Senior Vice President–Wealth Management
Financial Advisor
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
Senior Vice President–Wealth Management
Financial Advisor
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
Financial Advisor
CERTIFIED FINANCIAL PLANNER
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.
Credentials
Financial Advisor
CERTIFIED FINANCIAL PLANNER
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.
Credentials
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Client Associate
Jennifer manages the operations and administration to serve client needs with care and efficiency. She ensures a positive client experience by leveraging her compassion, attention to detail and dependable nature while taking care of account opening and maintenance, service requests, and client communications. Prior to joining UBS, she worked at the Facebook Campus as well a property management company where she helped manage a portfolio of 3 million sq. ft. of commercial real estate properties. Jennifer went to San Jose State University and earned her BS in Hospitality Management and spent four years in South Korea as a High School English Teacher.
Client Associate
Jennifer manages the operations and administration to serve client needs with care and efficiency. She ensures a positive client experience by leveraging her compassion, attention to detail and dependable nature while taking care of account opening and maintenance, service requests, and client communications. Prior to joining UBS, she worked at the Facebook Campus as well a property management company where she helped manage a portfolio of 3 million sq. ft. of commercial real estate properties. Jennifer went to San Jose State University and earned her BS in Hospitality Management and spent four years in South Korea as a High School English Teacher.
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.
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.
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