Family. Wealth. For generations

Pillar rock

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

  • Matt pic

    Matthew Tashjian

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • AL
    • AL
    • AL
    • AZ
    • AZ
    • AZ
    • CA
    • CA
    • CA
    • CO
    • CO
    • CO
    • CT
    • CT
    • CT
    • DC
    • DC
    • DC
    • DE
    • DE
    • DE
    • FL
    • FL
    • FL
    • GA
    • GA
    • GA
    • IA
    • IA
    • IA
    • ID
    • ID
    • ID
    • IN
    • IN
    • IN
    • LA
    • LA
    • LA
    • MA
    • MA
    • MA
    • MD
    • MD
    • MD
    • ME
    • ME
    • ME
    • MI
    • MI
    • MI
    • MO
    • MO
    • MO
    • NC
    • NC
    • NC
    • NH
    • NH
    • NH
    • NJ
    • NJ
    • NJ
    • NY
    • NY
    • NY
    • OH
    • OH
    • OH
    • PA
    • PA
    • PA
    • RI
    • RI
    • RI
    • SC
    • SC
    • SC
    • SD
    • SD
    • SD
    • TN
    • TN
    • TN
    • TX
    • TX
    • TX
    • VA
    • VA
    • VA
    • VI
    • VI
    • VI
    • VT
    • VT
    • VT
    • WA
    • WA
    • WA
    • WI
    • WI
    • WI

    Passionate about well-being. Purposeful about wealth management. Principled about sustainability. Throughout his 27 years of wealth management, Matthew Tashjian has focused on well-being—for his clients, himself, his family, and the planet. His expertise resulted in a practicum, Wealth and Well-Being, which he taught at both Merrill and Smith Barney, prior to joining UBS. Throughout his work with individual families and Fortune 500 companies, Matthew coined the term, “the modern diversified portfolio”, exploring investors’ deeply personal aspirations and how these contribute to their financial and overall well-being.

    Matthew’s interests are broad—but, his favorites are spending time with his family, Nicole and their dogs on their 34-acre farm in Woodstock Vermont. There, they like to garden, hike, and do yoga. The people, not the dogs.--

     

     

     

          One State Street
          Suite 1600
          Hartford, CT 06103
        • Jason pic

          Jason Farkas

          First Vice President–Wealth Management

          • image
          • image
          • image
          • AK
          • AK
          • AL
          • AL
          • AR
          • AR
          • AZ
          • AZ
          • CA
          • CA
          • CO
          • CO
          • CT
          • CT
          • DC
          • DC
          • DE
          • DE
          • FL
          • FL
          • GA
          • GA
          • HI
          • HI
          • IA
          • IA
          • ID
          • ID
          • IL
          • IL
          • IN
          • IN
          • KS
          • KS
          • KY
          • KY
          • LA
          • LA
          • MA
          • MA
          • ME
          • ME
          • MI
          • MI
          • MN
          • MN
          • MO
          • MO
          • MS
          • MS
          • MT
          • MT
          • NC
          • NC
          • ND
          • ND
          • NE
          • NE
          • NH
          • NH
          • NJ
          • NJ
          • NM
          • NM
          • NV
          • NV
          • NY
          • NY
          • OH
          • OH
          • OK
          • OK
          • OR
          • OR
          • PA
          • PA
          • PR
          • PR
          • RI
          • RI
          • SC
          • SC
          • SD
          • SD
          • TN
          • TN
          • TX
          • TX
          • UT
          • UT
          • VA
          • VA
          • VI
          • VI
          • VT
          • VT
          • WA
          • WA
          • WI
          • WI
          • WV
          • WV
          • WY
          • WY

          Jason entered the financial services industry in 1994, and joined Merrill Lynch Wealth Management in 2012, and then UBS Financial Services in 2022. His 25 years of capital markets experience includes stints as a technical analyst, trader, financial advisor and 401(k)-plan consultant. This industry experience has involved everything from forecasting intra-day moves in the Nikkei to making decades-long calls for currencies and interest rates, as well as helping clients anticipate and pursue critical financial objectives.

          Jason is a member of the Market Technicians Association. He earned MBA certificates in Accounting, Finance and Negotiation at Heriot-Watt University’s Edinburgh Business School after attending Arizona State University. He has been tutored by two Austrian School economists.

          A triathlete and Phoenix native, Jason is an avid student of markets and market psychology, and has a deep industry perspective of how to incorporate tactical market forecasts into an overall wealth management strategy tailored for individuals and families. 

          He lives in Farmington with his wife and two boys.

                One State Street
                Suite 1600
                Hartford, CT 06103
              • alex pic

                Alexandria Braithwaite

                • image
                • image

                  Alexandria assists The Tashjian Farkas Group with database management, client services and maintaining client records, supported by her years of experience in the financial services industry. She joined Merrill Lynch Wealth Management in 2011, then joined UBS Financial Services in 2022. She graduated with a bachelor's degree in business administration from Bay Path University. She lives in West Hartford, Connecticut, with her two children. Alexandria enjoys outdoor activities, including hiking, camping and sight-seeing.

                      • Nicoletta pic

                        Nicoletta Geraci

                        Client Associate

                        • image
                        • image

                          Nicoletta Geraci has 19 years of experience at Merrill Lynch Wealth Management, and then joined UBS Financial Services in 2022.  Nikki assists The Tashjian Farkas Group with dedicated operational and sales support. On her time off Nikki enjoys traveling and spending time with her family. Nikki lives in Watertown with her husband.

                                One State Street
                                Suite 1600
                                Hartford, CT 06103

                              Sustainability matters

                              Seek returns and drive change through sustainable investing

                              Your values define you. But do your investments reflect who you are? As a global leader in sustainable investing, we can help your portfolio align with your principles, while seeking returns.

                              Global Visionaries

                              Global Visionaries

                              Global art initiative

                              Global art initiative

                              Sustainable investing

                              Sustainable investing

                              Insights

                              Backed by the strength of UBS

                              A global leader in wealth management

                              $3.9 trillion

                              In invested assets globally 
                              As of 12/31/2022

                              51 countries

                              Our global footprint

                              More than 150 years

                              offering financial advice