Senior Vice President–Wealth Management
Financial Advisor
Jeffrey has been developing personalized retirement plans and investment strategies for clients for over 25 years. Having joined UBS in 2004, he is passionate about the financial consultation and portfolio construction processes. Working in close partnership with his clients, Jeffrey helps to clearly define their goals and objectives as he designs their customized wealth management strategies.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Jeffrey has been developing personalized retirement plans and investment strategies for clients for over 25 years. Having joined UBS in 2004, he is passionate about the financial consultation and portfolio construction processes. Working in close partnership with his clients, Jeffrey helps to clearly define their goals and objectives as he designs their customized wealth management strategies.
Credentials
First Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Joining UBS in 2004, Jim brings over 20 years of financial services and retirement planning experience to the team. He designs personalized financial plans and investment strategies to address the needs of affluent families-focusing on portfolio development. Jim is a Senior Portfolio Manager in the Portfolio Management Program at UBS. He and his wife, Mariann, have three children and reside in Port Washington, NY. He is active in his community and currently serves on the Board of Directors of Port Washington Youth Activities.
Credentials
First Vice President–Wealth Management
Financial Advisor
Joining UBS in 2004, Jim brings over 20 years of financial services and retirement planning experience to the team. He designs personalized financial plans and investment strategies to address the needs of affluent families-focusing on portfolio development. Jim is a Senior Portfolio Manager in the Portfolio Management Program at UBS. He and his wife, Mariann, have three children and reside in Port Washington, NY. He is active in his community and currently serves on the Board of Directors of Port Washington Youth Activities.
Credentials
Senior Wealth Strategy Associate
Education
Senior Wealth Strategy Associate
Education
Client Associate
Education
Client Associate
Education
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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