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.

Pensive Man On Boat

John Walsh, III

Senior Vice President–Wealth Management

John has been working in the financial services industry since 1975.  His career began with eight years in the banking industry 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 Department. John became licensed as a financial advisor in 1982 and in 1990 he was promoted into management as a branch manager. Among his various industry licenses and designations is the admittance to the Portfolio Management Program as a Senior Portfolio Manager. He has also completed the Wealth Management Advisor Program, an advanced studies program addressing the management and transference of assets for highly successful families and businesses.

John is active in many organizations in the community.  Currently, he is on the board of Living Resources Licensed Home Care Agency and has been on the Living Resources Foundation where he served as Vice President and President.  He is also a founding member of Medicus Christi, a health organization committed to establishing a teaching hospital in Africa.  He serves on the board of the Regenerative Research Foundation overseeing neural stem cell discovery.  John has been the United Way's Executive of the Year, a board member and President of the Northeastern Association of the Blind, a member of the Portfolio Managers Institute, a Trustee and Membership Chairman of the Fort Orange Club and he has been recently been elected to the Board of Governors of Wolferts Roost Country Club.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • 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

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor
  • Certified Exit Planning Advisor
8 Southwoods Blvd
Suite 207
Albany, NY 12211
  • (518) 445-1613

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Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

compass

A way forward

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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