$2.8 trillion
In invested assets globally
As of 06/30/2022
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Financial Advisor
James provides institutions and individuals with tailored solutions to meet their financial needs. Along with the global capabilities of UBS he's dedicated to looking out for his clients best interests. He maintains a disciplined approach to help a variety of investors preserve and grow their hard earned assets. At UBS he has been recognized as a member of the Premier Fixed Income Team, which gives him access to institutional fixed income inventories and an open architecture model, composed of a principal trading desk and a fixed income platform which allows for additional product offerings, liquidity, and institutional pricing.
James resides in Gillette, New Jersey with his wife and four daughters. He is an avid golfer and enjoys staying active.
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
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You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager