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$6 trn
UBS Group invested assets
As of 12/31/2024
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.
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.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
