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$3.9 trillion
In invested assets globally
As of 12/31/2022
![[PWM] Madrid, Spain](mediahandler/dynamicmedia/512605/_PWM_ Madrid architecture-YC.jpg)
Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. 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.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
Financial Advisor
Jay is a Private Wealth Advisor and Executive Director with UBS. He is a Chartered Financial Analyst® charterholder, and joined the Firm in 2016 after having worked as a portfolio manager and advisor at JPMorgan for seven years. Previously, he was a Portfolio Manager and Managing Director at Wachovia/Wells Fargo, where he managed client portfolios on a discretionary basis from 2004 to 2008. From 1999 to 2004, Jay was a Senior Portfolio Manager at U.S. Trust Company, managing client portfolios in both the Los Angeles and Orange County offices. Prior to U.S. Trust, he was a Portfolio Manager and Fund Manager with First American in Nashville, Tennessee, where he managed a highly successful equity-income mutual fund and private client portfolios. He started his financial services career in 1991 with Shearson Lehman Brothers, where he managed both advised and discretionary portfolios. Jay served seven years (1982–1989) as a captain in the U.S. Marine Corps, where he piloted cargo helicopters. He attended Wake Forest University, and earned a business degree from East Tennessee State University and an M.B.A. from Webster University. Jay and his wife, Tricia, live in Laguna Niguel, CA, with their daughter, Kelli, and son, Jack.
Education
Credentials
Financial Advisor
Jay is a Private Wealth Advisor and Executive Director with UBS. He is a Chartered Financial Analyst® charterholder, and joined the Firm in 2016 after having worked as a portfolio manager and advisor at JPMorgan for seven years. Previously, he was a Portfolio Manager and Managing Director at Wachovia/Wells Fargo, where he managed client portfolios on a discretionary basis from 2004 to 2008. From 1999 to 2004, Jay was a Senior Portfolio Manager at U.S. Trust Company, managing client portfolios in both the Los Angeles and Orange County offices. Prior to U.S. Trust, he was a Portfolio Manager and Fund Manager with First American in Nashville, Tennessee, where he managed a highly successful equity-income mutual fund and private client portfolios. He started his financial services career in 1991 with Shearson Lehman Brothers, where he managed both advised and discretionary portfolios. Jay served seven years (1982–1989) as a captain in the U.S. Marine Corps, where he piloted cargo helicopters. He attended Wake Forest University, and earned a business degree from East Tennessee State University and an M.B.A. from Webster University. Jay and his wife, Tricia, live in Laguna Niguel, CA, with their daughter, Kelli, and son, Jack.
Education
Credentials
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
