Timothy M. Jayne, CPM®, AAMS, CRPC®
Vice President – Wealth Management
Senior Portfolio Manager
Certified Portfolio Manager (CPM®)
Accredited Asset Management Specialist (AAMS)
Tim manages the day to day operations of the team and serves our clients as a Senior Portfolio Manager and Investment Analyst. He builds and monitors customized portfolios for our clients in conjunction with providing strategic solutions and portfolio risk mitigation. He earned his Certified Portfolio Manager (CPM) designation from the ACPM through Columbia University, his Accredited Asset Management Specialist (AAMS) designation and his Chartered Retirement Planning Specialist designation from the College of Financial Planning and is a true believer in lifelong learning. He is currently a level 2 graduate of the Certified Investment Management Analyst (CIMA) program with IMCA through the Wharton Business School at the University of Pennsylvania. Tim is veteran of the United States Army and retired as a Master Sergeant and has degrees in Civil Engineering and Business. Outside of UBS, Tim is also a volunteer Arbitrator for FINRA (formerly NASD) and hears cases as part of an Arbitration panel from time to time. Tim is married and lives with his wife, Denise and four daughters in southern NJ.
AZ, CA, CT, FL, GA, IN, MA, MD, MO, NV, NY, PA, RI, SC, TN, TX, VA, WA, DE, NC, NJ, NH, KS