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Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, we provide targeted advice and insights. Our access to the global resources of UBS can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will provide you with the financial stewardship you deserve.

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  • Jenn HS

    Jennefer Bartholomew, CEPA®

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MD
    • MI
    • MN
    • NC
    • ND
    • NM
    • NV
    • NY
    • OH
    • PA
    • SC
    • TX
    • UT
    • VA
    • VT
    • WV

    Jennefer Bartholomew is a financial advisor with The Sofranko Group at UBS Financial Services Inc. She has been with UBS since March 2017. She specializes in business transition and exit planning. Jennefer spent over five years with Bank of America / Merrill Lynch as a banking advisor. 

    Originally from Michigan, Jennefer has also resided in Southern California and Colorado. She previously spent over 15 years working in the legal industry focused primarily on litigation, intellectual property, commercial and residential foreclosure, and sports law. In addition, she worked in the intellectual property division of Ford Motor Company.

    Jennefer currently serves on the Board of Directors for Communities in Schools, Pittsburgh-Allegheny County Chapter (CISPAC), the nation's largest dropout prevention nonprofit organization, and on the Northland Public Library Foundation Board. 

    She and her youngest son, Aidan, reside in McCandless Township, north of Pittsburgh, Pennsylvania. Her oldest son, Sean, is a comp sci engineer at The Mitre Corporation in Boston, MA.

    Education

    Jennefer holds a BA in English & Political Science from Western Michigan University and attended law school at Michigan State University.

     

    CA Insurance License No. 4206356

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Certified Exit Planning Advisor
      Banking
      Lending services
      Cash management
      Securities-backed lending
      Retirement planning
      Exit planning
      Business succession
      Structured products
      2200 Georgetowne Drive
      Suite 600
      Sewickley, PA 15143
    • Jay HS

      John "Jay" Sofranko, CRPS

      Managing Director–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • DE
      • FL
      • GA
      • IL
      • IN
      • KY
      • MD
      • MI
      • MN
      • NC
      • ND
      • NM
      • NY
      • OH
      • PA
      • SC
      • TX
      • UT
      • VA
      • VT
      • WV

       

      Jay's path in wealth management has been a unique one. Before joining UBS a decade ago, Jay built, managed and sold multiple successful businesses. Understanding the importance of hard work and creative enterprise, Jay has applied his deeply-rooted values, ethics and principles and combined them with an abundance of real world business experience to help his clients view and invest their wealth differently. Fostering enduring relationships based on a foundation of, knowledge and execution have enabled him to excel and cultivate his organically grown business.  Jay attended Allegheny College where he earned a dual major in econometrics and political science.  Residing in his hometown of Moon, Jay is active member of St. Margaret Mary Church, he enjoys boating, fishing, the outdoors, gardening and friends and family.  By far his biggest success story is his son Jay IV.

       

      CA Insurance License No. 4206296

       

      • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Chartered Retirement Plans Specialist℠
        Financial planning
        Education planning
        Retirement planning
        Investing
        Custom portfolios
        Asset allocation
        Retirement Plan consulting
        401(k) plan services
        2200 Georgetowne Drive
        Suite 600
        Sewickley, PA 15143
      • Jim HS

        James "Jim" Marnell

        Wealth Strategy Associate

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        • AZ
        • CA
        • CO
        • DE
        • FL
        • GA
        • IN
        • KY
        • MI
        • MN
        • NC
        • ND
        • NM
        • NV
        • NY
        • OH
        • PA
        • SC
        • TX
        • UT
        • VA
        • WV

              Financial planning
              Long-term care planning
              Retirement planning
              Investing
              Custom portfolios
              Asset allocation
              Retirement Plan consulting
              401(k) plan services
              2200 Georgetowne Drive
              Suite 600
              Sewickley, PA 15143
            • Perry HS

              Perry Ninness

              Client Associate

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              • AZ
              • CA
              • CO
              • DE
              • FL
              • GA
              • IN
              • KY
              • MI
              • MN
              • NC
              • NM
              • NV
              • NY
              • OH
              • PA
              • SC
              • TX
              • UT

                    500 Grant Street
                    BNY Mellon Center
                    Pittsburgh, PA 15219
                  • Canella HS

                    Jacqueline Cannella

                    Client Associate

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                    • NM
                    • PA

                          2200 Georgetowne Drive
                          Suite 600
                          Sewickley, PA 15143

                        Focus on liquidity management

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