Experience Makes all the difference

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Sherwyn J. Mistry

Senior Vice President - Wealth Management
Corporate Stock Benefit Consultant
734-416-1069
sherwyn.mistry@ubs.com
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Sherwyn began his career in financial services as an account executive at E.F. Hutton & Co. in 1987. As he developed his client base he focused on the needs of corporate executives. By 1999, Sherwyn was a Senior Vice President Investments and partner in one of the largest corporate services teams at Morgan Stanley Smith Barney. In 2003 Sherwyn was named a corporate client group director. His team was responsible for managing relationships with senior executives at major public companies. In 2009, Sherwyn and his group joined UBS where they continue to service corporate clients.


Registered States:
CA, CO, FL, GA, IL, KS, MD, MI, NC, NY, OH, PA, SC, TX, VA


Y. Jamie Mistry

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
734-416-1556
jamie.mistry@ubs.com
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With 25 years of experience in the financial services industry, Jamie manages a high net-worth consulting & wealth management practice.  His core philosophy is based on a highly-tailored, collaborative approach to helping clients with the management and preservation of their wealth.

Jamie is very active in his community, and has served on the boards of a number of local non-profit organizations.  He enjoys music and theater, and is a partner in the Mani / Isalita restaurants in Ann Arbor.

Jamie is a graduate of the University of Michigan, Ann Arbor and holds Series 7, 3, 63 and 65 securities licenses as well as various insurance licenses.


Registered States:
AZ, CA, CO, CT, FL, GA, IL, IN, MI, MO, NC, NY, OH, PA, RI, SC, TN, TX, UT, VA, WI


Timothy Mistry

Senior Vice President - Wealth Management
734-416-1109
tim.mistry@ubs.com
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After graduating from Michigan State University, Tim began his career as the Director of Content Development for Bell & Howell/ProQuest. In 2001, Tim joined Citigroup Smith Barney as a 2nd Vice President - Investments. In 2009, Tim and his team joined UBS Financial Services where they continue to provide exceptional service to their wealth management clients. Tim enjoys road cycling, running, sport fishing and is on the Board of Directors of Jaguar Affiliates of Michigan.


Registered States:
CA, CO, CT, FL, GA, MA, MI, MO, SC, TN, TX, VA


Zubin Mistry

Account Vice President
734-416-1879
zubin.mistry@ubs.com

Zubin brings a specialized skill-set to his team by focusing on Wealth Impact and Inter-generational Wealth Transfer Strategies in affluent families. He holds a Doctoral Degree in Clinical Psychology. Prior to becoming a Licensed Financial Advisor he spent twenty years working as a Psychologist in the areas of industrial/organizational principles, business succession and family dynamics. He advises families of significant wealth on issues of multi-generational asset transfer, legacy planning, and the preservation of their financial and human capital.


Registered States:
CA, CT, FL, MI, NY, OH, TX


Joshua Christopher Mrozowski, CFA

Senior Wealth Strategy Associate
Corporate Stock Benefit Consultant
Chartered Financial Analyst®
734-416-1168
joshua.mrozowski@ubs.com

Joshua joined UBS in 2013 from Ally Financial where he worked in the Finance organization.  Joshua graduated from Kalamazoo College with a degree in Economics and Business. 


Registered States:
FL, IL, MA, MI


Sahar Hakim

Client Service Associate
734-416-1859
sahar.hakim@ubs.com

With more than 8 years of financial services experience, Sahar's main focus is to provide clients with outstanding concierge service. Sahar holds Series 7 and 63 securities licenses.


Registered States:
FL, IL, MI, SC


Amy Majeske

Client Service Associate
734-416-1915
amy.majeske@ubs.com

Amy has more than 14 years of financial services experience. She holds an Undergraduate degree from Eastern Michigan University as well as Series 7, 66 (63 and 65) securities licenses.


Registered States:
FL, IL, MI, OH, TX


Keegan J. Mistry

Client Service Associate
734-416-1806
keegan.mistry@ubs.com


Registered States:
MI