Senior Vice President–Wealth Management
Jay began his career in 2002 as a Financial Advisor at UBS PaineWebber. Jay began his undergraduate studies at Colorado State University and completed his degree at the University of Vermont with a BA in Environmental Law. Jay currently sits on the Board of Directors of the University of Vermont Medical Center.
CA Insurance Number 0139118
Education
Credentials
Senior Vice President–Wealth Management
Jay began his career in 2002 as a Financial Advisor at UBS PaineWebber. Jay began his undergraduate studies at Colorado State University and completed his degree at the University of Vermont with a BA in Environmental Law. Jay currently sits on the Board of Directors of the University of Vermont Medical Center.
CA Insurance Number 0139118
Education
Credentials
Wealth Management Associate
Kimberly has over 10 years of industry experience and began her career at First Albany Capital as an Analyst in municipal bonds. She became a Registered Client Service Associate since 2006 and is now a Wealth Management Associate. Kimberly graduated from St. Michael's College with a BS in Business Administration.
Education
Credentials
Wealth Management Associate
Kimberly has over 10 years of industry experience and began her career at First Albany Capital as an Analyst in municipal bonds. She became a Registered Client Service Associate since 2006 and is now a Wealth Management Associate. Kimberly graduated from St. Michael's College with a BS in Business Administration.
Education
Credentials
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.
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.
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