Managing Director–Wealth Management
Financial Advisor
As the founder of The Family Office Group, Jay has spent the entirety of his 20-year career working with ultra high net worth clients and their family offices. Serving the complex needs of a highly select group, he provides a deep understanding of the global markets and direct access to the elite resources of UBS Private Wealth Management.
“I am proud to serve the wealth management needs of exceptional clients at all phases of life. Highly successful individuals and families count on our team for our experience, trusted advice and commitment to the highest level of service.”
Jay focuses on exceptional families and individuals who need an institutional level of investment guidance. Dividing his time between clients in Memphis, New York and the West Coast, Jay specializes in balance sheet management and strategies that use illiquid long-term investment solutions to help them reach their goals.
Experience
Credentials
Life
Recognized as an industry leader:
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
Let's connect
Managing Director–Wealth Management
Financial Advisor
As the founder of The Family Office Group, Jay has spent the entirety of his 20-year career working with ultra high net worth clients and their family offices. Serving the complex needs of a highly select group, he provides a deep understanding of the global markets and direct access to the elite resources of UBS Private Wealth Management.
“I am proud to serve the wealth management needs of exceptional clients at all phases of life. Highly successful individuals and families count on our team for our experience, trusted advice and commitment to the highest level of service.”
Jay focuses on exceptional families and individuals who need an institutional level of investment guidance. Dividing his time between clients in Memphis, New York and the West Coast, Jay specializes in balance sheet management and strategies that use illiquid long-term investment solutions to help them reach their goals.
Experience
Credentials
Life
Recognized as an industry leader:
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
Let's connect
Associate Director
Financial Advisor
As the team's lead investment consultant, Aaron is dedicated to building trusted relationships with clients by focusing on their long-term investment goals. He, and the entire team, focus exclusively on managing significant wealth for exceptional families and family offices. He always keeps his clients’ best interests in mind, especially in determining allocations, selecting money managers, deciding on alternative investment strategies and executing trades.
“ I am passionate about research. Today, you need a comprehensive perspective on the global economy. ”
With his experience as an analyst and in macroeconomic research, Aaron helps design and implement strategic asset allocations. He builds highly customized portfolios by directing capital to equities, fixed income, structured solutions and alternative investments. Aaron bases his strategies and recommendations on extensive research, especially the impact of global political and economic trends, indicators and market outlooks.
Experience
Credentials
Life
Associate Director
Financial Advisor
As the team's lead investment consultant, Aaron is dedicated to building trusted relationships with clients by focusing on their long-term investment goals. He, and the entire team, focus exclusively on managing significant wealth for exceptional families and family offices. He always keeps his clients’ best interests in mind, especially in determining allocations, selecting money managers, deciding on alternative investment strategies and executing trades.
“ I am passionate about research. Today, you need a comprehensive perspective on the global economy. ”
With his experience as an analyst and in macroeconomic research, Aaron helps design and implement strategic asset allocations. He builds highly customized portfolios by directing capital to equities, fixed income, structured solutions and alternative investments. Aaron bases his strategies and recommendations on extensive research, especially the impact of global political and economic trends, indicators and market outlooks.
Experience
Credentials
Life
Authorized Officer
Team Administrator
Lyndsey has spent her entire career working closely with ultra high net worth families, helping each generation by understanding their unique needs and family dynamics. Organized and detail-oriented, she supports each member of the team so they can thrive in their roles and bring the most to the team’s clients. She especially appreciates the opportunity to work with such a select group of individuals and families, building relationships with successive generations.
“I love being able to work directly with clients. My personal and family values help guide my professional life.”
As a CERTIFIED FINANCIAL PLANNER™ professional, Lyndsey works with clients on planning and cash management. She is specifically focused on providing cash flow analysis and account management and maintenance. Lyndsey has been instrumental in coordinating the team’s client participation in UBS events and has also assisted in organizing a multi-day event exclusively for the firm’s UHNW clients. She is most proud of the difference she makes in the lives of clients every day by offering exceptional service that consistently exceeds expectations.
Experience
Credentials
Life
Authorized Officer
Team Administrator
Lyndsey has spent her entire career working closely with ultra high net worth families, helping each generation by understanding their unique needs and family dynamics. Organized and detail-oriented, she supports each member of the team so they can thrive in their roles and bring the most to the team’s clients. She especially appreciates the opportunity to work with such a select group of individuals and families, building relationships with successive generations.
“I love being able to work directly with clients. My personal and family values help guide my professional life.”
As a CERTIFIED FINANCIAL PLANNER™ professional, Lyndsey works with clients on planning and cash management. She is specifically focused on providing cash flow analysis and account management and maintenance. Lyndsey has been instrumental in coordinating the team’s client participation in UBS events and has also assisted in organizing a multi-day event exclusively for the firm’s UHNW clients. She is most proud of the difference she makes in the lives of clients every day by offering exceptional service that consistently exceeds expectations.
Experience
Credentials
Life
Senior Wealth Strategy Associate
With her background as a licensed attorney, Rachel is able to offer a holistic level of estate and tax planning services. She is trusted to work closely with clients’ estate and tax attorneys, and she provides guidance on philanthropy, trust administration, business succession planning, risk management, wealth transfer and family governance. Her exceptional and discerning clients require the expertise of institutional-level service.
“Clients trust us for our integrity, compassion and professionalism. Whether working with family offices or directly with families, we are highly collaborative and thorough. ”
A part of one of UBS’s top Private Wealth Management teams, Rachel is able to coordinate direct access to the global resources of the firm. This may include the Advanced Planning Group, Family Advisory and Philanthropy and other key experts, specialists and essential banking services worldwide.
Experience
Credentials
Life
Senior Wealth Strategy Associate
With her background as a licensed attorney, Rachel is able to offer a holistic level of estate and tax planning services. She is trusted to work closely with clients’ estate and tax attorneys, and she provides guidance on philanthropy, trust administration, business succession planning, risk management, wealth transfer and family governance. Her exceptional and discerning clients require the expertise of institutional-level service.
“Clients trust us for our integrity, compassion and professionalism. Whether working with family offices or directly with families, we are highly collaborative and thorough. ”
A part of one of UBS’s top Private Wealth Management teams, Rachel is able to coordinate direct access to the global resources of the firm. This may include the Advanced Planning Group, Family Advisory and Philanthropy and other key experts, specialists and essential banking services worldwide.
Experience
Credentials
Life
Wealth Management Associate
Callie will be supporting the team as an investment analyst. Her primary responsibility will be helping family office clients to create asset allocation plans. She will focus on manager due diligence, cash management and trade execution.
Experience
Credentials
Life
Wealth Management Associate
Callie will be supporting the team as an investment analyst. Her primary responsibility will be helping family office clients to create asset allocation plans. She will focus on manager due diligence, cash management and trade execution.
Experience
Credentials
Life
Client Associate
Harrison joined the team in 2021 as an investment analyst. His primary responsibilities will be assisting the team with due diligence of investment opportunities for clients and gaining experience in Private Wealth Management.
Credentials
Life
Lives at the Olympic Training Center in Chula Vista, CA
Currently training for the 2024 Olympics in the Decathlon
Enjoys watching the Astros and learning to play the guitar in his free time
Client Associate
Harrison joined the team in 2021 as an investment analyst. His primary responsibilities will be assisting the team with due diligence of investment opportunities for clients and gaining experience in Private Wealth Management.
Credentials
Life
Lives at the Olympic Training Center in Chula Vista, CA
Currently training for the 2024 Olympics in the Decathlon
Enjoys watching the Astros and learning to play the guitar in his free time
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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