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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
Vice President–Wealth Management
Jane joined UBS in 1986 as a Financial Advisor and in 1996 she was selected to study and train as a Portfolio Manager in the elite investment advisory Portfolio Management Program. In 2012 she was promoted to Senior Portfolio Manager. In 2015 UBS recognized Jane with $100,000,000 Assets Under Management Milestone Award.
Jane received an M.B.A. in Finance and Investment Management from Drexel University in Philadelphia, Pennsylvania and a B.A. in Sociology and Anthropology from Denison University in Granville, Ohio. She holds Series 7, 63 and 65 securities licenses, as well as Pennsylvania license to offer accident, health, life, fixed annuity, variable life and variable annuity insurance products.
Jane and her husband live in Center City Philadelphia.
Education
Credentials
Lets connect
Vice President–Wealth Management
Jane joined UBS in 1986 as a Financial Advisor and in 1996 she was selected to study and train as a Portfolio Manager in the elite investment advisory Portfolio Management Program. In 2012 she was promoted to Senior Portfolio Manager. In 2015 UBS recognized Jane with $100,000,000 Assets Under Management Milestone Award.
Jane received an M.B.A. in Finance and Investment Management from Drexel University in Philadelphia, Pennsylvania and a B.A. in Sociology and Anthropology from Denison University in Granville, Ohio. She holds Series 7, 63 and 65 securities licenses, as well as Pennsylvania license to offer accident, health, life, fixed annuity, variable life and variable annuity insurance products.
Jane and her husband live in Center City Philadelphia.
Education
Credentials
Lets connect
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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
