Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Two people talking overhead

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Jeffrey Lawrence Rotsky

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • AZ
    • CA
    • CA
    • CO
    • CO
    • FL
    • FL
    • GA
    • GA
    • ID
    • ID
    • IL
    • IL
    • IN
    • IN
    • MA
    • MA
    • MD
    • MD
    • ME
    • ME
    • MI
    • MI
    • NV
    • NV
    • NY
    • NY
    • OH
    • OH
    • OR
    • OR
    • PA
    • PA
    • RI
    • RI
    • SC
    • SC
    • TN
    • TN
    • TX
    • TX
    • VA
    • VA
    • WA
    • WA
    • WI
    • WI

    Jeff and his team provide customized advice, investment strategies, full financial planning services, and other financial services to high net worth individuals, families, and institutions.  The team’s primary goals are to build a financial road map and then diversified portfolios to help individual clients reach their specific goals and aspirations.  His job is to help successful, hard working individual reach their goals, while his passion is being a mentor and leader in the community.

    Born and raised in Cleveland, Jeff is an advocate of giving back to the Cleveland community.  He is head of a mentoring program, The Rotsky Foundation and Head Football Coach of Villa-Angela St. Joseph High School.  The Rotsky Foundation, founded 30 years ago by Jeff and his wife Gina, is a mentoring program that was created to motivate inner-city middle school students to help provide a better opportunity and guidance through school and life. 

    Jeff is a graduate of Case Western Reserve University and the Weatherhead School of Management.  He lives in Gates Mills with his wife Gina, son Bailey and daughter Emmie. 

          30050 Chagrin Boulevard
          Suite 200
          Pepper Pike, OH 44124
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          Eric John Stephenson

          Financial Advisor

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          • AZ
          • CA
          • CO
          • FL
          • GA
          • ID
          • IL
          • IN
          • MA
          • MD
          • ME
          • MI
          • NV
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • VA
          • WA
          • WI

          Eric started off at Arthur Anderson and earned his CPA in 1998.  Eric specializes in the liability management, insurance, and the execution of financial plans and market research.  A native Clevelander, Eric also believes in giving back to the Cleveland community.  He has partnered with Jeff on numerous philanthropic endeavors since their days together at Case Western Reserve University.  It continues today with their joint work together at The Rotsky Foundation for Mentors and Villa Angela St Joseph Football. 

          Eric is a graduate of Case Western Reserve University.  He lives in Bratenahl with his wife Janette, an Ob/Gyn Doctor with University Hospitals and children Kurt, Kyle, Quinn, and Claire.

                30050 Chagrin Boulevard
                Suite 200
                Pepper Pike, OH 44124
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                Nicholas Oskowski

                Senior Client Associate

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                      30050 Chagrin Boulevard
                      Suite 200
                      Pepper Pike, OH 44124
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                      Brenda Carr-Bryant

                      Client Associate

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                              30050 Chagrin Boulevard
                              Suite 200
                              Pepper Pike, OH 44124

                            Connecting you to the deep resources of UBS

                            By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                            The Year Ahead - Sustainable Investing

                            Retirement planning

                            Retirement planning

                            Multigenerational planning

                            Multigenerational planning

                            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

                            Global leader

                            UBS is a world-leading wealth manager