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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Managing Director–Wealth Management
Jim began his career in the financial services industry in 2000 and joined UBS in 2002. Previously, Jim progressed through a variety of roles within a privately owned small business, providing him with a hands-on understanding of the short term and long term challenges that business owners and their companies face.
The experience to guide you forward
Wealth planning facets including investment management, risk management, multigenerational wealth transfer and philanthropic planning form the core of Jim’s practice. Having navigated multiple bull and bear markets amidst a variety of economic cycles over the past 20+ years, Jim’s patience, experience and perspective are central to the tailored financial advice and solutions he provides to affluent families, entrepreneurs and businesses. Jim holds the Series 7, 63 and 65 securities licenses and is licensed to offer Life and LTC insurance.
Professional achievements and education
Jim has been recognized by Forbes as a 2022 Best-In-State Wealth Advisor. The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year. 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
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 passionate about helping children and adults who have developmental disabilities. Jim coached youth sports for several years and is an active volunteer with several non-profit organizations. He currently serves on the Board of Directors at Pathlight (formerly The Association for Community Living). Jim lives in Longmeadow, MA with his wife Michelle and their three children. He enjoys spending time with family and friends, golf and travel.
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
Managing Director–Wealth Management
Jim began his career in the financial services industry in 2000 and joined UBS in 2002. Previously, Jim progressed through a variety of roles within a privately owned small business, providing him with a hands-on understanding of the short term and long term challenges that business owners and their companies face.
The experience to guide you forward
Wealth planning facets including investment management, risk management, multigenerational wealth transfer and philanthropic planning form the core of Jim’s practice. Having navigated multiple bull and bear markets amidst a variety of economic cycles over the past 20+ years, Jim’s patience, experience and perspective are central to the tailored financial advice and solutions he provides to affluent families, entrepreneurs and businesses. Jim holds the Series 7, 63 and 65 securities licenses and is licensed to offer Life and LTC insurance.
Professional achievements and education
Jim has been recognized by Forbes as a 2022 Best-In-State Wealth Advisor. The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year. 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
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 passionate about helping children and adults who have developmental disabilities. Jim coached youth sports for several years and is an active volunteer with several non-profit organizations. He currently serves on the Board of Directors at Pathlight (formerly The Association for Community Living). Jim lives in Longmeadow, MA with his wife Michelle and their three children. He enjoys spending time with family and friends, golf and travel.
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
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
