Executive Director
Market Director
Jeff Catlin has been in the wealth management business for over thirty years; the last fourteen years as Branch Manager for three UBS offices in Michigan and Ohio. Originally from 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 Market Director position spans three offices in two states. He is proud to lead the Troy, Michigan, Toledo, Ohio, and Sandusky, Ohio branches and his management team extends through Toledo, OH, Sandusky, OH as well.
Let's connect
Executive Director
Market Director
Jeff Catlin has been in the wealth management business for over thirty years; the last fourteen years as Branch Manager for three UBS offices in Michigan and Ohio. Originally from 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 Market Director position spans three offices in two states. He is proud to lead the Troy, Michigan, Toledo, Ohio, and Sandusky, Ohio branches and his management team extends through Toledo, OH, Sandusky, OH as well.
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.
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