Financial planning

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.