Experience

Jeff joined UBS in 2007 and is a member of the Investment Management Consultants Association (IMCA).  Jeff received the Certified Investment Management Analyst (CIMA®) designation in 2001, from the Wharton School of Business and his Bachelor of Business degree in 1982 from James Madison University. Jeff is Series 7, 63, 65, 31 and insurance licensed.

Tom Clark joined The Carlton Group in 2014 and focuses on providing the highest level of service to clients. Prior to UBS Tom worked for ING Financial Partners following his graduation from Bentley University where he received his Bachelor of Science majoring in finance with a minor in law. During his time at Bentley Tom further developed his skills and interest in finance and investing outside of the classroom by becoming a member of the Bentley Investment Group, and completing an internship at a hedge fund. Tom is a native of Virginia having grown up in Great Falls and now lives in Reston, Virginia.  Outside of work Tom enjoys skiing and golfing, and is a lifelong Washington Capitals fan.  Tom has his CERTIFIED FINANCIAL PLANNER™ designation and is Series 7, 66, and insurance licensed.