Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Jason graduated from the Richard T. Framer School of Business at Miami University in 1994, earning his B.S. degree in finance and minor in political science. Jason began his career in 1996 at Salomon Smith Barney in Beverly Hills. He gathered other valuable advisory experience at Prudential Securities and Wachovia Securities. Throughout his tenure in the industry, Jason has played an instrumental role in building consulting groups catering to high net worth investors. Jason, his wife Seem, and sons Zane and Wyatt reside in Pacific Palisades. He enjoys spending time with his family and friends, golf, and hiking.
Education
Credentials
Senior Vice President–Wealth Management
Jason graduated from the Richard T. Framer School of Business at Miami University in 1994, earning his B.S. degree in finance and minor in political science. Jason began his career in 1996 at Salomon Smith Barney in Beverly Hills. He gathered other valuable advisory experience at Prudential Securities and Wachovia Securities. Throughout his tenure in the industry, Jason has played an instrumental role in building consulting groups catering to high net worth investors. Jason, his wife Seem, and sons Zane and Wyatt reside in Pacific Palisades. He enjoys spending time with his family and friends, golf, and hiking.
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
