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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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
With over 17 years of experience, Jim specializes in working with affluent individuals and family businesses utilizing comprehensive wealth management stratigies to achieve their goals. Jim also provides investment consulting services for corporate retirement plans.
Born and raised in Rochester, New York, Jim resides in Fairport with is wife, Dawn and children Charlie and Abby. He graduated form McQuaid Jesuit High School in 1988 and Le Moyne College in 1992, with a B.S. degree in Accounting.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
With over 17 years of experience, Jim specializes in working with affluent individuals and family businesses utilizing comprehensive wealth management stratigies to achieve their goals. Jim also provides investment consulting services for corporate retirement plans.
Born and raised in Rochester, New York, Jim resides in Fairport with is wife, Dawn and children Charlie and Abby. He graduated form McQuaid Jesuit High School in 1988 and Le Moyne College in 1992, with a B.S. degree in Accounting.
Education
Credentials
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
