Experience

Jesse is a Senior Vice President of Wealth Management, Financial Advisor with Senior Portfolio Manager and Corporate Stock Benefit Consultant designations. He joined the firm in 2005 after working at Morgan Stanley and ESPN.

Jesse leads a wealth management business that is focused on helping successful individuals and their families create and manage their financial plans. He works with clients to manage their company benefit plans and developing strategies around their investment assets.  He leverages the firm's intellectual capital to put his client's needs first.  Jesse remains mindful of capital preservation and growth, risk management, and is highly motivated to helping clients achieve their long term goals in constantly changing market conditions.

Jesse received his B.A. from Lake Forest College in 2003. He was a double major in Business with a focus in Finance and Art with a focus in Art History.  Jesse also received a minor in Communications from Lake Forest. 

With almost two decades of service to the firm, Jesse prides himself on being able to coach, teach and manage client's emotions during challenging financial times. 

Jesse resides in Simsbury, Connecticut with his wife Erin, their two daughters Remy and Reese, and their dog Taylor. Outside of the office, Jesse enjoys spending time with his family, golfing, playing and coaching hockey, and helping out within his broader community.

Allyson brings more than 20 years of industry experience to her daily interactions with clients.  She is dedicated to reinforcing our team’s commitment to providing the highest level of service for clients providing operational support and a personalized client experience.

Allyson graduated from Johnson & Wales University with degrees in both Finance and Accounting and holds her Series 7 and 63 Security licenses.  Allyson was born and raised in Northeast CT where she resides with her husband, Brian, and 2 children.

Diane has had a long and distinguished career in the Financial Service industry spanning 40+ years.  She began her career right out of high school and spent 23 years with Advest in various operational roles.  She has been with UBS in her current role for 18 years and consistently demonstrates a “client first” attitude towards her job and the Financial Advisors she supports. 

Diane is active in UBS Community involvement, helping local homeless shelters as well as participating in several Habitats for Humanity projects.  She resides with her husband and 3 dogs now, after raising their 4 children.  In her spare time she enjoys spending time with family and friends and being outdoors.

With more than 10 years of financial services experience from MetLife and Wells Fargo Advisors, Arancha helps to manage our administrative and operational needs.  She strives to ensure they are processed accurately and quickly by handling the day-to-day administration of accounts, including opening new accounts, updating information, managing money transfers, and answering account questions.

Originally from the Canary Islands, Arancha is fluent in Spanish and English. She holds a degree in International Business from Cruz de Piedra and is married with three children.