Executive Director
Market Director
Jeff Catlin has been in the wealth management business for over thirty years; the last fourteen as Branch manager for two UBS offices in Michigan and Ohio. Originally form New Jersey and graduating from The University of Arizona, Jeff started as a Financial Advisor at Prudential Securities in New York City. Since 1999, Jeff has held various roles at UBS and its predecessor, PaineWebber. His beginnings in the Taxable Fixed Income department led him to roles within Non-Proprietary Mutual Funds in our home office of Weehawken, NJ. From there, Jeff was appointed as one of the initial thirteen Regional Sales Managers for UBS covering the South Central Region. His Regional Sales Manager accomplishments brought him to a position as the Business Development Officer for the Mid-Atlantic Region working out of Washington D. C.
Jeff's Complex Director Position spans Troy, MI, Toledo, OH and Sandusky, OH. He is proud to directly manage the 3 offices in two states, and his management team extends through Troy, Toledo, and Sandusky.
Edit Biography
Education
Let's connect
Executive Director
Market Director
Jeff Catlin has been in the wealth management business for over thirty years; the last fourteen as Branch manager for two UBS offices in Michigan and Ohio. Originally form New Jersey and graduating from The University of Arizona, Jeff started as a Financial Advisor at Prudential Securities in New York City. Since 1999, Jeff has held various roles at UBS and its predecessor, PaineWebber. His beginnings in the Taxable Fixed Income department led him to roles within Non-Proprietary Mutual Funds in our home office of Weehawken, NJ. From there, Jeff was appointed as one of the initial thirteen Regional Sales Managers for UBS covering the South Central Region. His Regional Sales Manager accomplishments brought him to a position as the Business Development Officer for the Mid-Atlantic Region working out of Washington D. C.
Jeff's Complex Director Position spans Troy, MI, Toledo, OH and Sandusky, OH. He is proud to directly manage the 3 offices in two states, and his management team extends through Troy, Toledo, and Sandusky.
Edit Biography
Education
Let's connect
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Email Me
