Experience

Makes all the difference

The mission of the Maltby Ludington Group is to develop long-lasting client relationships, built on trust and collaboration—which is a testament to the team’s commitment to fostering valued relationships. We have over 90 years of combined wealth management experience. We focus on serving the unique needs of ultra high net worth clients and delivering individually tailored solutions designed to enrich their lives.

Jay Maltby

Managing Director–Wealth Management

Financial Advisor

Wealth management expertise focused on helping make clients’ lives better.
Jay has worked closely with ultra high net worth individuals and executives for more than 25 years. With the team, Jay focuses on a number of critical areas including investment management, financial planning, wealth preservation and transfer.

Prior to Jay’s tenure with UBS, he was in wealth management with Morgan Stanley. He began his career at Prudential Securities and was in sales with IBM.
 

“We have a long history of solving financial problems for families, executives and business owners. That’s why I honestly believe there are very few ‘firsts‘ for us. It’s comforting for our clients to know that we bring that depth of experience and insight to their world.”

Past experience

Morgan Stanley (11 years)

Prudential Securities

IBM

Education

B.A., finance and marketing, University of Iowa

Life

Jay and his wife are active in a number of charities.

They are especially passionate about the Novo Nordisk Donnelly Awards, which encourages diabetic children to lead an active lifestyle through tennis.

CA License #0E00021

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

One North Wacker Drive
Chicago, IL 60606

Email Me

jay.maltby@ubs.com
Jay Maltby
One North Wacker Drive,Chicago,IL,60606

Matthew Ludington

Managing Director–Wealth Management

Financial Advisor

Planning-focused wealth management for individuals, families and nonprofits.
Matt’s tenure with ultra high net worth individuals and families extends beyond two decades. As a Certified Financial Planner, Matt focuses primarily on investment management and financial planning. 

As one of 65 Endowments and Foundation Consultants at UBS, Matt has been actively engaged with nonprofit relationships for the last 10 years. Prior to Matt’s term with UBS, he was in wealth management with Morgan Stanley. He began his career with M&M/Mars in numerous sales and marketing roles.


“Jay and I have been friends from childhood. We truly understand the power of building a trusted partnership. Those are the values we bring to each relationship with our clients.”

 Past experience

Morgan Stanley (11 years)

ING/Aetna

M&M/Mars

Powerbar

Chicago Board of Trade and Options Exchange

Accreditations

Endowments and Foundation Consultant

Certified Financial Planner (CFP®)

Education

B.A., finance, University of Illinois

Life

Matt is fluent in French and served as a client/host translator at the 1992 Winter Olympics in Albertville, France.

CA License #0E58227

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY
One North Wacker Drive
Chicago, IL 60606

Email Me

matt.ludington@ubs.com
Matthew Ludington
One North Wacker Drive,Chicago,IL,60606

Anthony Zaccaria

First Vice President–Wealth Management

Financial Advisor

Tony joined the Maltby Ludington Group in 2014 as a Financial Advisor and brings with him 25 years of alternative investment industry experience focused on institutional sales and trading.  Tony leverages this extensive knowledge to build collaborative relationships and advise corporate executives, business owners and entrepreneurs on asset allocation and investment selection.  Tony graduated from Indiana University Kelley School of Business with a degree in finance and economics.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY
One North Wacker Drive
Chicago, IL 60606

Email Me

anthony.zaccaria@ubs.com
Anthony Zaccaria
One North Wacker Drive,Chicago,IL,60606

Jeffrey Byrnes

Associate Director

Investment Associate

After five years in the insurance industry, Jeff joined the Maltby Ludington Group in 2008. Jeff focuses on delivering premier service to ultra high net worth clients and family offices, specifically with sophisticated portfolio analysis, portfolio management, and asset allocation recommendations. Jeff graduated from Williams College in 2003 with a degree in psychology.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY
One North Wacker Drive
Chicago, IL 60606

Email Me

jeffrey.byrnes@ubs.com
Jeffrey Byrnes
One North Wacker Drive,Chicago,IL,60606

Alice Hurl

Associate Director

Team Administrator

Alice has been with the Maltby Ludington Group since its inception and is responsible for handling the day-to-day operations and administration duties for the team. With over 20 years of experience, Alice delivers exemplary client service quickly and consistently, and was selected by senior management to participate in the Ritz-Carlton premier service training program. Alice earned her B.S. in Accounting from Rasmussen College. Before joining UBS in 2006, Alice was with Morgan Stanley for 13 years in various supervisory positions, including Margin Specialist and Operations Manager.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY
One North Wacker Drive
Chicago, IL 60606

Email Me

alice.hurl@ubs.com
Alice Hurl
One North Wacker Drive,Chicago,IL,60606

Alan Arrieta

Associate Director

Investment Associate

Alan joined UBS in May of 2008 as a Client Service Associate and has more than 10 years of experience. Prior to joining UBS, Alan was with JP Morgan, Hewitt Associates, Allstate and the Chicago Board of Trade. Alan serves as the team trader and account maintenance manager. Alan earned a B.A. from DePaul University and holds the Series 7 and 66 securities licenses. From Chicago, Alan lives on the north side of the city

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY
One North Wacker Drive
Chicago, IL 60606

Email Me

alan.arrieta@ubs.com
Alan Arrieta
One North Wacker Drive,Chicago,IL,60606