As the founder of The Family Office Group, Jay has spent the entirety of his 20-year career working with ultra high net worth clients and their family offices. Serving the complex needs of a highly select group, he provides a deep understanding of the global markets and direct access to the elite resources of UBS Private Wealth Management.

Jay focuses on exceptional families and individuals who need an institutional level of investment guidance. Dividing his time between clients in Memphis, New York and the West Coast, Jay specializes in balance sheet management and strategies that use illiquid long-term investment solutions to help them reach their goals.

Experience

• Served two years as a lead in the UBS Global Family Office
• Joined UBS with his team in 2008
• Began his career at Goldman Sachs, followed by five years at U.S. Trust Bank of America Private Wealth Management
• Studied European economics and politics in Vienna, Austria

Credentials

• Forbes Best-In-State Wealth Advisors, 2019, 2020 and 2021
• Barron’s Top 1,200 Advisors, 2018, 2019 and 2020
• Financial Times’ Top 400 Advisors in the US, 2017 and 2018
• UBS Private Wealth Management accreditation
• Series 3, 7, 31, 63 and 65 securities licenses
• B.A., political science with a minor in economics, Texas A&M University

Life

• Lives in Austin, TX with his wife, Susie, and two labs, Ellie and Blue
• Has three adult children and one grandchild: Allie with husband Jed and their son Quinn (Austin, TX), Harrison (Chula Vista, CA), and Julia (Brooklyn, NY)
• Enjoys cycling, traveling with his family, attending his son’s track meets, hunting and cooking in his outdoor kitchen

Registered States:
AK, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, KY, MA, MS, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WY

Over the last 20 years, Rebecca has experienced firsthand the power of private wealth management and all it can help her clients accomplish. Planning has always been her starting point. Looking beyond financial assets and the investment portfolio, Rebecca works with her clients to clarify what’s important to them, their life goals and the concerns they have for their families, their businesses and the future. She also coordinates with their accountants, attorneys, estate planners and tax advisors to help ensure their advice is well aligned and continues to reflect clients’ short-term and long-term needs.

Experience

• Joined UBS Financial Services Inc. in 1999

Education

• B.A., University of Memphis

Credentials

• Series 7 and 63 securities licenses
• Life, variable, accident and health insurance licenses in Tennessee
• Certificate in Financial Planning, Christian Brothers University School of Business

Life

• Rebecca and her husband, Trevor, have two sons, Ethan and Sam.
• She and her family focus their free time and philanthropic efforts on the children’s schools and their church community.

Registered States:
AL, AR, CA, CO, FL, GA, IL, KY, LA, MD, MI, MO, MS, MT, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA

As the team's lead investment consultant, Aaron is dedicated to building trusted relationships with clients by focusing on their long-term investment goals. He, and the entire team, focus exclusively on managing significant wealth for exceptional families and family offices. He always keeps his clients’ best interests in mind, especially in determining allocations, selecting money managers, deciding on alternative investment strategies and executing trades.

With his experience as an analyst and in macroeconomic research, Aaron helps design and implement strategic asset allocations. He builds highly customized portfolios by directing capital to equities, fixed income, structured solutions and alternative investments. Aaron bases his strategies and recommendations on extensive research, especially the impact of global political and economic trends, indicators and market outlooks.

Experience

• Joined UBS in 2008
• U.S. Trust Bank of America Private Wealth Management
• Citigroup Global Markets, investment consulting to UHNW clients
• Began his career as a portfolio/equity analyst with a consulting team at Merrill Lynch Private Banking and Investment Group

Credentials

• CIMA®, designation through the Wharton School of the University of Pennsylvania
• M.B.A., Whitman School of Management, Syracuse University
• B.S., accounting, Emory & Henry College

Life

• Married to Susan Fuller, with two children, Emily and Daniel
• Loves to spend time with his kids on the family's cattle farm in Virginia
• Current board member of Elevated Development, a non-profit focusing on finanical literacy to help narrow the wealth gap in the greater Nashville area
• Enjoys reading non-fiction books on US economic history and biographies/autobiographies about musicians
• Guitar enthusiast and budding collector

Registered States:
AK, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, KY, MA, MS, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WY

Lyndsey has spent her entire career working closely with ultra high net worth families, helping each generation by understanding their unique needs and family dynamics. Organized and detail-oriented, Lyndsey supports each member of The Family Office Group so they can thrive in their roles and bring the most to the team’s clients. She especially appreciates the opportunity to work with such a select group of individuals and families, building relationships with successive generations.

As a CERTIFIED FINANCIAL PLANNER™ professional, Lyndsey works with clients on planning and cash management. She is specifically focused on providing cash flow analysis and account management and maintenance. Lyndsey has been instrumental in coordinating the team’s client participation in UBS events and has also assisted in organizing a multi-day event exclusively for the firm’s UHNW clients. However, she is most proud of the difference she makes in the lives of clients every day by offering exceptional service that consistently exceeds expectations.

Experience

• Joined UBS in 2008
• Began her career with U.S. Trust Bank of America Private Wealth Management

Credentials

• CERTIFIED FINANCIAL PLANNER™ professional
• Series 7 and 66 securities licenses
• Life and Health Insurance license
• B.B.A in managerial finance and banking and finance (double major), University of Mississippi, summa cum laude, academic and athletic scholarship (soccer)

Life

• Lives in her hometown of Germantown, TN with her husband, Brad, stepdaughter, Bailey Kate, sons, Miller and Baker, their dogs, MaeBelle and Reggie, and their cat, Wini
• Is very involved with her church and active in her local community
• Enjoys spending time with her family, playing and watching sports, specifically soccer and basketball, and being outdoors
• Has long held a fascination with reading historical accounts and other nonfiction books about the Second World War

Registered States:
AK, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, KY, MA, MS, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WY

With her background as a licensed attorney, Rachel is able to offer a holistic level of estate and tax planning services. She is trusted to work closely with clients’ estate and tax attorneys, and she provides guidance on philanthropy, trust administration, business succession planning, risk management, wealth transfer and family governance. Her exceptional and discerning clients require the expertise of institutional-level service.

A part of one of UBS’s top Private Wealth Management teams, Rachel is able to coordinate direct access to the global resources of the firm. This may include the Advanced Planning Group, Family Advisory and Philanthropy and other key experts, specialists and essential banking services worldwide.

Experience

• Prior to joining UBS, Rachel worked as in-house counsel for four years for the single-family office of R. Brad Martin, former CEO of Saks

Credentials

• Licensed to practice law in Tennessee (member of the TN Bar)
• Series 7 and 66 securities licenses
• J.D., University of Memphis Cecil C. Humphreys School of Law
• B.A., international studies, University of Memphis; minors in history and French

Life

• Resides in Memphis, TN with her husband, Andy, and daughters, Evelyn and Marie
• Enjoys spending time with family, cooking, yoga, traveling, reading and health/wellness

Registered States:
AK, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, KY, MA, MS, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WY