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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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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