Knowledge

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. 

Joy began her career at Everen Securities in 1998 and moved to UBS in 2007. Over the past 18 years, Joy has held several positions in the industry, including: Receptionist/Wire Operator/Cashier, Client Service Associate, Operations Manager, Administrative Manager and her current role, Complex Administrative Manager. As Complex Administrative Manager, she is responsible for supporting and driving strategic firm initiatives, partnering with the OAC management team, and the training and development of the administrative support staff.

Joy is an Eastern Michigan University graduate with a Bachelor Degree in Elementary Education.