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More than 160 years
offering financial advice
It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.
P.J. Pearlstone is a Senior Vice President – Wealth Management - Financial Advisor at UBS Financial Services Inc., with over 15 years of experience as an investment professional. Based in Baltimore, P.J. advises high-net-worth families, business owners, nonprofit organizations, endowments, and institutional clients. He is known for his strategic, client-first approach and deep understanding of the financial markets.
P.J.’s practice specializes in the design and management of customized investment portfolios, with the ability to incorporate a broad range of alternative investments including hedge funds, private equity, real estate, and structured solutions. He partners with clients to help develop personalized wealth strategies tailored to their goals, risk tolerance, and long-term vision—leveraging the extensive global resources of UBS.
He holds Series 7 and 66 securities licenses, along with insurance licenses for life, health, long-term care, and variable annuities.
A Baltimore native, P.J. graduated from The Park School and earned his degree in finance from the University of Maryland’s Robert H. Smith School of Business. He lives in Baltimore with his wife, Karen, their two sons, Zach and Jordan and their dog, Bentley.
Deeply committed to his community, P.J. recently completed a two-year tenure as Campaign Chair for The Associated: Jewish Federation of Baltimore. He is a recipient of The Harry Greenstein Young Leadership Award and currently serves on the Board of Directors of The Associated and The Associated Jewish Charities of Baltimore. He also sits on the investment committees for both The Associated and The Park School of Baltimore. His past leadership roles include President of The Pearlstone Center and board service at Sinai Hospital, the JCC of Greater Baltimore, and Beth Tfiloh Dahan Community School.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
P.J. Pearlstone is a Senior Vice President – Wealth Management - Financial Advisor at UBS Financial Services Inc., with over 15 years of experience as an investment professional. Based in Baltimore, P.J. advises high-net-worth families, business owners, nonprofit organizations, endowments, and institutional clients. He is known for his strategic, client-first approach and deep understanding of the financial markets.
P.J.’s practice specializes in the design and management of customized investment portfolios, with the ability to incorporate a broad range of alternative investments including hedge funds, private equity, real estate, and structured solutions. He partners with clients to help develop personalized wealth strategies tailored to their goals, risk tolerance, and long-term vision—leveraging the extensive global resources of UBS.
He holds Series 7 and 66 securities licenses, along with insurance licenses for life, health, long-term care, and variable annuities.
A Baltimore native, P.J. graduated from The Park School and earned his degree in finance from the University of Maryland’s Robert H. Smith School of Business. He lives in Baltimore with his wife, Karen, their two sons, Zach and Jordan and their dog, Bentley.
Deeply committed to his community, P.J. recently completed a two-year tenure as Campaign Chair for The Associated: Jewish Federation of Baltimore. He is a recipient of The Harry Greenstein Young Leadership Award and currently serves on the Board of Directors of The Associated and The Associated Jewish Charities of Baltimore. He also sits on the investment committees for both The Associated and The Park School of Baltimore. His past leadership roles include President of The Pearlstone Center and board service at Sinai Hospital, the JCC of Greater Baltimore, and Beth Tfiloh Dahan Community School.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
More than 160 years
offering financial advice
$6 trn
UBS Group invested assets
As of 12/31/2024
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
