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$6 trn
UBS Group invested assets
As of 12/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Managing Director–Wealth Management
Financial Advisor
Jesse is a Senior Vice President of Wealth Management, Senior Portfolio Manager, and Corporate Stock Benefit Consultant. He joined the firm in 2005 after working at Morgan Stanley and ESPN.
Jesse leads a wealth management business that is focused on helping successful individuals and their families create and manage their financial plans. He works with clients to manage their company benefit plans and developing strategies around their investment assets. He leverages the firm's intellectual capital to put his client's needs first. Jesse remains mindful of capital preservation and growth, risk management, and is highly motivated to helping clients achieve their long term goals in constantly changing market conditions.
Jesse received his B.A. from Lake Forest College in 2003. He was a double major in Business with a focus in Finance and Art with a focus in Art History. Jesse also received a minor in Communications from Lake Forest.
With almost two decades of service to the firm, Jesse prides himself on being able to coach, teach and manage client's emotions during challenging financial times. His ability to communicate, listen and establish long term relationships are essential to contributing to the UBS Global Wealth Management brand.
Jesse resides in Simsbury, Connecticut with his wife Erin, their two daughters Remy and Reese, and their dog Taylor. Outside of the office, Jesse enjoys spending time with his family, golfing, playing and coaching hockey, and helping out within his broader community.
Recognized as an industry leader:
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.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director–Wealth Management
Financial Advisor
Jesse is a Senior Vice President of Wealth Management, Senior Portfolio Manager, and Corporate Stock Benefit Consultant. He joined the firm in 2005 after working at Morgan Stanley and ESPN.
Jesse leads a wealth management business that is focused on helping successful individuals and their families create and manage their financial plans. He works with clients to manage their company benefit plans and developing strategies around their investment assets. He leverages the firm's intellectual capital to put his client's needs first. Jesse remains mindful of capital preservation and growth, risk management, and is highly motivated to helping clients achieve their long term goals in constantly changing market conditions.
Jesse received his B.A. from Lake Forest College in 2003. He was a double major in Business with a focus in Finance and Art with a focus in Art History. Jesse also received a minor in Communications from Lake Forest.
With almost two decades of service to the firm, Jesse prides himself on being able to coach, teach and manage client's emotions during challenging financial times. His ability to communicate, listen and establish long term relationships are essential to contributing to the UBS Global Wealth Management brand.
Jesse resides in Simsbury, Connecticut with his wife Erin, their two daughters Remy and Reese, and their dog Taylor. Outside of the office, Jesse enjoys spending time with his family, golfing, playing and coaching hockey, and helping out within his broader community.
Recognized as an industry leader:
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.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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
