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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
With over 30 years of experience in the financial industry, Jay has built a strong reputation of being able to deliver personalized investment solutions for high net worth and ultra-high net worth clients. His hands on approach, combined with his comprehensive understanding of market risk, allow him to deliver a customer experience that separates him from his peers.
Jay joined UBS in 2007, after previously spending time at both Morgan Stanley and Prudential Securities. His primary areas of focus include investment portfolio construction, risk management, market interpretation and fixed income strategies.
Originally from Northern New Jersey, Jay currently resides in North Palm Beach with his wife Jackie and their four children. Outside of work he enjoys boating, salt water fishing, traveling, and spending time with his family.
Personal & Community
Education
Senior Vice President–Wealth Management
With over 30 years of experience in the financial industry, Jay has built a strong reputation of being able to deliver personalized investment solutions for high net worth and ultra-high net worth clients. His hands on approach, combined with his comprehensive understanding of market risk, allow him to deliver a customer experience that separates him from his peers.
Jay joined UBS in 2007, after previously spending time at both Morgan Stanley and Prudential Securities. His primary areas of focus include investment portfolio construction, risk management, market interpretation and fixed income strategies.
Originally from Northern New Jersey, Jay currently resides in North Palm Beach with his wife Jackie and their four children. Outside of work he enjoys boating, salt water fishing, traveling, and spending time with his family.
Personal & Community
Education
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
