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.

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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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    • CA
    • CA
    • CO
    • CO
    • FL
    • FL
    • ID
    • ID
    • IL
    • IL
    • IN
    • IN
    • MA
    • MA
    • MD
    • MD
    • ME
    • ME
    • MI
    • MI
    • NY
    • NY
    • OH
    • OH
    • PA
    • PA
    • RI
    • RI
    • SC
    • SC
    • TN
    • TN
    • TX
    • TX
    • VA
    • VA
    • VT
    • VT
    • 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
          jeffrey.rotsky@ubs.com
          Jeffrey Lawrence Rotsky
          30050 Chagrin Boulevard,Pepper Pike,OH,44124
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          Eric John Stephenson

          Financial Advisor

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          • CA
          • CO
          • FL
          • ID
          • IL
          • IN
          • MA
          • MD
          • ME
          • MI
          • NY
          • OH
          • 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
                Eric.stephenson@ubs.com
                Eric John Stephenson
                30050 Chagrin Boulevard,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
                        brenda.carr-bryant@ubs.com
                        Brenda Carr-Bryant
                        30050 Chagrin Boulevard,Pepper Pike,OH,44124

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