Senior Vice President–Wealth Management
John has over 25 years of experience in private wealth management. He began his career with Shearson Lehman Brothers in 1993 and is currently a Senior Vice President–Wealth Management with UBS Financial Services Inc. He understands that it’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. When he talks about wealth management, he wants to learn about those life questions that are on your mind and, together, help you find the answers.
His comprehensive wealth management approaches focus on these areas:
John received his M.F.A. from the University of Southern California and a B.A. from the University of Michigan, Ann Arbor. John holds the Certified Investment Management Consultant® designation, the UBS Wealth Advisor designation, the life and health insurance licenses and the Series 7, 31, 63 and 65 securities licenses.
Outside of work, John strives to make a difference in the community. He is a member of the Motion Picture & Television Fund Professional Advisory Network and the Investments & Wealth Institute, and volunteers at weSPARK Cancer Support Center and Jewish Big Brothers. John resides in Bel Air, CA, where he enjoys spending time with his three kids.
Recognized as an industry leader:
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
Senior Vice President–Wealth Management
John has over 25 years of experience in private wealth management. He began his career with Shearson Lehman Brothers in 1993 and is currently a Senior Vice President–Wealth Management with UBS Financial Services Inc. He understands that it’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. When he talks about wealth management, he wants to learn about those life questions that are on your mind and, together, help you find the answers.
His comprehensive wealth management approaches focus on these areas:
John received his M.F.A. from the University of Southern California and a B.A. from the University of Michigan, Ann Arbor. John holds the Certified Investment Management Consultant® designation, the UBS Wealth Advisor designation, the life and health insurance licenses and the Series 7, 31, 63 and 65 securities licenses.
Outside of work, John strives to make a difference in the community. He is a member of the Motion Picture & Television Fund Professional Advisory Network and the Investments & Wealth Institute, and volunteers at weSPARK Cancer Support Center and Jewish Big Brothers. John resides in Bel Air, CA, where he enjoys spending time with his three kids.
Recognized as an industry leader:
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
Wealth Strategy Associate
Mr. Michael Gordon graduated from UCLA with a Bachelor of Arts in English and has worked in nonprofits before turning to the world of finance in 2021. He utilizes his communication and interpersonal skills through a stewardship model approach to provide excellent service to all clients and their accounts in any task. As a Registered Client Service Associate, he is devoted to the client service model here at UBS and our culture of professional development mixed with personal growth.
Michael lives in Sherman Oaks and spends his free time cooking, hiking, and birdwatching with his wife Tania and their two dogs Toby and Marbles.
Wealth Strategy Associate
Mr. Michael Gordon graduated from UCLA with a Bachelor of Arts in English and has worked in nonprofits before turning to the world of finance in 2021. He utilizes his communication and interpersonal skills through a stewardship model approach to provide excellent service to all clients and their accounts in any task. As a Registered Client Service Associate, he is devoted to the client service model here at UBS and our culture of professional development mixed with personal growth.
Michael lives in Sherman Oaks and spends his free time cooking, hiking, and birdwatching with his wife Tania and their two dogs Toby and Marbles.
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
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
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