Experience

As an advisor with UBS and previously with A.G. Edwards starting in 2005, Jason has helped families and businesses to plan for their future and manage their assets accordingly. His Senior Portfolio Manager designation at the firm recognizes an advanced level of expertise in professional portfolio management, and as one of UBS' elite Wealth Advisors, he has completed comprehensive training in financial planning, asset management and wealth transfer strategies.  Jason also calls on his past experience as an equity analyst and corporate business planner.  He was part the strategic planning group at Reuters Group PLC in New York (now Thomson Reuters) and was a research analyst for investment banks in Santiago, Chile and Quito, Ecuador.  

 He holds a Masters of Business Administration degree in Finance and Management from Columbia University in New York City and a Bachelor of Arts degree in English Literature from Emory University in Atlanta, GA.

 Jason lives in Brooklyn, NY with his wife Rosamund and their two children. He currently serves as a member of the Foundation Board of the CUNY School for Professional Services (SPS), a New York City based institution dedicated to providing an affordable way for adults to further their career by completing their under-graduate degree or acquiring a post-graduate education.

Jack is an industry veteran with over thirty-seven years of experience helping families and institutions to set and achieve their financial goals in markets both good and bad. Prior to joining UBS in 2008, he was a Senior Vice President, Financial Advisor and Branch Manager (Southport, CT) with A.G. Edwards & Sons.  Jack holds a Bachelor of Science degree in Pharmaceutical Chemistry from the University of Connecticut. 

Amy has over twenty years of experience helping families and institutions manage the operational and investment aspects of their financial affairs. She originally joined UBS (then, Paine Webber) in 1995 and previously worked in the equity research group at Neuberger & Berman. She holds Series 7 and 63 licenses. Amy received a Bachelor's Degree in Consumer Economics from the University of Maryland, College Park, MD.