Tailored wealth advice

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Jay's path is highly unique in wealth management. Before joining UBS a decade ago, Jay had 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 trust, knowledge and superior execution have enabled him to excel and cultivate his organically grown practice.  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, who enjoys boating, fishing, the outdoors, gardening and friends and family.  By far his biggest success story is his son Jay IV.

Throughout his career Jay has achieved several awards and accolades.  He was awarded the UBS "Top 35 under 35" Award which recognizes the top 35 advisors under the age 35 within Wealth Management America.  Jay has also been appointed to the Directors Council each year beginning in 2008 through 2016.  This represents a council comprised of the top advisors nationally within UBS.  Additionally, Jay has also earned UBS Banking Champion in years 2012, 2014, 2015 and 2016. 

CA Insurance License No. 4206296

• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The 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.

• 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, structured debt and lending.

Jennefer spent over five years with Bank of America / Merrill Lynch as a banking advisor. A leader in lending, Jennefer finished her 2015 year in the top 5%, ranking 19 out of 375 bankers.

Originally from Michigan, Jennefer has also resided in Southern California and Colorado. She has spent over 15 years working in the legal industry focused primarily on litigation, intellectual property, commercial and residential foreclosure, and sports law. Clients included the US Olympic Committee, US Anti-Doping Agency, and the Professional Rodeo Cowboys Association. In addition, she worked 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

• 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, Jim spent the first part of his career with Nationwide Securities, LLC as an Investment Advisor. A strong believer in community involvement and philanthropy, Jim is currently the President of Mountain View Rotary in Greensburg, Pennsylvania. There he leads a group of like minded individuals in serving others that are in need on a local level as well as internationally. 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.