Focused on your goals. Committed to your future.

Our team’s personalized approach provides goal-oriented, multigenerational wealth management for affluent families and comprehensive consulting for nonprofit organizations.

Whether we are advising an organization or a successful family, we work closely together with our clients to create a fully integrated, customized plan to help them achieve what matters most. Through our personalized approach, we promise to help provide:

The confidence that comes from a team that truly works together to address all aspects of our clients’ personal and professional lives
The accountability of experienced financial professionals committed to understanding the unique needs of families and organizations
A boutique level of access and service, offering dedicated attention to select clients

Start the conversation

Our team has the capabilities and experience to offer sophisticated advice designed specifically for your situation. You can be confident that the strategy we develop is based on what you or your organization need.
- Chris Jackson

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.

Tyler Massey

Senior Vice President–Wealth Management
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Tyler P. Massey joined UBS in 1999 after graduating from Virginia Tech University. Throughout his 20 year career at UBS he has solely focused on advancing the financial and personal needs of the families he is fortunate enough to work with.

Tyler is involved in a variety of civil and charitable foundations. He currently serves on the board of the Child & Family Network Centers, a high quality, free education preschool serving the needs of at-risk children in Alexandria, Virginia. He is also involved in the Lunch Pail Defense Foundation, Thanks USA, and the National Breast Cancer Foundation.

He enjoys every minute of the time he is fortunate enough to spend with his two children, Jack and Wynn, in addition to being the proud husband of his wife, Jennie. In his spare time, he likes to travel with his family, read, golf and cook.
- Forbes Best-in-State Wealth Advisors, 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.
- UBS Wealth Management Director’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.
- Virginia Tech University
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

tyler.massey@ubs.com

Tyler Massey

1501 K Street North West,Washington, D.C.,DC,20005
Christopher Jackson, CIMA®

Senior Vice President–Wealth Management

Certified Investment Management Analyst®
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Chris is a Senior Vice President and Institutional Consultant based in Washington, DC. He has 28 years of experience in the financial services industry and provides a broad array of sophisticated services to families and non-profit organizations. His focus includes investment and strategic planning, asset allocation, and portfolio construction. The Institutional Consultant designation, conveyed to fewer than 2% of UBS advisors, reflects his experience and qualifications to work with this type of client.

A graduate of the University of Virginia, Chris holds B.A. degrees in both Economics and Foreign Affairs. He earned the Certified Investment Management Analyst (CIMA®) designation after a program of study at the Wharton School of the University of Pennsylvania. He also holds the Wealth Advisor and Senior Managed Accounts Consultant designations within UBS.

Chris is an active mentor for veterans transitioning from the military into the private sector. He has also been involved with the Leukemia & Lymphoma Society and is a past nominee to be their Washington, DC Man of the Year. A longtime endurance athlete, Chris is a 9-time Ironman finisher, an Ironman All World Athlete designee with a personal best ranking in the top 100 nationally and top 300 globally, and a Leadville 100 Mountain Bike race finisher. He lives in McLean, VA with his wife Janie, their 2 daughters (of 3) still at home, and 2 chocolate Labrador retrievers.
- Forbes Best-in-State Wealth Advisors, 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.
- University of Virginia, B.A. degrees in both Economics and Foreign Affairs
- Certified Investment Management Analyst®
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

christopher.jackson@ubs.com

Christopher Jackson, CIMA®

1501 K Street North West,Washington, D.C.,DC,20005
Jake Sodeman

Account Vice President

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Jake began his career at UBS in 2012 and is currently a Financial Advisor on the team. He actively works to promote business development and also plays a key role in financial planning and investment strategy. Jake helps a range of clients pursue their financial goals by providing tailored advice based on their particular circumstances, preferences and priorities.

A graduate of the University of Maryland with a B.A. degree in economics, Jake also holds the Series 7 and 66 securities licenses.
- University of Maryland, B.A. in Economics
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

jake.sodeman@ubs.com

Jake Sodeman

1501 K Street North West,Washington, D.C.,DC,20005
Rebecca Staed

Wealth Management Associate
View bio
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- ME
- MI
- NC
- NJ
- NY
- PA
- SC
- TN
- TX
- UT
- VA
Rebecca Staed joined UBS Financial Services Inc. in 2013 as a Client Service Associate. Prior to joining UBS, she worked as a Client Service Associate at a large registered investment advisory firm in St. Louis, Missouri for 7 years.

Rebecca graduated with a B.S. in Business Administration and Economics from Elon University. She currently resides in the District of Columbia with her husband.
- Elon University, B.S. in Business Administration and Economics
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

rebecca.staed@ubs.com

Rebecca Staed

1501 K Street North West,Washington, D.C.,DC,20005
Dina LiRosi

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- VA
- VT
- WA
- WI
Home Worker NY
Home Worker NY, NY 000

dina.lirosi@ubs.com

Dina LiRosi

Home Worker NY,Home Worker NY,NY,000

Tyler Massey

Senior Vice President–Wealth Management
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Tyler P. Massey joined UBS in 1999 after graduating from Virginia Tech University. Throughout his 20 year career at UBS he has solely focused on advancing the financial and personal needs of the families he is fortunate enough to work with.

Tyler is involved in a variety of civil and charitable foundations. He currently serves on the board of the Child & Family Network Centers, a high quality, free education preschool serving the needs of at-risk children in Alexandria, Virginia. He is also involved in the Lunch Pail Defense Foundation, Thanks USA, and the National Breast Cancer Foundation.

He enjoys every minute of the time he is fortunate enough to spend with his two children, Jack and Wynn, in addition to being the proud husband of his wife, Jennie. In his spare time, he likes to travel with his family, read, golf and cook.
- Forbes Best-in-State Wealth Advisors, 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.
- UBS Wealth Management Director’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.
- Virginia Tech University
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

tyler.massey@ubs.com

Tyler Massey

1501 K Street North West,Washington, D.C.,DC,20005
Christopher Jackson, CIMA®

Senior Vice President–Wealth Management

Certified Investment Management Analyst®
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Chris is a Senior Vice President and Institutional Consultant based in Washington, DC. He has 28 years of experience in the financial services industry and provides a broad array of sophisticated services to families and non-profit organizations. His focus includes investment and strategic planning, asset allocation, and portfolio construction. The Institutional Consultant designation, conveyed to fewer than 2% of UBS advisors, reflects his experience and qualifications to work with this type of client.

A graduate of the University of Virginia, Chris holds B.A. degrees in both Economics and Foreign Affairs. He earned the Certified Investment Management Analyst (CIMA®) designation after a program of study at the Wharton School of the University of Pennsylvania. He also holds the Wealth Advisor and Senior Managed Accounts Consultant designations within UBS.

Chris is an active mentor for veterans transitioning from the military into the private sector. He has also been involved with the Leukemia & Lymphoma Society and is a past nominee to be their Washington, DC Man of the Year. A longtime endurance athlete, Chris is a 9-time Ironman finisher, an Ironman All World Athlete designee with a personal best ranking in the top 100 nationally and top 300 globally, and a Leadville 100 Mountain Bike race finisher. He lives in McLean, VA with his wife Janie, their 2 daughters (of 3) still at home, and 2 chocolate Labrador retrievers.
- Forbes Best-in-State Wealth Advisors, 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.
- University of Virginia, B.A. degrees in both Economics and Foreign Affairs
- Certified Investment Management Analyst®
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

christopher.jackson@ubs.com

Christopher Jackson, CIMA®

1501 K Street North West,Washington, D.C.,DC,20005
Jake Sodeman

Account Vice President

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Jake began his career at UBS in 2012 and is currently a Financial Advisor on the team. He actively works to promote business development and also plays a key role in financial planning and investment strategy. Jake helps a range of clients pursue their financial goals by providing tailored advice based on their particular circumstances, preferences and priorities.

A graduate of the University of Maryland with a B.A. degree in economics, Jake also holds the Series 7 and 66 securities licenses.
- University of Maryland, B.A. in Economics
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

jake.sodeman@ubs.com

Jake Sodeman

1501 K Street North West,Washington, D.C.,DC,20005
Rebecca Staed

Wealth Management Associate
View bio
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- ME
- MI
- NC
- NJ
- NY
- PA
- SC
- TN
- TX
- UT
- VA
Rebecca Staed joined UBS Financial Services Inc. in 2013 as a Client Service Associate. Prior to joining UBS, she worked as a Client Service Associate at a large registered investment advisory firm in St. Louis, Missouri for 7 years.

Rebecca graduated with a B.S. in Business Administration and Economics from Elon University. She currently resides in the District of Columbia with her husband.
- Elon University, B.S. in Business Administration and Economics
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

rebecca.staed@ubs.com

Rebecca Staed

1501 K Street North West,Washington, D.C.,DC,20005
Dina LiRosi

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- VA
- VT
- WA
- WI
Home Worker NY
Home Worker NY, NY 000

dina.lirosi@ubs.com

Dina LiRosi

Home Worker NY,Home Worker NY,NY,000

Private Clients

Planning focused on your priorities at every stage of life

Managing your wealth goes beyond managing your money. Our disciplined planning process begins with a series of meaningful conversations. By actively listening, we’ll discover what’s important to you and work together to establish a comprehensive financial plan that prioritizes your goals.

Constructing your financial plan
Retirement income planning
Estate planning coordination
Safeguarding multigenerational wealth

Nonprofit organizations

Understanding the unique needs of nonprofit organizations

Endowments, foundations and not-for-profits come to us with a range of financial challenges. We are critical thinkers who go beyond financial guidance to work with institutions and their boards as problem-solvers focused on supporting each organization’s mission.

Trusted guidance
Comprehensive solutions
Mission investing
Fiduciary responsibility

Sustainable investing

Look closer — Sustainability isn’t just about saying no

In the past, investors took an exclusionary approach, staying away from “sin stocks” like alcohol, tobacco, weapons and gambling companies. This was a values-based decision. Today, sustainable investors are more constructive and focused on investment performance as well as aligning their portfolio with their values. By integrating environmental, social, governance (ESG) analysis with traditional financial analysis, sustainable investing can reveal key insights that a traditional approach may overlook.

Don’t compromise - Investing with values can create value

The line between sustainable investing and successful investing is being erased. Investors do not have to choose between making a positive impact and meeting their financial goals

Investment management

Strategies to help prepare for opportunities and times of volatility

When it comes to portfolio management, we tailor your asset allocation and risk management to your unique situation. We practice a balanced, nonproprietary investment strategy and believe that research, diversification and risk monitoring are the foundation of financial success.

Customized portfolio management
Open access
Risk management and asset allocation
Leveraging our institutional consulting experience

Lasting relationships

Exemplary service is the key to a successful relationship

Our highly integrated team works closely together, shares knowledge and maintains accountability to all of our clients. While you may work directly with a specific point-of-contact, you can turn to any member of the team as specific needs arise.

Attention on your terms
Proactive communication
Client service professionals
Coordination with your other advisors

The first 100 days

Is your portfolio ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Focused on your goals. Committed to your future.

Pursuing your goals together

Tyler Massey

Christopher Jackson, CIMA®

Jake Sodeman

Rebecca Staed

Dina LiRosi