Jamie is a First Vice President and Senior Portfolio Manager for UBS Financial Services, Inc. in Bethesda, MD. Jamie started his career working for Merrill Lynch in Richmond, Virginia and from 2009 to 2015 was the founder and CIO of BoundaryRock Wealth Management. Jamie specializes as a Portfolio Manager with strategies focusing on high growth objectives to income producing portfolios. Jamie also partners and consults for several private equity companies ranging in a wide number of industries across the country. Jamie holds the Certified Investment Management Analyst (CIMA®) accreditation conferred by the Investment Management Consultants Association through The Wharton School.

Since 2009 Jamie has worked as an adjunct professor and speaker through many colleges and universities detailing the topics of investing, financial planning, and challenges that investors face in today's ever changing environment. Jamie also speaks and presents across the country for different groups and associations. In 2017 Jamie was listed by Forbes® magazine and SHOOK research as one of the "Top Next Gen Advisors in America".

Jamie serves as a board member of Corolla Beach Rescue where college students find summer employment safeguarding the beaches of the Outer Banks in North Carolina. Jamie enjoys spending time with his wife Betsy and children Addison, Benjamin, and Olivia.

CA, CO, CT, DC, DE, FL, IL, LA, MA, MD, MN, MS, NC, NH, NJ, NY, OR, PA, SC, TX, UT, VA, WA, WV