Insight. Access. Execution.

• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• MA
• NC
• NV
• NY
• OH
• PA
• RI
• SD
• TX
• VA

Andy is a Private Wealth Advisor in UBS’s Private Wealth Management division. He joined UBS in 2017 after five years as the managing director of Finance and Operations at The Heller Group, a leading global art advisory firm. Prior to his time at The Heller Group, Andy spent nine years at Exis Capital, a global macro hedge fund, initially as a portfolio manager and then the last seven years as chief operating officer. He previously spent three years combined at Amgis Global Advisors, a long-short equity hedge fund, and Sigma Capital, a multi-strategy subsidiary of SAC Capital.

Andy graduated with a B.S. in finance from the AB Freeman School of Business at Tulane University. He is a trustee of the Park Avenue Synagogue in New York City and the Development Chair of the Brown University/RISD Hillel Executive board. He serves on the board of PortfolioScience, a risk analytics and risk management software company. He formally served on the Thomson Reuters Customer Advisory Board and is part of the Cheval Blanc Club Owners Association, an LVMH property in St. Barth’s. He co-executive produced the Martin Scorsese documentary on the Grateful Dead, Long Strange Trip that was critically acclaimed and received a Grammy nomination for best Music Film in 2018. Andy and his family live in New York City.

• UBS Wealth Management Director’s Council, 2026UBS 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.

• Tulane University, B.S. in finance from AB Freeman School of Business

• Private Wealth Advisor

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• MA
• MD
• MI
• NJ
• NY
• OH
• PA
• RI
• TX
• VA

Jamie joined UBS in 2016 and has over 20 years of experience in the financial services industry. He is currently a director and financial advisor in UBS’s Private Wealth Management division, where he focuses on asset allocation, investment strategy, and management of client portfolios. Prior to UBS, Jamie was a senior investment analyst in Merrill Lynch’s Private Banking and Investment Group. He graduated from the University of Massachusetts at Amherst with a B.B.A in Finance, and is also a CFA charter holder and a member of the CFA Society New York. Jamie and his wife have two children and reside in West Palm Beach, FL. 

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• MA
• MD
• ME
• MI
• MT
• NC
• NJ
• NY
• OH
• PA
• RI
• SD
• TX
• UT
• VA
• VI
• VT
• WY

Jonathan is a Client Associate in UBS’s Private Wealth Management division where he focuses on account management and client service requests. He provides operational support for the team and works with clients to ensure their needs are fulfilled in a timely and diligent manner. Prior to UBS, Jonathan was a Virtual Engagement Associate in Morgan Stanley’s Wealth Management division. Jonathan graduated with a B.S. in Marketing and a minor in Global Business from Rutgers University – New Brunswick. He currently holds the Series 7 and Series 63 licenses.  Jonathan resides in New Jersey and enjoys spending his time trying new restaurants, and spending time with friends and family.