Let's move forward. Together.

Oculus

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Three people sitting in office

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jon S. Roy  Photo

    Jon S. Roy

    Managing Director–Wealth Management

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • KS
    • MA
    • MD
    • ME
    • MT
    • NC
    • NE
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI

    Jon Roy is a Managing Director and Senior Portfolio manager with over 30 years of experience.  A thoughtful investment advisor, Jon has spent his career working with entrepreneurs to help them build personal financial security, with professional clients to help prepare them for retirement and high net worth families to successfully manage the transfer of wealth to the next generation. Jon is a graduate of Boston University and a 20 year veteran of UBS Financial Services. As the head of one of the leading groups at UBS, Jon's goal for the team is to design and leverage investment strategies that protect client's capital while generating risk adjusted growth in various market conditions.  Jon is a resident of NYC where he lives with his wife, Susie Hahn, an ophthalmologist

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

      • Senior Portfolio Manager
      299 Park Avenue
      New York, NY 10171
    • Jeyran Ghara Photo

      Jeyran Ghara

      Senior Vice President–Wealth Management

      Financial Advisor

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      • CA
      • CT
      • FL
      • IL
      • MA
      • MD
      • ME
      • NJ
      • NV
      • NY
      • OR
      • PA
      • SC
      • TX
      • VA
      • WA

      Jeyran Ghara is a financial advisor supporting high-net worth individuals, families, foundations and endowments with their investment strategies.  She works very closely with her clients and their professional advisors to help define, plan for and implement an investment strategy that is designed to meet their financial goals.  Jeyran joined UBS and partnered with Roy/Thompson in 2018, after eight years at Bernstein Wealth Management.  Prior to that, Jeyran was a founding partner of a New York based investor relations and communication firm, where she spent 15 years advising and counseling senior executive teams across a diverse set of industries, including American Express, MasterCard, CB Richard Ellis, Disney Publishing, Knowledge Universe and West Point Academy to name a few.  Jeyran earned a BA in political science from Syracuse University and currently resides in New York City.

            299 Park Avenue
            New York, NY 10171
          • Matt Mustafic Photo

            Matt Mustafic

            Investment Associate

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            • AZ
            • CA
            • CO
            • CT
            • FL
            • MS
            • NJ
            • NV
            • NY
            • PA
            • TX

            Matt is the investment associate of the Roy/Thompson/Ghara team and is responsible for trading of securities, providing market analysis and in-depth research of the capital markets. Through a combination of product expertise, market research and problem solving skills, Matt supports the needs of the team's high net worth clients. With a special interest in alternative investments, Matt further services these suite of investments from launch through the lifecycle, capital event processing and the eventual wind down of investment.  Matt earned his BA in Computational Mathematics and his masters in Business Administration from Fordham University.  He resides in Ridgewood, NY with his wife, Nora, and two sons, Adam and Jason.

                  299 Park Avenue
                  New York, NY 10171
                • Giancarlo Moran Photo

                  Giancarlo Moran

                  Senior Client Associate

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                    Giancarlo is the client service associate for the Roy/Thompson/Ghara team and the voice that clients hear most.  Giancarlo is the first person to welcome clients and is responsible for and specializes in supporting high net worth families with their needs.  With more than 20 years of experience in the financial service industry, Giancarlo has worked alongside Jon Roy for the last 11 years and has been instrumental in managing the growth of the team while maintaining the same consistent level of service. Giancarlo resides in Brooklyn, NY with his wife, Jaime, and their son Jake. 

                          299 Park Avenue
                          New York, NY 10171
                        UBS Wealth Way

                        UBS Wealth Way

                        Our Process

                        Our Process

                        Retirement planning

                        Retirement planning

                        Legacy—Wealth for others

                        For needs that go beyond your own—to help you improve the lives of others

                        What will your legacy be?
                        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                        Learn more at ubs.com/wealthway.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $2.8 trillion

                        In invested assets globally 
                        As of 06/30/2022

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager