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$6 trn
UBS Group invested assets
As of 12/31/2024
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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
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
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