Insight-based advice

Jeffrey Miller has been working in the Financial Services industry as a Financial Advisor for 17 years.  He is a Senior Portfolio Manager and First Vice President at UBS, Greenwich, CT.  Prior to joining the UBS Greenwich Team, he was a Financial Advisor , Portfolio Management Director, Global Currency Specialist, and First Vice President at Morgan Stanley in their International Headquarters , Purchase , NY.  He was named one of the Top Financial Advisors and Wealth Managers in Westchester , NY by Westchester Magazine, and was also chosen by Morgan Stanley as a featured Portfolio Manager on their internal Intellectual Capital site offering his market views to the global employee base.     

Jeffrey began his career at Smith Barney in mid-town Manhattan and received Smith Barney's Financial Planning Specialist designation and was the College Planning specialist for the complex.  It was at Smith Barney where Jeffrey was trained in technical research and analytics under the highly respected and  award winning Louise Yamada CMT.   Jeffrey and his team of Financial Advisors have been advising high net worth clients and managing assets and balance sheets through several of the most historic, geopolitical, economic and market events on record.  He is proud to lead a Wealth Management Team at UBS with the expertise and resources to help clients develop and implement creative and effective plans to achieve their varied and often complex goals in a continuously evolving global landscape.