Insight-based advice

Jason Schlesinger is a Financial Advisor, Managing Director-Wealth Management, and Portfolio Manager at UBS. He specializes in fixed income assets. Prior to joining UBS, Jason managed client assets at RW Baird, Wells Fargo, and Bank of America. Jason has helped clients successfully navigate the markets over the past 20 years. Jason’s approach to wealth management is that to be a successful advisor, one must consider both The Art & The Science.

The Science is math: that being considerate of the changes in markets due to the evolution of those markets, the changes in regulatory demands, and how investors own those assets allows a modern take on Modern Portfolio Theory. The Art is grounded in the belief that an advisor must be involved in a client’s total financial picture, and both sides of their balance sheet – both today and tomorrow. Each client is truly different, coming with different levels of understanding and goals. Jason believes that the more open he and the clients are with each other, the better the outcome will be; and his deep experience in helping clients with estate planning strategies, and building tax efficient investment trusts leads to a bridging of short, medium and long term goals.

Jason attended Boston University with an emphasis in Finance. He has furthered his education attending classes in finance at the Wharton School of Business Executive Education program as well as Golden Gate University.

Jason has worked on two Presidential Campaigns and serves on the board of directors for the Better Angels Society Foundation, and is on the investment committee for the Make a Wish Foundation, and the board of Take Me to the River.

He lives in Marin and spends his time with his wife Kristin and their children Grace and Cameron, following them around, golfing, exercising and milling around the waters of Cape Cod digging for clams, oysters and anything else that lives in the ocean and is slower than he is.

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Jason Cheu holds the position of Financial Advisor and specializes in equity investments.

Before joining UBS, Mr. Cheu garnered invaluable insights into the intricacies of equity analysis through key roles at prominent financial institutions, including RW Baird, Bank of America, Friedman Billings Ramsey, ABR Investments, and a San Francisco-based hedge fund. His extensive background in these capacities has contributed to his nuanced understanding of market dynamics and strategic investment methodologies.

With a steadfast commitment to fundamental research, Mr. Cheu shapes his approach to portfolio management around the belief that sustained revenue and earnings growth serve as the primary drivers of long-term price performance. Currently overseeing client's equity portfolios, he strategically positions assets within compelling secular growth themes, a responsibility he executes with precision and diligence.

Mr. Cheu's analytical rigor extends to his utilization of the "Rule of 40" criterion—whereby the sum of future revenue growth and free cash flow margins must exceed 40%—as a discerning filter to identify companies suitable for inclusion in the portfolio. His strategic focus for 2024 centers on key industry themes, including E-commerce, Cloud Computing, Internet of Things, Artificial Intelligence, and Cybersecurity.

Educationally, Mr. Cheu holds a Master’s in Business Administration with a finance emphasis from the University of Southern California. His academic foundation commenced with the attainment of a degree in Quantitative Economics & Decision Sciences from the University of California, San Diego.

Outside of work, Mr. Cheu’s interests extend to personal passions, including fun on tennis court, sharing great meals with friends, and spending quality time with loved ones.

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Stephanie joined UBS as a Senior Registered Client Service Associate in 2020. She is responsible for assisting clients with operational and administrative needs including account transfers, funds transfers, account information, online access, and account reports. She is committed to providing a high level of service and making every client experience pleasant. 

She grew up in San Francisco and received her BS degree in Finance and Accounting at San Francisco State University.  In her free time, she enjoys baking and spending time with family and friends.