Family. Wealth. For generations

Pillar rock

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Oculus NYC
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    Matthew Tashjian

    Senior Vice President–Wealth Management

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      Passionate about well-being. Purposeful about wealth management. Principled about sustainability. Throughout his 27 years of wealth management, Matthew Tashjian has focused on well-being—for his clients, himself, his family, and the planet. His expertise resulted in a practicum, Wealth and Well-Being, which he taught at both Merrill and Smith Barney, prior to joining UBS. Throughout his work with individual families and Fortune 500 companies, Matthew coined the term, “the modern diversified portfolio”, exploring investors’ deeply personal aspirations and how these contribute to their financial and overall well-being.

      Matthew’s interests are broad—but, his favorites are spending time with his family, Nicole and their dogs on their 34-acre farm in Woodstock Vermont. There, they like to garden, hike, and do yoga. The people, not the dogs.--

       

       

       

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            Jason Farkas

            First Vice President–Wealth Management

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            Jason entered the financial services industry in 1994, and joined Merrill Lynch Wealth Management in 2012, and then UBS Financial Services in 2022. His 25 years of capital markets experience includes stints as a technical analyst, trader, financial advisor and 401(k)-plan consultant. This industry experience has involved everything from forecasting intra-day moves in the Nikkei to making decades-long calls for currencies and interest rates, as well as helping clients anticipate and pursue critical financial objectives.

            Jason is a member of the Market Technicians Association. He earned MBA certificates in Accounting, Finance and Negotiation at Heriot-Watt University’s Edinburgh Business School after attending Arizona State University. He has been tutored by two Austrian School economists.

            A triathlete and Phoenix native, Jason is an avid student of markets and market psychology, and has a deep industry perspective of how to incorporate tactical market forecasts into an overall wealth management strategy tailored for individuals and families. 

            He lives in Farmington with his wife and two boys.

                  One State Street
                  Suite 1600
                  Hartford, CT 06103
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                  Alexandria Braithwaite

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                    Alexandria assists The Tashjian Farkas Group with database management, client services and maintaining client records, supported by her years of experience in the financial services industry. She joined Merrill Lynch Wealth Management in 2011, then joined UBS Financial Services in 2022. She graduated with a bachelor's degree in business administration from Bay Path University. She lives in West Hartford, Connecticut, with her two children. Alexandria enjoys outdoor activities, including hiking, camping and sight-seeing.

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                          Nicoletta Geraci

                          Client Associate

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                            Nicoletta Geraci has 19 years of experience at Merrill Lynch Wealth Management, and then joined UBS Financial Services in 2022.  Nikki assists The Tashjian Farkas Group with dedicated operational and sales support. On her time off Nikki enjoys traveling and spending time with her family. Nikki lives in Watertown with her husband.

                                  One State Street
                                  Suite 1600
                                  Hartford, CT 06103

                                Wealth and Wellbeing

                                Wealth Management is a human process - with well-being at the root.  We recognize this truth and orient our entire business toward helping clients achieve their purpose in life.

                                The Year Ahead - Sustainable Investing

                                Your life, wealth and future. UBS Wealth Way

                                Sustainable investing

                                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

                                More than 150 years

                                offering financial advice