Jack is an industry veteran with over thirty-four years of experience helping families and institutions to set and achieve their financial goals in markets both good and bad.  Prior to joining UBS in 2008, he was a Senior Vice President and branch manager (Southport, CT) with A.G. Edwards & Sons.  Jack holds a Bachelor of Science degree in Pharmaceutical Chemistry from the University of Connecticut. 

Registered States:
AL, AZ, CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WY

Amy has twenty years of experience of helping families and institutions manage the operational and investment aspects of their financial affairs. She originally joined UBS (then, Paine Webber) in 1995 and previously worked in the equity research group at Neuberger & Berman. She holds Series 7 and 66 licenses. Amy received a Bachelors Degree in Consumer Economics from the University of Maryland, College Park, MD.

Registered States:
AL, CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OR, PA, RI, SC, TN, TX, VA, VT, WA, WY