$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Financial Advisor
Jim joined UBS in 1995. He was first a Portfolio Manager with Gradison Asset Management and then became a Financial Advisor in 2009. Prior to joining UBS, Jim served as Portfolio Manager and Trust administrator at PNC Bank and National City Bank, developing an expertise in estate planning. He earned the Chartered Financial Analyst designation in 1990 and Certified Financial Planner in 1991. Jim received a B.S. in accounting from the University of Dayton and an M.B.A. in finance from Case Western Reserve University. He lives in Cincinnati with his wife, Jill, and their triplets.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
James Hider is also part of:
Northwest Wealth Management Group
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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