$3.9 trillion
In invested assets globally
As of 12/31/2022
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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.
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.--
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.
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 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.
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.--
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.
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 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.
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
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
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 run enterprises to achieve the UN’s 17 Sustainable Development Goals. At UBS, we believe the private sector can play a crucial role in supporting innovative, sustainable solutions throughout the world. We help enterprises scale their positive change by connecting them with our network of employees, partners and clients.
The Guggenheim UBS MAP Global Art Initiative is an unprecedented cross-culture and cross-border program focused on fostering regional relationships among artists, institutions, scholars and visitors. UBS sponsorship supports exhibitions, customized education programs, artist projects, online materials and much more.
How can we make the world a better place by 2030? Your values define you. But do your investments reflect who you are? Discover three ways to invest toward the UN’s 17 Sustainable Development Goals.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
More than 150 years
offering financial advice
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