The Diesing/DeGroot Wealth Management is a customized wealth management practices on the East End of Long Island. We focus on individuals and small to medium-sized businesses and their owners with investible assets typically between $500,000 and $10 million. Currently, we assist over 150 families with all aspects of their financial life, actively managing over $260 million in client investments. Our practice is based on consistent contact with our clients, listening to their needs and concerns, and designing customized solutions to meet their unique goals.
Jay A. Diesing
I am one of a small number of UBS financial advisors who have earned the designation of Wealth Advisor. I joined UBS in 2004 in the Southampton, NY office. Before joining UBS, I was the branch manager of Merrill Lynch’s Southampton office. Prior to joining Merrill Lynch in 1993, I was affiliated with Chemical Bank as Vice President and manager of the short- and medium-term finance unit in NY. While at Chemical Bank, I also held corporate finance positions in Sydney, Australia, and Houston, TX. I Graduated Phi Beta Kappa with a degree in economics from Washington & Lee University in 1981.
AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MO, MT, NC, NH, NJ, NY, OH, OR, PA, SC, TX, UT, VA, VT, WA, WY
Erik B. Degroot
I provide comprehensive wealth management planning for a diverse clientele, both locally and nationally. Prior to joining UBS in 2008, I managed wealth for clients of Tucker Anthony and then RBC Wealth Management. My first financial experience came working for Columbia University, managing the finances of the NIH and private grants for the university’s Molecular Genetics division. After graduating from Chaminade High School in Mineola, NY, I attended New York University and graduated Summa Cum Laude from St. John’s University.
AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, ME, MT, NC, NH, NJ, NY, OH, PA, SC, UT, VA, VT, WA, WV, WY
Jane R. Lubben
Client Service Associate
FL, MD, NH, NY, SC