Experience

Richie has been a veteran of the financial services industry since 1987, having joined UBS in 2026. He is experienced in managing large asset accounts with a focus on capital appreciation and preservation. Inspired by his father, a Wall Street stockbroker, he brings decades of experience and confidence in advising clients on market trends and investment strategies.

After starting his career in New York City, he moved his practice to Potomac, MD in 1995, building lasting relationships with individuals, families, businesses, and hedge funds. Rich specializes in equity transactions and leads a team whose diverse skills provide clients with a hybrid model—blending equity recommendations with managerial consulting to suit unique financial goals.

A Manhattan native, he earned his BA in Literature from George Washington University. Residing in Potomac with his wife, Karyn, Rich is the proud father of Joanna, Isaac, and Gerald, his business partner. He enjoys exercising, following the equity markets, and spending time with family.

Jeff has been in the financial services industry since 2006, having joined UBS in 2026, where he serves as Senior Vice President, Portfolio Manager, Chartered Retirement Plan Specialist, and Financial Advisor with The River Fall Group.

He helps professionals, families, and business leaders address financial challenges through planning, diversification, and risk management.

A Maryland native, Jeff earned his Economics degree from the University of Maryland. He lives in Bethesda with his wife, Ali, and their three children, and enjoys family time, fitness, and cheering for the Ravens and Orioles.

Gerald, a third-generation Financial Advisor, has been in the industry since 2018, having joined the River Falls Group in 2022 and transitioning to UBS with the team in 2026. Beginning his career as a Client Service Associate, he brings both administrative and advisory experience to help clients protect capital and achieve retirement goals.

With strong knowledge of equity markets and financial planning, he supports the team’s hybrid service model tailored to client needs.

A Maryland native, Gerald earned his Economics degree from the University of Maryland and lives in Rockville with his girlfriend, Molly. He enjoys basketball, current events, exploring DC, and family time.