Keep on track with the right financial advice

Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

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John G. Walsh

Senior Vice President–Wealth Management

John’s career began with eight years in the banking industry at Dime Savings  where he worked with clients’ savings and borrowing needs. Upon achieving officer status, he was assigned to the bank’s bond portfolio and became director of the Retirement Planning Department. John received his license as a financial advisor in 1982 at Prudential Securities and became a branch office manager in 1990. In 1993, he established and managed a branch office for Smith Barney for fifteen years. In 2010, he joined UBS Financial Services as a Senior Portfolio Manager. In 2015, John completed the Wealth Management Advisor Program, an advanced studies program addressing the management and transference of assets for successful families. John has also earned the designation of Certified Exit Planner Advisor to assist in private business evaluation.

John is active in many organizations in the community. He currently serves on the board of the Regenerative Research Foundation for neural stem cell discovery. He is also a trustee of the Albany Institute of History and Art. He is a past president of the Living Resources Foundation and also led the Living Resources Licensed Home Care Agency. John is a past president of the Northeastern Association of the Blind at Albany, a former trustee and membership chair of the Fort Orange Club, and served on the Board of Governors of Wolferts Roast Country Club. He was a founding member of Medicus Christi, a health organization committed to establishing a teaching hospital in Africa, and was honored in 2005 as United Way’s Executive of the Year.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • KS
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WI

Education

  • Westminster College
  • American Institute of Banking
  • Stanford Executive Education School of Business

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor
  • Certified Exit Planning Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Estate planning strategies
Exit planning
Business succession
Custom portfolios
8 Southwoods Blvd
Suite 207
Albany, NY 12211
  • (518) 445-1613

Email Me

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

compass

A way forward

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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