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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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