Experience

Jon, a senior member of the LeDoyen Price Group, works with a select group of exceptional business owners and their families as they assess their current business goals and future ventures.  Jon is passionate about understanding client financial needs and personalizing investment portfolios to consistently meet those requirements, all while navigating the challenging capital markets.  He draws on the global capabilities of UBS in-house specialists and the clients other trusted advisors to continually enhance his clients legacy planning.  Jon focuses most of his time on performing research on multiple, global asset classes looking for opportunities for their client portfolios and weeding out potential risks.

Jon is a Sr. Portfolio Manager within the UBS financial advisor discretionary portfolio management program, better known as "PMP".  This is given to a select number of advisors who are tenured, exceed a high asset under management level and approved by senior management.  Jon is a Certified Financial Planner® , Certified Exit Planning Advisor CEPA®, as well "CIMA".  He graduated from the University of Georgia in 1991 with a BBA in Banking & Finance.

When not meeting with clients or doing research, Jon enjoys exercising, playing golf and spending time on the lake with his wife during the summer. He is a Board of Director for the Dunwoody High School Football Gridiron Club and coaches middle school football for the Dunwoody Junior Wildcats.  Jon and his wife, Julia, have two boys, Davis and Porter.

Van, a senior member of The LeDoyen Price Group, provides multigenerational families and entrepreneurs with comprehensive wealth management – from financial and estate planning to disciplined portfolio structuring and philanthropic planning. Van specializes in the personalized construction and ongoing management of client portfolios. He also helps clients coordinate their financial and legacy strategies with the clients other trusted advisors. Van has spent over 40 years serving ultra-high net worth clients, their families, and corporate ERISA plans, Operating Reserve accounts, Foundations and Endowments.

Van is a Sr. Portfolio Manager within the UBS financial advisor discretionary portfolio management program, better known as "PMP".  This is given to a select number of advisors who are tenured, exceed a high asset under management level and approved by senior management. He was the Co-Chair of the UBS FA Advisory Council to the firms Executive Committee.  Van graduated from the University of Georgia in 1979 with BBA in Finance.

In Van's free time, he enjoys the outdoors and spending time with his family on Lake Blue Ridge.

Jeremy has over a decade of experience in the exclusive Private Wealth Management (PWM) division of UBS. He provides advice to private business owners, multigenerational families, and institutions helping them make key financial decisions.  He divides his time between cultivating new relationships, portfolio construction and investment research, and assisting in the day-to-day management of the team's discretionary portfolios.

Jeremy holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Jeremy is also a Certified Exit Planning Advisor (CEPA®) and a member of the Atlanta Society of Financial Analysts. Within UBS, Jeremy holds the Portfolio Manager and Institutional Consultant designations. Jeremy graduated with a Bachelor of Science in Business Administration from Washington and Lee University and is a member of the Omicron Delta Kappa national honor society. 

Outside of the office, Jeremy enjoys spending time with his family, golf, skiing and sports trivia.  He is member of Peachtree Presbyterian Church and a past President of the Washington and Lee Atlanta Alumni Chapter.  Jeremy resides in Atlanta with his wife, Melissa, and their two boys, Ross and Reed.

Alex joined the LeDoyen Price Group in 2014. Building off past internship experiences at Merrill Lynch, he oversees wealth management planning for the team. He works closely with clients to build a comprehensive financial plan while having a deep understanding of what each client wants to accomplish over the near and long term.  Alex works alongside UBS’s in house specialists across numerous fields including tax, insurance, trust & estate planning to help preserve and manage wealth.  

Alex holds the CERTIFIED FINANCIAL PLANNERTM, Chartered Life Underwriter®, and Certified Exit Planning Advisor® designations.  Alex graduated from Berry College with a B.S. in Economics where he was also part of Economics society Omicron Delta Epsilon for two years.

As a four-year varsity member of the golf team at Berry College, Alex was named team captain in the 2013-2014 season and helped lead the team to an appearance at the Division III National Championship.  Alex and his wife Nikki live in Alpharetta and are expecting their first child in June 2023.

Brittney Dick joined the LeDoyen Price Group in December of 2022 as a Senior Registered Client Associate. She started her career at UBS in Boston, MA, where she is originally from. Her previous experience includes J.P. Morgan and Bernstein Private Wealth Management. In her role, Brittney focuses on all aspects of client interactions with the team. She is extremely detail-oriented while overseeing complicated operational responsibilities and is passionate about delivering the best possible client experience. Brittney works diligently with the team’s clients, CPAs and attorneys to ensure seamless communication and superior service.

Brittney lives in Delray Beach, FL with her husband, daughter & two dogs. She enjoys exercising, reading, traveling, being outdoors & spending time with friends, family, and her dogs

Serving Private Wealth clients with knowledge, discipline and care

Cathleen Adams joined the LeDoyen Price Mykulak Group in January of 2024 as a Client Associate. Cathleen has over 22 years of institutional investment experience, having worked with several prominent investment management firms across a wide variety of asset classes. Prior to joining UBS, she focused on operations, investor relations and marketing initiatives as the Executive Vice President of Operations for Satori Collective, an Atlanta-based commercial real estate firm. She also spent a significant portion of her career at Connors & Co., Investment Services, a placement agent firm specializing in fundraising within the defined benefit pension fund arena, where she served as a Director and managed operations, compliance and business development

Cathleen obtained her B.B.A. in finance from the University of Georgia, an M.B.A. from Mercer University, and holds the Series 7 and 63 securities licenses. Currently, she lives in Atlanta with her husband and three sons ages 14, 12 and nine. She enjoys spending time on the lake with her family, tennis, golf and skiing.