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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Maximize your potential wealth

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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As of 06/30/2024

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