Jeffrey has been a Financial Advisor providing investment advice to ultra-high net worth families and individuals since 1981. He was a founding partner of J2 Wealth Management in 2016. Throughout his tenure at UBS Private Wealth Management, Jeffrey has earned the titles of Managing Director and Senior Portfolio Manager. His broad experience includes Asset Allocation, Strategic Wealth Planning, Business and Succession Planning.  Prior to joining UBS, Jeffrey was a Senior Vice President at Morgan Stanley. By leveraging his almost four decades of experience, Jeffrey is able to help clients navigate life's challenges and focus on doing what they love.

Jeffrey is a member of the 21^st Century Society at the Norton Museum in West Palm Beach.  He is also on the financial planning board for Congregation Shir Shalom where he has been a member for over fifteen years.  Additionally, Jeffrey is a longtime supporter of numerous local charities where he believes he can have the greatest impact.  Professionally, he maintains his Series 7, 63, 65, 31 as well as his NY State Insurance License. 

A native of Brooklyn, NY, Jeffrey splits time between Pound Ridge, NY and Palm Beach Gardens, FL with his wife Elizabeth. Together they have two daughters, Hannah and Emily.  An avid golfer, Jeffrey is a member of Rockrimmon and Frenchman's Creek in Stamford and Palm Beach, respectively.  Outside of work, Jeffrey has a passion for art, philanthropy and live music.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SD, TN, TX, VA, VT, WA, WI, WY

Jonathan has been a Financial Advisor providing investment advice since 1997 and founding partner of J2 Wealth Management in 2016. Throughout his tenure at UBS Private Wealth Management, Jonathan has earned the titles of Senior Vice President, Wealth Advisor and Senior Portfolio Manager. His broad experience includes Asset Allocation, Pre liquidity event planning and assisting Special Purpose Acquisition Corporations (SPAC's) with regards to Cash Management.  Prior to UBS, Jonathan was a Financial Advisor at Morgan Stanley.  Jonathan's goal has always been to remove the financial burdens of complex wealth that get in the way of clients doing what they love.

Jonathan was named to the Financial times Top 400 Financial Advisors, 2015, 2016 and Rep. Magazine and WealthManagement.com Top 40 Wirehouse Advisors Under 40, 2014. He currently sits on the advisory board of the MSU Broad College of Business Center for Entrepreneurial Finance and also actively supports efforts to fund a cure for Chronic Lymphocytic Leukemia (CLL). 

He is a graduate of Michigan State University with a B.A. in finance.  Jonathan currently resides in Armonk, NY with his wife Carly and their twin children, Hunter and Ethan.  An avid golfer, he belongs to The Whippoorwill Club.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, HI, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SD, TN, TX, UT, VA, VT, WA, WI, WY

Liz has been in the financial services industry since 2005, beginning her career in Pittsburgh. Her experience includes advising high net worth families, individuals, corporate pension plans, and foundations.  She has extensive experience leading discussions on critical decisions such as investment goals, legacy planning, and appropriate asset allocation and cash flow strategies.

Liz graduated cum laude from Princeton University with a Bachelors' degree in Politics, and also played on the Women's Varsity Golf team.  She worked for both the PGA Tour and the PGA of America before earning an MBA from the Kenan-Flagler Business School at the University of North Carolina – Chapel Hill.  She was raised in Pittsburgh, Pennsylvania, and now lives in Manhattan with her husband, Anthony.  Liz is a member of Oakmont Country Club, and is a former President of the Women's Golf Association.  She is involved in alumni leadership activities for Princeton University and Shady Side Academy, and serves on the Junior Board of Catholic Charities for the Archdiocese of New York. She maintains her Series 7 and 66 licenses. 

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

With over 18 years in the financial industry, Barry has honed effective skills in trading equities & fixed income. Barry's main focus is providing service & support for the team's corporate cash management and high net worth clients, developing tactical trade ideas and monitoring new equity & debt offerings from the firm. Barry maintains his Series 7, 63, 65, 31 and NY State Insurance License and resides in Brooklyn, NY.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, HI, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SD, TN, TX, UT, VA, VT, WA, WI, WY

Dermot Bermingham is the team analyst, fulfilling manager due diligence, asset allocation, and research roles. Prior to joining the Klotz Team in 2013, Dermot spent 16 years as a member of the New York Stock Exchange working as an equities market maker for Bear Sterns, JP Morgan and Barclays. He holds a Bachelor's Degree from New Jersey City University and was awarded the CFA Charter in 2009. Dermot also holds Series 4, 7, 24, 55 and 65 licenses.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, IN, LA, MA, MD, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, PA, RI, SD, TN, TX, UT, VA, VT, WA, WI, WY

Tara has been in the financial services industry since 2000. Tara has developed a keen sense for the needs and concerns of clients. Tara processes and handles all client administrative concerns; Tara processes separately managed account presentations, manages quarterly reporting, account administration and new account setups. Tara has garnered respect from the clients with whom she has worked. Tara graduated from the University of Texas at Austin and resides in Stamford, CT with her husband and son.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, HI, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SD, TN, TX, UT, VA, VT, WA, WI, WY

Sherry is the administrative manager of the team, maintaining first-class service and a boutique feel for clients with her tireless dedication and winning personality.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, HI, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SD, TN, TX, UT, VA, WY