Experience

A path to financial freedom
At The Patrick-D’Amico Group, Jim is responsible for evolving investment strategies, daily trading activities and evaluating existing asset allocations within portfolios. He takes great pride in employing his 30 years of experience in private wealth management to help his high net worth clients realize their financial goals. What he enjoys in particular is seeing how empowered they become knowing they are on track to achieving and maintaining their financial freedom.

Growing up in New York, Jim developed a fascination with the financial services industry that grew during his early years in college, when he worked as a bank courier to pay his tuition. He started his career in 1989 as a financial advisor with Dean Witter and later joined Mercer Global Advisors as a Regional Manager. Beginning in 2000, he spent 19 years at Merrill Lynch as a Senior Vice President in wealth management before moving his team over to UBS in August 2019.

Credentials that build confidence
Senior Vice President–Wealth Management
Certified Portfolio Manager® (CPM®)
Chartered Retirement Planning CounselorSM (CRPC®)
Attended Queens College and San Francisco State University 

Outside of UBS
Jim and his wife of 37 years, Daisy, are active in their Mill Valley, CA, community with organizations that support education and the arts. They have two sons, Blaine and Kyle, whom they have proudly watched grow into young men. In his spare time, Jim enjoys golf, travel and spending time at his beach house with his family.

Reaching goals, preserving wealth
John has over 25 years of private wealth management experience consulting for high net worth clients and their families. At The Patrick-D’Amico Group, his focus includes tax minimization strategies, wealth transfer, retirement and legacy planning, as well as charitable giving. John’s career has been shaped by his passion to work closely with individual clients, helping them create a financial plan that allows them to reach their goals and to preserve their wealth once they arrive there.

Beginning just after college, John’s goal was to work in a career that combined financial analysis with client relationships. He started in 1995 as a financial advisor with Mercer Global Associates and in April 2000 moved over to Merrill Lynch, where The Patrick-D’Amico Group became widely known for its successful financial planning for affluent individuals. John joined UBS in 2019 as a Senior Vice President–Wealth Management for The Patrick-D’Amico Group.

Credentials that build confidence
Certified Financial Planner™ professional
Senior Vice President–Wealth Management
B.A., history, University of California at San Diego

Outside of UBS
John and his wife, Tamar, live in Mill Valley, CA, where they are active in supporting education and enrichment for children with learning differences. They spend as much time as possible with their teenage boys, Vincent and Dante, enjoying outdoor activities like hiking, biking, surfing and skiing.

Driving operations
As Senior Wealth Strategy Associate, Kyle is responsible for driving operations for the team, playing an important role in client relationship—building and business development. Finance had long been part of Kyle’s blood, as he grew up with a father in the financial services industry. After a stint working in the sports broadcasting industry, he began his career in financial services when he joined The Patrick-D’Amico Group at Merrill Lynch in 2016. Together with the team, he moved over to UBS in August 2019 and, each day, welcomes the opportunity to work in the business that his father built from the ground up.

Kyle graduated with a B.A. in communications, with an emphasis on sports broadcasting, from California Lutheran University. He holds his Series 7 and 66 securities licenses.

Outside of UBS
Kyle is a volunteer fireman in the Stinson Beach Fire Department. He enjoys surfing and playing in a weekly softball league.