Let's move forward. Together.

Oculus

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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    • AL
    • AZ
    • CA
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    • DE
    • FL
    • GA
    • IN
    • KY
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    • NY
    • OH
    • PA
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    • VA
    • WV

    Jennefer Bartholomew is a financial advisor with The Sofranko Group. She has been with UBS since March 2017. She specializes in business transition and exit planning, structured debt and lending.


    Jennefer spent over five years with Bank of America / Merrill Lynch as a banking advisor. A leader in lending, Jennefer finished her 2015 year in the top 5%, ranking 19 out of 375 bankers.

    Originally from Michigan, Jennefer has also resided in Southern California and Colorado. She has spent over 15 years working in the legal industry focused primarily on litigation, intellectual property, commercial and residential foreclosure, and sports law. Clients included the US Olympic Committee, US Anti-Doping Agency, and the Professional Rodeo Cowboys Association. 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.

        • 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
        • IN
        • KY
        • MA
        • MD
        • MI
        • MN
        • NC
        • ND
        • NV
        • NY
        • OH
        • PA
        • SC
        • TX
        • UT
        • VA
        • WV

        Jay's path is highly unique in wealth management. Before joining UBS a decade ago, Jay had 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 firm foundation of trust, knowledge and superior execution have enabled him to excel and cultivate his organically grown practice.  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, who enjoys boating, fishing, the outdoors, gardening and friends and family.  By far his biggest success story is his son Jay IV.

        Throughout his career Jay has achieved several awards and accolades.  He was awarded the UBS "Top 35 under 35" Award which recognizes the top 35 advisors under the age 35 within Wealth Management America.  Jay has also been appointed to the Directors Council each year beginning in 2008 through 2016.  This represents a council comprised of the top advisors nationally within UBS.  Additionally, Jay has also earned UBS Banking Champion in years 2012, 2014, 2015 and 2016. 

        • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.

          • 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
          • MA
          • MI
          • MN
          • NC
          • ND
          • 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
                • MA
                • MI
                • MN
                • NC
                • NV
                • NY
                • OH
                • PA
                • SC
                • TX
                • UT

                      2200 Georgetowne Drive
                      Suite 600
                      Sewickley, PA 15143
                    • Canella HS

                      Jacqueline Cannella

                      Client Associate

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                      • PA

                            2200 Georgetowne Drive
                            Suite 600
                            Sewickley, PA 15143

                          The Year Ahead - Sustainable Investing

                          Retirement planning

                          Retirement planning

                          Multigenerational planning

                          Multigenerational 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.

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