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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.
Account Vice President
Financial Advisor
Jim focuses on providing sophisticated wealth planning and investment management strategies to affluent individuals, families, nonprofit organizations and small business owners. Jim began his career in the financial services industry in 2015 when he joined UBS in his fathers practice. Together, they guide clients through retirement planning, education funding, 401k management, liability management and insurance needs.
Prior to UBS he worked for Siemens Energy Inc. managing the construction and commissioning of power plants around the globe. He graduated from Massachusetts Maritime Academy with a B.S. in facilities engineering and earned a M.S. in Project Management from Northeastern University.
Outside the office, Jim has been active in a number of organizations in the community including the Cape Cod Chamber of Commerce as well as volunteering for Big Brother Big Sister of the Cape and Islands. Jim and his wife, Callie, a labor and delivery nurse live in Centerville with their two dogs. They enjoy fishing the waters of Cape Cod and traveling.
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
James Tenaglia, CFP, AWMA, CRPS is also part of:
North Street Legacy Partners
Lets connect
Account Vice President
Financial Advisor
Jim focuses on providing sophisticated wealth planning and investment management strategies to affluent individuals, families, nonprofit organizations and small business owners. Jim began his career in the financial services industry in 2015 when he joined UBS in his fathers practice. Together, they guide clients through retirement planning, education funding, 401k management, liability management and insurance needs.
Prior to UBS he worked for Siemens Energy Inc. managing the construction and commissioning of power plants around the globe. He graduated from Massachusetts Maritime Academy with a B.S. in facilities engineering and earned a M.S. in Project Management from Northeastern University.
Outside the office, Jim has been active in a number of organizations in the community including the Cape Cod Chamber of Commerce as well as volunteering for Big Brother Big Sister of the Cape and Islands. Jim and his wife, Callie, a labor and delivery nurse live in Centerville with their two dogs. They enjoy fishing the waters of Cape Cod and traveling.
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
James Tenaglia, CFP, AWMA, CRPS is also part of:
North Street Legacy Partners
Lets connect
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
