Experience

Makes all the difference

Jennefer Bartholomew, CEPA®

Financial Advisor

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

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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Certified Exit Planning Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

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John "Jay" Sofranko, CRPS

Managing Director–Wealth Management

Financial Advisor

 

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

 

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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Chartered Retirement Plans Specialist℠

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

James "Jim" Marnell

Wealth Strategy Associate

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

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

Perry Ninness

Client Associate

Registered States:
  • 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

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Jacqueline Cannella

Client Associate

Registered States:
  • NM
  • PA
2200 Georgetowne Drive
Suite 600
Sewickley, PA 15143

Email Me