Senior Vice President–Wealth Management
Jamie has worked with senior management and C-Suite executives for his entire 20 year career as a financial counselor and investment advisor. Prior to joining UBS Financial Services in 2011, he spent 13 years with The Ayco Company, L.P., a Goldman Sachs Company.
In addition to servicing client relationships at UBS, Jamie is focused on identifying and cultivating opportunities for corporate financial planning. The key areas of focus for his client relationships include: investment planning; retirement and cash flow analysis; employee benefits; tax and estate planning strategies; and insurance planning.
Jamie is a registered investment advisor. He holds Series 7, 63, and 65 securities licenses, as well as life, disability, and annuity insurance licenses. Jamie has a strong background in tax preparation and tax planning having prepared and reviewed income tax returns for his clients and their families during his entire career at Ayco. While no longer preparing or reviewing client tax returns, he stays involved in the process by working closely with clients CPAs.
Jamie received a Juris Doctor, graduating Cum Laude from Union University – Albany Law School. He is a graduate of the State University of New York – College at Potsdam where he earned a double major in Economics and Politics. Jamie lives in Glenview, IL and is active in sports, activities, and traveling. During his spare time, he coaches youth hockey.
Senior Wealth Strategy Associate
David is a Senior Wealth Strategy Associate with UBS Financial Services. David 's 12 year career has been spent in financial counseling. Prior to joining UBS, he worked at The Ayco Company, L.P., a Goldman Sachs Company.
David has specialized in comprehensive financial planning for high net worth individuals and their families. The financial planning approach has a focus on detail and implementation. His expertise relates to: investment management, employee benefits, tax and estate plan strategies, insurance planning, and retirement planning.
During his tenure at Ayco, David prepared and reviewed tax returns for all clients; that experience provides an important perspective of the impact of tax matters on financial planning. A holistic approach to financial counseling recognizes each client's complex situation, and their team strives to be the main point of contact for all financial issues.
He holds his Series 7 and 66 securities licenses, as well as various insurance and annuity licenses. David received his Bachelor of Science in Finance from the University of Illinois at Urbana-Champaign and also holds an MBA in Finance with a concentration in Investments from DePaul University. In the community, he volunteers his time at neighborhood schools in Chicago. Outside of work, David, his wife and two sons enjoy the great outdoors, camping and hiking.