Senior Vice President–Wealth Management
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 experience resulted in a practicum, Wealth and Well-Being, which he taught at both Merrill and Smith Barney, prior to joining UBS.
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.--
Senior Vice President–Wealth Management
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 experience resulted in a practicum, Wealth and Well-Being, which he taught at both Merrill and Smith Barney, prior to joining UBS.
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.--
First Vice President–Wealth Management
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.
First Vice President–Wealth Management
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.
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.
Client Associate
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.
Client Associate
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
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