Experience

Jeff Catlin has been in the Wealth Management industry for 35 years. Currently, Jeff is the Market Director for UBS Wealth Management offices in Troy, MI, Farmington Hills, MI, Muskegon, MI and Grand Rapids, MI.  Jeff, and his team, work with selected clients in the Detroit Metro and Northern Ohio areas.  They help clients meet their long term goals using strategies for growth and preservation of capital.  The offices have 80 Financial Advisors, $15 Billion under management, and produce over $115 Million in annual revenue.  Originally from New Jersey, Jeff started as a Financial Advisor at Prudential Securities in New York City.  He has had various roles at UBS and PaineWebber.  Jeff started in the Taxable Fixed Income department, and has had roles in Non-Proprietary Mutual Funds in Weehawken, NJ.  Jeff was named one of the first 13 Regional Sales Managers for UBS, covering the South Central Region, and spent time working in Washington DC, as the Business Development Officer for the Mid-Atlantic Region.  Prior to his current role, Jeff was the Complex Director for the Great Lakes Complex in Michigan, comprised of 5 offices in Ohio and Michigan.  Jeff lives in Birmingham, MI, is married, and has 3 children.