Experience

Jon’s career in wealth management dates back to 1987 when he was recruited on campus to join an intensive two year training program at Drexel Burnham Lambert. Jon found the program to be extremely rewarding, learning from traders on various bond desks, employing options strategies, and developing techniques for portfolio construction. Upon completion of his training with Drexel Jon spent the next chapter of his career honing his craft with Smith Barney before eventually moving to Paine Webber in 1998, which was subsequently purchased by UBS in 2002.

It was at UBS where Jon truly found a home. Even as a younger advisor he recognized that many investors gravitated toward more conservative strategies, and Jon developed an enhanced income program that resonated with baby boomers and retirees alike. His reputation at UBS spread and senior advisors began to approach Jon for consultation on their personal retirement plans and to assist with many of their own trusted relationships. Jon ascended in the ranks at UBS, became a Chairman’s Council member in 2008, and in 2012 was named Managing Director, a title reserved for an elite group of advisors across the country.

Jon received his B.A. in Finance from Boston University. When not working, he enjoys golf, tennis, music, and traveling with his wife Susie.

Matt is a Managing Director and Financial Advisor with over 30 years of experience in the financial industry.  He started his career as a bond sales trader for Cantor Fitzgerald before joining Morgan Stanley in 1999 as a Financial Advisor.  Matt has gained a wide perspective of the industry landscape having worked at Oppenheimer and JP Morgan before joining UBS.

Matt takes a holistic approach to wealth management, focusing on understanding the unique needs and aspirations of each client.  He specializes in crafting comprehensive estate and retirement plans tailored to preserve wealth, minimize taxes, and ensure a lasting legacy for future generations.

With his knowledge of estate planning strategies, including trust and succession planning, Matt helps clients navigate complex wealth transfer issues with confidence and ease.  He works closely with legal and tax professionals to develop customized solutions that align with clients' long-term goals and values.

Matt’s expertise in retirement planning helps clients envision and achieve their ideal retirement lifestyles.  He provides strategic guidance on investment strategies, income planning, college planning, and risk management, empowering clients to retire with confidence and peace of mind.

Beyond his professional accomplishments, Matt is an avid skier, golfer, and tennis player.  He is a newly inducted member of Missouri Sports Hall of Fame having won the Missouri State Tennis Doubles (1990) as well as three state team titles.   He is also engaged in various philanthropic endeavors in the arts and his local Temple.  Outside of the office, you can find Matt at the Watermill Beach Club, Aspatuck Tennis Club in Westhampton and the CityView tennis club in NYC; and when in Kansas City, at Oakwood Country Club. 

He and his wife Claudia, an endodontist, live in New York City and Southampton and have two boys ages 21 and 17.

Jeyran is a Senior Vice President and Financial Advisor working with high-net worth individuals, families and private foundations with their investment strategies.  A seasoned financial advisor with extensive training, Jeyran helps clients achieve their financial goals and build sustainable wealth.  Jeyran’s career in wealth management began at Bernstein Wealth Management where she initially learned how to leverage investment research, management and financial planning tools to support each client’s unique needs and objectives.

Today at UBS, Jeyran has access to the world’s most extensive investment platform with cutting edge research, innovative investment solutions and a global network of experts to support her clients.

With a focus on long-term relationships, Jeyran takes the time to understand clients priorities, risk tolerance and aspirations.  She further works very closely with her clients and their professional advisors to help define, plan for and implement an investment strategy that is designed to meet their financial goals and objectives. Jeyran leverages planning tools and stress tests various investment strategies to help empower her clients to make educated decisions.

Recognizing the intimate nature of her relationships, Jeyran works toward earning and keeping her client’s trust.  With integrity, professionalism and a client-centric approach, she strives to be a trusted partner in a client’s financial journey. 

Scott’s career in wealth management began at Credit Suisse in 2006. In 2009 during the depths of the financial crisis, Scott joined J.P. Morgan where he spent more than 12 years. In 2021, Scott and his team joined UBS and currently serves as a Vice President and Financial Advisor, supporting high-net-worth individuals and their families in achieving their investment goals. With more than 15 years of experience, he demonstrates a strong dedication to understanding clients' financial goals, risk tolerance, and investment preferences.

As a Portfolio Manager, Scott specializes in creating personalized investment strategies that match clients' goals and optimize portfolio performance. He combines thorough analysis with a forward-thinking approach to identify opportunities and minimize risks in changing market conditions.

Drawing on his expertise in asset allocation, diversification, and investment research, Scott constructs well-balanced portfolios aimed at delivering consistent returns while managing volatility. He stays proactive in monitoring market trends and adjusting strategies to adapt to economic changes.

In addition to his portfolio management skills, Scott is known for his ability to explain complex financial concepts clearly. He takes the time to educate clients about their investment options, empowering them to make informed decisions and stay involved in the process.

Outside of work, Scott enjoys spending time with family and friends, as well as playing golf. He is also committed to giving back to the community through mentoring and supporting financial literacy initiatives.

Matt has a passion for exploring innovative investment opportunities and is responsible for trading of securities, providing market analysis and in-depth research of the capital markets.  Drawing on his experience in analyzing alternative asset classes such as private equity, hedge funds, real estate and digital currencies, Matt assists clients in diversifying their portfolios through a combination of product expertise, market research and problem-solving skills. 

Matt takes a collaborative approach and works closely with clients to understand their goals, objectives, and preferences.  He prides himself on his ability to demystify complex investment concepts and empower clients to make well- informed decisions that align with their financial objectives.  With a forward-thinking mindset, Matt helps clients explore new opportunities and achieve their investment goals in an ever-evolving market landscape.   

Matt earned his BA in Computational Mathematics and his Masters in Business Administration from Fordham University.  He resides in Ridgewood, NY with his wife, Nora, and two sons, Adam and Jason.

Giancarlo is a Senior Client Service Associate with a comprehensive understanding of risk, prioritization, sense of urgency while delivering a positive client experience.  He plays an integral role in all aspects of the business and ensures that client’s interests and needs are serviced.  With over 25 years of experience in the financial services industry – the last 19 years here at UBS, Giancarlo consistently and effectively navigates and leverages the vast resources available at UBS on behalf of clients.  He seamlessly works across teams and the UBS platform to deliver results while also challenging what does not make sense in a thoughtful, logical manner.  With Giancarlo, clients can rest assured that they are in capable hands, receiving attentive service, personalized guidance, and unwavering support every step of the way.

Giancarlo is from Brooklyn, NY but now resides in Scotch Plains, NJ with his wife, Jaime, and their son Jake.  Outside of work, you can find Giancarlo on the sidelines of the soccer field coaching his son’s team.

James is a Senior Wealth Strategy Associate with almost a decade of experience helping clients achieve their retirement goals and enjoy financial security. 

James has a deep understanding of the complexities surrounding retirement planning, including investment strategies, tax optimization, income distribution and estate planning considerations.  He works closely with clients to develop personalized retirement plans that align with their unique lifestyles, aspirations and risk tolerances. 

With a client-centric approach, James guides individuals and families through every stage of the retirement planning process, from setting achievable retirement goals to implementing strategies to help maximize retirement income and preserve wealth for future generations. 

Beyond his expertise in retirement planning, James is known for delivering exceptional service and takes the time to build meaningful relationships with clients through open communication and personalized attention.  James effectively helps clients navigate the complexities of planning with clarity, confidence and peace of mind. 

Taylor is a dedicated Client Service Associate with a passion for delivering exceptional service and support to our valued clients. With a keen attention to detail and a commitment to excellence, Taylor ensures that each client receives personalized attention and assistance tailored to their unique needs. Whether it's answering inquiries, resolving issues, or facilitating smooth transactions, Taylor's expertise and professionalism contribute to the seamless operation of our wealth management team. With a strong background in client relations and a commitment to fostering positive relationships, Taylor plays a crucial role in upholding our team's reputation for excellence in customer service. Outside of work, Taylor enjoys running, golfing and traveling.

With over two decades of dedicated service in the financial industry, Anna Maria is a highly experienced Client Associate renowned for her expertise in account maintenance, new account onboarding, and exemplary client service.

Throughout her career, Anna Maria has been instrumental in ensuring seamless account operations and exceptional client experiences. She possesses an in-depth understanding of regulatory requirements and industry best practices, enabling her to navigate complex account maintenance processes with ease and precision.

Anna Maria is adept at addressing client inquiries, resolving issues promptly, and providing proactive support to meet clients' evolving needs.  In addition to her proficiency in account maintenance, Anna Maria at guiding clients through the account opening process with professionalism and efficiency. She ensures that clients receive personalized attention and comprehensive guidance, helping them navigate the necessary paperwork and understand the features and benefits of their new accounts.

With her warm demeanor and attentive approach, Anna Maria fosters strong relationships built on trust, reliability, and integrity. Clients consistently commend her for her responsiveness, attention to detail, and willingness to go above and beyond to address their needs.

Anna Maria is a valued asset to our team and a trusted partner to every client she serves.

Cara is a Client Associate providing exceptional service to both domestic and international clients. With a keen eye for detail and a passion for fostering strong client relationships, Cara plays a crucial role in ensuring that clients receive personalized attention and support tailored to their unique needs.

As a client associate, Cara understands the importance of effective communication and proactive support in meeting clients' expectations. Whether assisting with account inquiries, facilitating transactions, or addressing client concerns, Cara goes above and beyond to ensure that clients receive the highest level of service and support.

Cara's ability to adapt to the diverse needs of both domestic and international clients sets her apart in her field. She is fluent in navigating the complexities of cross-border transactions and understands the unique challenges and opportunities that come with serving clients from different cultural backgrounds.

Outside of her professional endeavors, Cara cherishes every moment spent with her growing family. As a recent mother of two, she embraces the joys and challenges of parenthood with enthusiasm and resilience. Her experiences as a mother have further strengthened her organizational skills, time management, and ability to multitask effectively.