A plan tailored for you

For the goals you want to accomplish

By working closely with you to create a fully integrated financial and investment plan, I can help you explore opportunities to grow and protect the wealth you have worked so hard to build. Backed by the extensive resources of UBS, and collaborating with your trusted legal and tax advisors, I am able to offer comprehensive wealth management focused entirely on you, your family and future generations.

My financial planning team and I follow a disciplined approach that helps you set realistic financial goals. We then can match your specific objectives with a highly personalized financial plan and investment strategy.

- Jim Iseman

Jim Iseman

Senior Vice President–Wealth Management

Portfolio Manager

My background combines 25 years as a Senior Vice President-Wealth Advisor and Portfolio Manager specializing in mutigenerational financial planning, individual planning, business planning and thematic investing. I will work closely with your team of accountant(s) and attorney(s), leading the effort to develop one integrated approach.

Prior to my tenure in the financial services industry, I enjoyed a 20-year career in brand marketing including: Allergan (now Abbvie), Warner Lambert (now Pfizer) and Block Drug (now Glaxo Smith Kline). I received my M.B.A. in marketing and finance, graduating cum laude from the NYU Stern School of Business. I received my B.A. from the University of Pennsylvania.

Registered States:
  • CA
  • CT
  • FL
  • MA
  • MD
  • NJ
  • NY
  • PR
  • SC
  • VT

Education

  • M.B.A., NYU Stern School of Business
  • B.A., University of Pennsylvania

Credentials

  • Portfolio Manager
8 Wright Street
3rd Floor
Westport, CT 06880
  • (203) 291-1041

Email Me

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A plan to connect all aspect of your financial life

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Multigenerational strategies for your entire family

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A streamlined process for achieving your goals

Portfolio management

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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As of 03/31/2024

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