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$6 trn
UBS Group invested assets
As of 12/31/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Vice President–Wealth Management
Financial Advisor
With more than 45 years of experience in the financial services industry, Jerry has led clients through decades of market cycles enabling him to provide an unparalleled perspective to our clients. He began his career in 1967 at Dreyfus & Co which later became Moore Schley Cameron & Company where he was instrumental in creating the Investment Advisory Division. After that, Jerry spent eight years as the Senior Investment Officer and Divisional Manager of the Personal Investment Division at Fidelity Union Trust Company and then five years as a Portfolio Manager at Lehman Management. Jerry then joined Furman Selz Capital Management for 18 years as a Partner, Managing Director and Portfolio Manager before he began working at UBS in 2002 as a Senior Portfolio Manager.
Jerry focuses on managing portfolios for the team's High Net Worth clients while utilizing equity, fixed income securities and cash equivalents to provide comprehensive diversification and asset allocation strategies. His previous institutional experience gives him a unique and seasoned perspective on markets and investment strategy, as well as an ability to communicate with our more financially sophisticated clients. As graduate of New York University with a B.S. in both Finance and Economics, Jerry and his wife Joyce live in Short Hills, NJ. They have two grown children, Dana and Brad, and five grandchildren, all residing on the West Coast.
Education
Credentials
Vice President–Wealth Management
Financial Advisor
With more than 45 years of experience in the financial services industry, Jerry has led clients through decades of market cycles enabling him to provide an unparalleled perspective to our clients. He began his career in 1967 at Dreyfus & Co which later became Moore Schley Cameron & Company where he was instrumental in creating the Investment Advisory Division. After that, Jerry spent eight years as the Senior Investment Officer and Divisional Manager of the Personal Investment Division at Fidelity Union Trust Company and then five years as a Portfolio Manager at Lehman Management. Jerry then joined Furman Selz Capital Management for 18 years as a Partner, Managing Director and Portfolio Manager before he began working at UBS in 2002 as a Senior Portfolio Manager.
Jerry focuses on managing portfolios for the team's High Net Worth clients while utilizing equity, fixed income securities and cash equivalents to provide comprehensive diversification and asset allocation strategies. His previous institutional experience gives him a unique and seasoned perspective on markets and investment strategy, as well as an ability to communicate with our more financially sophisticated clients. As graduate of New York University with a B.S. in both Finance and Economics, Jerry and his wife Joyce live in Short Hills, NJ. They have two grown children, Dana and Brad, and five grandchildren, all residing on the West Coast.
Education
Credentials
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.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
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