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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
Senior Vice President–Wealth Management
Senior Portfolio Manager
With over 30 years of experience in the financial services industry, Jesse Ferro is dedicated to providing comprehensive wealth management services to individual and corporate clients. Prior to joining UBS in 2007, Jesse spent 14 years at Prudential Securities and Wachovia Securities which merged in 2003. Jesse has also worked as a Senior Corporate Financial Analyst in New York City and holds his Masters Degree in International Business from the Zicklin School of Business, Baruch College.
Areas of expertise:
Licenses:
FINRA Series 7, 63, 65, 3, 9 and 10 securities licenses. Insurance licenses: life, health and annuities (CA License # 0H32609)
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.
Education
Credentials
Senior Vice President–Wealth Management
Senior Portfolio Manager
With over 30 years of experience in the financial services industry, Jesse Ferro is dedicated to providing comprehensive wealth management services to individual and corporate clients. Prior to joining UBS in 2007, Jesse spent 14 years at Prudential Securities and Wachovia Securities which merged in 2003. Jesse has also worked as a Senior Corporate Financial Analyst in New York City and holds his Masters Degree in International Business from the Zicklin School of Business, Baruch College.
Areas of expertise:
Licenses:
FINRA Series 7, 63, 65, 3, 9 and 10 securities licenses. Insurance licenses: life, health and annuities (CA License # 0H32609)
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.
Education
Credentials
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
