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If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.
Senior Vice President–Wealth Management
Jeff's clients have come to appreciate his team’s holistic approach, incorporating financial planning, tailored lending, concentrated stock, tax optimization, and wealth transfer strategies into his investment advice. He and his team seek to deliver a boutique and highly personalized "family office" experience for entrepreneurs, executives, and inheritors, who have or will have a life changing liquidity event.
Jeff joined UBS in 2015 and holds the highly regarded Portfolio Manager & Wealth Advisor designations. His financial career, which spans several recessions and multiple market corrections, began in global corporate finance and treasury with Schlumberger, Siemens, and Royal Caribbean. Later, he founded and successfully sold two leading technology firms before building a private banking & wealth management practice at Sanford C. Bernstein & Co. and Credit Suisse respectively. Jeff holds an MBA from Nova Southeastern University, graduating with high honors; a BBA in International Finance from the University of Miami; and his FINRA Series 7, 31, and 66 securities licenses.
Jeff and his family are known in the community for their support of various charities and their fundraising efforts. A former collegiate athlete, he still competes in international sailing regattas and enjoys spearfishing, diving, and skiing. He and his wife of 29 years have two adult sons and reside in downtown West Palm Beach, Florida.
Education
Credentials
Senior Vice President–Wealth Management
Jeff's clients have come to appreciate his team’s holistic approach, incorporating financial planning, tailored lending, concentrated stock, tax optimization, and wealth transfer strategies into his investment advice. He and his team seek to deliver a boutique and highly personalized "family office" experience for entrepreneurs, executives, and inheritors, who have or will have a life changing liquidity event.
Jeff joined UBS in 2015 and holds the highly regarded Portfolio Manager & Wealth Advisor designations. His financial career, which spans several recessions and multiple market corrections, began in global corporate finance and treasury with Schlumberger, Siemens, and Royal Caribbean. Later, he founded and successfully sold two leading technology firms before building a private banking & wealth management practice at Sanford C. Bernstein & Co. and Credit Suisse respectively. Jeff holds an MBA from Nova Southeastern University, graduating with high honors; a BBA in International Finance from the University of Miami; and his FINRA Series 7, 31, and 66 securities licenses.
Jeff and his family are known in the community for their support of various charities and their fundraising efforts. A former collegiate athlete, he still competes in international sailing regattas and enjoys spearfishing, diving, and skiing. He and his wife of 29 years have two adult sons and reside in downtown West Palm Beach, Florida.
Education
Credentials
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.
51 countries
Our global footprint