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$3.9 trillion
In invested assets globally
As of 12/31/2022
We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.
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 New York's Hudson Valley with his wife, two children and their retired racing greyhounds. He served as a executive board member for the Greater New York JDRF Chapter, as co-president of the JDRF Westchester/Fairfield/Hudson Valley chapter. He is passionate about improving the lives of people living with T1D and supports various local and global diabetes charities.
Education
Credentials
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 New York's Hudson Valley with his wife, two children and their retired racing greyhounds. He served as a executive board member for the Greater New York JDRF Chapter, as co-president of the JDRF Westchester/Fairfield/Hudson Valley chapter. He is passionate about improving the lives of people living with T1D and supports various local and global diabetes charities.
Education
Credentials
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.
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
