Experience

Jack is an industry veteran with over thirty-seven years of experience helping families and institutions to set and achieve their financial goals in markets both good and bad. Prior to joining UBS in 2008, he was a Senior Vice President, Financial Advisor and Branch Manager (Southport, CT) with A.G. Edwards & Sons.  Jack holds a Bachelor of Science degree in Pharmaceutical Chemistry from the University of Connecticut. 

Art leads Buttonwood's fiduciary practice and has managed discretionary equity, taxable and tax-exempt fixed income and balanced portfolios since 1995 for individuals, families, partnerships and non-profits. After stints in academia and publishing, he joined E.F. Hutton in 1981 and Paine Webber in 1988 prior to its acquisition by UBS. His investment career began in fixed income before equities, and he continues a balance sheet orientation. A Boston College graduate, he is father of five children and grandfather to four. He resides in Montclair, New Jersey and is an avid gardener.

Jim began his professional career with Paine Webber in 1981 and except for a brief stint at another firm, has been a Paine Webber/UBS "lifer" since his days at Manhattan College. Jim specializes in fixed income, our asset allocation policy and privately managed equity accounts. He is readily conversant with mortgage finance and lending. The McCann's have three college aged children.

 As an advisor with UBS and previously with A.G. Edwards starting in 2005, Jason has helped families and businesses to plan for their future and manage their assets accordingly. His Senior Portfolio Manager designation at the firm recognizes an advanced level of expertise in professional portfolio management, and as one of UBS' elite Wealth Advisors, he has completed comprehensive training in financial planning, asset management and wealth transfer strategies.  Jason also calls on his past experience as an equity analyst and corporate business planner.  He was part the strategic planning group at Reuters Group PLC in New York (now Thomson Reuters) and was a research analyst for investment banks in Santiago, Chile and Quito, Ecuador.  

 He holds a Masters of Business Administration degree in Finance and Management from Columbia University in New York City and a Bachelor of Arts degree in English Literature from Emory University in Atlanta, GA.

 Jason lives in Brooklyn, NY with his wife Rosamund and their two children. He currently serves as a member of the Foundation Board of the CUNY School for Professional Services (SPS), a New York City based institution dedicated to providing an affordable way for adults to further their career by completing their under-graduate degree or acquiring a post-graduate education.

Andrew has 29 years of experience. Prior to UBS, he was an advisor at Morgan Stanley and the municipal bond firm, Lebenthal & Co.  While specializing in municipal bonds, Andrew leads our financial planning services and performs due diligence and monitoring of our mutual fund Investments.  Andrew has received his Portfolio Management Program designation. He is an alumnus of Lafayette College and lives in Hoboken, New Jersey.

In addition to handling any complex operational issues that may arise in our day-to-day practice, Chris handles most of our retail and institutional trading. He is conversant in all aspects of electronic trade, settlement, transfer, delivery and payment procedures. Chris has also developed an expertise in Securities backed lending, Mortgages and all of the firm's Credit capabilities. After a stint at Prudential Securities, Chris came to UBS in 2004. He lives with his wife Jamie, and two sons in Bayville, NJ. Chris holds both series 7 and 63 licenses.

Amy has over twenty years of experience helping families and institutions manage the operational and investment aspects of their financial affairs. She originally joined UBS (then, Paine Webber) in 1995 and previously worked in the equity research group at Neuberger & Berman.  She holds Series 7 and 63 licenses.  Amy received a Bachelor's Degree in Consumer Economics from the University of Maryland, College Park, MD.