Senior Vice President–Wealth Management
Financial Advisor
•Graduated from Villanova University - BS in Accounting & University of Baltimore - MBA in Finance
•Joined UBS in 1985
•Member of the Defined Contribution (DC) Advisory Program of UBS Financial Services Inc.
•Certified Investment Management Analyst (CIMA®) designation from the Investment Management Analyst's Association at The Wharton School of the University of Pennsylvania.
•Certified Private Wealth Advisor (CPWA®) awarded by IMCA in conjunction with the Booth School of Business of The University of Chicago
Recognized as an industry leader:
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.
Education
Senior Vice President–Wealth Management
Financial Advisor
•Graduated from Villanova University - BS in Accounting & University of Baltimore - MBA in Finance
•Joined UBS in 1985
•Member of the Defined Contribution (DC) Advisory Program of UBS Financial Services Inc.
•Certified Investment Management Analyst (CIMA®) designation from the Investment Management Analyst's Association at The Wharton School of the University of Pennsylvania.
•Certified Private Wealth Advisor (CPWA®) awarded by IMCA in conjunction with the Booth School of Business of The University of Chicago
Recognized as an industry leader:
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.
Education
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
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.
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
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.
Senior Wealth Strategy Associate
Jia Jia Zhu is responsible for investment research and analysis, client meeting preparation and client service support. She graduated Summa Cum Laude from Towson University's College of Business and Economics. She is a candidate for the Chartered Financial Analyst (CFA) Level 2 and is a Series 7 and Series 66 Registered Representative.
Senior Wealth Strategy Associate
Jia Jia Zhu is responsible for investment research and analysis, client meeting preparation and client service support. She graduated Summa Cum Laude from Towson University's College of Business and Economics. She is a candidate for the Chartered Financial Analyst (CFA) Level 2 and is a Series 7 and Series 66 Registered Representative.
Senior Registered Client Associate
A 2014 graduate of The Smeal College of Business of The Penn State University where he studied Risk Management and Finance. Mike is responsible for client service, team compliance and administration. Mike is a Series 7 and Series 66 Registered Representative.
Mike is referred to as the "engine room" of our practice. "I enjoy working with our clients and solving their problems. I have become familiar with the families, I know their preferences and try to provide the best service possible."
Senior Registered Client Associate
A 2014 graduate of The Smeal College of Business of The Penn State University where he studied Risk Management and Finance. Mike is responsible for client service, team compliance and administration. Mike is a Series 7 and Series 66 Registered Representative.
Mike is referred to as the "engine room" of our practice. "I enjoy working with our clients and solving their problems. I have become familiar with the families, I know their preferences and try to provide the best service possible."
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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