Experience

Gerard came to UBS with his partner, Susan, in 2001 and brings over 25 years of experience as a Private Wealth Advisor and Senior Portfolio Manager. Gerard focuses on customizing and implementing strategic and tactical asset allocation strategies for ultra high net worth families and serial entrepreneurs who face significant concentration risk. Furthermore, he advises clients on diversifying, monetizing and/or hedging their concentrated equity position. Gerard also develops and implements sophisticated estate and tax planning strategies to minimize gift and estate tax liabilities within the families.

CA Insurance License 0D90182

Jay initially joined UBS with a focus on comprehensive financial planning for the Bay Area market. He then partnered with Gerard and brought his expertise to the team. Jay takes a wholistic approach to planning by considering the cash flow needs of his clients, asset allocation and location, estate planning, and philanthropic goals. Through the financial planning process, Jay gets to know his clients and their families, as well as the goals that matter most to them for their lives and legacy. 

Prior to joining UBS, Jay spent five years as a high school math teacher in the Boston area. In addition to teaching, Jay ran a financial literacy club and was an assistant basketball coach. His favorite part of being a teacher and coach was helping others grow and reach their goals, something he has carried over into his current role.