Time to do great things

Jamie Ingoe is a Senior Portfolio Manager for BoundaryRock Wealth Management at UBS. He started his career over a decade ago, and today specializes as a senior portfolio manager with specialties in security selection with a focus on global macro and strategy.

In addition to his work as a senior portfolio manager, Jamie partners and consults for several private equity companies ranging in a wide number of industries across the country. 

Jamie holds financial education in high regard and enjoys his time as an adjunct professor and speaker through many colleges and universities detailing the topics of investing, financial planning, and challenges that investors face in today's ever changing environment.

Jamie also speaks and presents across the country for different companies and associations on other topics.

Jamie holds the Certified Investment Management Analyst (CIMA®) accreditation conferred by the Investment Management Consultants Association through The Wharton School, and serves as a board member of Corolla Beach Rescue where college students find summer employment safeguarding the beaches of the Outer Banks in North Carolina.

Jamie enjoys spending time with his wife Betsy and children Addison, Benjamin, and Olivia.

Every day Don Chomas relishes the ability to help the people he cares about to enjoy a better life. As a Certified Financial Planner^TM professional, he believes that starting with a comprehensive, written financial plan—one that addresses both the good and not-so-good aspects of his clients' financial lives—is the foundation for helping high net worth families build upon the successes they've achieved. Don's solid educational foundation (B.A. with Honors in Finance and Accounting from Fairleigh Dickinson University), his experience across a wide variety of market conditions over nearly three decades, and a keen understanding of how to leverage the vast resources of UBS enable him to help his clients confidently make difficult decisions and weather challenging economic conditions.

In addition to serving his clients, philanthropy is a top priority for Don and his family. In 2011, Don founded Naptown barBAYq, a BBQ contest and music festival near Annapolis that benefits many local charities. He is also a Past President of the Rotary Club of Parole (Annapolis).  Currently a volunteer soccer coach, an active member in his church and the captain of his platform tennis team, Don continues to find new outlets to engage with and help the people and causes he cares about most.

Don, his wife, Molly, and their daughters, Madaline and Isabel, live in Kensington, MD. When not volunteering together or running around on a soccer field, the family enjoys spending time outdoors with their two Siberian huskies.

CA Insurance License  0H23073

Driven by a desire to make a difference in people's lives, and armed with a degree in finance and economics, it's no surprise that Russell chose a career in financial services.  As a Certified Financial Planner^TM professional, Russell believes that the key to success is gaining a full understanding of everything a client hopes to accomplish—enjoying retirement, funding a loved one's education, leaving a lasting legacy, among other things.  He also believes that a thorough evaluation of both assets and liabilities is critical to building a truly comprehensive plan.

Russell started his financial services career in 2002 and in 2004 became a  financial analyst at Smith Barney.  In this role he helped to create hundreds of financial plans, which gave him unique insight into the myriad of solutions and strategies that can help increase the likelihood of meeting one's goals. He has leveraged this experience since becoming a Financial Advisor in 2007, helping his clients navigate good and bad market cycles, all while keeping their end goals in mind.  

Russell graduated from the honors program at the University of Maryland with a double major in finance and economics. He currently lives in North Potomac, Maryland, with his wife and two sons.  Russell loves spending time with his family and is a huge sports fan. Having spent most of his life in the DC area, he roots for all the local sports teams.

David Bowie has a singular mission: To help guide families and businesses in making the right decisions to achieve their financial goals now and well into the future. His approach is centered on comprehensive financial and retirement planning. As the investment strategies driven by these processes evolve as clients grow and their needs change, he ensures that there is never a question as to what each client owns and why they own it. Acting as the quarterback for his clients' financial lives, David can offer investments advice, financial planning, life and health insurance and annuities. He also brings to bear the deep bench of UBS and its partners to provide business succession/exit planning, mortgages, credit lines, trusts, estate plans, and retirement plan consulting for institutions.

After graduating from the University of Maryland and serving in the United States Marine Corps Reserves, David began his professional investing career as a trader in New York in early 2000. He moved back to his hometown of Kensington, MD a year later and joined Friedman, Billings, Ramsey & Co. as an institutional stock broker. David spent the next 14 years advising mutual funds, hedge funds and registered investment advisers all over the country. Having worked with some of the best (and worst) investment managers through multiple market cycles, David gained tremendous insights into the behaviors of great investors—and not-so-great investors.

David still lives in Kensington with his wife, Christie, daughter, Rylee, son, Chase, and their two dogs. Outside the office he enjoys live music, ice hockey, camping and spending time with his family at their beach house in Rehoboth Beach, DE.

As a Certified Financial Planner™ and Certified Exit Planning Advisor, Jeff delivers insightful financial planning and customized investment management. He focuses on keeping fees low, mitigating risk, and investing in a tax efficient manner. He strongly believes in simplifying the financial planning & investment process while helping clients reach their financial goals with confidence.

Jeff graduated with a degree in Economics from Oberlin College. While at Oberlin he was a four-year starter, captain of the baseball team, and still holds the career record for all-time hits.

Outside of work Jeff spends time teaching classes on investments and financial planning as an adjunct professor at a local college and also teaches at high schools around the area. Jeff resides in Bethesda, MD with his wife and Bernese Mountain dog. In his spare time he enjoys hiking and golfing

Emma graduated with a degree in Economics and a minor in International Development and Conflict Management and a minor in Sustainability from the University of Maryland in 2021. She is fully licensed. While attending the University of Maryland, Emma was a member of Alpha Kappa Psi Professional Fraternity where she exhibited diligence, knowledge and patience which helped establish her creditability and has made herself an effective team member.

Emma resides in West End, Washington, D.C. with her two cats. In her spare time she enjoys painting/drawing, reading books, and going on walks. 

In 2015, after spending his first two years of college in the warm states of Florida and South Carolina, Peter decided to transfer to Columbia College Chicago (where he got considerably paler). The move proved to be successful though, as Peter made the Dean’s list every semester he attended at Columbia. During his time in Chicago, he also worked after school as an assistant basketball coach for a local University.

After graduating in 2017, Peter worked in the service industry while pursuing a career in the arts. It was here that he developed his skills in customer satisfaction, time management, and attention to detail. When his restaurant closed in 2020, Peter decided to apply those skills elsewhere and entered the financial industry. In the fall of 2020 he obtained his Life and Health Insurance license and began working as a successful agent. He later became a Registered Representative and is Series 6 and 63 licensed.

Peter is a life-long Bethesda resident. He enjoys sports, creative writing, trips to the beach and spending time with his friends and family.

Joey is the newest member of the team. He graduated from the St. Mary's College of Maryland in 2021 with a degree in Economics and a minor in business. After graduating, Joey began his professional career as a risk analyst at Morgan Stanley. Interested in wealth management, Joey changed positions in 2023, joining UBS. He is currently becoming licensed to meet all the needs of clients and continue to grow in the workforce.

Joey grew up in Calvert County, MD and will be moving to Bethesda soon. While he isn't driving to or from work, he enjoys going to the gym, cooking, and playing chess.