Tailored wealth advice

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Jay's path in wealth management has been a unique one. Before joining UBS a decade ago, Jay built, managed and sold multiple successful businesses. Understanding the importance of hard work and creative enterprise, Jay has applied his deeply-rooted values, ethics and principles and combined them with an abundance of real world business experience to help his clients view and invest their wealth differently. Fostering enduring relationships based on a firm foundation of experience and knowledge  has enabled him to excel and cultivate his organically grown business.  Jay attended Allegheny College where he earned a dual major in econometrics and political science.  Residing in his hometown of Moon, Jay is active member of St. Margaret Mary Church, he enjoys boating, fishing, the outdoors, gardening and friends and family.  By far his biggest success story is his son Jay IV.

CA Insurance License No. 4206296

• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Chartered Retirement Plans Specialist℠

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Jennefer Bartholomew is a financial advisor with The Sofranko Group. She has been with UBS since March 2017. She specializes in business transition and exit planning.

Jennefer spent over five years with Bank of America / Merrill Lynch as a banking advisor. Originally from Michigan, Jennefer has also resided in Southern California and Colorado. She previously spent over 15 years working in the legal industry focused primarily on litigation, intellectual property, commercial and residential foreclosure, and sports law. Addtionally, she had a past role working in the intellectual property division of Ford Motor Company.

Jennefer currently serves on the Board of Directors for Communities in Schools, Pittsburgh-Allegheny County Chapter (CISPAC), the nation's largest dropout prevention nonprofit organization, and on the Northland Public Library Foundation Board. 

She and her youngest son, Aidan, reside in McCandless Township, north of Pittsburgh, Pennsylvania. Her oldest son, Sean, is a comp sci engineer at The Mitre Corporation in Boston, MA.

CA Insurance License No. 4206356

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Certified Exit Planning Advisor

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Jim earned his B.S. in Finance from Duquesne University in Pittsburgh, Pennsylvania. Before joining The Sofranko Group as a Wealth Strategy Associate, Jim spent the first part of his career with Nationwide Securities, LLC as an Investment Advisor. Jim is also a strong believer in community involvement and philanthropy. In his spare time, he is an avid fan of the Pittsburgh Pirates, enjoys golfing and skiing, and is constantly found reading military history books.

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Perry Ninness joined The Sofranko Group as a Client Service Associate (CSA) in the Sewickley branch. Before making the career move to UBS, Perry was at BNY Mellon as a Derivatives Specialist and a former intern on our team! Perry graduated from Point Park University with a B.S. in Accounting.  He is currently pursuing the Chartered Financial Analyst (CFA) designation. Perry is a motorsports fanatic. He regularly attends all forms of racing, from Formula 1 to local dirt track events, travelling in his own sports car.  He enjoys his annual hunting trip with his father where they hunt on the property and relax in their cabin. Perry is a long term resident of Mt. Washington, where he currently sits as President of the local Community Development Corporation.

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Jacqueline graduated from Penn State University in 2019 with a bachelor’s degree in Finance as well as a bachelor’s degree in Economics. She spent her first two years of school at Penn State Behrend in Erie, PA where she played on their varsity tennis team before transferring to University Park for her final two years. Before joining The Sofranko Group, she worked at JPMorgan Chase & Co in the Global Finance & Business Management Analyst Program. Some of her hobbies include playing tennis, skiing, reading, and cooking.