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$5+ trillion
In invested assets globally
As of 11/07/2023
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 is a Senior Vice President at UBS, where he has been serving a diverse range of institutional and individual clients for over 15 years. He is a Forbes Top Next Generation Wealth Advisor and a Forbes Next Gen Best-In-State Wealth Advisor, recognized for his excellence and innovation in financial services.
He and his team provide tailored solutions to meet the unique financial needs and goals of their clients, leveraging the global capabilities and resources of UBS. They specialize in credit union investment portfolio management, funding solutions for credit unions and banks, institutional fixed income cash management, 401k plans, personal financial planning services, customized private client investment portfolio management, estate and trust planning, insurance solutions, charitable gifting services, and retirement income solutions. James is passionate about delivering exceptional value and service to his clients, and helping them achieve their financial aspirations.
James resides in Gillette, New Jersey with his wife and four daughters. He is an avid golfer and enjoys staying active.
California Insurance #0M79247
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
James is a Senior Vice President at UBS, where he has been serving a diverse range of institutional and individual clients for over 15 years. He is a Forbes Top Next Generation Wealth Advisor and a Forbes Next Gen Best-In-State Wealth Advisor, recognized for his excellence and innovation in financial services.
He and his team provide tailored solutions to meet the unique financial needs and goals of their clients, leveraging the global capabilities and resources of UBS. They specialize in credit union investment portfolio management, funding solutions for credit unions and banks, institutional fixed income cash management, 401k plans, personal financial planning services, customized private client investment portfolio management, estate and trust planning, insurance solutions, charitable gifting services, and retirement income solutions. James is passionate about delivering exceptional value and service to his clients, and helping them achieve their financial aspirations.
James resides in Gillette, New Jersey with his wife and four daughters. He is an avid golfer and enjoys staying active.
California Insurance #0M79247
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
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
