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$3.9 trillion
In invested assets globally
As of 12/31/2022
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Managing Director–Wealth Management
Jim joined UBS in 1997 and has since acquired many accreditations and awards for his dedication to clients and exceptional leadership. He focuses on high net worth individuals, business owners, retirement plans, asset allocation strategies and complex financial planning strategies.
Jim holds the Series 7, 31, 63 and 65 securities licenses and his insurance license. He earned an M.B.A. with a concentration in strategic planning and finance from the University of Pittsburgh’s Katz Graduate School of Business. Jim graduated with a B.S. in business and a minor in history from Miami University, Oxford, OH.
Jim is an active member of the local community, currently serving on the board of the Pittsburgh Symphony. Jim has previously served on boards of the Longue Vue Club, the Coalition for Christian Outreach and Beverly Heights Presbyterian Church. Jim lives in Mount Lebanon with his wife, Erin, and their two daughters. He enjoys spending time traveling with his family and playing golf.
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
Credentials
Lets connect
Managing Director–Wealth Management
Jim joined UBS in 1997 and has since acquired many accreditations and awards for his dedication to clients and exceptional leadership. He focuses on high net worth individuals, business owners, retirement plans, asset allocation strategies and complex financial planning strategies.
Jim holds the Series 7, 31, 63 and 65 securities licenses and his insurance license. He earned an M.B.A. with a concentration in strategic planning and finance from the University of Pittsburgh’s Katz Graduate School of Business. Jim graduated with a B.S. in business and a minor in history from Miami University, Oxford, OH.
Jim is an active member of the local community, currently serving on the board of the Pittsburgh Symphony. Jim has previously served on boards of the Longue Vue Club, the Coalition for Christian Outreach and Beverly Heights Presbyterian Church. Jim lives in Mount Lebanon with his wife, Erin, and their two daughters. He enjoys spending time traveling with his family and playing golf.
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
Credentials
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
