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$6 trn
UBS Group invested assets
As of 12/31/2024
Capitalize on the opportunity to plan for tomorrow
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Vice President–Wealth Management
Financial Advisor
Jennifer Richy is committed to providing an exceptional client experience through strategic management of personal, financial, and business goals of the high net worth individual.
She is a Certified Exit Planning Advisor® and enjoys guiding clients through business sales and personal transitions. Jennifer is adept in helping clients navigate complex estate planning strategies and creating a legacy that spans generations.
Jennifer attended University of Florida for her undergraduate and master’s degrees. She received her Juris Doctor from Stetson University, where she was President of the Student Bar Association.
Following law school, Jennifer worked in the investment bank at Credit Suisse focusing on hedge fund contracts before leading several non-profit foundations as Executive Director and COO. She later built her wealth management practice at Morgan Stanley prior to joining UBS Private Wealth Management.
Jennifer’s greatest passion has always been horses. She is a multi-national champion equestrian with 11 US and Canadian national championship titles, as well as five United States Equestrian Horse of the Year national championship titles.
Jennifer is married to John Richy who played professional baseball for nine years. She uses her personal understanding of the challenges faced by professional athletes to help them navigate their finances, retirement strategy and asset preservation.
Working with the non-profit More Than Baseball in concert with key stakeholders, Jennifer played a role in organizing Minor League Baseball players and the unionization of the minor leagues in 2022.
Jennifer and her family enjoy sailing in the Great Exumas in the spring and along the Maine coast in the summer. They spend the rest of their time with their Arabian horses, ponies, and Great Pyrenees dogs at their ranch in Naples, FL.
Education
Credentials
Vice President–Wealth Management
Financial Advisor
Jennifer Richy is committed to providing an exceptional client experience through strategic management of personal, financial, and business goals of the high net worth individual.
She is a Certified Exit Planning Advisor® and enjoys guiding clients through business sales and personal transitions. Jennifer is adept in helping clients navigate complex estate planning strategies and creating a legacy that spans generations.
Jennifer attended University of Florida for her undergraduate and master’s degrees. She received her Juris Doctor from Stetson University, where she was President of the Student Bar Association.
Following law school, Jennifer worked in the investment bank at Credit Suisse focusing on hedge fund contracts before leading several non-profit foundations as Executive Director and COO. She later built her wealth management practice at Morgan Stanley prior to joining UBS Private Wealth Management.
Jennifer’s greatest passion has always been horses. She is a multi-national champion equestrian with 11 US and Canadian national championship titles, as well as five United States Equestrian Horse of the Year national championship titles.
Jennifer is married to John Richy who played professional baseball for nine years. She uses her personal understanding of the challenges faced by professional athletes to help them navigate their finances, retirement strategy and asset preservation.
Working with the non-profit More Than Baseball in concert with key stakeholders, Jennifer played a role in organizing Minor League Baseball players and the unionization of the minor leagues in 2022.
Jennifer and her family enjoy sailing in the Great Exumas in the spring and along the Maine coast in the summer. They spend the rest of their time with their Arabian horses, ponies, and Great Pyrenees dogs at their ranch in Naples, FL.
Education
Credentials
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
