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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
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.
51 countries
Our global footprint