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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
