Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Since 1998, my practice evolve with the needs of the client. In 2013, I become a Certified Financial Planner and adopted goal-based financial planning which naturally led to multi-generational conversations. My greatest achievement professionally is empowering my clients and their loved ones with guidance, transparency and confidence to navigate the ever-changing nature of the capital markets.
I live in the Upper East Side of Manhattan with my wife Christine and Shorkie named Brando. While not enjoying the excitement of NYC, we like to unwind in East Hampton, NY with family and close friends.
Education
Credentials
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Since 1998, my practice evolve with the needs of the client. In 2013, I become a Certified Financial Planner and adopted goal-based financial planning which naturally led to multi-generational conversations. My greatest achievement professionally is empowering my clients and their loved ones with guidance, transparency and confidence to navigate the ever-changing nature of the capital markets.
I live in the Upper East Side of Manhattan with my wife Christine and Shorkie named Brando. While not enjoying the excitement of NYC, we like to unwind in East Hampton, NY with family and close friends.
Education
Credentials
Wealth Strategy Associate
Prior to joining UBS Wealth Management in 2022, Jack received his Masters in Finance from University of Virginia’s McIntire School of Commerce. He holds his SIE, Series 7, and Series 66 licenses, in addition to the New York Life & Health Insurance License.
Jack grew up in Manhattan on the Upper East Side, attended Regis High School, and currently resides in the Meatpacking District of Manhattan. Outside of the office, Jack enjoys golfing, skiing, watching sports, and exploring new restaurants in the city.
Education
Wealth Strategy Associate
Prior to joining UBS Wealth Management in 2022, Jack received his Masters in Finance from University of Virginia’s McIntire School of Commerce. He holds his SIE, Series 7, and Series 66 licenses, in addition to the New York Life & Health Insurance License.
Jack grew up in Manhattan on the Upper East Side, attended Regis High School, and currently resides in the Meatpacking District of Manhattan. Outside of the office, Jack enjoys golfing, skiing, watching sports, and exploring new restaurants in the city.
Education
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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