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$7 trn
UBS Group invested assets
As of 12/31/2025
Jennifer Richy is part of Private Family Wealth Partners. Our 18-person multi-generational Private Wealth Management team has earned the trust and confidence of some of the most successful and affluent people in the United States. Today we manage over $40 billion for clients ranging from entrepreneurs to private family offices.
We are dedicated to providing proactive and personalized service to our clients, addressing a wide range of financial needs beyond investing. Our dedication to clients, and efforts on their behalf, has been recognized by multiple leading financial publications, including both Forbes "America’s Top Wealth Management Teams Private Wealth" (2022-2025) and Barron's "Top 100 Private Wealth Management Teams" (2023-2026).
The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.
The Barron's rating is awarded annually in April based on information from the prior year Q4. 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
Vice President–Wealth Management
Financial Advisor
Insight Rooted in Experience
Jennifer Richy brings 12 years of financial, philanthropic, and legal experience to her clients. She 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 career at Morgan Stanley prior to joining UBS in Private Wealth Management.
As a Certified Exit Planning Advisor®, she enjoys guiding clients through business sales and personal transitions. Jennifer’s background as a former attorney helps her work with clients to understand and navigate complex estate planning strategies that can help a client’s legacy to span generations.
Personal Life
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.
She is married to John, who played professional baseball in the Dodgers, Phillies, and Mariners organizations. 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.
She is a member of Delta Gamma and serves as an advisor to the local collegiate chapter. Jennifer and her family enjoy spending time with their Arabian horses and Great Pyrenees dogs at their ranch in Naples, FL.
Education
Credentials
Vice President–Wealth Management
Financial Advisor
Insight Rooted in Experience
Jennifer Richy brings 12 years of financial, philanthropic, and legal experience to her clients. She 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 career at Morgan Stanley prior to joining UBS in Private Wealth Management.
As a Certified Exit Planning Advisor®, she enjoys guiding clients through business sales and personal transitions. Jennifer’s background as a former attorney helps her work with clients to understand and navigate complex estate planning strategies that can help a client’s legacy to span generations.
Personal Life
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.
She is married to John, who played professional baseball in the Dodgers, Phillies, and Mariners organizations. 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.
She is a member of Delta Gamma and serves as an advisor to the local collegiate chapter. Jennifer and her family enjoy spending time with their Arabian horses and Great Pyrenees dogs at their ranch in Naples, FL.
Education
Credentials
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
