$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With over 22 years of experience in the Financial Services Industry, James works with his clients to build comprehensive financial plans based on their needs and goals. As your personal advocate, James will provide you with advice that is tailored to your circumstances and priorities. James starts with a detailed plan for all you'd like your wealth to achieve. Over time, he will carefully monitor and communicate about every aspect of the process that impacts your portfolio, adjusting your plan as necessary, so you can embrace your financial future with confidence.
It takes more than investment guidance to help you move forward with confidence; it takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.
James and his wife Jessica currently reside in Ridgewood, NJ with their two children. He enjoys spending time with his family, golfing, fishing, skiing, and riding his mountain bike.
Lets connect
With over 22 years of experience in the Financial Services Industry, James works with his clients to build comprehensive financial plans based on their needs and goals. As your personal advocate, James will provide you with advice that is tailored to your circumstances and priorities. James starts with a detailed plan for all you'd like your wealth to achieve. Over time, he will carefully monitor and communicate about every aspect of the process that impacts your portfolio, adjusting your plan as necessary, so you can embrace your financial future with confidence.
It takes more than investment guidance to help you move forward with confidence; it takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.
James and his wife Jessica currently reside in Ridgewood, NJ with their two children. He enjoys spending time with his family, golfing, fishing, skiing, and riding his mountain bike.
Lets connect
Client Associate
Client Associate
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.
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.
At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Consider prioritizing SI portfolio alignment
The sustainability transition is not just driven by policy, as investors and corporations alike are integrating SI into their portfolios and businesses. At UBS, we view a widening breadth of SI vehicles as an opportunity to deepen exposure.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
14.8%
CET1 capital ratio
UBS is one of the world’s best-capitalized banks
UBS Company Reporting as of 03/31/2024
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
