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$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
Financial Advisor
Jim takes a detail-oriented approach to tackling the financial challenges and demanding situations faced by affluent families and business owners. With a focus on financial planning and investment management, Jim utilizes traditional and alternative investments in delivering his holistic wealth planning methodology to clients. Modern portfolio theory, tax efficiency and goals-based wealth management are cornerstones of his approach to investing money and planning for his clients’ financial futures.
The experience to guide you forward
Jim started his career in the small business world after college graduation in 1992. He transitioned into the financial services industry in 2000 with Prudential Securities, where he applied his knowledge and understanding of the needs and objectives of business owners to those of private individuals and families. He joined UBS in 2002.
Professional achievements and education
Member of the UBS Directors’ Council, 2015 – 2019, distinguishing him as one of the firm’s leading Financial Advisors
B.A., Psychology, College of the Holy Cross
Outside of UBS
A lifelong resident of western Massachusetts, Jim is actively engaged in his community and is particularly passionate about helping children and adults with developmental disabilities. Jim has coached youth sports in Longmeadow for several years and is an active volunteer for various non-profit organizations. He serves on the Board of Directors at Pathlight (formerly The Association for Community Living) and at Valley Eye Radio in Springfield, MA. He lives in Longmeadow, MA, with his wife and their three children. He enjoys playing golf and spending time with his family.
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
Financial Advisor
Jim takes a detail-oriented approach to tackling the financial challenges and demanding situations faced by affluent families and business owners. With a focus on financial planning and investment management, Jim utilizes traditional and alternative investments in delivering his holistic wealth planning methodology to clients. Modern portfolio theory, tax efficiency and goals-based wealth management are cornerstones of his approach to investing money and planning for his clients’ financial futures.
The experience to guide you forward
Jim started his career in the small business world after college graduation in 1992. He transitioned into the financial services industry in 2000 with Prudential Securities, where he applied his knowledge and understanding of the needs and objectives of business owners to those of private individuals and families. He joined UBS in 2002.
Professional achievements and education
Member of the UBS Directors’ Council, 2015 – 2019, distinguishing him as one of the firm’s leading Financial Advisors
B.A., Psychology, College of the Holy Cross
Outside of UBS
A lifelong resident of western Massachusetts, Jim is actively engaged in his community and is particularly passionate about helping children and adults with developmental disabilities. Jim has coached youth sports in Longmeadow for several years and is an active volunteer for various non-profit organizations. He serves on the Board of Directors at Pathlight (formerly The Association for Community Living) and at Valley Eye Radio in Springfield, MA. He lives in Longmeadow, MA, with his wife and their three children. He enjoys playing golf and spending time with his family.
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
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.
$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
