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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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Senior Vice President–Wealth Management
John is a Senior Vice-President, Investments and Senior Portfolio Manager for the UBS Financial Services, Inc. Portfolio Management Program, managing investment assets for clients across the United States. John has been a financial advisor and portfolio manager since 1983, building his practice mostly in the Washington, DC area. He graduated from the College of William and Mary in 1981 with a BA in Economics. John is a member of the Board of Directors of the Santa Fe Community Foundation, and an avid skier and supporter of the arts of New Mexico.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
John is a Senior Vice-President, Investments and Senior Portfolio Manager for the UBS Financial Services, Inc. Portfolio Management Program, managing investment assets for clients across the United States. John has been a financial advisor and portfolio manager since 1983, building his practice mostly in the Washington, DC area. He graduated from the College of William and Mary in 1981 with a BA in Economics. John is a member of the Board of Directors of the Santa Fe Community Foundation, and an avid skier and supporter of the arts of New Mexico.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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