Experience

With many decades of experience as a financial partner, Jon currently serves as a Private Wealth Advisor with the UBS Private Wealth Management Group, based in Chicago with local offices in Birmingham and Detroit.  This select group of financial advisors is accredited with comprehensive skills critical for serving the needs of ultra-high net worth clients and their families. Jon is located in the Birmingham, Michigan UBS Private Wealth Management office.

Throughout his career, Jon has developed extensive personal experience servicing a small select group of multigenerational, ultra-high net worth families, specializing in business owners, family offices, family foundations, endowments, and corporate executives. Dedicated to understanding the complexities of his client’s arenas, Jon’s personal accessibility and commitment to service are the cornerstones of each of his relationships.

Jon earned a BA in Economics at Albion College.  He is a member of the Investment Management Consultants Association and has served on various strategic leadership and industry advisory councils.  Jon has also studied industry advanced economic and management theory in Executive courses at Harvard, Princeton, and Wharton.

Jon for many years has been effectively active in his church and with his charitable giving and donations of time.  While serving as an advocate for many local charities and foundations, Jon has also participated in mentoring inner city children by fostering their development through their high school years and beyond.

He and his wonderful wife, Betsy, have three beautiful children Lea, Jon, and Dan and amazing grandchildren, Orlando and Rosie. A member of Oakland Hills Country Club, Jon enjoys his summers there and on Walloon Lake.  Jon and Betsy currently reside in Bloomfield Hills, Michigan.

Jon Vigi, Jr. joined UBS in 2014 and is a Private Wealth Advisor that serves a select group of business owners, family offices and affluent families. He specializes in investments, financial planning and succession planning. His interest and knowledge in providing comprehensive financial planning and wealth management services to clients was sparked when he worked summers at Merrill Lynch as part of the Mig-Vigi Private Banking and Investment Group while attending school. Jon was previously with the University of Michigan Athletic Department Center for Leadership Development and Career Preparation where he worked with Finance and Human Resource departments of Fortune 500 companies as a liaison with University athletic programs. Prior to that, he worked as an assistant football coach and administrator for Kalamazoo College while obtaining his Master's degree in Sport Management.

Jon attended Kalamazoo College where he earned his BA in Business and was a member and captain of the football team. He holds Series 7 and 66 securities licenses from FINRA and earned his Certified Private Wealth Advisor (CPWA®) designation through Yale University’s School of Management. Jon also holds the Certified Exit Planning Advisor (CEPA) designation and obtained his Certified Financial Planner (CFP®) designation through NYU’s School of Professional Studies.

Jon and his wife, Jackie, and their children, Orlando and Rose, reside in Bloomfield Hills, Michigan with their dogs, Opie and Moose. He is an avid Detroit sports fan and enjoys golfing, playing hockey and spending summer weekends in northern Michigan.

Terrie is a Senior Wealth Strategy Associate, specializing in providing unparalleled service to the team's clients. Her career in the financial services industry spans more than 30 years. Terrie and Jon Vigi first forged their partnership during their tenure with Merrill Lynch's Private Banking and Investment Group. 

With steadfast focus and commitment to exceptional client service, Terrie manages the team's administrative functions and brings best in class solutions to our ultra-high net worth clients. In collaboration with specialists throughout the firm, she ensures operational efficiency with responsibilities including account administration, performance reporting and liability management and has repeatedly been recognized by management for outstanding service.

Terrie's passion is demonstrated in her volunteer roles as well, actively involved in her community.  She enjoys golf, tennis and spends summer weekends on Lake Huron with her husband, Jeff, and their two MSU Spartan daughters, Stephanie and Brooke.

Cathy joined the Vigi Private Wealth Management Group in 2013 as Client Service Associate.  After spending 23 years as the Director of Human Resources for the Detroit office of Young & Rubicam Brands, a global marketing/communications company and division of WPP, Cathy left the corporate sector and joined the Michigan OK2SAY student safety program as a presenter. Originally established as the Michigan Cyber Safety Initiative, Cathy presented student safety education programs in schools across Michigan for students in 4th through 12th grades.

During her tenure with Y&R Brands, Cathy served on the Board of Directors and Executive Committee of Big Brothers/Big Sisters of Metropolitan Detroit and now is an active volunteer with her church's Activities Committee.  Cathy is a graduate of Michigan State University and resides in Northville. She and her husband, Bob, have two sons, and one grandson.

Courtney joined the Vigi Private Wealth Management Group in 2021 as a Client Service Associate. Courtney specializes in delivering superior service to the group’s clients by providing support as they pursue their family’s goals.

Courtney previously worked in the sports and entertainment industry for nearly 10 years, most recently as the Community Impact Manager for the Detroit Tigers. She played basketball at Kalamazoo College where she received her bachelor’s degree and has a master’s degree from the University of Michigan.

Courtney and her husband, Ryan, and their children Charlotte and Nathan reside in Royal Oak, Michigan. She is an avid Michigan football/basketball fan and enjoys spending weekends at Wamplers Lake in the Irish Hills.

Lea joined the Vigi Private Wealth Management Group in 2022 as a Client Service Associate. Lea focuses on analytics and digital marketing while delivering the highest level of service to the group’s Ultra High Net Worth clients.

Lea previously worked as the Digital Marketing Manager for Detroit Public Television. She received her bachelor’s degree from the University of Michigan and currently resides in Northville with her three rescue cats.