A modern approach to wealth management for ultra-high net worth entrepreneurs

Partnering with you to manage every aspect of your financial life

Managing significant wealth is incredibly complex.

And we know it's about so much more than money.

From navigating family dynamics to managing the challenges of market volatility, we help you build a thoughtful, strategic approach to securing a future for you and your family.

You deserve a dedicated team of professionals devoted to your family's success.

Request an appointment

Managing significant wealth is about so much more than money. It's about setting yourself and your loved ones up to thrive for the long run.
- Will Finnerty

Our singular focus is to see you and your loved ones thrive for the long-run.

We deliver comprehensive wealth management services.

Sophisticated financial planning

Benefit from a collaborative group of professionals dedicated to your financial goals, working closely with your team of advisors to support your lifestyle and ambitions.

Competitive investment returns with a focus on risk management

We take a fiduciary approach, aligning your financial goals with a bespoke portfolio strategy focused on sustainable growth.

Family office services

We know when it comes to your family legacy, there are a lot of dynamics to navigate. We’re here to guide you and your family toward a thriving future.

Philanthropy and legacy planning

You have one opportunity to create a meaningful legacy. It takes thoughtful strategy, focus, and planning to help build a lasting impact.

Strategic connections within the entrepreneurial community

We love introducing our clients to our robust network, ensuring you're aligned with people and organizations to help you thrive. Significant impact can be made when the right people come together.

Learn more about how Finnerty Partners can help you achieve your financial goals.

Start the conversation

Planning for the sale of a closely held business

A road map to help facilitate the process

Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.

Read report

Experience that counts

As a distinguished UBS Private Wealth practice, we’re dedicated to bringing an informed business perspective, along with market insight, planning acumen and uncompromising service to your entrepreneurial vision. Working together, we’ll help ensure it creates the best outcomes for your family and your future.

Private Wealth Advisors

William Finnerty, CEPA, CIMA, CPWA

Managing Director–Wealth Management

Private Wealth Advisor
William Finnerty, CEPA, CIMA, CPWA

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1150 17th Street
Washington, D.C., DC 20036

202-942-2820
View bio Industry recognition
- CA
- CT
- DC
- DE
- FL
- IL
- MA
- MD
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- TN
- TX
- VA
- WV
- WY
“People hire us for three reasons: they like us, they trust us, and they believe we're really good at what we do."
– William B. Finnerty

As the head of Finnerty Partners within Private Wealth Management in Washington, D.C., Will manages client relationships and leads all investment consulting, advanced planning, and relationship management efforts. His team consists of full time specialists that work with him in these areas to serve their clients with distinction.

Finnerty Partners is a boutique operation within UBS, only working with a few dozen ultra-high net worth families throughout the country, as well as internationally, the majority of which have $10 million or more in investable assets. More specifically, their sole focus is helping entrepreneurs and their families organize, plan, and manage all aspects of their wealth.

Education
Will was the top finance graduate at Georgetown University's McDonough School of Business. Upon graduating, he received a finance award which ultimately led to his career in wealth management in 1995. In 2000, he began teaching Entrepreneurship for Georgetown's McDonough School of Business and remained an Adjunct Professor for 16 years.

Firm-wide Recognition
Will has been exceptionally recognized within UBS as a national lecturer on financial advisor development and practice management. Additionally, from 2014 to 2016, he served as a member of UBS's Financial Advisor Advisory Committee (FAAC) to ensure UBS is the firm of choice for high net worth and ultra-high net worth investors along with the advisors that serve them.

Licenses and certificates
Will holds Series 7 and 66 securities licenses.

Will holds the following designations:
- Certified Exit Planning Advisor (CEPA)
- Certified Investment Management Analyst^® (CIMA^®)
- CPWA^®
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Eligibility is based on quantitative factors and is 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.
- Georgetown University's McDonough School of Business, Finance
- Private Wealth Advisor
- Certified Exit Planning Advisor
- Certified Investment Management Analyst®
- CA Life insurance #0G60062
1150 17th Street
Washington, D.C., DC 20036

william.finnerty@ubs.com

William Finnerty, CEPA, CIMA, CPWA

1150 17th Street,Washington, D.C.,DC,20036
Carol Staniar, CFP

Director

Senior Wealth Strategy Associate
Carol Staniar, CFP

Director
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

1150 17th Street
Washington, D.C., DC 20036

202-942-2823
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- MA
- MD
- MI
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WV
- WY
"Financial planning is a process, not a product” – Financial Planning Association

Carol is the Advanced Planning specialist on the team and works to address complex financial issues using wealth management and risk mitigation strategies. Her mission is to simplify clients’ lives by helping them view their entire wealth picture and by providing integrated solutions that solve some of their most difficult financial challenges. She also works with clients’ executive team members (Attorneys, CPAs, Insurance Agents, etc.) to help ensure that their overall financial plan accurately reflects the individual’s and/or family’s philosophy, needs, and objectives.

Carol has worked on the team since 2006. In 2016, she earned the title of Associate Director from UBS.

Carol graduated Magna Cum Laude from Roanoke College with a B.A. in Business Administration. She later earned the CERTIFIED FINANCIAL PLANNER^TM designation from Georgetown University, a professional designation that requires rigorous education, examination, experience and ethics requirements. She holds the Series 7 and 66 securities licenses.
Eligibility is based on quantitative factors and is 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.
- Roanoke College, B.A. in Business Administration
1150 17th Street
Washington, D.C., DC 20036

carol.staniar@ubs.com

Carol Staniar, CFP

1150 17th Street,Washington, D.C.,DC,20036
Leighann Stamp

Director

Team Administrator
Leighann Stamp

Director
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

250 Delaware Avenue
Suite 610
Buffalo, NY 14202

202-942-2822
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- MA
- MD
- MI
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WV
- WY
"Teamwork: The ability to work together towards a common vision." – Andrew Carnegie

The team’s success is dependent upon the individuals of the team working happily and efficiently together. As Team Administrator, Leighann is responsible for keeping the team organized and their final output coordinated. She accomplishes this through tracking the team’s collective and individual goals, monitoring performance and results, encouraging efficiency and excellence, assisting with business planning, and coordinating team meetings and events.

Additionally, having worked with the team since 2006 and at UBS since 2004, Leighann has extensive experience in client operations and is dedicated to providing world-class service to our clients.

In 2016, Leighann earned the title of Associate Director from UBS.

Leighann earned a B.S. in economics with a minor in Spanish from John Carroll University. She holds the Series 7 and 66 securities licenses.
Eligibility is based on quantitative factors and is 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.
- John Carroll University, B.S. in Economics with a Minor in Spanish
250 Delaware Avenue
Suite 610
Buffalo, NY 14202

leighann.stamp@ubs.com

Leighann Stamp

250 Delaware Avenue,Buffalo,NY,14202
Foram Shah

Associate Director

Senior Wealth Strategy Associate
Foram Shah

Associate Director
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

Home Worker NY
Home Worker NY, NY 000

202-942-2821
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- MA
- MD
- MI
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- VA
- WV
- WY
As a young tax consultant, Foram enjoyed providing exceptional client service, yet realized something was missing—advising on investments. This realization prompted a series of decisions to position herself for a career in financial advisory and investment consulting.

Today, she co-manages the asset management and investment consulting responsibilities of Finnerty Partners at UBS. The team’s prudent approach to portfolio construction focuses on capital growth and preservation as well as risk reduction. The team evaluates each client’s unique circumstances and strives to maximize the probability of realizing their long-term goals.

In this role, Foram combines her years of corporate finance and tax consulting experience to execute trades, develop and dynamically review customized asset allocation strategies and investment solutions, oversee performance reporting and portfolio analysis, and conduct market and manager research. She sees this position as an opportunity to put her finance and investment acumen into practice and couple it with her love for client service.

Experience
-Senior Wealth Strategy Associate, UBS Private Wealth Management, Washington, DC branch office, 2021 – current
-Financial Controller, UBS Group Treasuries Division, Americas region
-Financial Controller, UBS Global Wealth Management, Swiss region
-Deputy Manager, consulting, PwC, India
-Senior Associate, consulting, BMR Advisors, India

Education and Credentials
-M.S., summa cum laude, Finance and Accounting, University of Mumbai, India
-Chartered Accountant (equivalent of CPA), Institute of Chartered Accountants of India CFA® charterholder
-Series 7, 63 and 65 securities licenses

Life
Foram lives in Nashville, TN with her husband. She enjoys cooking, baking, reading and spending time with close friends and family. She also loves to travel.
Eligibility is based on quantitative factors and is 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.
Home Worker NY
Home Worker NY, NY 000

foram.shah@ubs.com

Foram Shah

Home Worker NY,Home Worker NY,NY,000
Emily Baxter

Client Associate
Emily Baxter

Client Associate

UBS Financial Services Inc.

Private Wealth Management

1150 17th Street
Washington, D.C., DC 20036

202-942-2878
View bio
Hospitality at heart
Having grown up in a Southern setting and worked in the hospitality industry after college, Emily finds hospitality is second nature. Today, as part of Finnerty Partners, she brings her passion for helping others to the team and the clients they collectively serve.

Highly responsive client service
In her role as Executive Team Assistant, Emily assists a team she considers “some of the most intelligent and capable professionals focused on helping entrepreneurs and their families thrive.” She leans in when it comes to project management, scheduling, event management and communications to help them deliver comprehensive financial planning and exceptional service.

Experience
-Executive Team Assistant, UBS Private Wealth Management, March 2022 – present
-Employer Relations Manager. George Washington University School of Business, 2019 –2022
Sales Manager, Modus Hotels, 2018, 2019
-Business Travel Sales Manager, Greensboro High Point Marriott Airport, 2017, 2018
-Sales Manager, Springhill Suites by Marriott Greensboro, 2016, 2017

Education and credentials
-Master of Tourism with Management Leadership Certificate, George Washington University School of Business
-B.A., University of North Carolina at Greensboro Bryan School of Business
-One-year internship in Taipei, Taiwan
-Past president of Tourism for Tomorrow, a student organization aimed at cultivating future leaders in hospitality and related fields

Life
From spending time with her niece and nephew, to hosting friends and family, to watching her favorite Carolina sports teams compete, Emily loves spending time with others. Some of her hobbies are reading, cooking and exercising, including long walks around Washington, D.C.
Eligibility is based on quantitative factors and is 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.
1150 17th Street
Washington, D.C., DC 20036

emily.baxter@ubs.com

Emily Baxter

1150 17th Street,Washington, D.C.,DC,20036
Jacob Pliner

Wealth Strategy Associate
Jacob Pliner

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

1150 17th Street
Washington, D.C., DC 20036

202-942-2843
View bio
- CA
- CT
- DC
- DE
- FL
- IL
- MA
- MD
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WV
- WY
“I make sure the work I do for clients provides them with an exceptional client experience. I truly enjoy helping clients solve complex problems while helping them manage all aspects of their wealth."

Providing critical support across the team
As a core member of Finnerty Partners, Jacob lends critical support to the entire team of specialists, and helps deliver an exceptional client experience to a wide range of complex issues facing the team’s client base of entrepreneurs, business owners and their families. While primarily focused on client operations, financial planning and investment consulting, Jacob assists all six groups to offer advice to our clients across the full lifecycle of their needs.

Beyond his commitment to providing responsive and transparent client support, Jacob remains anchored by an emphasis on hard work, integrity and—in his own words—“being honest with clients about their finances and the answers to the problems they face.” He relishes collaborating with team members to find the best solutions for every client, solutions that take into consideration their unique goals and priorities for their wealth.
Eligibility is based on quantitative factors and is 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.
1150 17th Street
Washington, D.C., DC 20036

jacob.pliner@ubs.com

Jacob Pliner

1150 17th Street,Washington, D.C.,DC,20036

Private Wealth Advisors

William Finnerty, CEPA, CIMA, CPWA

Managing Director–Wealth Management

Private Wealth Advisor
William Finnerty, CEPA, CIMA, CPWA

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1150 17th Street
Washington, D.C., DC 20036

202-942-2820
View bio Industry recognition
- CA
- CT
- DC
- DE
- FL
- IL
- MA
- MD
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- TN
- TX
- VA
- WV
- WY
“People hire us for three reasons: they like us, they trust us, and they believe we're really good at what we do."
– William B. Finnerty

As the head of Finnerty Partners within Private Wealth Management in Washington, D.C., Will manages client relationships and leads all investment consulting, advanced planning, and relationship management efforts. His team consists of full time specialists that work with him in these areas to serve their clients with distinction.

Finnerty Partners is a boutique operation within UBS, only working with a few dozen ultra-high net worth families throughout the country, as well as internationally, the majority of which have $10 million or more in investable assets. More specifically, their sole focus is helping entrepreneurs and their families organize, plan, and manage all aspects of their wealth.

Education
Will was the top finance graduate at Georgetown University's McDonough School of Business. Upon graduating, he received a finance award which ultimately led to his career in wealth management in 1995. In 2000, he began teaching Entrepreneurship for Georgetown's McDonough School of Business and remained an Adjunct Professor for 16 years.

Firm-wide Recognition
Will has been exceptionally recognized within UBS as a national lecturer on financial advisor development and practice management. Additionally, from 2014 to 2016, he served as a member of UBS's Financial Advisor Advisory Committee (FAAC) to ensure UBS is the firm of choice for high net worth and ultra-high net worth investors along with the advisors that serve them.

Licenses and certificates
Will holds Series 7 and 66 securities licenses.

Will holds the following designations:
- Certified Exit Planning Advisor (CEPA)
- Certified Investment Management Analyst^® (CIMA^®)
- CPWA^®
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Eligibility is based on quantitative factors and is 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.
- Georgetown University's McDonough School of Business, Finance
- Private Wealth Advisor
- Certified Exit Planning Advisor
- Certified Investment Management Analyst®
- CA Life insurance #0G60062
1150 17th Street
Washington, D.C., DC 20036

william.finnerty@ubs.com

William Finnerty, CEPA, CIMA, CPWA

1150 17th Street,Washington, D.C.,DC,20036
Carol Staniar, CFP

Director

Senior Wealth Strategy Associate
Carol Staniar, CFP

Director
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

1150 17th Street
Washington, D.C., DC 20036

202-942-2823
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- MA
- MD
- MI
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WV
- WY
"Financial planning is a process, not a product” – Financial Planning Association

Carol is the Advanced Planning specialist on the team and works to address complex financial issues using wealth management and risk mitigation strategies. Her mission is to simplify clients’ lives by helping them view their entire wealth picture and by providing integrated solutions that solve some of their most difficult financial challenges. She also works with clients’ executive team members (Attorneys, CPAs, Insurance Agents, etc.) to help ensure that their overall financial plan accurately reflects the individual’s and/or family’s philosophy, needs, and objectives.

Carol has worked on the team since 2006. In 2016, she earned the title of Associate Director from UBS.

Carol graduated Magna Cum Laude from Roanoke College with a B.A. in Business Administration. She later earned the CERTIFIED FINANCIAL PLANNER^TM designation from Georgetown University, a professional designation that requires rigorous education, examination, experience and ethics requirements. She holds the Series 7 and 66 securities licenses.
Eligibility is based on quantitative factors and is 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.
- Roanoke College, B.A. in Business Administration
1150 17th Street
Washington, D.C., DC 20036

carol.staniar@ubs.com

Carol Staniar, CFP

1150 17th Street,Washington, D.C.,DC,20036
Leighann Stamp

Director

Team Administrator
Leighann Stamp

Director
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

250 Delaware Avenue
Suite 610
Buffalo, NY 14202

202-942-2822
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- MA
- MD
- MI
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WV
- WY
"Teamwork: The ability to work together towards a common vision." – Andrew Carnegie

The team’s success is dependent upon the individuals of the team working happily and efficiently together. As Team Administrator, Leighann is responsible for keeping the team organized and their final output coordinated. She accomplishes this through tracking the team’s collective and individual goals, monitoring performance and results, encouraging efficiency and excellence, assisting with business planning, and coordinating team meetings and events.

Additionally, having worked with the team since 2006 and at UBS since 2004, Leighann has extensive experience in client operations and is dedicated to providing world-class service to our clients.

In 2016, Leighann earned the title of Associate Director from UBS.

Leighann earned a B.S. in economics with a minor in Spanish from John Carroll University. She holds the Series 7 and 66 securities licenses.
Eligibility is based on quantitative factors and is 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.
- John Carroll University, B.S. in Economics with a Minor in Spanish
250 Delaware Avenue
Suite 610
Buffalo, NY 14202

leighann.stamp@ubs.com

Leighann Stamp

250 Delaware Avenue,Buffalo,NY,14202
Foram Shah

Associate Director

Senior Wealth Strategy Associate
Foram Shah

Associate Director
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

Home Worker NY
Home Worker NY, NY 000

202-942-2821
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- MA
- MD
- MI
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- VA
- WV
- WY
As a young tax consultant, Foram enjoyed providing exceptional client service, yet realized something was missing—advising on investments. This realization prompted a series of decisions to position herself for a career in financial advisory and investment consulting.

Today, she co-manages the asset management and investment consulting responsibilities of Finnerty Partners at UBS. The team’s prudent approach to portfolio construction focuses on capital growth and preservation as well as risk reduction. The team evaluates each client’s unique circumstances and strives to maximize the probability of realizing their long-term goals.

In this role, Foram combines her years of corporate finance and tax consulting experience to execute trades, develop and dynamically review customized asset allocation strategies and investment solutions, oversee performance reporting and portfolio analysis, and conduct market and manager research. She sees this position as an opportunity to put her finance and investment acumen into practice and couple it with her love for client service.

Experience
-Senior Wealth Strategy Associate, UBS Private Wealth Management, Washington, DC branch office, 2021 – current
-Financial Controller, UBS Group Treasuries Division, Americas region
-Financial Controller, UBS Global Wealth Management, Swiss region
-Deputy Manager, consulting, PwC, India
-Senior Associate, consulting, BMR Advisors, India

Education and Credentials
-M.S., summa cum laude, Finance and Accounting, University of Mumbai, India
-Chartered Accountant (equivalent of CPA), Institute of Chartered Accountants of India CFA® charterholder
-Series 7, 63 and 65 securities licenses

Life
Foram lives in Nashville, TN with her husband. She enjoys cooking, baking, reading and spending time with close friends and family. She also loves to travel.
Eligibility is based on quantitative factors and is 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.
Home Worker NY
Home Worker NY, NY 000

foram.shah@ubs.com

Foram Shah

Home Worker NY,Home Worker NY,NY,000
Emily Baxter

Client Associate
Emily Baxter

Client Associate

UBS Financial Services Inc.

Private Wealth Management

1150 17th Street
Washington, D.C., DC 20036

202-942-2878
View bio
Hospitality at heart
Having grown up in a Southern setting and worked in the hospitality industry after college, Emily finds hospitality is second nature. Today, as part of Finnerty Partners, she brings her passion for helping others to the team and the clients they collectively serve.

Highly responsive client service
In her role as Executive Team Assistant, Emily assists a team she considers “some of the most intelligent and capable professionals focused on helping entrepreneurs and their families thrive.” She leans in when it comes to project management, scheduling, event management and communications to help them deliver comprehensive financial planning and exceptional service.

Experience
-Executive Team Assistant, UBS Private Wealth Management, March 2022 – present
-Employer Relations Manager. George Washington University School of Business, 2019 –2022
Sales Manager, Modus Hotels, 2018, 2019
-Business Travel Sales Manager, Greensboro High Point Marriott Airport, 2017, 2018
-Sales Manager, Springhill Suites by Marriott Greensboro, 2016, 2017

Education and credentials
-Master of Tourism with Management Leadership Certificate, George Washington University School of Business
-B.A., University of North Carolina at Greensboro Bryan School of Business
-One-year internship in Taipei, Taiwan
-Past president of Tourism for Tomorrow, a student organization aimed at cultivating future leaders in hospitality and related fields

Life
From spending time with her niece and nephew, to hosting friends and family, to watching her favorite Carolina sports teams compete, Emily loves spending time with others. Some of her hobbies are reading, cooking and exercising, including long walks around Washington, D.C.
Eligibility is based on quantitative factors and is 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.
1150 17th Street
Washington, D.C., DC 20036

emily.baxter@ubs.com

Emily Baxter

1150 17th Street,Washington, D.C.,DC,20036
Jacob Pliner

Wealth Strategy Associate
Jacob Pliner

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

1150 17th Street
Washington, D.C., DC 20036

202-942-2843
View bio
- CA
- CT
- DC
- DE
- FL
- IL
- MA
- MD
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WV
- WY
“I make sure the work I do for clients provides them with an exceptional client experience. I truly enjoy helping clients solve complex problems while helping them manage all aspects of their wealth."

Providing critical support across the team
As a core member of Finnerty Partners, Jacob lends critical support to the entire team of specialists, and helps deliver an exceptional client experience to a wide range of complex issues facing the team’s client base of entrepreneurs, business owners and their families. While primarily focused on client operations, financial planning and investment consulting, Jacob assists all six groups to offer advice to our clients across the full lifecycle of their needs.

Beyond his commitment to providing responsive and transparent client support, Jacob remains anchored by an emphasis on hard work, integrity and—in his own words—“being honest with clients about their finances and the answers to the problems they face.” He relishes collaborating with team members to find the best solutions for every client, solutions that take into consideration their unique goals and priorities for their wealth.
Eligibility is based on quantitative factors and is 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.
1150 17th Street
Washington, D.C., DC 20036

jacob.pliner@ubs.com

Jacob Pliner

1150 17th Street,Washington, D.C.,DC,20036

We are highly specialized in supporting ultra-high net worth entrepreneurs.

Backed by the strength of UBS

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

With Finnerty Partners, you get the best of both worlds. The deep resources of a global leading private wealth management firm and the personal touch of a boutique team with decades of experience.

Connect with us today, so we can help you move your financial plan forward.

Request a call

A modern approach to wealth management for ultra-high net worth entrepreneurs

Finnerty Partners

Managing significant wealth is incredibly complex.

Our singular focus is to see you and your loved ones thrive for the long-run.

Sophisticated financial planning

Competitive investment returns with a focus on risk management

Family office services

Philanthropy and legacy planning

Strategic connections within the entrepreneurial community

Request your report

Thank you! Your request has been submitted.

Learn more about how Finnerty Partners can help you achieve your financial goals.

Planning for the sale of a closely held business

Request your report

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Experience that counts

Private Wealth Advisors

William Finnerty, CEPA, CIMA, CPWA

Carol Staniar, CFP

Leighann Stamp

Foram Shah

Emily Baxter

Jacob Pliner

Private Wealth Advisors

William Finnerty, CEPA, CIMA, CPWA

Carol Staniar, CFP

Leighann Stamp

Foram Shah

Emily Baxter

Jacob Pliner

*

*

Education

Credentials

*

*

Education

Credentials

*

*

We are highly specialized in supporting ultra-high net worth entrepreneurs.

Backed by the strength of UBS

Request your report

Thank you! Your request has been submitted.

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