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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Jack, who began his financial career in 1983, has considerable experience serving the diverse financial and investment needs of investors and providing retirement plans for individuals and institutions. He has worked with Dean Witter and its successor, Morgan Stanley, for more than 15 years as a Senior Vice President - Investments before joining UBS in 2009. Jack has served the community for many years, conducting retirement and investment seminars for The California Public Employees' Retirement Systems (CalPERS), the California Highway Patrol, the I.R.S. and the California Teachers Association.
Jack is also a long time friend to the Valley Children's Hospital Foundation, Fresno Rescue Mission, Fresno Crimestoppers, Doctors Without Borders, and served on the Fresno State Foundations Investment Advisory Council. In 2015, Jack received an Outstanding Citizen Award from the Fresno Police Chief Jerry Dyer and the Fresno & Madera Counties Police Chiefs' Association.
Jack and his wife, Vicki, have been married for more than 41 years, and are proud parents of two children and reside in Fresno.
Education
Senior Vice President–Wealth Management
Jack, who began his financial career in 1983, has considerable experience serving the diverse financial and investment needs of investors and providing retirement plans for individuals and institutions. He has worked with Dean Witter and its successor, Morgan Stanley, for more than 15 years as a Senior Vice President - Investments before joining UBS in 2009. Jack has served the community for many years, conducting retirement and investment seminars for The California Public Employees' Retirement Systems (CalPERS), the California Highway Patrol, the I.R.S. and the California Teachers Association.
Jack is also a long time friend to the Valley Children's Hospital Foundation, Fresno Rescue Mission, Fresno Crimestoppers, Doctors Without Borders, and served on the Fresno State Foundations Investment Advisory Council. In 2015, Jack received an Outstanding Citizen Award from the Fresno Police Chief Jerry Dyer and the Fresno & Madera Counties Police Chiefs' Association.
Jack and his wife, Vicki, have been married for more than 41 years, and are proud parents of two children and reside in Fresno.
Education
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
