Let's move forward. Together.

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.

Jason Katz, CIMA

Managing Director–Wealth Management

Senior Portfolio Manager
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Insight grounded in experience
An industry veteran since 1992, Jason is the senior member and founder of Katz Wealth Management and a UBS Managing Director, a title reserved for a handful of business leaders around the globe.

As a Senior Portfolio Manager, Jason oversees several customized equity, exchange traded funds, and institutional mutual fund models. He also has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds for clients. He holds the Certified Investment Management Analyst® designation, administered by the Investment Management Consultants Association® and taught in conjunction with The Wharton School, University of Pennsylvania. And, as one of UBS’s elite Private Wealth Advisors, Jason has completed comprehensive training in financial planning, asset management and wealth transfer strategies.

Credentials that build confidence
From 2013 to 2015, Jason was a member of the UBS Financial Advisor Advisory Council, a select group chosen to represent the entire population of UBS Financial Advisors in order to shape the firm’s wealth management strategies. He has completed both the UBS Wealth Management Education and Portfolio Management programs and maintains his Series 7, 31, 63 and 65 securities licenses as well as the New York State life and health insurance licenses.

Outside of UBS

Jason received his B.A. in finance from Boston University. He lives on Long Island with his wife, Amy, and their three children: Brittney, Amanda and Benjamin. Jason is an avid golfer, tennis player and swimmer who has completed multiple triathlons. He is also an active leader in his community as the JCC Special Needs Basketball Clinic Chairman, Roslyn Travel and Booster Basketball Head Coach, American Corporate Partners Veteran Mentor and a member of the Roslyn JCC Sports Advisory Council.
- Barron’s Top 100 Private Wealth Advisory Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Barron’s Top 50 Private Wealth Advisory Teams, 2019, 2020The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Financial Advisors, 2018, 2019, 2020, 2021, 2022The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes America's Top Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022The 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 Advisors, 2018, 2019, 2020, 2021, 2022The 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/SHOOK Top 100 Wealth Advisors, 2016The Forbes rating is awarded annually in August or September and is based on information from March of the prior year to March of the award year.
- Boston University, B.A. Finance
- Senior Portfolio Manager
- Certified Investment Management Analyst®
1285 Avenue Of The Americas
New York, NY 10019
Marc Green

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- TN
- TX
- VA
- VT
- WA
- WI
Marc, co-founder of The Synergy Group, is a Senior Vice President and Senior Portfolio Manager. Marc’s focus has always been to be his client’s primary source of financial advice and to provide quality investment services and appropriate estate planning strategies.

Marc has over four decades of experience managing individual and institutional assets. He is a member of the New York State Bar Association and a member of the Bar of the United States District Court for the Southern and Eastern District of New York.

Marc obtained his Bachelors degree in political science from Hofstra University. Marc and his wife, Ilana, split their time between Manhattan and Old Chatham, NY. Their son Bradford and his family live in Manhattan.
- Barron’s Top 50 Private Wealth Advisory Teams, 2019, 2020The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Hofstra University, Political Science
- Senior Portfolio Manager
1285 Avenue Of The Americas
New York, NY 10019
Zachary Mazur

Senior Client Associate
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Zach joined UBS in 2002 and serves as a Client Service Associate, working closely with clients to prepare account reviews, portfolio proposals, and trading.

Zach received his B.A. in political science from SUNY Albany, with minors in both business and Spanish, and holds Series 7 and 63 securities licenses. In his spare time, enjoys sailing and any type of exercise.
- SUNY Albany, B.A. Political Science, Minors in Business and Spanish
1285 Avenue Of The Americas
New York, NY 10019
Alexander Smith, CFP, CIMA, CEPA

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Insight grounded in experience
Alex has been a key member of the team for nearly two decades, overseeing all of the team’s fixed income strategies and lending solutions. He works closely with clients to manage their bond portfolios, utilizing municipal, government and corporate fixed income as well as short-term cash alternatives. In addition, Alex advises clients on UBS borrowing capabilities, such as securities-backed lines of credit. Lastly, he focuses on corporate and executive services, helping those who must comply with Rule 144, restricted stock/options and 10b5-1 requirements.

Credentials that build confidence
Alex is a CERTIFIED FINANCIAL PLANNER™ professional and is trained in personal financial planning, retirement planning and estate planning strategies. He also holds the Certified Investment Management Analyst® designation, administered by the Investment Management Consultants Association® and taught in conjunction with The Wharton School, University of Pennsylvania. Alex maintains his Series 7, 31, 63, 66 and New York State life and health insurance licenses. He received his B.A. in business from Adelphi University.

Outside of UBS
Alex enjoys spending time with his family—his wife, Michelle, and their three children, Alexander, Christopher and Elizabeth. He is an active participant in the UBS Community Affairs & Corporate Responsibility program and enjoys tennis, music and spending time with his family.
- Adelphi University, B.A. Business
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
- Certified Exit Planning Advisor
1285 Avenue Of The Americas
New York, NY 10019
Evan Kresman, CFP, CIMA

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
Evan has served in a variety of roles since joining the team in 2004. Today he partners with Jason on the essential area of client outreach. Together they proactively contact clients to review portfolio strategy, account performance, and market updates. Evan also collaborates with the team in analyzing portfolios and presenting investment solutions tailored to clients’ individual portfolios. Finally, Evan co-heads the team's comprehensive financial planning process, reviewing such topics as retirement planning, asset allocation, investment management and insurance needs.

Credentials that build confidence
A CERTIFIED FINANCIAL PLANNER™ professional, Evan holds the Certified Investment Management Analyst® designation, administered by the Investment Management Consultants Association® and taught in conjunction with The Wharton School, University of Pennsylvania. He has completed the UBS Wealth Management Education Program and maintains his Series 7, 31 and 66 securities licenses along with New York State life and health insurance licenses. Evan received his B.S. from The Kelley School of Business at Indiana University.

Outside of UBS
Evan lives with his wife, Meredith, and enjoys yoga, running, and supporting local live music. Evan is also an active participant in the UBS Community Affairs & Corporate Responsibility program.
- The Kelley School of Business at Indiana University, B.S.
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
1285 Avenue Of The Americas
New York, NY 10019
Ryan Pratt, CFP

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Insight grounded in experience
Ryan serves as the team's lead Portfolio Analyst, responsible for performing extensive reviews of clients’ investment portfolios and helping to develop customized solutions to align their portfolios with their financial plans. Ryan also oversees trading for all equities, exchange traded funds, mutual funds and options. Lastly, he heads the team's institutional money manager and investment solution due diligence process.

Credentials that build confidence
Ryan joined the team in 2005 and is a CERTIFIED FINANCIAL PLANNER™ trained in personal financial planning, retirement planning and estate planning strategies. He maintains his New York State life and health insurance licenses along with his Series 7 and 66 securities licenses.

Ryan received his B.A. in finance from The College of Business Administration at Fordham University and his M.B.A. from Fordham Graduate Business School.

Outside of UBS
Ryan enjoys live music and the great outdoors and is an active participant in the UBS Community Affairs & Corporate Responsibility program. In his free time, he is also a volunteer and mentor in various New York Cares programs.
- The College of Business Administration at Fordham University, B.A. Finance
- Fordham Graduate Business School, M.B.A.
- CERTIFIED FINANCIAL PLANNER™
1285 Avenue Of The Americas
New York, NY 10019

Jason Katz, CIMA

Managing Director–Wealth Management

Senior Portfolio Manager
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Insight grounded in experience
An industry veteran since 1992, Jason is the senior member and founder of Katz Wealth Management and a UBS Managing Director, a title reserved for a handful of business leaders around the globe.

As a Senior Portfolio Manager, Jason oversees several customized equity, exchange traded funds, and institutional mutual fund models. He also has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds for clients. He holds the Certified Investment Management Analyst® designation, administered by the Investment Management Consultants Association® and taught in conjunction with The Wharton School, University of Pennsylvania. And, as one of UBS’s elite Private Wealth Advisors, Jason has completed comprehensive training in financial planning, asset management and wealth transfer strategies.

Credentials that build confidence
From 2013 to 2015, Jason was a member of the UBS Financial Advisor Advisory Council, a select group chosen to represent the entire population of UBS Financial Advisors in order to shape the firm’s wealth management strategies. He has completed both the UBS Wealth Management Education and Portfolio Management programs and maintains his Series 7, 31, 63 and 65 securities licenses as well as the New York State life and health insurance licenses.

Outside of UBS

Jason received his B.A. in finance from Boston University. He lives on Long Island with his wife, Amy, and their three children: Brittney, Amanda and Benjamin. Jason is an avid golfer, tennis player and swimmer who has completed multiple triathlons. He is also an active leader in his community as the JCC Special Needs Basketball Clinic Chairman, Roslyn Travel and Booster Basketball Head Coach, American Corporate Partners Veteran Mentor and a member of the Roslyn JCC Sports Advisory Council.
- Barron’s Top 100 Private Wealth Advisory Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Barron’s Top 50 Private Wealth Advisory Teams, 2019, 2020The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Financial Advisors, 2018, 2019, 2020, 2021, 2022The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes America's Top Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022The 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 Advisors, 2018, 2019, 2020, 2021, 2022The 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/SHOOK Top 100 Wealth Advisors, 2016The Forbes rating is awarded annually in August or September and is based on information from March of the prior year to March of the award year.
- Boston University, B.A. Finance
- Senior Portfolio Manager
- Certified Investment Management Analyst®
1285 Avenue Of The Americas
New York, NY 10019
Marc Green

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- TN
- TX
- VA
- VT
- WA
- WI
Marc, co-founder of The Synergy Group, is a Senior Vice President and Senior Portfolio Manager. Marc’s focus has always been to be his client’s primary source of financial advice and to provide quality investment services and appropriate estate planning strategies.

Marc has over four decades of experience managing individual and institutional assets. He is a member of the New York State Bar Association and a member of the Bar of the United States District Court for the Southern and Eastern District of New York.

Marc obtained his Bachelors degree in political science from Hofstra University. Marc and his wife, Ilana, split their time between Manhattan and Old Chatham, NY. Their son Bradford and his family live in Manhattan.
- Barron’s Top 50 Private Wealth Advisory Teams, 2019, 2020The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Hofstra University, Political Science
- Senior Portfolio Manager
1285 Avenue Of The Americas
New York, NY 10019
Zachary Mazur

Senior Client Associate
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Zach joined UBS in 2002 and serves as a Client Service Associate, working closely with clients to prepare account reviews, portfolio proposals, and trading.

Zach received his B.A. in political science from SUNY Albany, with minors in both business and Spanish, and holds Series 7 and 63 securities licenses. In his spare time, enjoys sailing and any type of exercise.
- SUNY Albany, B.A. Political Science, Minors in Business and Spanish
1285 Avenue Of The Americas
New York, NY 10019
Alexander Smith, CFP, CIMA, CEPA

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Insight grounded in experience
Alex has been a key member of the team for nearly two decades, overseeing all of the team’s fixed income strategies and lending solutions. He works closely with clients to manage their bond portfolios, utilizing municipal, government and corporate fixed income as well as short-term cash alternatives. In addition, Alex advises clients on UBS borrowing capabilities, such as securities-backed lines of credit. Lastly, he focuses on corporate and executive services, helping those who must comply with Rule 144, restricted stock/options and 10b5-1 requirements.

Credentials that build confidence
Alex is a CERTIFIED FINANCIAL PLANNER™ professional and is trained in personal financial planning, retirement planning and estate planning strategies. He also holds the Certified Investment Management Analyst® designation, administered by the Investment Management Consultants Association® and taught in conjunction with The Wharton School, University of Pennsylvania. Alex maintains his Series 7, 31, 63, 66 and New York State life and health insurance licenses. He received his B.A. in business from Adelphi University.

Outside of UBS
Alex enjoys spending time with his family—his wife, Michelle, and their three children, Alexander, Christopher and Elizabeth. He is an active participant in the UBS Community Affairs & Corporate Responsibility program and enjoys tennis, music and spending time with his family.
- Adelphi University, B.A. Business
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
- Certified Exit Planning Advisor
1285 Avenue Of The Americas
New York, NY 10019
Evan Kresman, CFP, CIMA

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
Evan has served in a variety of roles since joining the team in 2004. Today he partners with Jason on the essential area of client outreach. Together they proactively contact clients to review portfolio strategy, account performance, and market updates. Evan also collaborates with the team in analyzing portfolios and presenting investment solutions tailored to clients’ individual portfolios. Finally, Evan co-heads the team's comprehensive financial planning process, reviewing such topics as retirement planning, asset allocation, investment management and insurance needs.

Credentials that build confidence
A CERTIFIED FINANCIAL PLANNER™ professional, Evan holds the Certified Investment Management Analyst® designation, administered by the Investment Management Consultants Association® and taught in conjunction with The Wharton School, University of Pennsylvania. He has completed the UBS Wealth Management Education Program and maintains his Series 7, 31 and 66 securities licenses along with New York State life and health insurance licenses. Evan received his B.S. from The Kelley School of Business at Indiana University.

Outside of UBS
Evan lives with his wife, Meredith, and enjoys yoga, running, and supporting local live music. Evan is also an active participant in the UBS Community Affairs & Corporate Responsibility program.
- The Kelley School of Business at Indiana University, B.S.
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
1285 Avenue Of The Americas
New York, NY 10019
Ryan Pratt, CFP

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Insight grounded in experience
Ryan serves as the team's lead Portfolio Analyst, responsible for performing extensive reviews of clients’ investment portfolios and helping to develop customized solutions to align their portfolios with their financial plans. Ryan also oversees trading for all equities, exchange traded funds, mutual funds and options. Lastly, he heads the team's institutional money manager and investment solution due diligence process.

Credentials that build confidence
Ryan joined the team in 2005 and is a CERTIFIED FINANCIAL PLANNER™ trained in personal financial planning, retirement planning and estate planning strategies. He maintains his New York State life and health insurance licenses along with his Series 7 and 66 securities licenses.

Ryan received his B.A. in finance from The College of Business Administration at Fordham University and his M.B.A. from Fordham Graduate Business School.

Outside of UBS
Ryan enjoys live music and the great outdoors and is an active participant in the UBS Community Affairs & Corporate Responsibility program. In his free time, he is also a volunteer and mentor in various New York Cares programs.
- The College of Business Administration at Fordham University, B.A. Finance
- Fordham Graduate Business School, M.B.A.
- CERTIFIED FINANCIAL PLANNER™
1285 Avenue Of The Americas
New York, NY 10019

The circular economy: What is it?

Retirement 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

Let's move forward. Together.

Jason Katz, CIMA

Marc Green

Zachary Mazur

Alexander Smith, CFP, CIMA, CEPA

Evan Kresman, CFP, CIMA

Ryan Pratt, CFP