Managing Director–Wealth Management
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.
Managing Director–Wealth Management
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.
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, endowments and foundations.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 is a CERTIFIED FINANCIAL PLANNERTM professional and is registered as an Investment Advisor with the Securities and Exchange Commission (SEC). He holds his FINRA Series 7 and 63 securities licenses and received a B.S. in Finance and Marketing from the University of South Florida in Tampa, FL.
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.
Chase has a passion for the capital markets and partnering with clients to discover and achieve their unique goals. As a holistic advisor, Chase focuses on 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.
Prior to joining UBS, Chase assisted high and ultra-high net worth clients as a Senior Associate with Bernstein Private Wealth Management. Prior to Bernstein, he was an investment analyst with an institutional consulting firm in Atlanta, GA.
Chase earned his Bachelor of Science degree in Finance and Business Management from Florida State University. Chase also holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations, and is registered as an Investment Advisor with the Securities and Exchange Commission (SEC).
Outside of the office, Chase enjoys spending time with his friends and family, fitness, golf, tennis, and biking. He lives with his girlfriend Madi and their golden retriever Bronco in Tampa, FL.
Client Service Associate
Brooke is a Client Servicing 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 to be an Associate for Bernstein Private Wealth Management.
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 is an avid Tampa Bay Lightning fan. She also enjoys spending time with family and friends, cycling, yoga, traveling and trying new local restaurants.