Experience

Makes all the difference

Tyler Massey

Senior Vice President–Wealth Management

Tyler P. Massey joined UBS in 1999 after graduating from Virginia Tech University. Throughout his 20 year career at UBS he has solely focused on advancing the financial and personal needs of the families he is fortunate enough to work with.

Tyler is involved in a variety of civil and charitable foundations. He currently serves on the board of the Child & Family Network Centers, a high quality, free education preschool serving the needs of at-risk children in Alexandria, Virginia.  He is also involved in the Lunch Pail Defense Foundation, Thanks USA, and the National Breast Cancer Foundation.

He enjoys every minute of the time he is fortunate enough to spend with his two children, Jack and Wynn, in addition to being the proud husband of his wife, Jennie. In his spare time, he likes to travel with his family, read, golf and cook.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The 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.
  • UBS Wealth Management Director’s Council, 2024, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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

Education

  • Virginia Tech University
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

Email Me

tyler.massey@ubs.com,christopher.jackson@ubs.com
Tyler Massey
1700 M Street NW,Washington, D.C.,DC,20036

Christopher Jackson, CIMA®

Senior Vice President–Wealth Management

Senior Institutional Consultant

Chris is a Senior Vice President and Senior Institutional Consultant based in Washington, DC. He and his team provide sophisticated advice and service tailored to a select group of families and non-profit organizations. Chris leads the institutional consulting practice for his team and is the immediate past Co-Chair of UBS’ national Institutional Consulting Advisory Council. He has over 30 years’ experience as a financial advisor, including over 15 working with non-profit organizations.

Chris earned the Certified Investment Management Analyst (CIMA®) designation after a program of study at the Wharton School of the University of Pennsylvania. He has been interviewed for a variety of national publications, including CNBC, Reuters, and MarketWatch.

A recovering endurance athlete, Chris is a 9-time Ironman finisher, an Ironman All World Athlete designee with a personal best ranking in the top 100 nationally, and a Leadville 100 Mountain Bike race finisher.  He and his wife live in McLean, VA and have 3 grown daughters & a chocolate Lab.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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.
  • UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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

Education

  • University of Virginia, B.A. degrees in both Economics and Foreign Affairs

Credentials

  • Senior Institutional Consultant
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

Email Me

christopher.jackson@ubs.com
Christopher Jackson, CIMA®
1700 M Street NW,Washington, D.C.,DC,20036

Jake Sodeman

Senior Wealth Strategy Associate

Jake began his career at UBS in 2012 and is currently a Financial Advisor on the team. He actively works to promote business development and also plays a key role in financial planning and investment strategy. Jake helps a range of clients pursue their financial goals by providing tailored advice based on their particular circumstances, preferences and priorities.

A graduate of the University of Maryland with a B.A. degree in economics, Jake also holds the Series 7 and 66 securities licenses.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NJ
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Education

  • University of Maryland, B.A. in Economics
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

Email Me

jake.sodeman@ubs.com
Jake Sodeman
1700 M Street NW,Washington, D.C.,DC,20036

Rebecca Staed

Wealth Management Associate

Rebecca Staed joined UBS Financial Services Inc. in 2013 as a Client Service Associate.  Prior to joining UBS, she worked as a Client Service Associate at a large registered investment advisory firm in St. Louis, Missouri for 7 years. 

Rebecca graduated with a B.S. in Business Administration and Economics from Elon University.  She currently resides in the District of Columbia with her husband.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NY
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT

Education

  • Elon University, B.S. in Business Administration and Economics
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

Email Me

rebecca.staed@ubs.com
Rebecca Staed
1700 M Street NW,Washington, D.C.,DC,20036

Dina LiRosi

Senior Wealth Strategy Associate

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NJ
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
299 Park Avenue
New York, NY 10017

Email Me

dina.lirosi@ubs.com
Dina LiRosi
299 Park Avenue,New York,NY,10017

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