April attended Daemen University in Amherst, NY earning her Bachelor 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 (2-15). April also holds the CERTIFIED FINANCIAL PLANNER®™ designation. 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 trading futures and commodities.

Outside of work, April enjoys time on the water boating, cheering on the Buffalo Bills, and spending quality time with family and friends. April resides in Valrico, FL with her husband and daughter. She is actively involved in A Kid’s Place of Tampa Bay which focuses on the needs of foster children and AMEND-Tampa.

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Brooke is a Senior Wealth Strategy Associate for UBS Global Wealth Management. She enjoys developing meaningful relationships with clients while partnering with her advisors to help clients achieve their financial goals.

Prior to joining UBS, Brooke started her career in finance at JP Morgan Securities in Dallas, TX as a licensed Marketing Associate before transitioning into a Client Associate role. After nearly four years in Dallas, Brooke relocated back to her hometown of Tampa, FL and became an Associate for Bernstein Private Wealth Management in 2020 prior to joining UBS with the team in 2021.

Brooke earned her Bachelor of Science degree in Marketing and Sports Management from Florida State University. She currently holds her Series 7 and 66 licenses.

Outside of the office, Brooke enjoys cooking, spending time with family and friends, traveling and trying new local restaurants.

Devon serves as a Client Associate for Addicus Partners. She works closely with each Financial Advisor to support all client related tasks and make sure they are taken care of in a timely manner. Devon coordinates team /client related scheduling to ensure smooth communication between the client and team. She looks forward to continuing her connections with each client.

Prior to UBS, Devon worked in the hospitality industry for 5 years in the Tampa area. She thoroughly enjoyed the experience and opportunity to learn from her previous jobs but is excited to be a part of Addicus Partners. She attended Winthrop University in Rock Hill, SC where she received her BA in Dance Performance and minored in Entrepreneurship.  

In her free time, Devon enjoys traveling, watching the Bucs on Sundays, and spending as much time with friends and family that she can. She currently lives in South Tampa with her husband Carter, and their son Miles.