Global perspective

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Whereas most financial advisors spend their entire careers selling to clients, Jared brings a unique perspective to this business. Within his 20 years of experience, he spent 2005-2010 as the Chief Investment Officer of the Bajaj Family Office, sitting, for those turbulent years, in the client seat. In that role, Jared evaluated hundreds of investment opportunities and navigated a large and complex portfolio through the Financial Crisis of 2008. That experience, in addition to his years at JPMorgan Private Bank (1999-2005), honed the fiduciary lens through which Jared selects investments for his clients at UBS. Jared is a graduate of the Walsh School of Foreign Service at Georgetown University with a concentration in Security Studies. He is an instrument-rated private pilot and serves on the board of Congregation Etz Hayim. He lives in Arlington with his wife, Mary, his daughter, Mary Estelle, and his sons, Daniel and Simon.

• Barron's Top 1,200 Financial Advisors, 2022, 2023
  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, 2019, 2020, 2021, 2022, 2023The 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.

• Walsh School of Foreign Service at Georgetown University, Security Studies

• Private Wealth Advisor

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David has spent the past two decades as a fixed income portfolio manager and Head of Family Office.  David began his career at Bear Sterns and Braver Stern, two renowned firms in the bond industry.  He later joined Petra Capital, a credit focused hedge fund, and then Burnham Securities. David brings to the team a deep understanding of credit markets, real estate financing, and bond structures.  In 2008 David became Head of the Stern Family Office, overseeing all family assets and guiding the principals' strategic investment plan. David's thorough command of the complex needs of ultra-high net worth families enables him to develop innovative solutions for his clients.  David joined UBS in 2016 in order to bring his clients the deep investment platform and broad services offered at UBS Private Wealth Management. David attended Washington University in St. Louis and earned his degree from the NYU Gallatin School with a concentration in Business. David serves on the Board of Directors of the New York Chapter of the American Jewish Committee.  A Manhattan native, David resides there with his wife, Heather, and their two children.

• Washington University in St. Louis
• NYU Gallatin School, Business

• Private Wealth Advisor

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• OR
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Nicola ONeil (pronounced Nicole) is a Senior Wealth Strategy Associate and business manager of our Private Wealth Management team.  She supervises all aspects of the team's operational and client liaison activities, to assure the highest quality of advisory services.  As a CERTIFIED FINANCIAL PLANNER™, Nicole brings her deep experience in personal banking to each client relationship to help ensure that investment activities are aligned with long-term needs and objectives.  She started with UBS in 2011 and before that she was the Assistant Vice President and Relationship Associate for BNP Paribas Investment Services, LLC and worked in International Private Banking at Bank of America, N.A. Nicole received her B.A. degree in Art History from Gettysburg College, and received her Executive Certificate in Financial Planning from Georgetown University.   She holds Series 7 and 66 securities licenses in addition to her CFP® designation.  She resides in Washington, DC with her husband and two sons. In her free time she enjoys traveling, reading, and anything outdoors, especially hiking and mountain biking.

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• DC
• DE
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• ID
• IL
• IN
• LA
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• MO
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• NH
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• OH
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• RI
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• WY

As a Senior Private Wealth Strategy Associate Andrew’s role is to help clients achieve and maintain financial success by understanding their financial goals and offering insightful advice as well as helping solve any complex problems they may have. He is responsible for actively monitoring investment strategies, conducting product due diligence, financial reporting, trading, and seeking investment solutions. Andrew graduated from Syracuse University Whitman School of Management in 2009 with a degree in Retail Management and Consumer Studies. He joined UBS in 2011 and has held various roles in Home Office, Management, and Technology. He holds the Series 6, 7, 63, and 66 licenses and resides in Manhattan and Montauk, NY with his wife, Samantha, and their two dogs, Panda and Driggs. He enjoys offshore fishing, classic cars, cooking and tennis.