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$3.9 trillion
In invested assets globally
As of 12/31/2022
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Vice President–Wealth Management
Jim has over 25 years experience in finance and portfolio management. In 1994, he earned the prestigious Chartered Financial Analyst designation and subsequently served on the CFA Institute's Board of Governors (2003-2006). He received his BA - Business Administration and MBA from California State University, Northridge. Additionally, he served as co-director for the USC/CFALA CFA review program for 5 years where he taught classes in ethics and professional conduct, financial statement analysis and equity security analysis. Jim is also a past-President of the CFA Society of Los Angeles.
Personal & Community
Education
Lets connect
Vice President–Wealth Management
Jim has over 25 years experience in finance and portfolio management. In 1994, he earned the prestigious Chartered Financial Analyst designation and subsequently served on the CFA Institute's Board of Governors (2003-2006). He received his BA - Business Administration and MBA from California State University, Northridge. Additionally, he served as co-director for the USC/CFALA CFA review program for 5 years where he taught classes in ethics and professional conduct, financial statement analysis and equity security analysis. Jim is also a past-President of the CFA Society of Los Angeles.
Personal & Community
Education
Lets connect
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
