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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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James "Jaime" Engel

Senior Vice President–Wealth Management

Jaime has more than 35 years of financial services experience. Prior to joining UBS, he held positions at Joseph E. Seagram & Sons, General Foods Corporation and Benton & Bowles Advertising Agency. As a Financial Advisor, Jaime uses his knowledge to help his clients with their wealth management needs. Jaime has experience in education and retirement planning, tax-advantaged investing and the development of estate planning strategies. He works to understand their goals and help them develop, implement and monitor customized strategies.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Education

  • B.S. Math/Physics, Clarkson University
  • M.B.A. Finance, New York University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Mutual Fund Counselor℠
  • Portfolio Manager
299 Park Avenue
New York, NY 10171
  • (212) 309-3371

Email Me

What did the Fed say?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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