Jazz joined UBS/PaineWebber in 1998 as a Senior Trading Analyst in the Legal Department. In 2000, he joined the Practice Management Group and in 2005 was promoted to UBS Head of Practice Management. In that role, Jazz developed and created new training and coaching programs to help drive financial advisor, branch manager and regional team productivity.
In 2007, Jazz joined the 1285 Avenue of the Americas office as an Assistant Branch Manager, responsible for driving same-store wealth management revenue growth through education and awareness of non-traditional and non-correlated products & solutions.
In 2011, Jazz transitioned into the role of Regional Sales Manager (RSM) for the Metropolitan and Southeast Regions. During his tenure as RSM, Jazz worked closely with Complex Directors, Branch Managers and the Home Office to drive revenue, same store net new assets, advisor retention and recruiting. He also spearheaded the "Focus On Growth" coaching program in both Regions, for high-will, high-skill next-generation Council FAs.
In 2016, Jazz moved into a new role as Lead Assistant Market Head for 1285 Avenue of the Americas office. He was responsible for hiring, coaching and mentoring the market sales team consisting of 5 Assistant Market Heads, 3 Wealth Planning Analysts and a Market Technology Specialist. Jazz developed and executed an organic growth strategy by partnering with external coaches, internal and external product specialists and personally coaching some of the biggest teams in the office.
In 2018, Jazz assumed his current role as Branch Manager in the UBS Westport Office.
Jazz received his Bachelor of Science, in Economics and Finance from the State University of New York, at Oneonta and his M.B.A in Finance from State University of New York, at Binghamton. Jazz currently resides in Stamford, CT with his wife Michelle. Jazz enjoys coaching youth soccer in his spare time and his favorite movie is 'Glory."
Registered States:
CT, NJ, NY