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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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 (please refer to the Recognition and Education section). 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
Managing Director–Wealth Management
Jim joined UBS in 1997 and has since acquired many accreditations and awards (please refer to the Recognition and Education section). 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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
