Experience

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.

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 Planner^TM 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.

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.