The way forward

Today, tomorrow and for generations to come

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. 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.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Road

Jeffrey A Karitis, CFP, CEPA

Senior Vice President–Wealth Management

Financial Advisor

Jeffrey A. Karitis is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Exit Planning Advisor and Senior Vice President-Investments and Wealth Management Advisor.

He has been providing wealth management strategies to a select group of families, executives and business owners with unique ad complex financial lives since 1999.  Prior to joining UBS Wealth Management he was a First Vice President-Wealth Management at Merrill Lynch Global Wealth Management, an Analyst for Merrill Lynch Investment Banking, a Consultant for Merrill Lynch Alternative Investments and a Special Assistant to the CFO & COO of a major children's book publisher and entertainment company.  Jeff earned his Bachelor of Science degree in Finance and Marketing from University at Albany State University of New York.

His goal is to allow his clients to focus on their demanding lives and careers with the assurance that their finances are being managed efficiently and professionally. We do this best when we coordinate our efforts with outside advisors, attorneys, business managers, and accountants, to help ensure that the families and businesses we work with get the greatest amount of attention with the least amount of distraction. Integrating the vast services of UBS with the expertise of outside advisors.

Jeff lives in the Hudson Valley with his wife, two children and their retired racing greyhounds.   He currently serves as a Executive Board Member for the Greater New York JDRF Chapter.  Previously, he served as Co-President of the JDRF Westchester/Fairfield/Hudson Valley chapter.  He is passionate about improving the lives of people with diabetes and supports various local and global charities.

Registered States:
  • AZ
  • CA
  • CT
  • DE
  • FL
  • KY
  • MA
  • MD
  • ME
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TX
  • VA

Education

  • Bachelor of Science degree in Finance and Marketing, University at Albany State University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Exit Planning Advisor
1285 Avenue Of The Americas
New York, NY 10019
  • (212) 713-2410

Email Me

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Your life, wealth and future

Your life, wealth and future

Business transition and succession planning

Business transition and succession planning

Multigenerational wealth planning

Multigenerational wealth planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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