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.
Recognized as an industry leader:
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
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.
Recognized as an industry leader:
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
Credentials
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.
Education
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.
Education
Senior Wealth Strategy Associate