Steadiness

It comes from experience

What makes us effective

A streamlined client service experience that mirrors a boutique family office feel while leveraging the global resources and financial stability of UBS.

We embrace and empower families across generations by listening and hearing their needs and dynamics, and by educating them to be responsible stewards of their capital with a goal of financial independence for themselves and for future generations. 

Our ability to introduce our network of intellectual capital that we have built over the years and use of these resources to help in your specific situation.

Drawing on powerful global resources with solutions designed for all market environments, our conversations will focus on addressing each of your most important priorities and concerns—from protecting wealth to securing your retirement.

Jeffrey Klotz

Managing Director–Wealth Management

Financial Advisor

Jeffrey has been a Financial Advisor providing investment advice to ultra-high net worth families and individuals since 1981. He was a founding partner of J2 Wealth Management in 2016. Throughout his tenure at UBS Private Wealth Management, Jeffrey has earned the titles of Managing Director and Senior Portfolio Manager. His broad experience includes Asset Allocation, Strategic Wealth Planning, Business and Succession Planning.  Prior to joining UBS, Jeffrey was a Senior Vice President at Morgan Stanley. By leveraging his almost four decades of experience, Jeffrey is able to help clients navigate life's challenges and focus on doing what they love.

Jeffrey is a member of the 21st Century Society at the Norton Museum in West Palm Beach.  He is also on the financial planning board for Congregation Shir Shalom where he has been a member for over fifteen years.  Additionally, Jeffrey is a longtime supporter of numerous local charities where he believes he can have the greatest impact.  Professionally, he maintains his Series 7, 63, 65, 31 as well as his NY State Insurance License. 

A native of Brooklyn, NY, Jeffrey splits time between Pound Ridge, NY and Palm Beach Gardens, FL with his wife Elizabeth. Together they have two daughters, Hannah and Emily.  An avid golfer, Jeffrey is a member of Rockrimmon and Frenchman's Creek in Stamford and Palm Beach, respectively.  Outside of work, Jeffrey has a passion for art, philanthropy and live music.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • HI
  • IL
  • IN
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Barron’s Top 100 Private Wealth Management Teams, 2021, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.
  • Barron's Top 1,200 Financial Advisors, 2019, 2021, 2022, 2023, 2024
    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, 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.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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

299 Park Avenue
New York, NY 10171

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Jonathan Adamsky

Managing Director–Wealth Management

Financial Advisor

Jonathan has been a Financial Advisor providing investment advice since 1997 and founding partner of J2 Wealth Management in 2016. Throughout his tenure at UBS Private Wealth Management, Jonathan has earned the titles of Senior Vice President, Wealth Advisor and Senior Portfolio Manager. His broad experience includes Asset Allocation, Pre liquidity event planning and assisting Special Purpose Acquisition Corporations (SPAC's) with regards to Cash Management.  Prior to UBS, Jonathan was a Financial Advisor at Morgan Stanley.  Jonathan's goal has always been to remove the financial burdens of complex wealth that get in the way of clients doing what they love.

Jonathan currently sits on the advisory board of the MSU Broad College of Business Center for Entrepreneurial Finance and also actively supports efforts to fund a cure for Chronic Lymphocytic Leukemia (CLL). 

He is a graduate of Michigan State University with a B.A. in finance.  Jonathan currently resides in Armonk, NY with his wife Carly and their twin children, Hunter and Ethan.  An avid golfer, he belongs to The Whippoorwill Club.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • HI
  • IL
  • IN
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Barron’s Top 100 Private Wealth Management Teams, 2021, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.
  • Barron's Top 1,200 Financial Advisors, 2021, 2022, 2023, 2024
    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, 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.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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

299 Park Avenue
New York, NY 10171

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Liz Simasek

Director

Certified Divorce Financial Analyst

Liz has been in the financial services industry since 2005, beginning her career in Pittsburgh. Her experience includes advising high net worth families, individuals, corporate pension plans, and foundations.  She has extensive experience leading discussions on critical decisions such as investment goals, legacy planning, and appropriate asset allocation and cash flow strategies.

Liz graduated cum laude from Princeton University with a Bachelors' degree in Politics, and also played on the Women's Varsity Golf team.  She worked for both the PGA Tour and the PGA of America before earning an MBA from the Kenan-Flagler Business School at the University of North Carolina – Chapel Hill. She was raised in Pittsburgh, Pennsylvania and now resides in Mamaroneck, NY and Charleston, SC with her husband, Anthony.  Liz is a member of Oakmont Country Club and Laurel Valley Golf Club.  She is involved in various alumni leadership activities for her alma maters, and also serves on the Board of Directors of Astor Services for Children and Families, which provides children’s mental health, child welfare, and early childhood development services in the Bronx and Hudson Valley.

Liz maintains her Series 7 and 66 licenses, as well as her NY and NJ state insurance licenses.  She is a Certified Divorce Financial Analyst® practitioner.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NE
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WY

Recognized as an industry leader:

  • Barron’s Top 100 Private Wealth Management Teams, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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

Credentials

  • Certified Divorce Financial Analyst
  • Private Wealth Advisor
299 Park Avenue
New York, NY 10171

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Barry Blaustein

Investment Associate

With over 24 years in the financial industry, Barry has honed effective skills in trading equities & fixed income. Barry's main focus is providing service & support for the team's corporate cash management and high net worth clients, developing tactical trade ideas and monitoring new equity & debt offerings from the firm. Barry maintains his Series 7, 63, 65, 31 and NY State Insurance License and resides in Brooklyn, NY.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • HI
  • IL
  • IN
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY
299 Park Avenue
New York, NY 10171

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Dermot Bermingham

Senior Wealth Strategy Associate

Dermot Bermingham is the team analyst, fulfilling manager due diligence, asset allocation, and research roles. Prior to joining the Klotz Team in 2013, Dermot spent 16 years as a member of the New York Stock Exchange working as an equities market maker for Bear Sterns, JP Morgan and Barclays. He holds a Bachelor's Degree from New Jersey City University and was awarded the CFA Charter in 2009. Dermot also holds Series 4, 7, 24, 55 and 65 licenses.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • IN
  • LA
  • MA
  • MD
  • MN
  • MO
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY
299 Park Avenue
New York, NY 10171

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Tara McCann

Associate Director

Investment Associate

Tara has been in the financial services industry since 2000. Tara has developed a keen sense for the needs and concerns of clients. Tara processes and handles all client administrative concerns; Tara processes separately managed account presentations, manages quarterly reporting, account administration and new account setups. Tara has garnered respect from the clients with whom she has worked. Tara graduated from the University of Texas at Austin and resides in Stamford, CT with her husband and son.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • HI
  • IL
  • IN
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY
299 Park Avenue
New York, NY 10171

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Sherezada Polanco

Investment Associate

Sherry is the administrative manager of the team, maintaining first-class service and a boutique feel for clients with her tireless dedication and winning personality.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • HI
  • IL
  • IN
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WY
299 Park Avenue
New York, NY 10171

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