Relentlessly passionate. Committed to your well-being.

Private Wealth Management

Do the right thing. Four simple words, but to the Feldman Group, they are powerful words that inspire us each day. When it comes to helping our clients pursue the goals that matter, our team is relentlessly passionate about doing the right thing for you, your family and the legacy you’re building.

How do we work? By uncovering opportunities where others see challenges. Without reactive thinking or emotional bias, we address your priorities head on, connect you to expansive global resources within UBS Private Wealth Management and help you make informed decisions with confidence.  From portfolio structuring and multigenerational planning to estate planning strategies and business transition solutions, nothing is more important to us than your financial well-being and taking care of the people and causes you value the most.

One relationship. All of Private Wealth Management.

You. Connected.

We are members of the exclusive UBS Private Wealth Management division of our firm. As a Private Wealth team, we are well-positioned to access all that UBS offers—locally and globally—to connect you to the premier services, solutions and support you deserve.

• Private Wealth Management is the ultra-high net worth boutique division of UBS

• This select group of advisors is dedicated to serving the complex needs of our firm’s most successful clients

• We’re trained and experienced in providing advice that looks beyond the math and well beyond your investment portfolio

When it comes to caring for the family you love, the business you’ve built and the legacy you hope others will remember, we believe connection is the key to transforming ideas into actions.

Advising your entrepreneurial ventures

Grandmother and child

Guiding exceptional families

Pursuing philanthropy in action

Where are we headed?

JIF’s Reflections and Observations

According to Jason Feldman, when it comes to our world and the markets, “nothing should be expected to unfold in a straight line.”

Private Wealth Advisors

  • Jason I. Feldman - Profile Photo

    Jason I. Feldman, CPWA, CIMA

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AK
    • AL
    • CA
    • DC
    • FL
    • GA
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • MI
    • MO
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • TN
    • TX
    • VA
    • WY

    An insightful perspective
    Jason Feldman believes that wealth management is more than just the wide range of financial services and solutions. It is how those services are developed and delivered to help you pursue your goals. That's why he offers a customized approach based on personal relationships and shaped by a clear understanding of what is important to his clients—their needs and aspirations.

    Jason’s investment philosophy can be best described as “Contrarian.” After carefully reviewing and researching various investment opportunities, he will often shun investments that the general investment community seems unduly enthusiastic about while, instead, focusing his attention on those investments many investors appear comfortable ignoring. His portfolio management insights enable him to objectively evaluate third-party managers, and solutions using structured notes and structured certificates of deposit. The team taps this experience to provide clients with a holistic plan designed to help them pursue their financial goals.

    Focus and credentials
    Jason is among a select group of highly trained UBS Private Wealth Advisors who work with the firm’s most successful clients. Moreover, he has earned multiple professional credentials through institutions such as The Wharton School of Business at the University of Pennsylvania and The Booth School of Business at the University of Chicago that speak volumes about his knowledge, skill and passion. Doing so has deepened his advice across the wealth management spectrum, including advanced financial planning, portfolio evaluation, asset allocation, retirement and estate planning, as well as 401(k) consulting for businesses.

    Outside of UBS
    – Jason and his family live in New York City.
    – He supports charities focused on children, the hungry, and the world famous NYC’s Village Halloween Parade.
    – Jason is an avid tai chi practitioner.

      The ratings are based on quantitative factors and are not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

      • Brooklyn College, Computer/information science, Finance and Economics
      • Private Wealth Advisor
      • Certified Private Wealth Advisor® (CPWA®)
      • Senior Portfolio Manager
      • Certified Investment Management Analyst®
      1285 Avenue Of The Americas
      New York, NY 10019
    • Carlos Raimundo - Profile Photo

      Carlos M. Raimundo, CFP

      Wealth Strategy Associate

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      • AL
      • CA
      • FL
      • GA
      • IL
      • IN
      • MA
      • MD
      • MI
      • MO
      • NJ
      • NY
      • PA
      • RI
      • TN
      • TX

      Focused on wealth strategy, operations and research
      Currently the Wealth Strategy Associate and operations lead on the team, Carlos manages the team’s operational and administrative responsibilities, as well as working with Jason to design financial plans for their clients. Ever deepening his planning and “modeling” skills, he acquired his Certified Financial PlannerTM designation in addition to his industry licenses. Given his many years of diverse experience, Carlos often assists with the team’s more complex projects, helping Jason coordinate with client’s attorneys and accountants. He is an important contributor to those relationships. In more tactical work, Carlos provides the team with targeted research support for select investments and portfolios.

      Early career
      Carlos began his career as a mortgage banker while studying for his M.B.A. A training program at a small commercial bank led him to his next position as a branch manager. Moving to Fidelity Investments as a branch operations manager and then to Citigroup International as a banker servicing Brazilian Nationals, Carlos had acquired the breadth of experience and knowledge that serves him so well as a founding member of The Feldman Group at UBS.

      Outside of UBS
      – Carlos enjoys being part of a large extended family, often spending time with them.
      – Being fluent in Portuguese, he works with his non-English-speaking community in public planning meetings, and helps them address their concerns regarding Real Estate development and the impact such projects will have on the community.

        The ratings are based on quantitative factors and are not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

        • Seton Hall, M.B.A.
        • CERTIFIED FINANCIAL PLANNER™
        1285 Avenue Of The Americas
        New York, NY 10019
      • Dilshad Chowdhury-Alam - Profile Photo

        Dilshad T. Chowdhury-Alam, CRPC

        Senior Client Associate

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        • NY

        Pursuing her passion
        Dilshad’s internship with the Feldman Group in 2010 during her senior year at Fordham gave her more than business experience. She found her passion for working with people, the markets and enthusiastically launched her career in wealth management.

        Today as the Registered Client Service Associate for the team, Dilshad is Jason Feldman’s right hand. Jason can count on her to assist him in the day-to-day administration and operations of the group. She also works closely with him on portfolio reviews, trading activities, investment proposals and financial planning.

        Outside of UBS
        – Dilshad is a dedicated wife and mom.
        – She is very active in her children’s school community and PTA.

          The ratings are based on quantitative factors and are not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

          • Fordham University, B.A., economics and business management
          • Chartered Retirement Planning Counselor℠
          • Life accident and health insurance license
          1285 Avenue Of The Americas
          New York, NY 10019

        Trends and perspectives

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        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

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