Experience

Makes all the difference

The Roy/Ghara Group focuses on the growth and preservation of our client's wealth through tailored solutions, financial planning and wealth management services. We accomplish this by understanding you and the things that are important in your life. Our first priority is to spend time listening to you and learning about your goals and aspirations. Through consolidated financial services and clear, concise reporting on progress toward your goals, we will keep you informed, and help you to focus on the financial priorities we have set together.

Jon S. Roy

Managing Director–Wealth Management

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

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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

Credentials

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

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Jeyran Ghara

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY
299 Park Avenue
New York, NY 10171

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Matt Mustafic

Investment Associate

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • LA
  • MA
  • MD
  • ME
  • NC
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TX
  • VA
  • VT
299 Park Avenue
New York, NY 10171

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Giancarlo Moran

Senior Client Associate

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

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