Knowledge

Jeff has been providing customized wealth management strategies for business owners, executives, and families with uniquely complex financial lives since 1999.  He holds the CFP® (CERTIFIED FINANCIAL PLANNER™ professional) and CEPA (Certified Exit Planning Advisor) designations.  He joined UBS Financial Services in 2015, previously he was a First Vice President-Wealth Management at Merrill Lynch, an Analyst for Merrill Lynch Investment Banking, a Consultant for Merrill Lynch Alternative Investments, and a Special Assistant to the CFO & COO of a major children's book publisher and entertainment company.  Jeff earned his Bachelor of Science degree in Finance and Marketing from University at Albany- State University of New York.

Jeff, his wife, their two children and retired racing greyhounds reside in Hudson Valley New York.  He has served at executive board member for the JDRF Great New York Chapter and co-president of the JDRF Westchester/Fairfield/Hudson Valley chapter, Treasurer of his Temple, Chair the Jewish Federation of Greater Orange County NY endowment committee and he donates his time to Children with Diabetes running the Dad's group.   He is part of Strategic Coach 10X Ambition community on his journey for never ending learning and growth personally and professionally to find new ways to add value and live fully. 

In 2014 his daughter was diagnosed with T1D and ever since one of his top priorities has been to work with organizations that are improving the lives of people with diabetes as well as those searching for a cure.  

Jake is a Wealth Strategy Associate at UBS who delivers a Ritz-Carlton level of service, ensuring every client experience is seamless, personalized, and top-tier. Wearing multiple hats, he blends financial knowledge, strategic problem-solving, and an unwavering commitment to excellence to help clients navigate their wealth with confidence.

Since joining UBS in 2019 after earning his B.S. in Finance with a minor in Information Technology from Monmouth University, Jake has been a key player in client service and operations. Armed with his SIE, Series 7 & 66 Licenses, he thrives in the fast-paced world of wealth management, bringing the same passion, precision, and competitive mindset he honed as a lifelong sports enthusiast.

A proud resident of Hoboken, NJ with his wife Jillian, Jake is a die-hard sports fan who loves catching games, traveling to new destinations, and playing golf. Whether on the course or in the office, he brings the same dedication and strategy—always looking for the next great opportunity.